Solve CRM Software

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.

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.

Pros

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.

Cons

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

When my company first started using Solve360 several years ago, we were impressed with its versatility---and I certainly like the clean interface. It is not flashy, but really "all business"---it's a great strength. Solve also offers this amazing customization that is fantastic. The support is totally excellent and I've recommended Solve a few times to others. Honestly, some folks don't know what they are missing!

Pros

Customizable, clean and incredibly powerful.

Cons

Wish they had a budget, full-featured choice for a single-user.

Automatically makes us productive, responsive and compliant ... it’s a 10!

Pros

Ease of use ... from new user to seasoned pro in a few days

Cons

Haven’t found many weaknesses yet ... and we’ve been using it over four years

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.

I have been using Solve360 for almost a year now and I think the overall usage has helped our company grow by keeping everyone up to date on information per client. Communication is key and Solve helps out in that area.

Pros

This software has helped with updating each client as well as emailing me when I need to follow up. I asked for help and they responded right away by email and it wasn't just an automated email. Also, I enjoy that the software is user friendly.

Cons

When searching for clients, I use the custom search. The only thing I would like to see improve would be the amount filters used when searching.

Pros

We can customize the client information, upload documents for other team members,

Cons

We haven'f figured out how to get the reports the way we want them. We end up doing many reports by hand.

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.

Pros

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.

Cons

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.

printing of record but since has been resolved

Pros

I like the ease of use the most about this software

Cons

I like the least about this product the lack to integrate

After trying about 5 or 6 different CRMs I found Solve. It works very well for our business - we have a team of independent distributors so the ability to set permissions on a team level (view or edit) has helped us to manage channel conflict. Also the export function to Google Sheets is fabulous for reporting the records and progress to the management team. I have made one or two suggestions to the dev team on things that could be done to improve the experience and they have been very open to these and responsive.

Pros

The software is easy to use and setup. I like the custom fields and tagging capabilities.
The support team is amazing.
Love the phone app which makes updating on the road really easy.

Cons

The cost for us is quite high per user as we are based in a country where the currency is not that strong against the dollar. The collaborator feature is very useful to keep the costs down.

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.

Pros

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

Cons

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

Pros

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.

Cons

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.

A hub for clients, notes, mailings, tagging.

Pros

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.

Cons

I wish it maybe looked a little more modern.

I've used the original Solve for over 3 years now and it's really easy to navigate.
Everyone on their support team is so helpful!

Pros

The product is really easy to use and navigate through. It provides an at-a-glance view of all your interactions with your clients.

Cons

Not at the moment. The product is great.

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.

Pros

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.

Cons

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.

Pros

The tech support. They're the best. Had a recent issue and they were able to resolve it in an hour or so.

Cons

Sometimes it can be slow and I feel bits of work here and there don't save all the time, but typically I rely on Solve for the purposes of the event planning/scheduling non profit I assist.

We are an SME and started with a shared MS Excel. Countless issues including dupkicate versions of the workbook. For what we thought we needed Solve360 offered the optimal solution (including $$ price). Have been using for 4 years now and we haven't looked back. Links easily with Mailchimp for our mailouts.

Pros

Mostly intuitive
Wide range of features we need.

Cons

Would be great to link it to live feeds, like Bloomberg or other news service, or an email address finder.
Not easy to find a print format that suits.
We do have to download to Google Sheets (and then Excel) for certain monitoring tasks.

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.

Pros

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.

Cons

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.

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.

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.

Pros

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!

Cons

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