Solve CRM
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.
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Alternatives
Zoho CRM
Realvolve
Salesforce Sales Cloud
Dynamics 365
Reviews
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- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
It's good but the design is dated
Reviewed on 2019/08/05
Pros
It does all the things a CRM is supposed to do.
Cons
They have not redesigned it in years and the look of the interface is dated.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
A CRM With Countless Features
Reviewed on 2019/12/31
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
it would be better if you could talk with a human being when there is an issue or have a...
Reviewed on 2017/09/21
All information about a client in one spot
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
- Industry: Banking
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
One of the best tools out there.
Reviewed on 2019/01/07
Brokerage of businesses for sale.
Brokerage of businesses for sale.
Pros
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.
Cons
None its a great tool. Perhaps some to the terms could be changed, "project blog" for example. We like "Opportunity"
- Industry: Think Tanks
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Solve 360
Reviewed on 2018/12/27
Pros
This CRM is easy to use and yet offers a powerful contact management system that plays well with Constant Contact and Microsoft Outlook.
Cons
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.
Solve CRM FAQs
Below are some frequently asked questions for Solve CRM.Q. What type of pricing plans does Solve CRM offer?
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.
Q. Who are the typical users of Solve CRM?
Solve CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Solve CRM support?
Solve CRM supports the following languages:
Dutch, English, French, German, Polish, Russian, Swedish
Q. Does Solve CRM support mobile devices?
Solve CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Solve CRM integrate with?
Solve CRM integrates with the following applications:
Gmail, Google Calendar, Microsoft Azure, Wufoo
Q. What level of support does Solve CRM offer?
Solve CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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