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 ac...


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20 Reviews of Solve CRM

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April 2018

User Profile Picture

Carl from Refresh Business Ltd

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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.

February 2020

Dorea from BSI

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

February 2020

Wonderful tool for any business with contacts

Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.

Pros

I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions.

Cons

It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly.

Reasons for Choosing Solve CRM

Price point is better, tools to stay organized, apps to link with, and customer service support and training.

June 2020

Elena from Labo'Life

Company Size: 51-200 employees

Industry: Pharmaceuticals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

June 2020

Recommendable product

Pros

From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution.

Cons

One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version. And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets.

January 2020

Jennifer from Petty Details, LLC

Company Size: 2-10 employees

Industry: Automotive

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

You can't live without Solve for your business!

We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and searched for an affordable way to keep up with our small growing business and nothing was out there until we ran into Solve. We created our database from the ground up and continue to change it according to our needs and it always lives up to our high standards. We have a very niche product and business and Solve has made it a million times easier to manage and grow our business!

Pros

Solve is highly customize-able for a business like ours that can't just use a cookie cutter program to manage our clients and their needs. We are highly productive using Solve and there is nothing out there like this program. The price point is unbeatable and the customer service is top notch - they are on the ball EVERY TIME we need help!

Cons

There is nothing we do not like about Solve! We can make it into anything we want it to be and the customer service team is fast to respond if we run into issues. That is a major thing today when you can barely get someone on the phone after 10 minutes of pressing buttons on an automated phone system like most companies use.

Reasons for Choosing Solve CRM

We did a free trial and realized that we couldn't live without it - best decision our business has ever made!

January 2020

Greg from The Busha Team at RE/MAX 24/7

Company Size: 2-10 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Intuitive and Easy to Use

Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc.

Pros

The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members.

Cons

Would like to see an easier way for admin to track team members assigned tasks.

Reasons for Switching to Solve CRM

I previously used Solve CRM and decided to switch to RealVolve because of the transaction management aspects of that program. In actual use, I found RealVolve to be less than advertised and very difficult to customize and operate. I prefer the ease of use and intuitive aspects of Solve CRM, which is also easier to train.

June 2019

Grant from Union Credit Corporation

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

Flexible CRM, Great Value

Pros

Solve is highly customizable and does everything we need it to do. The API also allows us to integrate Solve easily with other programs that we use to operate our business. What you get for the price is such a great value.

Cons

Mobile site is glitchy and could be improved.

Reasons for Choosing Solve CRM

Solve gives us all the flexibility and features that we need and nothing we don't. Other CRMs may be more feature-packed, but many of those features are not needed for our business.

July 2019

Richard from OTUS Group

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2019

Solve 360 - one of the easiest CRM's to learn and use

A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues.

Pros

Very short learning curve for new users - almost no need for instruction, just give them an account and they can start using it immediately.

Cons

Limited built-in reporting capability. Necessary to export to Excel or use google-sheets integration.

Reasons for Switching to Solve CRM

We were very unhappy with Zoho CRM, and a client recommended switching to Solve after he made the same switch.

December 2018

User Profile Picture

Burt from ACRES Real Estate Services, Inc

Verified Reviewer

Company Size: 1 employee

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

I use Solve for two of my companies because it does the job it is supposed to do

I've been using Solve for my real estate brokerage for about eight years now and value how it has helped my business. I just started an investment company and have reviewed many other platforms, but chose a second Solve account for my new business because I can't beat the features for the cost.

Pros

A CRM is only as good as when it is actually part of the workflow of your business. Solve helps me keep track of all my interactions with my contacts and track all the workflow of my projects. It is the backbone of my business. I especially like how it incorporates into G Suite for a powerful platform. This is the only CRM I could find that seamless works with Gmail where I don't have to bcc the system to have all my emails display in a contacts timeline.

Cons

It doesn't have many integrations with other systems, but tech support is very helpful in figuring out the best solution for what I want to do.

April 2018

User Profile Picture

Gary from i24 Call Management Solutions - i24 Solutions de gestion d'appels

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

April 2018

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

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!

May 2019

User Profile Picture

Chris from Autovitals

Verified Reviewer

Company Size: 51-200 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

May 2019

A great choice for CRM

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.

Pros

The task templates are very useful, and save time.

Cons

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

June 2020

Ami from STAND & DELIVER LLC

Company Size: 11-50 employees

Industry: Management Consulting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2020

[SENSITIVE CONTENT HIDDEN] is an amazing representative for your company

Our company deals with communication consulting and I can't tell you how impressed I am with [SENSITIVE CONTENT HIDDEN], your customer service rep. He is responsive, clear and very smart. I have very unique questions and in depth questions. He always answers completely and quickly and I'm incredibly grateful that he's available to us. His help and attention to our needs has been pivotal in my ability to help my company meet the needs of this particular moment in our history. Thank you for providing such a wonderful professional. Keep up the great hiring practices.

Pros

It's fairly customizable and flexible, esp now that you have permissions. So happy that you sync with QB Online.

Cons

The fact that you can't delete or hide tags or fields that we no longer use

Reasons for Choosing Solve CRM

This was a more robust system

March 2019

Blake from Murfreesboro Aviation

Company Size: 11-50 employees

Industry: Airlines/Aviation

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Great Customer Service Experience

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.

Pros

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

Cons

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.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

November 2018

Good CRM

Solve is working for us, and their customer support is excellent. Would consider moving to another CRM that is more friendly to use, but the pain of moving is keeping me with Solve.

Pros

The CRM is quite good with all the features you would want from a CRM. Strong integration with GSuite

Cons

Have been using it for a few years and the interface has not changed. Design is from the early part of the decade. Some features hard to use.

August 2019

Colleen from Home Comfort & Energy Experts

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

August 2019

Customer Service

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

Pros

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

Cons

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

September 2018

User Profile Picture

Martha J from Alliance Healthcare Services, Memphis, TN

Verified Reviewer

Company Size: 201-500 employees

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

Owner

I have been using this CRM for many years. It allows me to collect the information I need and provides a way to set appointments, assign tasks, etc.

Pros

The software is very flexible and easy to use.

Cons

I don't have anything negative to say about this software.

April 2019

STEPHEN from Peninsula Papagayo

Company Size: 2-10 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

April 2019

Helpful and friendly

Pros

Easy to use and manage. Customer service is also quick and helpful.

Cons

That it does not sync with text messages and other methods of communicating with customers in this day and age.

April 2019

Gene from Hooff Specialty Risk Advisors, LLC

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Great Product and Customer Service

I've used it for a while with my previous company and now with my new company. It's easy to use and great to develop marketing campaigns and keep customer retention high!

Pros

Impeccable customer service and I love the ability to create, adjust and modify the system to meet my specifications.

Cons

When changes are made, sometimes it requires a refresh. If that is the biggest complaint, that is pretty good!

June 2018

Nicole from ConwayStrategic

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Functionality

4.0

June 2018

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

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.

March 2019

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Outstanding Customer Support

Pros

Some powerful automation tools available. the reason I am taking time to review right now is that I had such a responsive and thorough customer support representative help me familiarize myself with the tool. he gave me an easy path forward or who else to contact for the help I needed. Thanks!

Cons

Little Clunky and some features that do not exist that I wish were there.

December 2017

Sean from AJ Tutoring

Company Size: 201-500 employees

Industry: Primary/Secondary Education

Time Used: Less than 12 months

Review Source


Ease-of-use

3.0

Value for money

4.0

Functionality

3.0

December 2017

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

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.