Solve CRM
Solve CRM
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 ...
Awards and Recognition
FrontRunner 2022
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.
Solve CRM Pricing
Only $25/month per user First 14-days FREE (no credit card) Includes web and native apps.
Starting price:
$25.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Solve CRM
1 - 5 of 139 Reviews
David
2 - 10 employees
Used more than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
3
Reviewed October 2021
It's good but the design is dated
Rich
Verified reviewer
Insurance, 2-10 employees
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSWe 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.
CONSWe 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.
Rimsky
Financial Services, 2-10 employees
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Everything you need from a CRM
Excellent
PROSCustomisable, very easy to use, extremely efficient is capturing and retrieving information
CONSThe mobile app does not come as standard and is not as good
Reason for choosing Solve CRM
more adaptable for the needs of a small to mid-sized company and far easier to save and retrieve info (having used Salesforce before)
Kim
Insurance, 11-50 employees
Used daily for more than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed September 2017
it would be better if you could talk with a human being when there is an issue or have a question
All information about a client in one spot
PROSyou can adjust the fields to what you want. it allows you to send an email and most of the time see that it's been sent, received and opened or not
CONSsometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there
Seyta
Verified reviewer
Higher Education, 501-1,000 employees
Used daily for more than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe 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.
CONSBeing 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.
