Solve CRM
Review of Solve CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Solve CRM
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Solve CRM Features
Solve CRM Integrations
Customer Reviews
See why people love Solve CRM
Carl B.
Verified UserComprehensive, versatile CRM and project management tool with outstanding customer support
The main benefits are: 1. The ability to offer great customer relationship - the information on the project and the customer is easily available to the team. 2. The ability to track all potential clients in a meaningful way, organising follow-ups at any point in the future. 3. Easily pick-up projects and clients from other members of the team should they be absent.
- Works superbly with other cloud platforms
- VERY flexible
- Two versions to choose - Solve CRM and Solve Client Manager
- Lots of great features - Google sheets report integration (slice, dice, geo-reference, and pivot the data anyway you want), click to call, easy to navigate activity window, flexible workflows and follow-ups, individualised task lists and on and on
- We've implemented Solve360 in three companies and recommended it to dozens of others and never been disappointed
- Of course we always consider other products on the market
- Many of them promise to deliver great things, but when you get into the detail, they lack key features that are essential, or are prohibitively expensive
- Really difficult to find cons with the software
- Being really picky, perhaps some lesser used functions are not immediately obvious, but there are plenty of guides and the customer support is outstanding
- The inclusion of a Gantt chart function would be great for project work, but there are work arounds for this
Dorea S.
Verified UserHealth, Wellness and Fitness · 2-10 employees
Wonderful tool for any business with contacts
Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.
- I have used Solve for over 4 years, and introduced it to my latest start-up business project
- I vetted several CRM's before going with Solve and have been very happy with this decision
- At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results
- I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders
- I can easily make templates for emails and reminder tasks/queues/calendar dates
- It has been a wonderful CRM to work with
- I recommend it to anyone that needs to keep track of contacts and their interactions
- It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly
- I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it
- We cannot connect our Quickbooks with Solve
- I have used Xero with success with my prior business
- I prefer Xero over Freshbooks
- No number to call for support, but when you email support they can setup a time and they do respond quickly
Why they chose it
"Price point is better, tools to stay organized, apps to link with, and customer service support and training."
Henry L.
Verified UserEducation Management · 51-200 employees
Solve CRM is somewhat unwieldly and difficult to use
I found Solve to be pretty difficult and unwieldly to use with too much information and limited filtering ability, impairing my ability to understand information about a client without feeling overwhelmed.
It is a very information dense CRM, where a lot of information is stored and displayed at once, which can be helpful if you want to see all the information at once
The high level of information displayed at once, without any sort of options for filtering can make it difficult at times to find the most important information regarding a client
Jennifer P.
Verified UserAutomotive · 2-10 employees
You can't live without Solve for your business!
We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and searched for an affordable way to keep up with our small growing business and nothing was out there until we ran into Solve. We created our database from the ground up and continue to change it according to our needs and it always lives up to our high standards. We have a very niche product and business and Solve has made it a million times easier to manage and grow our business!
- Solve is highly customize-able for a business like ours that can't just use a cookie cutter program to manage our clients and their needs
- We are highly productive using Solve and there is nothing out there like this program
- The price point is unbeatable and the customer service is top notch - they are on the ball EVERY TIME we need help
- There is nothing we do not like about Solve
- We can make it into anything we want it to be and the customer service team is fast to respond if we run into issues
- That is a major thing today when you can barely get someone on the phone after 10 minutes of pressing buttons on an automated phone system like most companies use
Why they chose it
"We did a free trial and realized that we couldn't live without it - best decision our business has ever made!"
Greg B.
Verified UserReal Estate · 2-10 employees
Intuitive and Easy to Use
Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc.
The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members
- Would like to see an easier way for admin to track team members assigned tasks
Switched From
I previously used Solve CRM and decided to switch to RealVolve because of the transaction management aspects of that program. In actual use, I found RealVolve to be less than advertised and very difficult to customize and operate. I prefer the ease of use and intuitive aspects of Solve CRM, which is also easier to train.
Grant W.
Verified UserFinancial Services · 2-10 employees
Flexible CRM, Great Value
Verified reviewer
- Solve is highly customizable and does everything we need it to do
- The API also allows us to integrate Solve easily with other programs that we use to operate our business
- What you get for the price is such a great value
- Mobile site is glitchy and could be improved
Why they chose it
"Solve gives us all the flexibility and features that we need and nothing we don't. Other CRMs may be more feature-packed, but many of those features are not needed for our business."
Richard M.
Verified UserAccounting · 11-50 employees
Solve 360 - one of the easiest CRM's to learn and use
A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues.
Very short learning curve for new users - almost no need for instruction, just give them an account and they can start using it immediately
- Limited built-in reporting capability
- Necessary to export to Excel or use google-sheets integration
Switched From
We were very unhappy with Zoho CRM, and a client recommended switching to Solve after he made the same switch.
Rimsky V.
Verified UserFinancial Services · 2-10 employees
Everything you need from a CRM
Excellent
Customisable, very easy to use, extremely efficient is capturing and retrieving information
- The mobile app does not come as standard and is not as good
Why they chose it
"more adaptable for the needs of a small to mid-sized company and far easier to save and retrieve info (having used Salesforce before)"
Rich W.
Verified UserInsurance · 2-10 employees
Highly Recommend Solve - CRM to Fit any Business
We use Solve to track all of our contacts, companies and clients. The relational fields that link related records and clients together is great. I highly recommend Solve CRM and Client Manager.
- We have been using Solve360 since 2009
- We have tested many CRMs and they all lack one thing or another but Solve 360 is completely customizable to fit any organizations needs
- The customer support is superb, friendly and always willing to help
- We've started using the Solve Client Manager and are extremely happy with its ease of use
- We use both the CRM and Client Manager and there are still a lot of areas that need to be cleaned up between the two systems
- Some of the functionality that we like in the CRM hasn't been moved over to the client manager, such as the webmail functionality
- Both systems need more functionality with tagging features so that different workgroups/users can have different tags
- I'm looking forward to the next version of the CRM that I've been told is coming soon
Seyta S.
Verified UserHigher Education · 501-1000 employees
For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.
This is a dream product, allowing for a central nervous system to hold all details of business that need tending. Using it has allowed me to show up in the best ways to clients and customers, and to stay organized and efficient with all work processes.
- The flexible and all-encompassing nature of what Solve has in its wheelhouse is unparalleled being about to hold all aspects of business
- I used Solve in my own business, which was heavily customer-service oriented, then contracted with other small businesses to set up their systems in Solve
- I have found it to fit all the needs of a diverse array of businesses, with greatly different needs, including a custom tailoring business, school, small retail business, and international spiritual teacher
Being dependent on Solve for so many years in "larger" (2-5 people businesses), it has been cost-prohibitive for me to use privately, just for myself as a contractor
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