Solve

Productivity CRM for teams to manage customer workflows

4,5 /5 (140 avaliações) Escreva uma avaliação!

Resumo do Solve

O que é o 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.

Resumo do Solve

Preços

A partir de
US$ 25,00/mês

Opções de preços

Teste Grátis
Licença única
Assinatura
Relação qualidade/preço

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


Recursos do Solve

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 3, Índia, Japão, Alemanha
Idiomas
Holandês, Inglês, Francês, Alemão, Polonês, Russo, Sueco

Mídias

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

Solve - Avaliações

Solve - Avaliações

Classificação geral
4,5
/
5
Excelente
85

Muito bom
47

Regular
7

Ruim
1

Péssimo
0

Relação qualidade/preço
4,5
Recursos
4,4
Praticidade
4,4
Suporte ao cliente
4,7
94% dos usuários recomendam este 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.


Traduzir com Google
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.


Traduzir com Google
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


Traduzir com Google
Elena N.

Recommendable product


Traduzir com Google
Maria lalaine C.

CRM

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]!


Traduzir com Google
Carl B.
Traduzido para o Português
Traduzido para o Português

Comprehensive, versatile CRM and project management tool with outstanding customer support

Usado Diariamente durante Mais de dois anos
Avaliado em 01/04/2018
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Dorea S.
Setor: Saúde, bem-estar e condicionamento físico
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Wonderful tool for any business with contacts

Usado Diariamente durante Mais de dois anos
Avaliado em 26/02/2020
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Jim S.
Setor: Software
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Solve is my most valuable web tool!

Usado Diariamente durante Mais de dois anos
Avaliado em 16/09/2020
Fonte da avaliação: 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

Vantagens

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!

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Elena N.
Setor: Indústria farmacêutica
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Recommendable product

Usado Diariamente durante Mais de dois anos
Avaliado em 01/06/2020
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Maria lalaine C.
Setor: Construção
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

CRM

Usado Diariamente durante Mais de dois anos
Avaliado em 19/06/2020
Fonte da avaliação: Capterra

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]!

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,9/10
Baseado em 140 usuários
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Preço do Solve

Preço do Solve

A partir de
US$ 25,00/mês
Teste Grátis
Licença única
Assinatura
Relação qualidade/preço

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.

Relação qualidade/preço
4,5/5
Baseado em 140 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Solve

Recursos do Solve

API
Acompanhamento de atividades
Banco de dados de contatos
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4,4/5
Baseado em 140 usuários
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Categorias

Mais informações sobre Solve

Mais informações sobre Solve

Principais recursos do 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

Vantagens

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.

Perguntas frequentes sobre o Solve

Perguntas frequentes sobre o Solve

Abaixo estão algumas perguntas frequentes sobre o Solve.

P: Que tipo de planos o Solve oferece?

O Solve oferece os seguintes planos de pagamento:

A partir de: US$ 25,00/mês

Modelo de preços: Licença única, Assinatura

Teste Grátis: Disponível

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

P: Quais são os principais recursos do Solve?

O Solve oferece os seguintes recursos:

  • 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

P: Quem costuma usar o Solve?

Os clientes habituais do Solve são:

Pequenas empresas, Autônomos, Empresas de médio porte

P: Em que idioma o Solve está?

O Solve está nos seguintes idiomas:

Holandês, Inglês, Francês, Alemão, Polonês, Russo, Sueco

P: Que tipo de planos o Solve oferece?

O Solve tem os seguintes planos de preços:

Licença única, Assinatura

P: O Solve é compatível com disponíveis móveis?

O Solve é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O Solve se integra com quais outros aplicativos?

O Solve se integra com os seguintes aplicativos:

APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk

P: Que nível de suporte o Solve oferece?

O Solve oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online