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
- 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
- Ongoing Support and Customization
Get in touch today to find out more!