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.

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.

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.

it would be better if you could talk with a human being when there is an issue or have a question

All information about a client in one spot

Pros

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

Cons

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

Everything on one page

CRM and also managing our contractors

Pros

Unlike other crms we have tried, you don't have to change tabs all the time. They don't waste a bunch of screenspace with icons. It isn't pretty, but it's extremely valuable. The integration with Ring Central is critical for us. We can see who is calling and everything about their history with us before we answer the phone.

Cons

They stopped integrating with Gmail. That was the original selling point for us. It was amazing to access a client from WITHIN email. I wish they'd bring that back. Solve isn't as dummy proof as others. If you want to report things you have to make sure you are careful and systematic about how you input your data, you have to customize it to do what you want it to do.