Solve CRM
solve360.comSolve CRM (Solve360) helps teams stay on top of customer and company records while keeping outreach workflows organized and up to date. The platform focuses on turning CRM activity into clear signals—new users, contacts, and companies—so sales and customer teams can move faster, stay consistent with tagging, and keep data fresh for follow-ups.
When Solve CRM data changes, BOBs turn that into immediate, reliable customer operations. They can auto-create contacts to ensure no lead or new user is missed, apply the right tags instantly, and record new company creation events as actionable signals for your sales or onboarding motion.
This enables use cases like “always-on CRM hygiene,” rapid routing to the right segments, and faster follow-up coordination—so your team spends less time entering data and more time acting on it. BOBs can also use captured events as triggers for downstream tasks across your sales stack (like updating pipelines, notifying owners, or preparing outreach), keeping your outreach consistently aligned with what’s happening in your CRM.
What can BOBs do with Solve CRM?
Perform actions
- Create Contact
- List Category Options
Listen to real-time events
- New Company Created (Instant)
- New Contact Created (Instant)
- New Contact Tagged (Instant)
- New User Created