# Solve CRM Software Reviews, Demo & Pricing - 2026

> Review of Solve CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/solve360-profile

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Solve CRM

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Overview

[Reviews](https://www.softwareadvice.com/crm/solve360-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/solve360-profile/alternatives/)

# Solve CRM 2026: Benefits, Features & Pricing

Wondering if Solve CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Solve CRM

4.5

[(144)](https://www.softwareadvice.com/crm/solve360-profile/reviews/)

Pricing

Starting at $25.00 per month

### About Solve CRM

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.

Wondering if Solve CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Solve CRM User Interface

## Popular Solve CRM Alternatives

Main Product

Solve CRM

4.5

[(144)](https://www.softwareadvice.com/crm/solve360-profile/reviews/)

Ratings Breakdown

-   4.39Ease of use
-   4.47Value for money
-   4.71Customer support
-   4.37Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

[(735)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.73Value for money
-   4.49Customer support
-   4.50Functionality

Pricing

Starting at $7.00 per year

Get Price

Alternative Product

[Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)

4.8

[(604)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.78Value for money
-   4.79Customer support
-   4.69Functionality

Pricing

Starting at $250.00 per month

Get Price

## Solve CRM Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Solve CRM

$25.00

per user, per month

Plan includes:

-   150 GB Storage
-   Free Report Builder
-   Free Webinar
-   Minimum 4 Users ($100)
-   Mobile Web App
-   Web App

Solve Client Manager

$25.00

per user, per month

Plan includes:

-   25 GB Storage
-   Free Report Builder
-   Free Webinar
-   Ipad and Android App
-   Native Iphone
-   No Minimum Users
-   Web Portal

Both Products

$50.00

per user, per month

Plan includes:

-   25 GB Storage
-   Access Your Solve Database Seamlessly From Both Solve CRM and Solve Client Manager Apps
-   Minimum 4 Users ($200)

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Solve CRM Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of Solve CRM
    
    Accounting Integration
    
    Activity Dashboard
    
    Alerts/Notifications
    
    API
    
    Billing & Invoicing
    
    Business Card/Badge Scanning
    
    Calendar/Reminder System
    
    Collaboration Tools
    
    Contact Database
    
    Contact Management
    
    Contract/License Management
    
    CRM
    
    Customer Database
    
    Customizable Fields
    
    Customizable Forms
    
    Customizable Reports
    
    Dashboard
    
    Data Import/Export
    
    Dispatch Management
    
    Document Storage
    
    Email Marketing
    
    File Storage
    
    For iPad Devices
    
    GPS
    
    Interaction Tracking
    
    Internal Chat Integration
    
    Job Management
    
    Lead Capture
    
    Lead Management
    
    Lead Qualification
    
    Maintenance Scheduling
    
    Mobile Access
    
    Mobile App
    
    Online Time Clock
    
    Prospecting Tools
    
    Referral Tracking
    
    Reminders
    
    Routing
    
    Scheduling
    
    Search/Filter
    
    Service History
    
    Task Scheduling
    
    Third-Party Integrations
    
    Time Tracking
    
    Work Order Management
    

## Solve CRM Integrations

Microsoft Azure

Integration rated undefined from -1 review

Wufoo

Integration rated undefined from -1 review

Google Calendar

Integration rated undefined from -1 review

Gmail

Integration rated undefined from -1 review

## Solve CRM User Reviews

Overall Rating

4.5

Ratings Breakdown

5

61%

4

33%

3

5%

2

1%

1

0%

Secondary Ratings

Ease of Use

4.4

Value for money

4.5

Customer support

4.7

Functionality

4.4

Burt P.

Verified reviewer

Real Estate

Self-Employed

Used daily for more than 2 years

Reviewed December 2018

I use Solve for two of my companies because it does the job it is supposed to do

4

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.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

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.

Read More

Gary B.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed April 2018

Solve is very easy to use and permits us to track leads from initial contact to signing and beyond.

4

Better tracking of sales leads and existing client follow-up

Ratings Breakdown

5

Ease of use

5

Customer support

4

Functionality

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!

Read More

EN

Elena N.

Verified reviewer

Pharmaceuticals

51-200 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

Recommendable product

3

Ratings Breakdown

4

Ease of use

5

Customer support

4

Functionality

Pros:

From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution.

Cons:

One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version. And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets.

Read More

Jay S.

Verified reviewer

Civic & Social Organization

2-10 employees

Used weekly for more than 2 years

Reviewed October 2018

Simple system, great customer service

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Read More

Nancy K.

Verified reviewer

Telecommunications

11-50 employees

Used daily for more than 2 years

Reviewed September 2018

Solve CRM is the best

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Read More

Al F.

Verified reviewer

Education Management

11-50 employees

Used daily for more than 2 years

Reviewed December 2018

Solve user and admin for past 10 years

5

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.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

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.

Read More

Orlando M.

Verified reviewer

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2018

Solid CRM for affordable price. Easy to use API and highly customizable.

4

Ratings Breakdown

4

Ease of use

4

Value for money

3

Customer support

4

Functionality

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.

Read More

Chris S.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

A great choice for CRM

4

It's easy to alert multiple people who are working on the same account, or just need to be CC'd for an FYI type situation. Easy to link other uses to tasks and notes. Overall, it's easy to use and is very stable in my experience.

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

5

Functionality

Pros:

The task templates are very useful, and save time.

Cons:

The lack of a "save" button when saving notes.

Read More

Martha J H.

Verified reviewer

Mental Health Care

201-500 employees

Used daily for more than 2 years

Reviewed September 2018

Owner

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The software is very flexible and easy to use.

Cons:

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

Read More

Catherine R.

Verified reviewer

Biotechnology

2-10 employees

Used daily for less than 6 months

Reviewed November 2018

Great support, useful tool

4

After trying about 5 or 6 different CRMs I found Solve. It works very well for our business - we have a team of independent distributors so the ability to set permissions on a team level (view or edit) has helped us to manage channel conflict. Also the export function to Google Sheets is fabulous for reporting the records and progress to the management team. I have made one or two suggestions to the dev team on things that could be done to improve the experience and they have been very open to these and responsive.

Ratings Breakdown

5

Ease of use

3

Value for money

5

Customer support

4

Functionality

Pros:

The software is easy to use and setup. I like the custom fields and tagging capabilities. The support team is amazing. Love the phone app which makes updating on the road really easy.

Cons:

The cost for us is quite high per user as we are based in a country where the currency is not that strong against the dollar. The collaborator feature is very useful to keep the costs down.

Read More

Showing 1 - 10 of 144 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/solve360-profile/reviews/)

## Solve CRM Popular Comparisons

[HubSpot CRM vs Solve CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/18907-solve360/)[Salesforce Sales Cloud vs Solve CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/18907-solve360/)[Zoho CRM vs Solve CRM](https://www.softwareadvice.com/crm/solve360-profile/vs/zoho-crm/)[Bigin by Zoho CRM vs Solve CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/solve360/)[Kylas Sales CRM vs Solve CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/solve360/)[Dynamics 365 vs Solve CRM](https://www.softwareadvice.com/compare/18907-solve360/vs/106335-Dynamics-365/)[Ploomes CRM vs Solve CRM](https://www.softwareadvice.com/compare/18907-solve360/vs/449937-Ploomes/)[HubSpot Sales Hub vs Solve CRM](https://www.softwareadvice.com/crm/hubspot-sales-profile/vs/solve360/)

[Compare All Alternatives](https://www.softwareadvice.com/crm/solve360-profile/alternatives/)

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