Solve CRM Reviews

It does all the things a CRM is supposed to do.

They have not redesigned it in years and the look of the interface is dated.

Solve makes it easy to keep track of client interactions. We use the email integration, so emails from a certain client automatically get filtered into their Solve folder. It's easy to add a variety of other notes to clients such as calls and events as well. We also use Solve to send mass emails to certain groups of clients, which helps with efficiency. This automatic and very detailed organization plays an essential role in our agency.

The web browser experience is pretty utilitarian - so, while it's not difficult to use, there is a bit of a clunkiness to it. For example, there's not a way to "save" a custom note or phone call log - you just have to click outside of the window and it automatically saves. Otherwise, it's pretty easy and intuitive to use.

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

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

We have spent $1000s to customize Sugar CRM and Salesforce prior to using Solve. Our business has 2 sales processes, first to get a client whose business we are selling. Second to sell the business to a range of potential buyers from different entities. Solve required no customization and was easy to handle the configuration.

None its a great tool. Perhaps some to the terms could be changed, "project blog" for example. We like "Opportunity"

This CRM is easy to use and yet offers a powerful contact management system that plays well with Constant Contact and Microsoft Outlook.

It was challenging to set up the system for our needs initially, so I contracted with a specialist to get things set up. The ongoing support is generally good, there can be a one day delay while waiting for a response after submitting a question through their online form but once someone responds they get the job done.

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

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.

- Extensible
- Great customer support
- Mature, stable software

- Old school DB architecture, difficult to undo mistakes
- UI not very intuitive; requires studying the documentation or making someone give you lessons

Solve is flexible, efficient, and reliable.

I wish there was a way to take web form data and map it to solve without custom programming.

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.

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.

Great software which we’ve been using more than 10 years

Mobile app could be improved but furthermore its great software and great service

I am using solve since years know and I love how easy and intuitive it is to use. No need to read hours of manuals and still there are great benefits.
It was easy to apply the software for our companies special needs, it is all I could think of.
I want to mention the exceptional support, very fast and very helpfuöl. It was only a few times I really needed them and the experience was great every time

Not any I could think of, the software works just fine for us

Ease of use and value to our employees.

Very seldom are changes made to update the capabilities.

The software is very easy to use, keeps all our client information close at hand. It is nice that we have access where ever we may be.

Not a big fan of how the emails link to the product. We tested it out and don't use this feature. We also don't find it necessary though as we are a small office.

I love how well Selve integrates with GSuite and how easily you can set up recurring tasks and automated emails.

A minor drawback is that we might need to get a different project management software and would have been cool if Solve had all the features we were looking for.

Solve is extremely easy to use for not just organizing contacts, but also being able to easily see and organize activities for each contact. This is helpful because it makes it easier to see what action needs to be taken and can be customized accordingly. Also, the customer service is very responsive and I appreciate that.

All of the functionalities are not readily apparent and it can take some digging to figure out how to maximize all of the features in Solve.

Solve is an incredibly flexible CRM solution, with the ability to work with other unrelated applications. I appreciate that I'm able to make Solve work for almost any business model.

Not enough robust integrations, and most of the existing integrations need more functionality and "customizability." I'd also like to see more sales-focused features.

There is a LOT of information you can attach to a client. I've been using it for at least 10 years and I still find new uses.

The user interface is a bit out of date. However, the amount of information you can store is well worth it.