Solve

New: QuickBooks Online

info@norada.com (Norada Corporation) — Tue, 05 Nov 2019 00:00:00 -0700

Integrate your QuickBooks Online accounting information so authorized staff can make informed decisions on how to interact with each client. Use Solve’s time feature, to see how much time the team spent on a project or client vs. how much time was billed.

New: Xero Accounting

info@norada.com (Norada Corporation) — Mon, 16 Sep 2019 00:00:00 -0600

Integrate your Xero accounting information so authorized staff can make informed decisions on how to interact with each client. Use Solve’s time feature, to see how much time the team spent on a project or client vs. how much time was billed.

New: Solve for Gmail

info@norada.com (Norada Corporation) — Mon, 05 Aug 2019 00:00:00 -0600

Empower team members who do their best work out of Gmail:

View centralized contact data and all related records at-a-glance
Add contacts from Gmail messages, reducing data entry

New feature: Field-security

info@norada.com (Norada Corporation) — Mon, 22 Apr 2019 00:00:00 -0600

This one’s a heavy hitter …

Restrict user(s) from accessing or making changes to specific fields using straight-forward controls. Applies to standard fields, custom fields, and custom activity fields. Protection is system-wide, including all search and report features.

New: Enhanced desktop interface

info@norada.com (Norada Corporation) — Mon, 04 Feb 2019 00:00:00 -0700

Solve’s best desktop experience yet. Match the same smooth feel of the new iOS and Android apps with the renowned at-a-glance form of Solve CRM.

New enhancement: Searching across related records

info@norada.com (Norada Corporation) — Wed, 14 Nov 2018 00:00:00 -0700

Now search on two different record types at the same time. Filter deeper into your data by merging two unique searches into one, joined by the ‘related to’ field.

A few examples:

List specific contacts that are related to a specific list of companies
List specific contacts that are related to a specific list of projects, cases, locations, etc.
List specific projects, cases, locations, etc. that are related to specific companies

Each of the two record types can use the standard full range of search criteria, making this feature extremely useful when asking real-world questions.

Hand-offs, another breakout feature

info@norada.com (Norada Corporation) — Wed, 07 Nov 2018 00:00:00 -0700

“Hand-offs”, a quick way to assign work that ensures predictable communication, alerting you when important steps happen. Like texting tasks, only better.

New: Improve scheduling workflow, based around Google Calendar

info@norada.com (Norada Corporation) — Tue, 23 Oct 2018 00:00:00 -0600

This is a big one …

Solve three common scheduling challenges, all based around Google Calendar.

Schedule Google events from directly inside Solve, with
“Find a time” calendar dashboard to visualize and schedule activity across multiple resources, then
In Google calendar, access or update important information behind an event, or reminder, via the direct-to-Solve link

Find a time

New feature: Routing

info@norada.com (Norada Corporation) — Wed, 19 Sep 2018 00:00:00 -0600

Introducing Routing for Solve Client Manager. Minimize the time, cost and risk associated with field personnel by optimizing routes between 20+ locations.

Optimize route

Tap to get directions

New feature: Workflows

info@norada.com (Norada Corporation) — Wed, 13 Jun 2018 00:00:00 -0600

Introducing Workflows for Solve Client Manager. Save time and money by automating the processes that make you successful. In one step instantly add a full sequence of work to complete:

Schedules are intelligently determined
Users are properly assigned and notified
Next steps are queued just-in-time

Complete initial tasks

Next ones revealed

Re-imagining Google email and calendar sharing

info@norada.com (Norada Corporation) — Mon, 18 Dec 2017 00:00:00 -0700

Staff have information critical to the business locked-up in their individual email and calendar. Solve offers convenient ways to share emails and events, displayed inline on matching Solve records – providing teams with a complete client view.

With Solve Client Manager, sharing Google emails and events has evolved to something simpler and more sophisticated. Just turn it “on”, and it works.

New improvements to Report Builder

info@norada.com (Norada Corporation) — Tue, 08 Aug 2017 00:00:00 -0600

Introducing the “Activity changes” report. Monitor which tasks, follow-ups, notes, deals, or interactions (i.e. calls) your staff have touched. At a glance, get a grip on what’s going on in your business to focus on those who needs support, recognize those who deserve it and identify ways to speed things up.

The Report Builder has also seen a large number of incremental updates to existing reports, giving Solve teams more flexibility to dive-deep into their database.

Solve Client Manager: Now for Everyone

info@norada.com (Norada Corporation) — Thu, 03 Aug 2017 00:00:00 -0600

Solve Client Manager is now available for Android in Google Play, purpose-designed for both phone and tablet use cases. With an arsenal of powerful new features the app has made measurable impacts for a variety of clients, most notably customer-facing field staff. Recently Solve clients in Real Estate, Construction, Finance, Solar, Home Services & HVAC have all seen immediate benefits.

New option: Device notifications

info@norada.com (Norada Corporation) — Tue, 18 Jul 2017 00:00:00 -0600

When something important or time sensitive comes up, Solve Client Manager instantly notifies you via your iPhone, iPad, Android or favourite email app.

Solve welcomes hundreds of millions of Microsoft users

info@norada.com (Norada Corporation) — Thu, 04 May 2017 00:00:00 -0600

Over half a billion users from Office 365, Hotmail, Outlook, Live and Azure can now log into both Solve CRM and Solve Client Manager with a single tap.

Price reduction for additional storage

info@norada.com (Norada Corporation) — Mon, 01 May 2017 00:00:00 -0600

We’ve reduced the price of additional storage by 25% for all plans and doubled the storage provided on our older subscription plans.

@Realtors: Close more Zillow & Trulia leads

info@norada.com (Norada Corporation) — Mon, 24 Apr 2017 00:00:00 -0600

When a prospect inquires about your Zillow or Trulia property, Solve will automatically create a corresponding contact and instantly notify the appropriate team members.

New option: Wufoo notification

info@norada.com (Norada Corporation) — Fri, 21 Apr 2017 00:00:00 -0600

When a new lead fills out your Wufoo form, Solve instantly emails appropriate team members so they can react quickly.

Bring live report data to your phone or tablet

info@norada.com (Norada Corporation) — Mon, 16 Jan 2017 00:00:00 -0700

Report Builder can now automatically update reports in Google Sheets on an hourly or daily schedule, even when the spreadsheet is closed.

New option: React instantly with assigned-to notifications

info@norada.com (Norada Corporation) — Fri, 04 Nov 2016 00:00:00 -0600

Users will now automatically receive an email notification when a record is assigned to them, or a Workgroup they belong to. Handy for reacting instantly to new incoming leads, handing off projects, and keeping a heads up on your changing priorities.

New improvement: Report Builder for Google Sheets

info@norada.com (Norada Corporation) — Wed, 26 Oct 2016 00:00:00 -0600

We’ve made significant investments in modernizing Solve’s very popular Report Builder in Google Sheets. Focussing on simplicity and ease of use, you’ll notice a refreshed design.

Re-imagining mobile

info@norada.com (Norada Corporation) — Wed, 27 Jul 2016 00:00:00 -0600

Solve previews the biggest release ever

Something fundamental has changed in people’s routines around how we interact with technology. We check email with our phone, we pay bills with our phone, we even hail cabs with our phone. When given the option between our phone and our computer, more and more we choose the phone.

That said, Business Apps are still focussed on the desktop and mobile has never really been taken seriously. Solve on the other hand, sees massive value in mobile and has been investing heavily in an app that’s both simple and useful. It’s one of those rare of apps you’d rather use on your phone.