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.
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.
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.
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.
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.
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.
Great experience but hoping instead of us administrators or owners of the company I would suggest we can get email updates of any updates on the system just to be aware of. I just know now that I have to go deeper I can find that which is when we are really busy no time doing that digging but when prompt by email it will give us a reminder.
Somehow with my experience today speaking to [SENSITIVE CONTENT HIDDEN] and me discovering the new client manager ,
[SENSITIVE CONTENT HIDDEN] is more than a 5 star Rating for me for all his patience showing me all that through.His very patient discussing going through with the admin bits.
I couldn’t have any knowledge for all of it.
Thank you [SENSITIVE CONTENT HIDDEN]!
CRM our database where we use for almost all record with in our company. I do hope I can integrate with HR type of software maybe or simply just be solve HR.
Where we can manage staff in general including there holiday request to granting their request.
Currency by Country of use and UK date format if it can be improved the soonest the better as quickbooks is now integrated with it and will be using it with solve in the next few days.
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.
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.
Everything you need from a CRM
You can't live without Solve for your business!
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!
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!
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.
Intuitive and Easy to Use
Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc.
The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members.
Would like to see an easier way for admin to track team members assigned tasks.
Flexible CRM, Great Value
Solve is highly customizable and does everything we need it to do. The API also allows us to integrate Solve easily with other programs that we use to operate our business. What you get for the price is such a great value.
Mobile site is glitchy and could be improved.
[SENSITIVE CONTENT HIDDEN] is an amazing representative for your company
Our company deals with communication consulting and I can't tell you how impressed I am with [SENSITIVE CONTENT HIDDEN], your customer service rep. He is responsive, clear and very smart. I have very unique questions and in depth questions. He always answers completely and quickly and I'm incredibly grateful that he's available to us. His help and attention to our needs has been pivotal in my ability to help my company meet the needs of this particular moment in our history. Thank you for providing such a wonderful professional. Keep up the great hiring practices.
It's fairly customizable and flexible, esp now that you have permissions. So happy that you sync with QB Online.
The fact that you can't delete or hide tags or fields that we no longer use
Solve is a good CRM, but didn't meet our project management needs
While Solve met some of our company's needs, it left us wanting in other areas.
Solve's customer management interface is easy to setup, track and manage entries. Customer's can be linked to individual projects for easy cross-referencing.
We tried to use Solve as a project management resource but found that it didn't have the task tracking and assignment capabilities that we were looking for.
Solve Client Manager Review
Overall our experience has been extremely positive. I have found Solve Client Manager to be the best value out of all the CRM's I have explored. The main benefits I have found are the ability to store and share all contacts and clients in one location, ability to export the data and analyze trends we've been tracking in our clients, and the ability to collaborate on projects and see the status.
Solve Client Manager that is extremely flexible which allows you to build it the way you want it. It is extremely easy to navigate and you can quickly lookup clients and contacts on the mobile app which makes collaboration on projects very easy. I rely heavily on their data export to google sheets to run reports. Their integration with google products like gmail, docs and sheets works fantastic.
The biggest con for us (which we have found a workable work around for) is that since we have clients with multiple service locations having a hierarchical CRM would allow us to better organize and sort data.
Other than that there are only small things like the ability to upload files like a PDF to a record. Solve CRM has a 'activity' report that allows you to view your or your employees activities at a glance that Solve Client Manager does not have yet.
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.
Google integration, value, and customization options
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.
Everything on one page
CRM and also managing our contractors
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.
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.
Great customer support and a flexible tool
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.
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.
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.
Easy Inter-company Linking Options and Bulk Mail Function
I don't really know what the customer service is like because the software is simple and I haven't had to use it.
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.
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.
Greatly improves customer service
I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts.
It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.
It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails.
It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.
Highly Recommend Solve - CRM to Fit any Business
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.
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.
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.
Solve 360 - one of the easiest CRM's to learn and use
A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues.
Very short learning curve for new users - almost no need for instruction, just give them an account and they can start using it immediately.
Limited built-in reporting capability. Necessary to export to Excel or use google-sheets integration.
Wonderful Tech Support
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.
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.
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.
For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.
This is a dream product, allowing for a central nervous system to hold all details of business that need tending. Using it has allowed me to show up in the best ways to clients and customers, and to stay organized and efficient with all work processes.
The flexible and all-encompassing nature of what Solve has in its wheelhouse is unparalleled being about to hold all aspects of business. I used Solve in my own business, which was heavily customer-service oriented, then contracted with other small businesses to set up their systems in Solve. I have found it to fit all the needs of a diverse array of businesses, with greatly different needs, including a custom tailoring business, school, small retail business, and international spiritual teacher.
Being dependent on Solve for so many years in "larger" (2-5 people businesses), it has been cost-prohibitive for me to use privately, just for myself as a contractor.
I use Solve for two of my companies because it does the job it is supposed to do
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.
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.
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.
Why I Value Solve360 So Highly
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.
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.
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.
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!
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.
We were not aware of the amount of capabilities Solve360 had, but when asked, they were able to fix our problems....
A CRM With Countless Features
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.
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.