Solve CRM

Productivity CRM for teams to manage customer workflows

About Solve CRM

Solve is a mobile productivity CRM for teams to manage customer workflows, field service, and projects.

Simplify all record keeping, scheduling, communication and information sharing - especially when mobile. Incredibly flexible and secure, with straight-forward controls over specific field data and who can access. Boasting robust Google Calendar and Gmail integrations.

Recognized for outstanding customer support by thousands of service businesses. Notably consulting, HVAC, cleaning, energy, contracting and other residential/commercial businesses that need a great mobile app + easy desktop UI.

Key benefits of Solve CRM

Workflow is less work and more flow
- Simplify all record keeping, communication, scheduling and information sharing; especially when mobile.
- Automate work, improve consistency.

Centralized data pays off big time
- Move away from paper, spreadsheets, excessive calling and unloved software.
- Visualize and schedule activity across multiple resources.

Your team earns more 5-star reviews
- Automatically remind staff when to act and highlight what the priorities are.
- Make it drastically easier for all staff types to contribute, improve service and offer proactive support.

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

Dutch, English, French, German, Polish, Russian, Swedish

Images

Automate work, improve consistency.
Visualize and schedule activity across multiple resources.
Quickly refine the system to capture the right info using your team’s own language
A simple, self managing personal dashboard highlight what to focus on
View 5 more
Solve CRM video
Solve CRM screenshot: Automate work, improve consistency. Solve CRM screenshot: Visualize and schedule activity across multiple resources. Solve CRM screenshot: Quickly refine the system to capture the right info using your team’s own language Solve CRM screenshot: A simple, self managing personal dashboard highlight what to focus on

Features

Total features of Solve CRM: 62

  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts / Escalation
  • Alerts/Notifications
  • Batch Processing
  • Billing & Invoicing
  • Business Card/Badge Scanning
  • CRM
  • Calendar/Reminder System
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Dispatch Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email-to-Task Conversion
  • File Storage
  • GPS
  • Gamification
  • Interaction Tracking
  • Internal Chat Integration
  • Job Management
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Maintenance Scheduling
  • Mobile Access
  • Online Time Clock
  • Pipeline Management
  • Projections
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Routing
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Segmentation
  • Service History
  • Shared Contacts
  • Spreadsheet View
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Scheduling
  • Task Tagging
  • Technician Management
  • Territory Management
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Work Order Management

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Quickbase

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monday.com

4,6
#3 Alternative to Solve CRM
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

kintone

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#4 Alternative to Solve CRM
Build business applications and database apps quickly and easily. No-coding required.

Reviews

Overall rating

4,5 /5
(141)
Value for Money
4,5/5
Features
4,4/5
Ease of Use
4,4/5
Customer Support
4,7/5

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Showing 5 reviews of 141
Carl B.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Comprehensive, versatile CRM and project management tool with outstanding customer support

Reviewed on 2018/04/01

The main benefits are:
1. The ability to offer great customer relationship - the information on the...

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.

Dorea S.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wonderful tool for any business with contacts

Reviewed on 2020/02/26

Overall, employees can now keep track of conversations with customers, track orders, shipping,...

Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.

Pros

I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions.

Cons

It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly.

Elena N.
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Recommendable product

Reviewed on 2020/06/01

Pros

From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution.

Cons

One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version.
And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets.

Jennifer P.
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

You can't live without Solve for your business!

Reviewed on 2020/01/24

We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and...

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.

Greg B.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Intuitive and Easy to Use

Reviewed on 2020/01/10

Solve helps us manage recurring tasks like processing offers, servicing listings, holding open...

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.

Showing 5 reviews of 141 Read all reviews

Solve CRM FAQs

Below are some frequently asked questions for Solve CRM.

Solve CRM offers the following pricing plans:

  • Starting from: US$25,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Only $25/month per user First 14-days FREE (no credit card) Includes web and native apps.

We do not have any information about Solve CRM features

Solve CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Solve CRM supports the following languages:

Dutch, English, French, German, Polish, Russian, Swedish

Solve CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Solve CRM integrates with the following applications:

Gmail, Google Calendar, Microsoft Azure, Wufoo

Solve CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

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