Solve CRM

 

I've helped clients adopt and use Solve CRM since 2010. 

With a background in IT management and operations ranging from startup to enterprise, I assess operations, identify pain points, and implement lasting technical solutions that align with your unique business process. The result is a streamlined end-to-end workflow that positively impacts your bottom line.

I specialize in Solve CRM and the new mobile app, Solve Client Manager. I provide implementation, optimization, integration, training, data migration, and customization. I work across industries, but am particularly experienced working with Realtors and mortgage brokers. 

Solve's features include:

  • Customer Relationship Management (CRM)

  • Project Management

  • Time Tracking

  • Reporting

  • Email, Calendar, and Contact Sync

I work with Solve CRM integrations such as Zapier, G Suite, MailChimp, Constant Contact, Freshbooks, Wufoo, Gravity Forms, and Zendesk. Most importantly, I'm a creative problem solver who understands firsthand the perspective of the small business owner and day-to-day operators.

I also provide:

  • Data export, transforms, and import

  • Migration

  • Implementation

  • Integration

  • Training

  • Optimization

  • Ongoing Support and Customization

 
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Get in touch today to find out more!