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.

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

30 Reviews of Solve360

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  • Orlando from Smart for Life

    Number of employees: 51-200 employees

    July 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Karla from SIDOR

    July 2018

    Excellent CRM, Good organization

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It is a quite complete software, it helps us to keep everything organized.

    Pros

    A very manageable application, being able to track contacts in a fast way is doing well. The relationship with customers is no longer an obstacle, since this application has an excellent CRM so here you have the solution, in terms of organizing with customers in an organized manner.

    Cons

    It should be more dynamic and understandable, you should use it to familiarize yourself, which takes some time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nicole from ConwayStrategic

    June 2018

    The response rate from the support team is quick and direct-I really appreciate the fast turnaround.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Easily managing a large number of contacts along with notes, tagging, and categorizing in a convenient fashion.

    Pros

    It is easy to customize your searches and categorize information that is most easily accessible to a large team.

    Cons

    I don't really have any dislikes except that there are a lot of "blank" contacts that are created at times when adding new info-not sure why that happens.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Seyta from The Evergreen State College

    Number of employees: 501-1,000 employees

    June 2018

    For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Eric from Web Brilliant

    May 2018

    Amazing CRM. Boosts business. Customer service is amazing as well!

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Easy to use, delivers results, strong customer support. Great for revenue tracking and running reports.

    Cons

    Expensive/pricey with the 4 minimum users when you want to use it for just 1 user. Other than that it's well worth it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Allyson from Twila Glenn Group

    May 2018

    It was perfect for what we needed it for during the time we used it.

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

    We could keep everything in one place and it was very easy to use and navigate through the system. Very easy to customize it for what we needed it for.

    Cons

    Backing up everything was a bit of a headache for me, but the customer service was top notch and very helpful. We got it done!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Irene from CCI Puesto de Bolsa

    May 2018

    It's been a good experience.

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

    The fact that it actually solved a problem my company had, it helped us have a more organized Customer Relationship Management, in the way that everyone has access to the customer information, so there are no duplicities and the info is always available.

    Cons

    The fact that sometimes it is hard to understand, I guess it could be a little more friendly with the user.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gary from i24 Call Management Solutions - i24 Solutions de gestion d'appels

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support

    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Scott from Zon Generation Ltd.

    Specialty: Maintenance / Field Service

    Number of employees: 2-10 employees

    April 2018

    Solve360 left a lot to be desired.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    We recently stopped using Solve360 and migrated to a platform that has a more robust Project Management portal/feature set.

    Pros

    Solve 360 is easy to setup and add users quickly. The software is web-based which eliminates data miscommunication due to outdated versioning.

    Cons

    Where Solve360 falls through, is when you need in-depth project management with task assignment. The software was built for Customer/Contact Management more than Project Management.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Cassie from Fca

    Specialty: Manufacturing

    Number of employees: 5,001-10,000 employees

    April 2018

    Solve 360 is likely great for CRM, not for Project Management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Solve 360 is a great CRM solution for a good price. Unfortunately we bought into the software on the premise that it would meet our project management needs. This is where Solve 360 fell through.

    Pros

    The CRM, contact management and sales lead features of Solve 360 look great, and operates on par with their competition.

    Cons

    One of the services Solve 360 markets itself for is project management and task assignments. It falls through in these sections and doesn't stack up to other project management solutions available on the market.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Karen from Introduction Capital

    Number of employees: 2-10 employees

    April 2018

    My experience with Solve 360 customer service has been excellent.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great CRM for our relationship business.

    Pros

    I really like the fact that all of my massive amounts of communications via emails to my network and clients are automatically attached to each contact and company.

    Cons

    The software isn't visually appealing to me and has not been intuitive in my experience however I will spend more time learning how to use it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Carl from Refresh Business Ltd

    April 2018

    Comprehensive, versatile CRM and project management tool with outstanding customer support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tom from TMSI

    March 2018

    Watch what you ask for. You just might get it!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    Very robust CRM

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

    There is a LOT of information you can attach to a client. I've been using it for at least 10 years and I still find new uses.

    Cons

    The user interface is a bit out of date. However, the amount of information you can store is well worth it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from Zon Engineering Inc.

    Specialty: Engineering

    Number of employees: 11-50 employees

    February 2018

    Solve 360 is a middle of the pack project management software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We used solve 360 for several years but there were gaps in the software that ultimately moved us away from it

    Pros

    Solve 360 is a great CRM resource, and has features for task tracking and customer/ Project information.

    Cons

    however it lacks features that other project management capable programs have such as time and budget tracking.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Brittany from World Orphans

    January 2018

    Basic, easy data entry for tracking donors

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    I liked that I could be 'assigned' donors to track and have my list all in one place, as well as pull up their info and be able to add notes of whether we corresponded via email/phone... and that co-workers could go in if they received a response, and see what I emailed them about. Great for team projects, too.

    Cons

    It took me a while to figure out HOW to get to my assigned list of donors, and the software looks archaic, it isn't pleasing to the eye, like other software programs that we use. But very functional!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sean from AJ Tutoring

    Specialty: Education

    Number of employees: 201-500 employees

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Kim from America Insurance Group LLC

    Number of employees: 11-50 employees

    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
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Orlando from Vaca Exclusive

    September 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tim from ASHWDM

    January 2017

    Expensive and tricky to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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
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