Who Uses This Software?

Today Solve serves thousands of services businesses. Notably consulting, HVAC, cleaning, energy, contracting and other residential/commercial businesses that need a great mobile app + easy desktop UI.


Average Ratings

95 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Norada
  • www.solve.app/
  • Founded 2000
  • Canada

About Solve

Major web update in 2019 | 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.


Solve Features

  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View

Solve Reviews Recently Reviewed!


Capterra loader

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

Apr 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Solve Client Manager Review

Jul 09, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Overall: 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.

Great Value

Jun 13, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Google integration, value, and customization options

Cons: 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.

Overall: 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.

Great customer support and a flexible tool

Jun 12, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Easy Inter-company Linking Options and Bulk Mail Function

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
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Comments: I don't really know what the customer service is like because the software is simple and I haven't had to use it.

Pros: 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.

Cons: 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.

Capterra loader

Highly Recommend Solve - CRM to Fit any Business

Nov 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Greatly improves customer service

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Wonderful Tech Support

Jul 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Capterra loader

For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.

Jun 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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.

Cons: 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.

Overall: 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.

Capterra loader

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

Dec 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Great Support

Dec 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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....

Overall: 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!

Capterra loader

Solve is very easy to use and permits us to track leads from initial contact to signing and beyond.

Apr 30, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: We looked into many CRMs when we decided to move away from our previous provider and found that Solve provided us with a great basic CRM experience. We looked at Sales Force because of it's standing in the market but found that for our needs the product was way overkill both in functionality and pricing. If you're looking for a product for basic sales tracking and follow-up you won't find anything better in terms of value for the investment.

Cons: We had to compensate for not being able to pull all reports in the order wanted but resolved this by exporting to Google docs and manipulating the data to suit our idiosyncrasies. Otherwise it has all the functionality of the products that cost a lot more!

Overall: Better tracking of sales leads and existing client follow-up

Capterra loader

Simple system, great customer service

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Unlike Salesforce or Zoho, with Solve you have direct access to the team who created the product. They care about their users, and are interested to hear how you are using the software and what they can do to make your experience better.

Cons: The interface is perfectly functional but the web has moved on a bit stylistically and Solve is looking a little long in the tooth as result. Also, I don't believe it has the API connections for easy pipes in / out through services like IFTTT or Zapier for connecting easily to other tools.

Overall: We used Solve for many years in our non-profit, for managing volunteers, press contacts, and partners. The automated / triggered flows upon adding a new record were simple to setup and back in the day when we started quite unique to Solve at this price point. Realistically today, there are several other platforms that can accomplish the same things that we were using it for at lower costs, which to us as a charity is important. That being said, none of them would have the level of service and involvement that our rep and his great team offered us during our years as a customer.

Supporting both sales and our asset management

Jun 30, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is super easy to customise in regards to fields and tags. In particular, I like the thought that has been applied to making it easy to customise the look of the 'forms' so that when you add a lot of fields (we capture a lot of data), you can easily find what you need.

Cons: The reporting from this software and lack of sales dashboard outside of that reporting is a bit clunky. It does make reporting on the content a bit more difficult than it probably has to be. The workaround, however, was fairly easy to set up.

Overall: We needed to find a CRM that would also allow us to manage our hardware assets that we 'rent' to customers. We weren't sure if Solve could support this or not, and contacted them for a demo. From the start the customer service stood out - they wanted to actually know about OUR business, rather than simply sell theirs, and they took the time to help us to customise a demo for our wider team and decision-makers.

As a small company, it was important we get this right and Solve helped us with answering questions and providing support along the way. Their service was a key reason why we went with them despite them missing some minor functionality that other services had.

Capterra loader

Solve CRM is the best

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have been using Solve for 8+ years now. We just recently started using the app. Integrates with Google Sheets! Talk about Awesome! Ease of Use. The best customer service EVER. Their CS Team sends me email regarding upgrades or new tools proactively!!!!!

Give it a try, you'll be hooked!

Cons: The only feature I believe Solve is lacking is the ability to build forms and pull contact/company information in.

Overall: The ability to keep our team members organized. View all user activity within each record. The Sales Team loves the ability to glance at a customers activity right before going into an appointment.

Watch what you ask for. You just might get it!

Mar 30, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Super Powerful. Search is wicked. Info assembly in one spot pretty tight. Cloud based access is easy. Mobile App is pretty good.

Cons: I think I over built it for my staff and the management to keep it up was a little to onerous. There was a feature whereby you could auto-sync to and scrape the clients website linkedIn etc to get a fast start on data population. I think that went away.

Overall: We moved away from Freshbooks and lost that integration. QBO does not play with Solve from what I recall. It was fast and as detailed as you wanted. There was a data competition for white space which required CTRL F search once on the relevant page.

Capterra loader

Solve user and admin for past 10 years

Dec 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to enter information. Easy to add additional data fields.

Nice integration of contacts and project blogs (which we use to manage all implementation docs & pictures)

Very reliable. Can't remember the last time we encountered an error or the software crashed.

Cons: Not easy to do complex searches and reporting. Have to typically export data to Excel.

Overall: Very positive overall experience. Product has evolved and improved over the last 10 years. Has also added a number of integrations with other third party complementary products. Their sales and support team has always been friendly and responsive.

Great Customer Service Experience

Mar 27, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Software is very capable and reasonably easy to use. The things that were not immediately intuitive were resolved with an email to tech support.

Cons: No real negatives other than limits on that data usage. I would love to import more photos and documents without a thought of data limits, but as a small business, keeping my costs down is more important that than feature at this moment.

Overall: Solve is helping me track leads through the funnel with ease. The flexibility allows me to set up my own fields that work for my business. I like that rather being locked into someone else's idea of my business.

Great CRM for a budget conscious startup business

Oct 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Mostly intuitive

Wide range of features we need.

Cons: Would be great to link it to live feeds, like Bloomberg or other news service, or an email address finder.

Not easy to find a print format that suits.

We do have to download to Google Sheets (and then Excel) for certain monitoring tasks.

Overall: We are an SME and started with a shared MS Excel. Countless issues including dupkicate versions of the workbook. For what we thought we needed Solve360 offered the optimal solution (including $$ price). Have been using for 4 years now and we haven't looked back. Links easily with Mailchimp for our mailouts.

One of the best tools out there.

Jan 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have spent $1000s to customize Sugar CRM and Salesforce prior to using Solve. Our business has 2 sales processes, first to get a client whose business we are selling. Second to sell the business to a range of potential buyers from different entities. Solve required no customization and was easy to handle the configuration.

Cons: None its a great tool. Perhaps some to the terms could be changed, "project blog" for example. We like "Opportunity"

Overall: Brokerage of businesses for sale.

Flexible CRM, Great Value

Jun 18, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: Mobile site is glitchy and could be improved.

My go-to CRM and Project Management solution

Jun 27, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very customisable. Outstanding customer service. The technical team have a real grasp of the potential of the cloud.

Integrates seamlessly with Google Docs and Spreadsheets

Cons: Does not have Gantt charting built in (although Smartsheet can be inserted via HTML)

Overall: Two versions - one suiting a more desktop environment, the other more for mobile use. I've tried both and they are very strong performers compared with the competition.

Solve 360 - one of the easiest CRM's to learn and use

Jul 12, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very short learning curve for new users - almost no need for instruction, just give them an account and they can start using it immediately.

Cons: Limited built-in reporting capability. Necessary to export to Excel or use google-sheets integration.

Overall: A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues.

Solve 360

Dec 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Customer Support is on point.

Nov 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is simple to use, straight forward. I didn't get much training when I first took my job and I have learned it on my own.

Also, literally every time I contact Customer Support, they are quick to respond with the exact answer I need. Meaning, they actually understand and have helped me and the staff several times and are very dependable.

Cons: I wish it maybe looked a little more modern.

Overall: A hub for clients, notes, mailings, tagging.

Great Application

Jan 16, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Solve is an incredibly flexible CRM solution, with the ability to work with other unrelated applications. I appreciate that I'm able to make Solve work for almost any business model.

Cons: Not enough robust integrations, and most of the existing integrations need more functionality and "customizability." I'd also like to see more sales-focused features.

Overall: The Norada team is top notch, and I've always found them to be easy to work with and overall knowledgeable.

I've researched a lot of CRMs....Sovle360 is awesome!

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: Customizable, clean and incredibly powerful.

Cons: Wish they had a budget, full-featured choice for a single-user.

Overall: When my company first started using Solve360 several years ago, we were impressed with its versatility---and I certainly like the clean interface. It is not flashy, but really "all business"---it's a great strength. Solve also offers this amazing customization that is fantastic. The support is totally excellent and I've recommended Solve a few times to others. Honestly, some folks don't know what they are missing!

Solve user for over 5 years

Nov 15, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy of use and intuitive feeling.

Everything you need is visible in one screen, you don't have to toggle between tabs or screens.

Cons: You can't make any field obligatory, so there is some room for human mistakes when inputting.

Overall: I have been working with Solve360 for over 5 years ad although we have also used different ERP software where they have integrated CRM within the software nothing was as easy and complete as a CRM then Solve has been.

Good CRM

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The CRM is quite good with all the features you would want from a CRM. Strong integration with GSuite

Cons: Have been using it for a few years and the interface has not changed. Design is from the early part of the decade. Some features hard to use.

Overall: Solve is working for us, and their customer support is excellent. Would consider moving to another CRM that is more friendly to use, but the pain of moving is keeping me with Solve.

Potentially Great

Nov 23, 2015
4/5
Overall

3 / 5
Ease of Use

3 / 5
Customer Support

4 / 5
Value for Money

Comments: I use the Solve360 CRM over the vast number of competitors for one reason: it sports an easy to read section at the bottom of each customer page summarizing everything you need to know in a heartbeat. In that one box you can see key hyperlinks to pages relevant to that customer, like things you have sent to them in DocuSign, key upcoming tasks, GMails incoming and outgoing, Links to Box or Dropbox, and Xero and/or Freshbooks summaries. The last two are direct integrations which show a box with how much you invoiced for and how much if any is still outstanding. The GMail (and Google Apps For Work) integrations can be completely automated with the simultaneous use of GMail labels. That's all very awesome. What I hate is that they are very rigid about not allowing you to choose how you want to sort customers. I don't profess to be a database expert, but I do have a couple dozen years experience with them and with classification systems in general. Standard practice is to sort by larger groups first, then smaller, so in this case, you'd display "Smith, Ted" not "Ted Smith". The reason is that if you also have a customer named Bob Smith you'd expect to see "Smith, Bob" followed by "Smith, Ted". You wouldn't expect to see Bob high up in the list under the B's and Ted hundreds of people later under the T's, but that's what Solve insists is right and they don't let you fix it. They just suggest you should use their search feature. Yes, that works, but I'm just wanting to see a list without doing an extra step. Anyway, I've tried 5 - 6 other CRMs, some of which solve that problem but just aren't as good as Solve at the basic idea of showing a summary of everything you need to know in one place. Hopefully they will fix this - but new potential users should be aware.

Pros: See above review for details.

Cons: See above review for details.

A CRM that you can customize to fit your needs

Nov 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customization of the CRM is the first thing that stands out. It made it very easy to structure things to fit my unique workflow. The custom service was also a huge plus. While the system is easy to use, and I don't need help often, they are always extremely helpful and quick to respond when I need it.

Cons: Nothing to say here. Whenever I thought something was missing, it just turned out that I wasn't leveraging the system as well as I could. Their team always helped guide me back on track when I was astray.

It's been a good experience.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The fact that it actually solved a problem my company had, it helped us have a more organized Customer Relationship Management, in the way that everyone has access to the customer information, so there are no duplicities and the info is always available.

Cons: The fact that sometimes it is hard to understand, I guess it could be a little more friendly with the user.

Easy to use and great customer service

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer service is really good. A quick email to the team always gets a prompt reply. Always helpful and they also follow upon issues that could not be solved or that have since been rectified.

Cons: The Last Updated function is a bit odd as some leads show as being updated when they haven't but that Always is a very minor issue, overall a great system.

Overall: We use Solve to manage leads in the business, it gives a company wide view of leads and their progress and anyone can access the data so not reliant on the knowledge of one person.

Solve

Aug 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and if I ever have a problem I can email the customer service team and I get a response really quick which is super important to me.

Cons: I guess the only thing I wish Solve would do is create sales reports from the sales numbers that I import into the system but that's the only part of my job that I wish the software would do for me.

My experience with Solve 360 customer service has been excellent.

Apr 03, 2018
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like the fact that all of my massive amounts of communications via emails to my network and clients are automatically attached to each contact and company.

Cons: The software isn't visually appealing to me and has not been intuitive in my experience however I will spend more time learning how to use it.

Overall: Great CRM for our relationship business.

Member logging

Jun 05, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: integration process is easy to use. Helps me also to keep all my member information in one location up to date.

Cons: Wish I was able to have this information automatically/download to my website as well.

Overall: we are able to keep our member list up to date easily . Track our members and lists of special group categories all in one location.

Capterra loader

Solid CRM for affordable price. Easy to use API and highly customizable.

Jul 21, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: I like the easy to use API. I was able to quickly create some custom web forms that allow users to add/edit data in Solve360.

Cons: The email builder can be a bit difficult to create email templates using complex HTML templates. Occassionally the automated emails don't seem to go out as expected either.

Responsive Customer Service and Tech Support!

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The tech support. They're the best. Had a recent issue and they were able to resolve it in an hour or so.

Cons: Sometimes it can be slow and I feel bits of work here and there don't save all the time, but typically I rely on Solve for the purposes of the event planning/scheduling non profit I assist.

Great product and awesome customer service

Nov 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The product is really easy to use and navigate through. It provides an at-a-glance view of all your interactions with your clients.

Cons: Not at the moment. The product is great.

Overall: I've used the original Solve for over 3 years now and it's really easy to navigate.

Everyone on their support team is so helpful!

A great choice for CRM

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The task templates are very useful, and save time.

Cons: The lack of a "save" button when saving notes.

Overall: It's easy to alert multiple people who are working on the same account, or just need to be CC'd for an FYI type situation. Easy to link other uses to tasks and notes.

Overall, it's easy to use and is very stable in my experience.

It was perfect for what we needed it for during the time we used it.

May 22, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We could keep everything in one place and it was very easy to use and navigate through the system. Very easy to customize it for what we needed it for.

Cons: Backing up everything was a bit of a headache for me, but the customer service was top notch and very helpful. We got it done!

Fast Response When Needed Help

Nov 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has helped with updating each client as well as emailing me when I need to follow up. I asked for help and they responded right away by email and it wasn't just an automated email. Also, I enjoy that the software is user friendly.

Cons: When searching for clients, I use the custom search. The only thing I would like to see improve would be the amount filters used when searching.

Overall: I have been using Solve360 for almost a year now and I think the overall usage has helped our company grow by keeping everyone up to date on information per client. Communication is key and Solve helps out in that area.

Using Solve in the PR Space

May 16, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Solve is extremely easy to use for not just organizing contacts, but also being able to easily see and organize activities for each contact. This is helpful because it makes it easier to see what action needs to be taken and can be customized accordingly. Also, the customer service is very responsive and I appreciate that.

Cons: All of the functionalities are not readily apparent and it can take some digging to figure out how to maximize all of the features in Solve.

Overall: My overall experience has been very positive, as they are responsive to questions, and it helps us keep a massive amount of information organized and prioritized.

Great for Startup

Jun 27, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The videos are very helpful to train up for full use.

The ability to email (and monitor results) from within Solve has proven invaluable to the team.

The entire Technical Team is outstanding. They are well versed in ferreting out problems from my meager description. They are always SPOT ON when making recommendations for modification or adjustment of the administration and settings. They are the Number 1 Pro to this software.

Cons: I would prefer a more intuitive interface.

Overall: I recommend that, if you are experienced with CRMs, you purchase and use Solve360.

Old school but functional

Sep 17, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - Extensible

- Great customer support

- Mature, stable software

Cons: - Old school DB architecture, difficult to undo mistakes

- UI not very intuitive; requires studying the documentation or making someone give you lessons

Overall: Does what it's supposed to do. Solid CRM.

Solve is a great CRM when you need detailed client profiles

Jan 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We use this software with one of my nonprofit clients (a healthcare services organization) and it allows us to keep detailed records of clients including their relationships (friends, family, etc.) which is pertinent information for the work we do.

Cons: If you are working with another database for donors (as we are) the information doesn't necessarily export in the same format as the other databases so you may have to reorganize it in order to import new entries.

Overall: Our experience with Solve has been great and it fully fulfills all of our needs and allows us to keep great notes and records on different clients.

Very robust CRM

Mar 13, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There is a LOT of information you can attach to a client. I've been using it for at least 10 years and I still find new uses.

Cons: The user interface is a bit out of date. However, the amount of information you can store is well worth it.

Capterra loader

Owner

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is very flexible and easy to use.

Cons: I don't have anything negative to say about this software.

Overall: I have been using this CRM for many years. It allows me to collect the information I need and provides a way to set appointments, assign tasks, etc.

Amazing CRM. Boosts business. Customer service is amazing as well!

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: Easy to use, delivers results, strong customer support. Great for revenue tracking and running reports.

Cons: Expensive/pricey with the 4 minimum users when you want to use it for just 1 user. Other than that it's well worth it.

Excellent Customer Service

May 16, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very useful for management and organization of our customer base and responsiveness. It's not difficult to use, which is surprising given the many options and functions available.

Cons: This is a very good CRM for our purposes. I have no complaints.

Overall: Customer Service is very responsive. They spent significant time trying to solve a problem I was having with emails not copying to the database. They ultimately determined it to be a Comcast problem and provided the email headers from a sample errant email. That enabled Comcast to find and resolve the problem on their end.