Solve360 Software


 

Solve360 is a cloud-based customer relationship management (CRM) solution that helps small and midsize organizations manage projects. It features customizable fields, category tags and activity templates to capture specific information about customers.

Solve360 links emails to contacts, companies and projects and shares them with the team. The linkage helps in interaction with clients as team members can start from where other members left off maintaining a continuous and coordinated communication.

The activity reports feature provides a view of project activities, such as to-do lists, opportunities reports and team calendars with an option of updating them without delay. Users can set workflows, delegate and monitor progress. The solution notifies team members in real time via IOS and Android apps if some time sensitive work comes up.

Solve360 comes pre-integrated with third-party applications such as Xero, FreshBooks, Wufoo, Constant Contact, MailChimp, Zendesk, Zapier, RingCentral Olark and others. Pricing is per user.

 

Solve360 - Custom fields and tags
 
  • Solve360 - Custom fields and tags
    Custom fields and tags
  • Solve360 - Link emails
    Link emails
  • Solve360 - Report activities
    Report activities
  • Solve360 - Secure workgroups
    Secure workgroups
  • Solve360 - Templates
    Templates
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

14 Reviews of Solve360

 

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Software Advice Reviews (1)
More Reviews (13)

Showing 1-1 of 1

Sean from AJ Tutoring
Specialty: Education
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

Overall solve is a useful way to keep track of clients and stay organized.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Allows for detailed documentation of client interactions and organizes it in a comprehensiveable way.

Cons

At first, solve is a little confusing but is easy to use after one or two tries. The interface could be more crisp but it does the job.

Review Source
 
 
 
Showing 1-13 of 13

Kim from America Insurance Group LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

it would be better if you could talk with a human being when there is an issue or have a question

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

All information about a client in one spot

Pros

you 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

Cons

sometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there

Review Source: Capterra
 

Orlando from Vaca Exclusive

September 2017

September 2017

Great value! Lots of features for price. Easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

API is well documented and fairly easy to integrate. Able to send data through an outside web form and automatically initiate a series of events including timed notifications and automated emails.

Cons

Support does not have a phone number to call, only a form to fill out. Response time from the form usually takes around 24 hours.

Review Source: Capterra
 

Tim from ASHWDM

January 2017

January 2017

Expensive and tricky to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The best thing about this product is that it integrates somewhat well with Google Apps (now called G Suite). The cons to the product include cost (it's REALLY expensive) and somewhat poor ease of use.

Review Source: Capterra
 

John from Open Mind Generations
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2015

November 2015

Potentially Great

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I use the Solve360 CRM over the vast number of competitors for one reason: it sports an easy to read section at the bottom of each customer page summarizing everything you need to know in a heartbeat. In that one box you can see key hyperlinks to pages relevant to that customer, like things you have sent to them in DocuSign, key upcoming tasks, GMails incoming and outgoing, Links to Box or Dropbox, and Xero and/or Freshbooks summaries. The last two are direct integrations which show a box with how much you invoiced for and how much if any is still outstanding. The GMail (and Google Apps For Work) integrations can be completely automated with the simultaneous use of GMail labels. That's all very awesome.

What I hate is that they are very rigid about not allowing you to choose how you want to sort customers. I don't profess to be a database expert, but I do have a couple dozen years experience with them and with classification systems in general. Standard practice is to sort by larger groups first, then smaller, so in this case, you'd display "Smith, Ted" not "Ted Smith". The reason is that if you also have a customer named Bob Smith you'd expect to see "Smith, Bob" followed by "Smith, Ted". You wouldn't expect to see Bob high up in the list under the B's and Ted hundreds of people later under the T's, but that's what Solve insists is right and they don't let you fix it. They just suggest you should use their search feature. Yes, that works, but I'm just wanting to see a list without doing an extra step.

Anyway, I've tried 5 - 6 other CRMs, some of which solve that problem but just aren't as good as Solve at the basic idea of showing a summary of everything you need to know in one place.

Hopefully they will fix this - but new potential users should be aware.

Pros

See above review for details.

Cons

See above review for details.

Review Source: GetApp
 

Gonçalo from JELLYCODE - Web & Graphic Design
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2015

August 2015

Top CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Tested (and still testing) several other cloud CRM apps and always come back to solve360. It is most probably the best in customization and stability. Nevertheless, it lacks some important integrations with other apps like NiftyQuoter, Teamwork projects / Desk and also it should have improved reports and insights (for sales and activities).

Pros

Customization, stability

Cons

reports, insights, integration with other apps

Review Source: GetApp
 

Chris

February 2012

February 2012

No solution is perfect but Solve360 impressed me

Product Quality

Product Quality
Quality

Solve360 is aimed at small businesses and teams of under 20 people, particularly those with project-heavy, collaboration-based workflows. If you fit that description then Solve360 is probably the best CRM you’ll find. No solution is perfect but Solve360 impresses, and it’s heads above most of the competition. Well done!
The software sports both the features you’d expect from a CRM, as well as innovative, intelligent features you won’t find elsewhere. Additionally, it delivers some delightfully unique features like a near-seamless integration between contacts and “project blogs”.

Solve360 is an intelligent software that blends innovative design with well-constructed features, and it deserves its place among the elite of small business CRM.

Pros

- Solve360 walks the line between form and function
- High-level security
- Well executed list of integrations

Cons

Solve360’s feature set has some downsides. Database queries, for example, are pretty limiting.

Review Source: GetApp
 

dave

February 2012

February 2012

Use google apps and want CRM? Search ends here!

Product Quality

Product Quality
Quality

As the other reviewers mention many people who are searching for the right CRM will have evaluated many of the offerings on the market today. If you have not tried out Solve360 yet then you should get right on it. We loved the way it can be shaped to match your business and the integration with google apps is top class. Easily a TOP 3 CRM product for SME's.

Pros

Flexibility
google contacts sync
google calendar sync
google docs integration
support is one of the best experienced anywhere online

Cons

Main website is a mess and difficult to navigate
The support forum link has been removed from the main site. This forum is by far the best managed support forum I have come across online. There are many solve users who will no doubt agree.

Review Source: GetApp
 

Robert

February 2012

February 2012

A great fit for all types of business

Product Quality

Product Quality
Quality

We use this tool every day in our business to manage our sales process and project work. The longer I use it, the more I like it. This tool has several integration points into Google Apps (contacts, calendar, tasks) but the most impressive one is this contextual gadget that lets you see information about a client right from the Gmail window.

Pros

The natural way the tool fits our business workflow; the speed of finding information that is important to us; versatility of the project blogs; how we can collaborate securely with our clients using project blogs.

Review Source: GetApp
 

Jim

February 2012

February 2012

Solve360 is the perfect fit for small business

Product Quality

Product Quality
Quality

Solve360 is the perfect solution for running our firm and managing our systems and processes. We have been able to quickly and easily link contacts, companies and projects in ways that make sense for managing a variety of projects. We can share the data with the right people in and out of our work group! We can manage simple tasks and develop step-by-step systems for work group performance and management. Solve360 works seamlessly with Google apps. Google Apps with Solve360 is tough to beat and an exceptional value at about $10-$13/month per user. Bottom line is that this product will give you less brain damage and it works!

Pros

Google apps integration; CRM with Project Management together in one solution.

Cons

The UI could use a little kick in the shorts

Review Source: GetApp
 

Blair

February 2012

February 2012

Awesome CRM and Project Management Solution deeply integrated to Google Apps

Product Quality

Product Quality
Quality

Have used Act, Maximizer, Microsoft CRM, Siebel on-demand, and even started our business up on Salesforce.com. Started looking for better task/project management beyond what Google Apps provided and fell in love with the fresh well integrated approach to CRM that Solve360 provides.

Review Source: GetApp
 

Tyler from Velocify
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2016

September 2016

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Richard from IADDIC Shelters, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Product Quality
Quality
Source: GetApp
 

Brandon from Team One Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2015

November 2015

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Source: GetApp