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.

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.

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.

Excellent

Customisable, very easy to use, extremely efficient is capturing and retrieving information

The mobile app does not come as standard and is not as good

All information about a client in one spot

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

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

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.

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.

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.

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.

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.

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.

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.

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!

The only feature I believe Solve is lacking is the ability to build forms and pull contact/company information in.

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.

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.

Not easy to do complex searches and reporting. Have to typically export data to Excel.

This CRM is easy to use and yet offers a powerful contact management system that plays well with Constant Contact and Microsoft Outlook.

It was challenging to set up the system for our needs initially, so I contracted with a specialist to get things set up. The ongoing support is generally good, there can be a one day delay while waiting for a response after submitting a question through their online form but once someone responds they get the job done.

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.

See above review for details.

See above review for details.

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.

The task templates are very useful, and save time.

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

Our business requires a more complex hierarchy of relationships than a lot of non-enterprise CRMs will permit. Solve enables relating customers to each other and to companies, which is essential for us and something that many other CRMs at a comparable price point to Solve cannot do. This alone was a huge factor in choosing Solve. We've used the software since 2012 and continue to be very satisfied. Customer support, on the rare occasion we have needed it, is very attentive and genuinely wants to understand your issue and work collaboratively to solve, no pun intended, your problem and then roll that feedback into how they think about product.

Google integration, value, and customization options

I tried the new Solve Client Manager, which seems to be the product that the Solve team is putting most development resources towards, and I prefer the legacy CRM. The Solve CRM mobile app leaves much to be desired; it is basically not usable. I would use the new mobile "client manager" except that it is a separate license and out of our budget. I also dislike that Solve required you to be in a higher pricing tier to use a transactional email service, which makes sending bulk emails from Solve unreliable.

I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts. It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.

It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails. It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.

We are a very diverse company with national reach and a huge mixture of customer types. Solve360 has made it possible for us to capture all the information we need about each of our customers and manipulate it in such a way that extracting the data we need for reporting purposes and customer analysis is very easy.

Basically, I like everything that Solve360 has to offer a business like ours. It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed.

I really haven't found anything at all that I dislike. We are in the process of adding other lines of business to our database because of its flexibility.

Excellent! My overall Experience is excellent.

Ease of Use, integration and cost effectiveness

Choosing between the two UIs..I like features of both..

Solve is helping me track leads through the funnel with ease. The flexibility allows me to set up my own fields that work for my business. I like that rather being locked into someone else's idea of my business.

Software is very capable and reasonably easy to use. The things that were not immediately intuitive were resolved with an email to tech support.

No real negatives other than limits on that data usage. I would love to import more photos and documents without a thought of data limits, but as a small business, keeping my costs down is more important that than feature at this moment.

I am using solve since years know and I love how easy and intuitive it is to use. No need to read hours of manuals and still there are great benefits. It was easy to apply the software for our companies special needs, it is all I could think of. I want to mention the exceptional support, very fast and very helpfuöl. It was only a few times I really needed them and the experience was great every time

Not any I could think of, the software works just fine for us

Having used Solve360 CRM at my previous employer, it was a no-brainer to suggest it to my current team! The easy to use software helps track revenue opportunity, emails, and keeps the team on the same page with customers. A simple, yet effective tool for any business!

There is nothing to not like about it! If I have to choose something it would be set up.