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Who Uses Solve CRM?
Delivers exceptional mobile apps to businesses who need to manage field workflow within a customer or project context. Trending with HVAC, Industrial Equipment, Smart Tech, Property Management.
What Is Solve CRM?
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations.
Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how.
Recognized for outstanding support by thousands.
Solve CRM Details
Norada
https://www.solve.app/
Founded 2000
Compare Solve CRM with similar products
Starting price
Free Version
Free Trial
Solve CRM deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- Live Online
- Webinars
- Documentation
Solve CRM Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
CRM for Small Businesses
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Forecasting
- Interaction Tracking
- Lead Management
- Lead Qualification
- Live Chat
- Marketing Automation
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Field Service Management Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- CRM
- Calendar Management
- Contact Database
- Contract/License Management
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dispatch Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Estimating
- File Storage
- GPS
- Historical Reporting
- Inventory Management
- Inventory Tracking
- Invoice Management
- Job Management
- Job Scheduling
- Job Tracking
- Location Tracking
- Maintenance Scheduling
- Mobile Access
- Online Time Clock
- Payment Collection in the Field
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reminders
- Reporting & Statistics
- Routing
- Scheduling
- Service History
- Status Tracking
- Task Scheduling
- Third Party Integrations
- Work Order Management
- Workflow Management
HVAC Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Billing & Invoicing
- Calendar Management
- Contact Database
- Customer Database
- Customer History
- Customer Portal
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Dispatch Management
- Document Storage
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Estimating
- For HVAC Companies
- Historical Reporting
- Inventory Control
- Inventory Management
- Inventory Tracking
- Invoice Management
- Job Management
- Job Scheduling
- Job Tracking
- Location Tracking
- Maintenance Scheduling
- Mobile Access
- Mobile Signature Capture
- QuickBooks Integration
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reminders
- Reporting & Statistics
- Routing
- Scheduling
- Service History
- Task Scheduling
- Technician Management
- Third Party Integrations
- Time & Expense Tracking
- Timesheet Management
- Work Order Management
- Workflow Management
Project Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Billing & Invoicing
- Budget Management
- Calendar Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Cost-to-Completion Tracking
- Customizable Templates
- Document Management
- Document Storage
- Drag & Drop
- File Sharing
- Gantt/Timeline View
- Idea Management
- Issue Management
- Kanban Board
- Milestone Tracking
- Multiple Projects
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real-time Updates
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management
- Risk Management
- Status Tracking
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Testing/QA Management
- Third Party Integrations
- Time & Expense Tracking
- Traditional Methodologies
- Workflow Management
Task Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Collaboration Tools
- Commenting/Notes
- Create Subtasks
- Deadline Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email-to-Task Conversion
- File Management
- Gamification
- Gantt/Timeline View
- Import Tasks
- Mobile Access
- Parent Task
- Percent-Complete Tracking
- Prioritization
- Progress Tracking
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Notifications
- Real-time Updates
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Spreadsheet View
- Status Tracking
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Third Party Integrations
- Time Tracking
- To-Do List
- Workflow Management
Solve CRM Alternatives
More Solve CRM alternatives
Solve CRM Reviews
Read all reviewsOverall rating
Average score
Carl B.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 01/04/2018
"Comprehensive, versatile CRM and project management tool with outstanding customer support"
Comments:
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.
- Reviewer Source
- Reviewed on 01/04/2018
Dorea S.
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality4 /5
-
Customer Support4 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 26/02/2020
"Wonderful tool for any business with contacts"
Comments: 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.
- Reviewer Source
- Reviewed on 26/02/2020
Elena N.
-
Overall Rating3 /5
-
Ease of Use4 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 01/06/2020
"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.
- Reviewer Source
- Reviewed on 01/06/2020
Jennifer P.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/01/2020
"You can't live without Solve for your business!"
Comments: 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.
- Reviewer Source
- Reviewed on 24/01/2020
Greg B.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 10/01/2020
"Intuitive and Easy to Use"
Comments: 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.
- Reviewer Source
- Reviewed on 10/01/2020
