Overall rating
4.45 / 5 stars
Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal.
Solve is fully customizable and can be refined to capture info using the team’s internal language. It can be used to store data on contacts, companies, jobs, cases, sites, projects and properties by businesses across various service industries including HVAC, energy, medical, residential services and consulting.
Native iOS and Android apps allow field staff to view record history, complete work and capture on-site photos. Google Calendar and Google email integrations help teams visualize and schedule activity across multiple resources while centralizing history across the entire domain.
Multi-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.
Task list
Calendar
Location details
Mobile dashboard
Overall rating
4.45 / 5 stars
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Showing 1 - 20 of 69 reviews
April 2018
Carl from Refresh Business Ltd
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
April 2018
Comprehensive, 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.
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.
December 2018
Kiara from Centaur
Company Size: 2-10 employees
Review Source
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
3 of 5
Functionality
4 of 5
December 2018
Easy Inter-company Linking Options and Bulk Mail Function
I don't really know what the customer service is like because the software is simple and I haven't had to use it.
Pros
I use this everyday and find it really easy. It takes some time to set up correctly and put all your custom fields but once you have you can make it your own.
I use it for large company structures which have multiple shareholders and directors, it is a very easy way to see the links between companies and how they are related to projects.
We are a real estate debt fund and we have a lot of projects with many investors in each, Solve allows me to link each investor to each project.
Also I can tag each investor to say if they have a manager and tailor my distribution lists to send to those specific people. By using "access webmail" I can send bulk emails to my tagged contacts.
Cons
The face of it seems a little outdated. I can honestly say there are not many cons I can think of. I have been using this software for 2 years and haven't encountered an issue.
November 2018
Rich from Niche Market Insurers Agency, Inc.
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
November 2018
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.
Pros
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.
Cons
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.
August 2018
Travis from Hi5 Development, LLC
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
August 2018
Greatly improves customer service
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.
June 2018
Seyta from The Evergreen State College
Company Size: 501-1,000 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
June 2018
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.
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.
December 2018
Burt from ACRES Real Estate Services, Inc
Company Size: 1 employee
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
December 2018
I use Solve for two of my companies because it does the job it is supposed to do
I've been using Solve for my real estate brokerage for about eight years now and value how it has helped my business. I just started an investment company and have reviewed many other platforms, but chose a second Solve account for my new business because I can't beat the features for the cost.
Pros
A CRM is only as good as when it is actually part of the workflow of your business. Solve helps me keep track of all my interactions with my contacts and track all the workflow of my projects. It is the backbone of my business. I especially like how it incorporates into G Suite for a powerful platform. This is the only CRM I could find that seamless works with Gmail where I don't have to bcc the system to have all my emails display in a contacts timeline.
Cons
It doesn't have many integrations with other systems, but tech support is very helpful in figuring out the best solution for what I want to do.
December 2018
Terry from Ratliff Law Offices, Chtd.
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
December 2018
Great Support
Customer support has been great in response time, and in knowledge! We had a new report that we had to file with our local and state agencies, based on caseload criteria that we couldn't accomplish with our previous program. I uploaded the report format, and within a day or two, as support needed some time to understand the report format, they came up with a solution. Likewise, we had a listserve issue on our posts that would not populate the listserve. Support figured out the issue within a matter of hours and had the information I needed to get the issue resolved with the listserve manager. Great work!
Pros
Flexibility. Also, with the right combination of the filters, we are able to produce the administrative reports that we were not able to produce with the Access program we used in the past.
Cons
We were not aware of the amount of capabilities Solve360 had, but when asked, they were able to fix our problems....
April 2018
Gary from i24 Call Management Solutions - i24 Solutions de gestion d'appels
Review Source: Capterra
Ease-of-use
5 of 5
Customer support
5 of 5
Functionality
4 of 5
April 2018
Solve is very easy to use and permits us to track leads from initial contact to signing and beyond.
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!
October 2018
Jay from CivTech Group
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
October 2018
Simple system, great customer service
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 our rep 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.
September 2018
Nancy from Legacy Marketing Inc.
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
September 2018
Solve CRM is the best
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.
March 2018
Tom from TMSI
Review Source: Capterra
Ease-of-use
3 of 5
Value for money
5 of 5
Customer support
3 of 5
Functionality
4 of 5
March 2018
Watch what you ask for. You just might get it!
We moved away from Freshbooks and lost that integration. QBO does not play with Solve from what I recall. It was fast and as detailed as you wanted. There was a data competition for white space which required CTRL F search once on the relevant page.
Pros
Super Powerful. Search is wicked. Info assembly in one spot pretty tight. Cloud based access is easy. Mobile App is pretty good.
Cons
I think I over built it for my staff and the management to keep it up was a little to onerous. There was a feature whereby you could auto-sync to and scrape the clients website linkedIn etc to get a fast start on data population. I think that went away.
December 2018
Al from Green Energy Ohio
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
5 of 5
December 2018
Solve user and admin for past 10 years
Very positive overall experience. Product has evolved and improved over the last 10 years. Has also added a number of integrations with other third party complementary products. Their sales and support team has always been friendly and responsive.
Pros
Very easy to enter information. Easy to add additional data fields.
Nice integration of contacts and project blogs (which we use to manage all implementation docs & pictures)
Very reliable. Can't remember the last time we encountered an error or the software crashed.
Cons
Not easy to do complex searches and reporting. Have to typically export data to Excel.
October 2018
Mark from Magma Capital
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
October 2018
Great CRM for a budget conscious startup business
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.
January 2019
Anonymous
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
January 2019
One of the best tools out there.
Brokerage of businesses for sale.
Pros
We have spent $1000s to customize Sugar CRM and Salesforce prior to using Solve. Our business has 2 sales processes, first to get a client whose business we are selling. Second to sell the business to a range of potential buyers from different entities. Solve required no customization and was easy to handle the configuration.
Cons
None its a great tool. Perhaps some to the terms could be changed, "project blog" for example. We like "Opportunity"
December 2018
Anonymous
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
3 of 5
Functionality
4 of 5
December 2018
Solve 360
Pros
This CRM is easy to use and yet offers a powerful contact management system that plays well with Constant Contact and Microsoft Outlook.
Cons
It was challenging to set up the system for our needs initially, so I contracted with a specialist to get things set up. The ongoing support is generally good, there can be a one day delay while waiting for a response after submitting a question through their online form but once someone responds they get the job done.
November 2018
Gina from Crowder Law Center
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
November 2018
Customer Support is on point.
A hub for clients, notes, mailings, tagging.
Pros
It is simple to use, straight forward. I didn't get much training when I first took my job and I have learned it on my own.
Also, literally every time I contact Customer Support, they are quick to respond with the exact answer I need. Meaning, they actually understand and have helped me and the staff several times and are very dependable.
Cons
I wish it maybe looked a little more modern.
January 2019
Benjamin from Dorman Property Management
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
January 2019
Great Application
The Norada team is top notch, and I've always found them to be easy to work with and overall knowledgeable.
Pros
Solve is an incredibly flexible CRM solution, with the ability to work with other unrelated applications. I appreciate that I'm able to make Solve work for almost any business model.
Cons
Not enough robust integrations, and most of the existing integrations need more functionality and "customizability." I'd also like to see more sales-focused features.
November 2018
Anonymous
Company Size: 1 employee
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
5 of 5
November 2018
I've researched a lot of CRMs....Sovle360 is awesome!
When my company first started using Solve360 several years ago, we were impressed with its versatility---and I certainly like the clean interface. It is not flashy, but really "all business"---it's a great strength. Solve also offers this amazing customization that is fantastic. The support is totally excellent and I've recommended Solve a few times to others. Honestly, some folks don't know what they are missing!
Pros
Customizable, clean and incredibly powerful.
Cons
Wish they had a budget, full-featured choice for a single-user.
November 2018
Shahab from Infraroodexpert
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
4 of 5
November 2018
Solve user for over 5 years
I have been working with Solve360 for over 5 years ad although we have also used different ERP software where they have integrated CRM within the software nothing was as easy and complete as a CRM then Solve has been.
Pros
Easy of use and intuitive feeling.
Everything you need is visible in one screen, you don't have to toggle between tabs or screens.
Cons
You can't make any field obligatory, so there is some room for human mistakes when inputting.
November 2018
Anonymous
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
3 of 5
Customer support
5 of 5
Functionality
4 of 5
November 2018
Good CRM
Solve is working for us, and their customer support is excellent. Would consider moving to another CRM that is more friendly to use, but the pain of moving is keeping me with Solve.
Pros
The CRM is quite good with all the features you would want from a CRM. Strong integration with GSuite
Cons
Have been using it for a few years and the interface has not changed. Design is from the early part of the decade. Some features hard to use.