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.

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.

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

Solve makes it easy to keep track of client interactions. We use the email integration, so emails from a certain client automatically get filtered into their Solve folder. It's easy to add a variety of other notes to clients such as calls and events as well. We also use Solve to send mass emails to certain groups of clients, which helps with efficiency. This automatic and very detailed organization plays an essential role in our agency.

The web browser experience is pretty utilitarian - so, while it's not difficult to use, there is a bit of a clunkiness to it. For example, there's not a way to "save" a custom note or phone call log - you just have to click outside of the window and it automatically saves. Otherwise, it's pretty easy and intuitive to use.

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.

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.

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.

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.

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.

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 overall experience has been smooth and enjoyable. Solve is a great tool that does what we need it to do. With a couple of small changes, I would be confident in saying that it would stay as our CMS for the foreseeable future.

We love how easy it is to organise an entire client's workload and hours into 1 place. The customer support offered by Solve has been fantastic and they've gone above and beyond to sort out even the smallest issues we've had with the software. The software is easy-to-use from an admin's perspective. It's easy to add new users and remove old ones.

The UI could use an update, as it can feel a little bit counterintuitive and dated at times. It would be amazing to be able to modify time logs after they've been made without having to delete them and make a new one. We recently had a problem with a project blog becoming too big. I believe this was because we had used the project blog for many years, but it would be useful to not have to worry about this issue. More analytics that provide feedback on time logs and staff usage would be useful.

Being able to confirm what communication has been going on with each clients is invaluable. Logging phone calls, emails and appointments is important. Adding simple notes lets us see at a glance how engaged our clients are with us. Tech Support has been great and get back to you very quickly. Usually within in the same day or 24 hours.

This software is more powerful than how we are using it. It is great to track all the emails you write to each client and to track your phone calls and messages with them as well. We have multiple and different tags for our clients and we can easily send an email to them specific to their tag. It is great that we can sync our contacts with Constant Contact.

We can only send basic emails. I would need to know HTML if I wanted to do better looking emails but I don't know HTML. So we will stick with Constant Contact. But you take the chance of them unsubscribing with Constant Contact and then not receiving any more communications from you.

Customer support has been great in response time, and in knowledge! We had a new report that we had to file with our local and state agencies, based on caseload criteria that we couldn't accomplish with our previous program. I uploaded the report format, and within a day or two, as support needed some time to understand the report format, they came up with a solution. Likewise, we had a listserve issue on our posts that would not populate the listserve. Support figured out the issue within a matter of hours and had the information I needed to get the issue resolved with the listserve manager. Great work!

Flexibility. Also, with the right combination of the filters, we are able to produce the administrative reports that we were not able to produce with the Access program we used in the past.

We were not aware of the amount of capabilities Solve360 had, but when asked, they were able to fix our problems....

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.

The program is very user friendly and you can change what will better fit your company. My customer service rep was so helpful to someone who has never changed any kind of website in her life!

User friendly, Customer Service is top notch, it seems like it would be confusing but after a few days on the program I could use it in my sleep.

cant complain about anything, except for the fact it makes you type 40 characters in the complaint field when I do not have one to give!

A hub for clients, notes, mailings, tagging.

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.

I wish it maybe looked a little more modern.

We needed to find a CRM that would also allow us to manage our hardware assets that we 'rent' to customers. We weren't sure if Solve could support this or not, and contacted them for a demo. From the start the customer service stood out - they wanted to actually know about OUR business, rather than simply sell theirs, and they took the time to help us to customise a demo for our wider team and decision-makers. As a small company, it was important we get this right and Solve helped us with answering questions and providing support along the way. Their service was a key reason why we went with them despite them missing some minor functionality that other services had.

It is super easy to customise in regards to fields and tags. In particular, I like the thought that has been applied to making it easy to customise the look of the 'forms' so that when you add a lot of fields (we capture a lot of data), you can easily find what you need.

The reporting from this software and lack of sales dashboard outside of that reporting is a bit clunky. It does make reporting on the content a bit more difficult than it probably has to be. The workaround, however, was fairly easy to set up.

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.

Easy of use and intuitive feeling. Everything you need is visible in one screen, you don't have to toggle between tabs or screens.

You can't make any field obligatory, so there is some room for human mistakes when inputting.

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.

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.

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.

The software is very easy to use. I utilize it for making notes or reminders, adding files

1. When I have mutliple tabs opened, it doesn't allow me to move the tabs 2. Sometimes it signs you out automatically or it doesn't recognize your username/password. You have to give it a minute and try to log in back again

Solve is a winner! And it will help anyone person or company to develop a successful business.

I can't speak highly enough about Solve360. Solve makes it easy to organize your data. With solve, you develop, sustain, and maintain the business relationships that will help your business blossom. It makes your business efficient and practical, allowing you more time for personal matters. Easy to access from your computer or phone. I love it!! And I always recommended to all people that are willing to listen.

One I think of something that I like least, I will come back and post it.

This system is helping us to organize all interactions with the customer from potentially four different employees at once.

I love the ease of entering customers and it being one place for everyone to stay updated.

I am sure I don’t use it to it’s full potential so at this time I don’t have any dislikes.

I really enjoy Solve; we've been using this program for at least 4 years and plan to continue forever.

I like the ease of use and how easy it is to template everything.

My sales team has had some complaints regarding the follow-up system/sales cycle process that solve provides.