Solve CRM Reviews

"Why I Value Solve360 So Highly"

Comments: We are a very diverse company with national reach and a huge mixture of customer types. Solve360 has made it possible for us to capture all the information we need about each of our customers and manipulate it in such a way that extracting the data we need for reporting purposes and customer analysis is very easy.

Pros: Basically, I like everything that Solve360 has to offer a business like ours. It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed.

Cons: I really haven't found anything at all that I dislike. We are in the process of adding other lines of business to our database because of its flexibility.

"Wonderful Tech Support"

Comments: Being able to confirm what communication has been going on with each clients is invaluable. Logging phone calls, emails and appointments is important. Adding simple notes lets us see at a glance how engaged our clients are with us. Tech Support has been great and get back to you very quickly. Usually within in the same day or 24 hours.

Pros: This software is more powerful than how we are using it. It is great to track all the emails you write to each client and to track your phone calls and messages with them as well.
We have multiple and different tags for our clients and we can easily send an email to them specific to their tag. It is great that we can sync our contacts with Constant Contact.

Cons: We can only send basic emails. I would need to know HTML if I wanted to do better looking emails but I don't know HTML. So we will stick with Constant Contact. But you take the chance of them unsubscribing with Constant Contact and then not receiving any more communications from you.

"Highly Recommend Solve - CRM to Fit any Business"

Comments: 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.

"Great support"

Comments: Easy to work with and always working!

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

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

"Exactly what we needed!"

Pros: - includes what we're looking for : client/contact management, email automation, etc
- the price is RIGHT
- Customer Service is excellent
- software is user friendly

Cons: - I don't have any cons to report as of yet

"Solve360 is the perfect fit for small business"

Comments: Solve360 is the perfect solution for running our firm and managing our systems and processes. We have been able to quickly and easily link contacts, companies and projects in ways that make sense for managing a variety of projects. We can share the data with the right people in and out of our work group! We can manage simple tasks and develop step-by-step systems for work group performance and management. Solve360 works seamlessly with Google apps. Google Apps with Solve360 is tough to beat and an exceptional value at about $10-$13/month per user. Bottom line is that this product will give you less brain damage and it works!

Pros: Google apps integration; CRM with Project Management together in one solution.

Cons: The UI could use a little kick in the shorts

"Use google apps and want CRM? Search ends here!"

Comments: As the other reviewers mention many people who are searching for the right CRM will have evaluated many of the offerings on the market today. If you have not tried out Solve360 yet then you should get right on it. We loved the way it can be shaped to match your business and the integration with google apps is top class. Easily a TOP 3 CRM product for SME's.

Pros: Flexibility
google contacts sync
google calendar sync
google docs integration
support is one of the best experienced anywhere online

Cons: Main website is a mess and difficult to navigate
The support forum link has been removed from the main site. This forum is by far the best managed support forum I have come across online. There are many solve users who will no doubt agree.

"Top CRM"

Comments: Tested (and still testing) several other cloud CRM apps and always come back to solve360. It is most probably the best in customization and stability. Nevertheless, it lacks some important integrations with other apps like NiftyQuoter, Teamwork projects / Desk and also it should have improved reports and insights (for sales and activities).

Pros: Customization, stability

Cons: reports, insights, integration with other apps

"overall powerful crm"

Pros: Very customisable (that is an advantage as much as a con if you're looking for a quick and intuitive setup)
Absolutely great customer support!

Cons: As said, it is very customisable which for me meant that easy, intuitive functionality for sales was laying a bit.

"Etremely user friendly!"

Pros: Everything works well, it is simple and makes me and my team extremely efficient. Great help chat also.

Cons: nothing - it has solved all of my business needs.

"The best support ever"

Comments: CRM

Pros: Great support team,and excellent functionality

Cons: User interface could improve for better

"solve360 rocks"

Comments: Fantastic.

Pros: Simple to use and has an API which connects to google products and other systems such as websites.

Cons: None great bit of software with great support

"Customer service A+"

Comments: Had an problem and reached out to customer service via email. My email was answered within minutes and my problem was solved equally as quick.

Pros: The customer service is great. Quick responses.

Cons: Some thing could be tweaked to be more user friendly.

"Review Of Solve360"

Comments: I really enjoy Solve; we've been using this program for at least 4 years and plan to continue forever.

Pros: I like the ease of use and how easy it is to template everything.

Cons: My sales team has had some complaints regarding the follow-up system/sales cycle process that solve provides.

"Great product and excellent customer service"

Comments: 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.

"Solve CRM saves the day!"

Pros: Having used Solve360 CRM at my previous employer, it was a no-brainer to suggest it to my current team!
The easy to use software helps track revenue opportunity, emails, and keeps the team on the same page with customers. A simple, yet effective tool for any business!

Cons: There is nothing to not like about it! If I have to choose something it would be set up.

"Solve 360"

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 360 CRM"

Comments: It works for what we need at a reasonable price.

Pros: Ease of use and value to our employees.

Cons: Very seldom are changes made to update the capabilities.

"Solve Solves workflow communication!!!"

Comments: Excellent! My overall Experience is excellent.

Pros: Ease of Use, integration and cost effectiveness

Cons: Choosing between the two UIs..I like features of both..

"Great Support"

Comments: Customer support has been great in response time, and in knowledge! We had a new report that we had to file with our local and state agencies, based on caseload criteria that we couldn't accomplish with our previous program. I uploaded the report format, and within a day or two, as support needed some time to understand the report format, they came up with a solution. Likewise, we had a listserve issue on our posts that would not populate the listserve. Support figured out the issue within a matter of hours and had the information I needed to get the issue resolved with the listserve manager. Great work!

Pros: Flexibility. Also, with the right combination of the filters, we are able to produce the administrative reports that we were not able to produce with the Access program we used in the past.

Cons: We were not aware of the amount of capabilities Solve360 had, but when asked, they were able to fix our problems....

"Solve is my most valuable web tool!"

Comments: 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.

"Great customer support and a flexible tool"

Comments: 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.

"Everything on one page"

Comments: CRM and also managing our contractors

Pros: Unlike other crms we have tried, you don't have to change tabs all the time. They don't waste a bunch of screenspace with icons. It isn't pretty, but it's extremely valuable.
The integration with Ring Central is critical for us. We can see who is calling and everything about their history with us before we answer the phone.

Cons: They stopped integrating with Gmail. That was the original selling point for us. It was amazing to access a client from WITHIN email. I wish they'd bring that back.
Solve isn't as dummy proof as others. If you want to report things you have to make sure you are careful and systematic about how you input your data, you have to customize it to do what you want it to do.

"I use Solve for two of my companies because it does the job it is supposed to do"

Comments: I've been using Solve for my real estate brokerage for about eight years now and value how it has helped my business. I just started an investment company and have reviewed many other platforms, but chose a second Solve account for my new business because I can't beat the features for the cost.

Pros: A CRM is only as good as when it is actually part of the workflow of your business. Solve helps me keep track of all my interactions with my contacts and track all the workflow of my projects. It is the backbone of my business. I especially like how it incorporates into G Suite for a powerful platform. This is the only CRM I could find that seamless works with Gmail where I don't have to bcc the system to have all my emails display in a contacts timeline.

Cons: It doesn't have many integrations with other systems, but tech support is very helpful in figuring out the best solution for what I want to do.

"Recommendable product"

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.