Solve

Solve

Productivity CRM for teams to manage customer workflows

4.5/5 (88 reviews)

Solve Overview

Major update in 2018. A productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

Solve is an incredibly flexible system, boasts robust Google Calendar and email integrations and is recognized for outstanding customer support by thousands of service businesses. Notably HVAC, energy, medical, residential services and consulting through its exceptional mobile apps and desktop portal.

Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

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

Solve Reviews

Overall rating
4.5/5
92% positive reviews
49
Excellent
32
Very good
6
Average
1
Poor
0
Terrible
Carl B.

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

Used Daily for 2+ years
Reviewed on 2018/04/01
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jeff S.

Great Value

Used Daily for 2+ years
Reviewed on 2019/06/13
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Peter W.

Great customer support and a flexible tool

Used Daily for 2+ years
Reviewed on 2019/06/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Kiara P.

Easy Inter-company Linking Options and Bulk Mail Function

Used Daily for 2+ years
Reviewed on 2018/12/04
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Rich W.

Highly Recommend Solve - CRM to Fit any Business

Used Daily for 2+ years
Reviewed on 2018/11/05
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
8.7/10
Based on 88 reviews
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Solve Pricing

Starting from
US$25,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

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

Value for Money
4.4/5
Based on 88 reviews
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Solve Features

  • API
  • Activity Dashboard
  • Automatic Reminders
  • Customizable Reporting
  • Email Integration

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration
Features
4.3/5
Based on 88 reviews
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Additional information for Solve

Key features of Solve

  • Client portal
  • Customizable fields
  • Exceptional native iPhone, iPad and Android apps
  • Flexible reporting
  • Hand-offs, like texting tasks only better
  • Renowned Google Calendar and email integration
  • Self-managing personal dashboard
  • Workflow automation

Benefits

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.

Solve FAQs

Below are some frequently asked questions for Solve.

Q. What type of pricing plans does Solve offer?

Solve offers the following pricing plans:

Starting from: US$25,00/month

Pricing model: One Time License, Subscription

Free Trial: Available

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

Q. What are the main features of Solve?

Solve offers the following features:

  • Client portal
  • Customizable fields
  • Exceptional native iPhone, iPad and Android apps
  • Flexible reporting
  • Hand-offs, like texting tasks only better
  • Renowned Google Calendar and email integration
  • Self-managing personal dashboard
  • Workflow automation

Q. Who are the typical users of Solve?

Solve has the following typical customers:

Freelancers, Mid Size Business, Small Business

Q. What languages does Solve support?

Solve supports the following languages:

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

Q. What type of pricing plans does Solve offer?

Solve has the following pricing plans:

One Time License, Subscription

Q. Does Solve support mobile devices?

Solve supports the following devices:

Android, iPhone, iPad

Q. What other apps does Solve integrate with?

Solve integrates with the following applications:

APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk

Q. What level of support does Solve offer?

Solve offers the following support options:

FAQs, Knowledge Base, Online Support