Solve CRM Software


 

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 activity across multiple resources while centralizing history across the entire domain.  

Multi-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.

 

Solve CRM - Task list
 
  • Solve CRM - Task list
    Task list
  • Solve CRM - Calendar
    Calendar
  • Solve CRM - Location details
    Location details
  • Solve CRM - Mobile dashboard
    Mobile dashboard
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

60 Reviews of Solve CRM

 

Start your review of Solve CRM

Click to start
https://www.softwareadvice.com/crm/solve360-review/
Software Advice Reviews (8)
More Reviews (52)

Showing 1-8 of 8

Kiara from Centaur
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Easy Inter-company Linking Options and Bulk Mail Function

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I don't really know what the customer service is like because the software is simple and I haven't had to use it.

Pros

I use this everyday and find it really easy. It takes some time to set up correctly and put all your custom fields but once you have you can make it your own.
I use it for large company structures which have multiple shareholders and directors, it is a very easy way to see the links between companies and how they are related to projects.

We are a real estate debt fund and we have a lot of projects with many investors in each, Solve allows me to link each investor to each project.

Also I can tag each investor to say if they have a manager and tailor my distribution lists to send to those specific people. By using "access webmail" I can send bulk emails to my tagged contacts.

Cons

The face of it seems a little outdated. I can honestly say there are not many cons I can think of. I have been using this software for 2 years and haven't encountered an issue.

Review Source
 
 

Sarah from Titan Building Products
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Its okay

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I used SOLVE360 in a previous job. It did its job once you knew how to use it. It was easy once you used it a few times

Cons

When using SOLVE360, getting to learn it took some time. It is not the best user friendly software ive used but it worked

Review Source
 
 

Steve from River Rock Designs
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

More useful for companies that need CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

- Customer database
- Projects can be assigned to individual clients/companies
- Basic task assignment tracking

Cons

- Scheduling tasks needs improvement
- Not very useful for project management
- Need a separate program for time entry/management

Review Source
 
 

Karen from Eco Interiors Ltd.
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Definitely lacking features for project and time management

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

As a customer management software, Solve360 is great. The ability to track key customer contact information and links to individual projects saved coordination time internally for our team.

Cons

We tried using Solve for time and project management, and it just didn't have enough features for us to continue using it.

Review Source
 
 

Scott from Zon Generation Ltd.
Specialty: Maintenance / Field Service
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Solve360 left a lot to be desired.

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Cassie from Fca
Specialty: Manufacturing
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Scott from Zon Engineering Inc.
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Solve 360 is a middle of the pack project management software

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Sean from AJ Tutoring
Specialty: Education
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 
 
Showing 1-20 of 52

Burt from ACRES Real Estate Services, Inc
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Al from Green Energy Ohio
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Solve user and admin for past 10 years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


November 2018

November 2018

I've researched a lot of CRMs....Sovle360 is awesome!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Stephen from Guardian Financial Planning Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great package and responsive support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 


November 2018

November 2018

Good CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jessica from Creative Solar USA
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Fast Response When Needed Help

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Kristi from Cardinal Closets
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Hilary from Mulberry Cottages
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Easy to use and great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Dan from Auto Risk Consultants
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Solve

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

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

Review Source: Capterra
 

Catherine from Vinefruit
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great support, useful tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Shahab from Infraroodexpert
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Solve user for over 5 years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Lecia from Delta Grand Hotel
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

A CRM that you can customize to fit your needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Gina from Crowder Law Center
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Customer Support is on point.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Wei from Optimum Research Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great product and awesome customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Rich from Niche Market Insurers Agency, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Highly Recommend Solve - CRM to Fit any Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jessica from Relevant Speakers Network
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Responsive Customer Service and Tech Support!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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.

Review Source: Capterra
 

Mark from Magma Capital
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great CRM for a budget conscious startup business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jay from CivTech Group
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Simple system, great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Martha J from Alliance Healthcare Services, Memphis, TN
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2018

September 2018

Owner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Nancy from Legacy Marketing Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Solve CRM is the best

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra