Who Uses This Software?

Today Solve serves thousands of businesses across various service industries. Notably HVAC, energy, medical, residential services and consulting through its exceptional mobile apps and desktop portal.


Average Ratings

49 Reviews

  • 4 / 5
    Overall

  • 4 / 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
  • Support
    Online
    Business Hours

Vendor Details

  • Norada
  • www.norada.com
  • Founded 2000
  • Canada

About Solve

Major update in 2018. A productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile. Solve is an incredibly flexible system, boasts robust Google Calendar and email integrations and is recognized for outstanding customer support by thousands of service businesses.


Solve Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • 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

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.

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
Likelihood to Recommend: 10.0/10 Not
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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.

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

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

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.

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.

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.

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.

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.

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.

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.

it would be better if you could talk with a human being when there is an issue or have a question

Sep 21, 2017
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: you can adjust the fields to what you want. it allows you to send an email and most of the time see that it's been sent, received and opened or not

Cons: sometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there

Overall: All information about a client in one spot

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!

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!

Solve360 left a lot to be desired.

Apr 16, 2018
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: We recently stopped using Solve360 and migrated to a platform that has a more robust Project Management portal/feature set.

Pros: Solve 360 is easy to setup and add users quickly. The software is web-based which eliminates data miscommunication due to outdated versioning.

Cons: Where Solve360 falls through, is when you need in-depth project management with task assignment. The software was built for Customer/Contact Management more than Project Management.

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.

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.

Use Solve for years

Aug 30, 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: It fits my solo law practice. Can track everything I do and later bill on. Pulls in emails, holds documents, and integrates with others

Cons: the skype button

Overall: Great. No complaints.

Great value! Lots of features for price. Easy to use.

Sep 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: API is well documented and fairly easy to integrate. Able to send data through an outside web form and automatically initiate a series of events including timed notifications and automated emails.

Cons: Support does not have a phone number to call, only a form to fill out. Response time from the form usually takes around 24 hours.

solve360 rocks

Sep 13, 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: Simple to use and has an API which connects to google products and other systems such as websites.

Cons: None great bit of software with great support

Overall: Fantastic.

Capterra loader

Excellent CRM, Good organization

Jul 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: A very manageable application, being able to track contacts in a fast way is doing well. The relationship with customers is no longer an obstacle, since this application has an excellent CRM so here you have the solution, in terms of organizing with customers in an organized manner.

Cons: It should be more dynamic and understandable, you should use it to familiarize yourself, which takes some time.

Overall:

It is a quite complete software, it helps us to keep everything organized.

Solve 360 is a middle of the pack project management software

Feb 11, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: We used solve 360 for several years but there were gaps in the software that ultimately moved us away from it

Pros: Solve 360 is a great CRM resource, and has features for task tracking and customer/ Project information.

Cons: however it lacks features that other project management capable programs have such as time and budget tracking.

Capterra loader

Great support, useful tool

Nov 16, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is easy to use and setup. I like the custom fields and tagging capabilities.

The support team is amazing.

Love the phone app which makes updating on the road really easy.

Cons: The cost for us is quite high per user as we are based in a country where the currency is not that strong against the dollar. The collaborator feature is very useful to keep the costs down.

Overall: After trying about 5 or 6 different CRMs I found Solve. It works very well for our business - we have a team of independent distributors so the ability to set permissions on a team level (view or edit) has helped us to manage channel conflict. Also the export function to Google Sheets is fabulous for reporting the records and progress to the management team. I have made one or two suggestions to the dev team on things that could be done to improve the experience and they have been very open to these and responsive.

More useful for companies that need CRM

Oct 22, 2018
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 4.0/10 Not
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Pros: - Customer database - Projects can be assigned to individual clients/companies - Basic task assignment tracking

Cons: - Scheduling tasks needs improvement - Not very useful for project management - Need a separate program for time entry/management

Definitely lacking features for project and time management

Sep 30, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: As a customer management software, Solve360 is great. The ability to track key customer contact information and links to individual projects saved coordination time internally for our team.

Cons: We tried using Solve for time and project management, and it just didn't have enough features for us to continue using it.

The response rate from the support team is quick and direct-I really appreciate the fast turnaround.

Jun 22, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is easy to customize your searches and categorize information that is most easily accessible to a large team.

Cons: I don't really have any dislikes except that there are a lot of "blank" contacts that are created at times when adding new info-not sure why that happens.

Overall: Easily managing a large number of contacts along with notes, tagging, and categorizing in a convenient fashion.

Solve 360 is likely great for CRM, not for Project Management

Apr 11, 2018
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Comments: Solve 360 is a great CRM solution for a good price. Unfortunately we bought into the software on the premise that it would meet our project management needs. This is where Solve 360 fell through.

Pros: The CRM, contact management and sales lead features of Solve 360 look great, and operates on par with their competition.

Cons: One of the services Solve 360 markets itself for is project management and task assignments. It falls through in these sections and doesn't stack up to other project management solutions available on the market.

Its okay

Oct 22, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I used SOLVE360 in a previous job. It did its job once you knew how to use it. It was easy once you used it a few times

Cons: When using SOLVE360, getting to learn it took some time. It is not the best user friendly software ive used but it worked

Overall solve is a useful way to keep track of clients and stay organized.

Dec 05, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Allows for detailed documentation of client interactions and organizes it in a comprehensiveable way.

Cons: At first, solve is a little confusing but is easy to use after one or two tries. The interface could be more crisp but it does the job.

Basic, easy data entry for tracking donors

Jan 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I liked that I could be 'assigned' donors to track and have my list all in one place, as well as pull up their info and be able to add notes of whether we corresponded via email/phone... and that co-workers could go in if they received a response, and see what I emailed them about. Great for team projects, too.

Cons: It took me a while to figure out HOW to get to my assigned list of donors, and the software looks archaic, it isn't pleasing to the eye, like other software programs that we use. But very functional!

No solution is perfect but Solve360 impressed me

Feb 09, 2012
5/5
Overall

Comments: Solve360 is aimed at small businesses and teams of under 20 people, particularly those with project-heavy, collaboration-based workflows. If you fit that description then Solve360 is probably the best CRM you'll find. No solution is perfect but Solve360 impresses, and it's heads above most of the competition. Well done! The software sports both the features you'd expect from a CRM, as well as innovative, intelligent features you won't find elsewhere. Additionally, it delivers some delightfully unique features like a near-seamless integration between contacts and "project blogs". Solve360 is an intelligent software that blends innovative design with well-constructed features, and it deserves its place among the elite of small business CRM.

Pros: - Solve360 walks the line between form and function - High-level security - Well executed list of integrations

Cons: Solve360's feature set has some downsides. Database queries, for example, are pretty limiting.

Top CRM

Aug 24, 2015
5/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

4 / 5
Value for Money

Comments: Tested (and still testing) several other cloud CRM apps and always come back to solve360. It is most probably the best in customization and stability. Nevertheless, it lacks some important integrations with other apps like NiftyQuoter, Teamwork projects / Desk and also it should have improved reports and insights (for sales and activities).

Pros: Customization, stability

Cons: reports, insights, integration with other apps

Use google apps and want CRM? Search ends here!

Feb 08, 2012
4/5
Overall

Comments: As the other reviewers mention many people who are searching for the right CRM will have evaluated many of the offerings on the market today. If you have not tried out Solve360 yet then you should get right on it. We loved the way it can be shaped to match your business and the integration with google apps is top class. Easily a TOP 3 CRM product for SME's.

Pros: Flexibility google contacts sync google calendar sync google docs integration support is one of the best experienced anywhere online

Cons: Main website is a mess and difficult to navigate The support forum link has been removed from the main site. This forum is by far the best managed support forum I have come across online. There are many solve users who will no doubt agree.

Solve360 is the perfect fit for small business

Feb 02, 2012
5/5
Overall

Comments: Solve360 is the perfect solution for running our firm and managing our systems and processes. We have been able to quickly and easily link contacts, companies and projects in ways that make sense for managing a variety of projects. We can share the data with the right people in and out of our work group! We can manage simple tasks and develop step-by-step systems for work group performance and management. Solve360 works seamlessly with Google apps. Google Apps with Solve360 is tough to beat and an exceptional value at about $10-$13/month per user. Bottom line is that this product will give you less brain damage and it works!

Pros: Google apps integration; CRM with Project Management together in one solution.

Cons: The UI could use a little kick in the shorts

Capterra loader

Solving problems with Solve

Sep 14, 2018
5/5
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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Extremely
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Pros: The CRM integration with G Suite makes it a huge asset to our team. Without even having to leave their inbox, teams are able to append emails to contact records in Solve.

Cons: Some of the functionality is limited. For instance, I like conditional logic to make things work and you have to pay a third party to make this happen.

A great fit for all types of business

Feb 04, 2012
5/5
Overall

Comments: We use this tool every day in our business to manage our sales process and project work. The longer I use it, the more I like it. This tool has several integration points into Google Apps (contacts, calendar, tasks) but the most impressive one is this contextual gadget that lets you see information about a client right from the Gmail window.

Pros: The natural way the tool fits our business workflow; the speed of finding information that is important to us; versatility of the project blogs; how we can collaborate securely with our clients using project blogs.

Expensive and tricky to use

Jan 25, 2017
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money

Comments: The best thing about this product is that it integrates somewhat well with Google Apps (now called G Suite). The cons to the product include cost (it's REALLY expensive) and somewhat poor ease of use.

Sep 26, 2016
3/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Awesome CRM and Project Management Solution deeply integrated to Google Apps

Feb 01, 2012
5/5
Overall

Comments: Have used Act, Maximizer, Microsoft CRM, Siebel on-demand, and even started our business up on Salesforce.com. Started looking for better task/project management beyond what Google Apps provided and fell in love with the fresh well integrated approach to CRM that Solve360 provides.

Sep 21, 2016
4/5
Overall

Nov 11, 2015
4/5
Overall

3 / 5
Ease of Use

5 / 5
Value for Money