Learn your way around Solve360 in minutes

Intuition generally guides you through Solve360's features but you look busy today, so let's begin by running though a simple and accelerated overview so you can put Solve360 to work right away.
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Featured tutorials

Want to be a Solve360 Pro? These featured tutorials provide additional depth in various key areas. They will show you exactly how to make use of the hundreds of Solve360 features that will simplify your work.

Users and sharing information

  • Creating and managing your user accounts
  • Sharing information with your team and clients

Category tags

  • Organizing your contacts into groups to manage call lists
  • Managing different contact segments & pipelines

Email campaigns

  • Sending emails to contacts using scheduled activities, the Webmail client, or specialized marketing services
  • How to use the Constant Contact and MailChimp Add-ons

Solve360 Mobile App

  • Access all your Solve360 information on your iPhone, Android or newer Blackberry smart-phone
  • Get immediate answers to questions and update the team when out of the office

Importing Contacts and Companies

  • How to load data from any system
  • Special tips on transposing data into the Solve360 format

Attaching emails as activities

  • How to simply attach email messages to a contact, company or project blog page
  • Advanced integration with Google and Rackspace

Linking to external calendar systems

  • Sync your Solve360 events and tasks directly to an external calendar system like Mac’s iCal, Google Calendar, Outlook 2007 and the iPhone.

Integration tutorials

Everything Google

  • Linking Google Accounts and Google Apps to your Solve360 account
  • Learn how the two systems work together

Solve360 programming reference (API)

  • Setup Web-forms to capture data directly into Solve360
  • Integrate Solve360 with external systems and develop custom reports

FreshBooks

  • A unified view of client history and billing data
  • One-click access to generate new estimates & invoices

Best practices

Customer relationship management

  • Most CRMs were conceived in the '90s for large companies. Let's explore how Solve360 is different and is applied to teams that actually manage client interactions

Lead nurturing

  • Explains how to implement automatic multi-step lead nurturing campaigns that really work

Project management

  • Presents an approach to consider when managing teams and projects