Description
Solve360 is a cloud-based productivity CRM platform that allows users to manage and automate workflows. It simplifies all record keeping, scheduling, communication and information sharing. Solve360 is incredibly flexible and secure, with straight-forward controls over specific field data and who can access.
Website: solve360.com
Features
- Activity templates: set activities listed on an existing contact, company or project blog that have been saved into a reusable template
- Custom Fields & Category Tags: customize Solve records using custom fields to fine tune Solve to your needs
- Pre-integrated Cloud Applications: organize your disparate application info into a single interface, streamlining how they are used
- Link Emails: link email messages to corresponding contacts, companies and project blogs
- Report & Update Activities: monitor and manage interactions with prospects and clients, complete existing projects and plan new projects
- Mobile: preserve your workflow, while responding to new opportunities as they arise
- Secure workgroups: save contacts, companies and project blogs so you can share them with a specific set of users
- API & Webhooks: integrate Solve with your web site and other applications you use and create some pretty spiffy custom reports
Wildix Integration with Solve360
- Popup URL
- Actions from call popups (automatic opening of a caller’s contact record upon receiving or placing a call)
