Solve

Productivity CRM for teams to manage customer workflows

4,5 /5 (141 reviews) Write a Review!

Solve Overview

What is Solve?

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.

Solve Overview

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.


Solve Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
Dutch, English, French, German, Polish, Russian, Swedish

Media

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

Solve Reviews

Solve Reviews

Overall rating
4,5
/
5
Excellent
86

Very good
47

Average
7

Poor
1

Terrible
0

Value for Money
4,5
Features
4,4
Ease of Use
4,4
Customer Support
4,7
94% recommended this app
Carl B.

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.


Dorea S.

Wonderful tool for any business with contacts

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.


Vivienne C.

Great product and excellent customer service

In response to my specific query, [SENSITIVE CONTENT HIDDEN] in Customer Care was very responsive, clear in his communications, friendly but not pushy and ultimately came up with a solution that meant I confidently signed up. Just what I wanted. Thank you.


Elena N.

Recommendable product


Jim S.

Solve is my most valuable web tool!

Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity


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

Dorea S.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

Wonderful tool for any business with contacts

Used Daily for 2+ years
Reviewed on 2020/02/26
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Vivienne C.
Industry: Education Management
Company size: 2-10 Employees

Great product and excellent customer service

Used Daily for Free Trial
Reviewed on 2020/11/12
Review Source: Capterra

In response to my specific query, [SENSITIVE CONTENT HIDDEN] in Customer Care was very responsive, clear in his communications, friendly but not pushy and ultimately came up with a solution that meant I confidently signed up. Just what I wanted. Thank you.

Pros

I'm a novice as a Solve user, based in the UK. It came highly recommended by an IT company I employed to develop an easy to use CRM tool to support my education business. I specifically wanted a means of gathering information at each stage of the process e.g. learner assessment, enrolment and on going communication with parents. I find the final product easy to use and the customer service was excellent.

Cons

Perhaps the final product could 'look' a bit neater.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Elena N.
Industry: Pharmaceuticals
Company size: 51-200 Employees

Recommendable product

Used Daily for 2+ years
Reviewed on 2020/06/01
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jim S.
Industry: Computer Software
Company size: 2-10 Employees

Solve is my most valuable web tool!

Used Daily for 2+ years
Reviewed on 2020/09/16
Review Source: Capterra

Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity

Pros

Great interface, many practical options and Solve is completely customizable. The interface allows a streamlined look so we can get down to business. Its flexibility allows us to run detailed reports about activity, results, scheduling and interfaces ---which include FreshBooks and Google. BTW---the tech support is fantastic!

Cons

There's really no shortcomings here. Solve does not have a fancy interface or glossy look---but that's what makes is so good.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,9/10
Based on 141 user ratings
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Solve Pricing

Solve Pricing

Starting from
US$25,00/month
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.

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

Value for Money
4,5/5
Based on 141 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Solve Features

Solve Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,4/5
Based on 141 user ratings
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Categories

Additional information for Solve

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

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:

Small Business, Freelancers, Mid Size 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