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 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.



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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

86 Reviews of Solve CRM

Average User Ratings

Overall

4.45 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(47)

4 stars

(32)

3 stars

(6)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 86 reviews

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April 2018

Carl from Refresh Business Ltd

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.

June 2019

Jeff from Sustainable Learning

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

Great Value

Our business requires a more complex hierarchy of relationships than a lot of non-enterprise CRMs will permit. Solve enables relating customers to each other and to companies, which is essential for us and something that many other CRMs at a comparable price point to Solve cannot do. This alone was a huge factor in choosing Solve. We've used the software since 2012 and continue to be very satisfied. Customer support, on the rare occasion we have needed it, is very attentive and genuinely wants to understand your issue and work collaboratively to solve, no pun intended, your problem and then roll that feedback into how they think about product.

Pros

Google integration, value, and customization options

Cons

I tried the new Solve Client Manager, which seems to be the product that the Solve team is putting most development resources towards, and I prefer the legacy CRM. The Solve CRM mobile app leaves much to be desired; it is basically not usable. I would use the new mobile "client manager" except that it is a separate license and out of our budget. I also dislike that Solve required you to be in a higher pricing tier to use a transactional email service, which makes sending bulk emails from Solve unreliable.

June 2019

Peter from redPepper Marketing

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

Great customer support and a flexible tool

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.

Pros

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.

Cons

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.

December 2018

Kiara from Centaur

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

December 2018

Easy Inter-company Linking Options and Bulk Mail Function

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.

November 2018

Rich from Niche Market Insurers Agency, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Highly Recommend Solve - CRM to Fit any Business

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.

August 2018

Travis from Hi5 Development, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Greatly improves customer service

Pros

I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts.

It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.

Cons

It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails.

It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.

June 2018

Seyta from The Evergreen State College

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.

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.

Pros

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.

Cons

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.

December 2018

Burt from ACRES Real Estate Services, Inc

Company Size: 1 employee

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.

December 2018

Terry from Ratliff Law Offices, Chtd.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Great Support

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!

Pros

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.

Cons

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

April 2018

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

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!

October 2018

Jay from CivTech Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use