Solve CRM Software


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.



60 Reviews of Solve CRM

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 60 reviews

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

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.

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

Anonymous

Verified Reviewer

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

Stephen from Guardian Financial Planning Ltd.

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

November 2018

Great package and responsive support

Automatically makes us productive, responsive and compliant ... it’s a 10!

Pros

Ease of use ... from new user to seasoned pro in a few days

Cons

Haven’t found many weaknesses yet ... and we’ve been using it over four years

November 2018

Anonymous

Verified Reviewer

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.

November 2018

Jessica from Creative Solar USA

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

November 2018

Fast Response When Needed Help

I have been using Solve360 for almost a year now and I think the overall usage has helped our company grow by keeping everyone up to date on information per client. Communication is key and Solve helps out in that area.

Pros

This software has helped with updating each client as well as emailing me when I need to follow up. I asked for help and they responded right away by email and it wasn't just an automated email. Also, I enjoy that the software is user friendly.

Cons

When searching for clients, I use the custom search. The only thing I would like to see improve would be the amount filters used when searching.

November 2018

Kristi from Cardinal Closets

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

CRM

Pros

We can customize the client information, upload documents for other team members,

Cons

We haven'f figured out how to get the reports the way we want them. We end up doing many reports by hand.

November 2018

Hilary from Mulberry Cottages

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

4 of 5

November 2018

Easy to use and great customer service

We use Solve to manage leads in the business, it gives a company wide view of leads and their progress and anyone can access the data so not reliant on the knowledge of one person.

Pros

The customer service is really good. A quick email to the team always gets a prompt reply. Always helpful and they also follow upon issues that could not be solved or that have since been rectified.

Cons

The Last Updated function is a bit odd as some leads show as being updated when they haven't but that Always is a very minor issue, overall a great system.

November 2018

Dan from Auto Risk Consultants

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Solve

printing of record but since has been resolved

Pros

I like the ease of use the most about this software

Cons

I like the least about this product the lack to integrate

November 2018

Catherine from Vinefruit

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Great support, useful tool

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.

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.

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

Lecia from Delta Grand Hotel

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

November 2018

A CRM that you can customize to fit your needs

Pros

The customization of the CRM is the first thing that stands out. It made it very easy to structure things to fit my unique workflow. The custom service was also a huge plus. While the system is easy to use, and I don't need help often, they are always extremely helpful and quick to respond when I need it.

Cons

Nothing to say here. Whenever I thought something was missing, it just turned out that I wasn't leveraging the system as well as I could. Their team always helped guide me back on track when I was astray.

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.

November 2018

Wei from Optimum Research Consulting

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

November 2018

Great product and awesome customer service

I've used the original Solve for over 3 years now and it's really easy to navigate. Everyone on their support team is so helpful!

Pros

The product is really easy to use and navigate through. It provides an at-a-glance view of all your interactions with your clients.

Cons

Not at the moment. The product is great.

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.

October 2018

Jessica from Relevant Speakers Network

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

3 of 5

October 2018

Responsive Customer Service and Tech Support!

Pros

The tech support. They're the best. Had a recent issue and they were able to resolve it in an hour or so.

Cons

Sometimes it can be slow and I feel bits of work here and there don't save all the time, but typically I rely on Solve for the purposes of the event planning/scheduling non profit I assist.

October 2018

Sarah from Titan Building Products

Company Size: 2-10 employees

Review Source


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

October 2018

Its okay

Pros

I used SOLVE360 in a previous job. It did its job once you knew how to use it. It was easy once you used it a few times

Cons

When using SOLVE360, getting to learn it took some time. It is not the best user friendly software ive used but it worked

October 2018

Steve from River Rock Designs

Company Size: 2-10 employees

Review Source


Ease-of-use

2 of 5

Functionality

2 of 5

October 2018

More useful for companies that need CRM

Pros

- Customer database
- Projects can be assigned to individual clients/companies
- Basic task assignment tracking

Cons

- Scheduling tasks needs improvement
- Not very useful for project management
- Need a separate program for time entry/management

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.