Solve CRM is a popular solution amongst Creative, Finance, Marketing, Consulting and Real Estate. It is recommended by thousands to make stronger connections with clients, manage projects and close more deals.
Intuitive and easily customizable, Solve is ideal for teams who need a flexible, shareable and integrated database. Take advantage of both desktop & mobile access, as well as our highly-responsive and helpful support. Your entire team will agree on Solve.
How it Works with FreshBooks
Solve offers FreshBooks users a unified view of each client’s history and billing data directly within their CRM record. This connects the front and back ends of your business to help your client facing staff make better decisions. One-click to generate new FreshBooks estimates & invoices directly within Solve and sync your data between systems.
How to Get Started
Enable the FreshBooks add-on by logging in to Solve CRM and clicking the Solve menu (top-right) > Add-ons > FreshBooks > Add > enter your FreshBooks subdomain > Update
Have each Solve user prove they have access to Freshbooks data: add a FreshBooks activity to a record (either , company or project blog). The first time a Solve user accesses the FreshBooks feature, they will be asked to prove they have access to the FreshBooks data.
- Click Permissions > enter your FreshBooks login information and grant Solve access to the account. When this step is complete, return to the FreshBooks activity and click on the Verify link.