--- title: "Solve CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Solve CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/41409/Solve360/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Solve CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Solve CRM ## 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. ## What is Solve CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Overall rating Based on 144 user reviews Reviews sentiment Positive 94% Neutral 5% Negative 1% Starting price $25 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Solve CRM?[Manage this product listing](https://www.g2.com/products/solve-360/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Solve CRM 4.5 (144) VS. [### HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $25 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (138) Ease Of Use 4.4 (4,392) Value For Money 4.5 (120) Value For Money 4.3 (3,521) Customer Service 4.7 (129) Customer Service 4.4 (3,531) ## Solve CRM alternatives [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,863)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157279/Dynamics-365/) Highest Rated [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [View all alternatives](https://www.capterra.com/p/41409/Solve360/alternatives/) ## FAQs about Solve CRM Overview ### What problems does Solve CRM solve? Solve CRM solves scattered customer data, duplicate records, and unclear ownership by centralizing contacts, relationship histories, emails, tasks, and project activity. Sales teams, client-service agencies, nonprofits, and small project-based businesses use it to track leads and follow-ups, share account context, segment audiences, and build custom workflows and reports. Answer based on 89 reviews Overview ### Which roles and teams benefit most from Solve CRM? Solve CRM is most used by business owners and executive leaders who oversee client relationships, sales activity, and company performance. Office and operations managers organize contacts, follow-ups, and administrative work, while project managers coordinate client deliverables. Business development teams and real estate professionals track prospects, manage pipelines, and maintain timely communications. Answer based on 138 reviews Overview ### What company size and specific industries is Solve CRM built for? Solve CRM is designed for businesses that manage field workflows in a customer or project context, especially in HVAC, industrial equipment, smart tech, and property management. The description does not specify company size, so it appears suited to organizations in those sectors that rely on mobile field operations. Features and Usability ### What are the key features of Solve CRM? Solve CRM includes core contact management, lead management, customizable fields, and tagging for organizing client records. It also provides email management and segmentation for communications, task management and project collaboration for shared workflows, plus CRM integration, data export, reporting, and mobile access for teams working away from their desks. Answer based on 60 reviews Pricing ### How much does it cost and what fees or limitations are included? Solve CRM offers a $25 per user/month plan, with a 14-day free trial and a four-user minimum, making the starting cost $100 monthly. Solve Client Manager costs the same with no user minimum, while Both Products costs $50 per user/month with a four-user minimum. Reviewers describe value positively, though some cite high per-user costs. Answer based on 14 reviews Integrations ### Which third-party tools and platforms does Solve CRM integrate with? Solve CRM integrates with 4 third-party tools: Gmail and Google Calendar for email and scheduling, Microsoft Azure for cloud and identity-related connections, and Wufoo for online forms. These integrations support communication, calendar coordination, cloud-based infrastructure, and form-data collection within connected business workflows. Answer based on 27 reviews Getting Started and Support ### How easy is it to onboard and train a team on Solve CRM? Solve CRM is quick for many nontechnical users to learn, with reviewers citing a simple interface, easy data entry, and minimal instruction for basic tasks. Live online training, webinars, and documentation support adoption. Administrators and teams configuring custom fields, automations, or unfamiliar workflows may need more time and guided training. Answer based on 25 reviews Getting Started and Support ### What customer support options does Solve CRM offer, and how do users rate the experience? Solve CRM offers email/help desk, FAQ/forum, knowledge base, and chat support. Users generally describe the support team as fast, helpful, knowledgeable, and willing to investigate issues thoroughly. Some users report a response delay of up to a day after submitting questions, while initial setup can require extra guidance. Answer based on 78 reviews Email ### How well does Solve CRM handle email tracking and campaigns? Solve CRM centralizes client email history, Gmail integration, and group messaging for teams managing ongoing customer communication. Small business and agency users value automatic email filing, contact-level visibility, and BCC capture. Some users find template design restrictive, especially for complex HTML, and report occasional issues with automated sends or reply-to settings. Answer based on 27 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Solve CRM includes **Customer Database**, giving teams a central place to store and review customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other important CRM features that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize records, find information faster, and manage customer relationships more efficiently, allowing teams to keep daily sales and service work moving. Contact Management 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Activity Dashboard 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Calendar/Reminder System 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Solve CRM 57 features ### All Features - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - File Storage: Store and access documents, forms, and photos in one centralized place - For iPad Devices: Operate/access software on iPad Devices - Gamification: Games or game-like elements to track progress and reward accomplishments - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Job Management: Manage and track all job information and associated tasks - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Service History: Track work performed and resources used for past customers, sites, or assets - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Technician Management: Oversee technicians and track their assigned work orders - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders --- Get Advice We can help you find the software with the features you need. Features 4.4 (135) 4.4 Based on 135 reviews ## Pricing Value for money 4.5 (120) Free Trial [View pricing plan details](https://www.capterra.com/p/41409/Solve360/pricing/) Solve CRM $25.00 Per User,Per Month It includes: - 150 GB Storage - Free Report Builder - Free Webinar - Minimum 4 Users ($100) - Mobile Web App - Web App Solve Client Manager $25.00 Per User,Per Month It includes: - 25 GB Storage - Free Report Builder - Free Webinar - Ipad and Android App - Native Iphone - No Minimum Users - Web Portal Both Products $50.00 Per User,Per Month It includes: - 25 GB Storage - Access Your Solve Database Seamlessly From Both Solve CRM and Solve Client Manager Apps - Minimum 4 Users ($200) Value for money 4.5 (120) 4.5 Based on 120 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Azure](https://www.capterra.com/p/16365/Azure/)[ Wufoo](https://www.capterra.com/p/224990/Wufoo/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (129) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (129) 4.7 Based on 129 reviews ## User reviews Overall rating 4.5 Based on 144 reviews Filter by rating 5(88) 4(47) 3(7) 2(2) 1(0) Mentioned topic Sorted by most recent HL Henry L. Tutor Education Management ### "Solve CRM is somewhat unwieldly and difficult to use" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 August 27, 2025 I found Solve to be pretty difficult and unwieldly to use with too much information and limited filtering ability, impairing my ability to understand information about a client without feeling overwhelmed. Pros It is a very information dense CRM, where a lot of information is stored and displayed at once, which can be helpful if you want to see all the information at once. Cons The high level of information displayed at once, without any sort of options for filtering can make it difficult at times to find the most important information regarding a client. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EK Enock K. Dessinateur batiment Construction ### "Logiciels de gestion des interventions " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 31, 2023 Pros Ce logiciel nous permet la bonne gestion et interventions et la fabrication de nos produits et la suivi commercial de n'as clientèle. Cons Ce logiciel n'a aucun inconvénient il est recommandable aux utilisateurs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. UV Unathi V. Sales Admin Manager Food Production ### "Solve Crm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2022 Pros This system is very useful, user friendly and easily obtainable. Cons The system integration was smooth and system is affordable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VC Vivienne C. Instructor/Franchisee Education Management ### "Great product and excellent customer service " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 12, 2020 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. Reasons for choosing Solve CRM It came highly recommended by a local IT company I trusted Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JS Jim S. President Computer Software ### "Solve is my most valuable web tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2020 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. Reasons for choosing Solve CRM Easier interface, 100% customizable, excellent support and tons of built-in interfaces. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MG Maximiliano G. Administrador Computer Software ### "The best support ever" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2020 CRM Pros Great support team,and excellent functionality Cons User interface could improve for better Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ML Maria Lalaine C. Office Manager Construction ### "CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 19, 2020 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 \[SENSITIVE CONTENT HIDDEN\]! Pros 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. Cons 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. Reasons for choosing Solve CRM Ecosurv is a software installed in an iPad where our surveyors can use to take on a job and fill in and also take customers signatures basically and if this customer signatures really can be applied on solve system later on it’s then will have to dump Ecosurv away.As for now we use both.Also May I suggest that solve system also can detect duplication of entries Especially on addresses on project blogs so I can really rely on the solve reference as the main basis. I forget to mention this to \[SENSITIVE CONTENT HIDDEN\].Also in addition to is when we type in a postcode can it possibly give us a dropdown to choose the house number and street. Or it can be entered manually.Apologies for the above request it’s just IF.Thank you very much.!!!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AH Ami H. CFO Management Consulting ### "\[SENSITIVE CONTENT HIDDEN\] is an amazing representative for your company" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 11, 2020 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. Pros It's fairly customizable and flexible, esp now that you have permissions. So happy that you sync with QB Online. Cons The fact that you can't delete or hide tags or fields that we no longer use Reasons for choosing Solve CRM This was a more robust system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EN Elena N. Mrs. Pharmaceuticals ### "Recommendable product" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 1, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Stephen L. CFP Financial Services ### "Abhinav has been incredibly supportive in optimizing our CRM. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 15, 2020 Pros Workflow, integration, security and fantastic support from Abhinav! Cons Seamless integration with an automated scheduler like Calendly would be on our wish list. Reasons for choosing Solve CRM Best fit and by far the best value! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/41409/Solve360/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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