Solve360 Software

We are an SME and started with a shared MS Excel. Countless issues including dupkicate versions of the workbook. For what we thought we needed Solve360 offered the optimal solution (including $$ price). Have been using for 4 years now and we haven't looked back. Links easily with Mailchimp for our mailouts.

Pros

Mostly intuitive
Wide range of features we need.

Cons

Would be great to link it to live feeds, like Bloomberg or other news service, or an email address finder.
Not easy to find a print format that suits.
We do have to download to Google Sheets (and then Excel) for certain monitoring tasks.

We used Solve for many years in our non-profit, for managing volunteers, press contacts, and partners. The automated / triggered flows upon adding a new record were simple to setup and back in the day when we started quite unique to Solve at this price point. Realistically today, there are several other platforms that can accomplish the same things that we were using it for at lower costs, which to us as a charity is important. That being said, none of them would have the level of service and involvement that Nathan and his great team offered us during our years as a customer.

Pros

Unlike Salesforce or Zoho, with Solve you have direct access to the team who created the product. They care about their users, and are interested to hear how you are using the software and what they can do to make your experience better.

Cons

The interface is perfectly functional but the web has moved on a bit stylistically and Solve is looking a little long in the tooth as result. Also, I don't believe it has the API connections for easy pipes in / out through services like IFTTT or Zapier for connecting easily to other tools.

I have been using this CRM for many years. It allows me to collect the information I need and provides a way to set appointments, assign tasks, etc.

Pros

The software is very flexible and easy to use.

Cons

I don't have anything negative to say about this software.

The ability to keep our team members organized. View all user activity within each record. The Sales Team loves the ability to glance at a customers activity right before going into an appointment.

Pros

We have been using Solve for 8+ years now. We just recently started using the app. Integrates with Google Sheets! Talk about Awesome! Ease of Use. The best customer service EVER. Their CS Team sends me email regarding upgrades or new tools proactively!!!!!
Give it a try, you'll be hooked!

Cons

The only feature I believe Solve is lacking is the ability to build forms and pull contact/company information in.

Does what it's supposed to do. Solid CRM.

Pros

- Extensible
- Great customer support
- Mature, stable software

Cons

- Old school DB architecture, difficult to undo mistakes
- UI not very intuitive; requires studying the documentation or making someone give you lessons

Pros

The CRM integration with G Suite makes it a huge asset to our team. Without even having to leave their inbox, teams are able to append emails to contact records in Solve.

Cons

Some of the functionality is limited. For instance, I like conditional logic to make things work and you have to pay a third party to make this happen.

Fantastic.

Pros

Simple to use and has an API which connects to google products and other systems such as websites.

Cons

None great bit of software with great support

Pros

Easy to use and if I ever have a problem I can email the customer service team and I get a response really quick which is super important to me.

Cons

I guess the only thing I wish Solve would do is create sales reports from the sales numbers that I import into the system but that's the only part of my job that I wish the software would do for me.

Great. No complaints.

Pros

It fits my solo law practice. Can track everything I do and later bill on. Pulls in emails, holds documents, and integrates with others

Cons

the skype button

Pros

I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts.

It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.

Cons

It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails.

It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.

Pros

I like the easy to use API. I was able to quickly create some custom web forms that allow users to add/edit data in Solve360.

Cons

The email builder can be a bit difficult to create email templates using complex HTML templates. Occassionally the automated emails don't seem to go out as expected either.

It is a quite complete software, it helps us to keep everything organized.

Pros

A very manageable application, being able to track contacts in a fast way is doing well. The relationship with customers is no longer an obstacle, since this application has an excellent CRM so here you have the solution, in terms of organizing with customers in an organized manner.

Cons

It should be more dynamic and understandable, you should use it to familiarize yourself, which takes some time.

Easily managing a large number of contacts along with notes, tagging, and categorizing in a convenient fashion.

Pros

It is easy to customize your searches and categorize information that is most easily accessible to a large team.

Cons

I don't really have any dislikes except that there are a lot of "blank" contacts that are created at times when adding new info-not sure why that happens.

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.

Pros

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.

Cons

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.

Pros

Easy to use, delivers results, strong customer support. Great for revenue tracking and running reports.

Cons

Expensive/pricey with the 4 minimum users when you want to use it for just 1 user. Other than that it's well worth it.

Pros

We could keep everything in one place and it was very easy to use and navigate through the system. Very easy to customize it for what we needed it for.

Cons

Backing up everything was a bit of a headache for me, but the customer service was top notch and very helpful. We got it done!

Pros

The fact that it actually solved a problem my company had, it helped us have a more organized Customer Relationship Management, in the way that everyone has access to the customer information, so there are no duplicities and the info is always available.

Cons

The fact that sometimes it is hard to understand, I guess it could be a little more friendly with the user.

Better tracking of sales leads and existing client follow-up

Pros

We looked into many CRMs when we decided to move away from our previous provider and found that Solve provided us with a great basic CRM experience. We looked at Sales Force because of it's standing in the market but found that for our needs the product was way overkill both in functionality and pricing. If you're looking for a product for basic sales tracking and follow-up you won't find anything better in terms of value for the investment.

Cons

We had to compensate for not being able to pull all reports in the order wanted but resolved this by exporting to Google docs and manipulating the data to suit our idiosyncrasies. Otherwise it has all the functionality of the products that cost a lot more!

Great CRM for our relationship business.

Pros

I really like the fact that all of my massive amounts of communications via emails to my network and clients are automatically attached to each contact and company.

Cons

The software isn't visually appealing to me and has not been intuitive in my experience however I will spend more time learning how to use it.

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.

Pros

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.

Cons

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.