# Solve CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Solve CRM the right CRM solution for you? Explore 144 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/41409/Solve360/reviews --- Solve CRM 4.5 (144) [View alternatives](https://www.capterra.com/p/41409/Solve360/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Solve CRM Ease of use 4.4 Customer Service 4.7 ## Pros and Cons in Reviews JS Jim S PresidentComputer Software, 2 - 10 employeesUsed the software for: More than 2 years. “Its flexibility allows us to run detailed reports about activity, results, scheduling and interfaces ---which include FreshBooks and Google.“ September 16, 2020 HL Henry L TutorEducation Management, 51 - 200 employeesUsed the software for: Less than 6 months. “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.“ August 27, 2025 MC Maria Lalaine C Office ManagerConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ June 19, 2020 EN Elena N Mrs.Pharmaceuticals, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ June 1, 2020 JS Jim S PresidentComputer Software, 2 - 10 employeesUsed the software for: More than 2 years. “The interface allows a streamlined look so we can get down to business.“ September 16, 2020 RV Rimsky V PartnerFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The mobile app does not come as standard and is not as good“ April 16, 2020 BT Brandi T ParalegalLaw Practice, 11 - 50 employeesUsed the software for: More than 2 years. “easily searchable files and linking between Solve and Drive functionality is easy to navigate“ April 22, 2020 MC Maria Lalaine C Office ManagerConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “I couldn’t have any knowledge for all of it.“ June 19, 2020 ## Showing most helpful reviews Showing 1-25 of 144 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Carl B. Director Used the software for: 2+ years ### "Comprehensive, versatile CRM and project management tool with outstanding customer support" April 1, 2018 5.0 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. 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. Review Source DS Dorea S. Director of Health Relations Health, Wellness and Fitness Used the software for: 2+ years ### "Wonderful tool for any business with contacts" February 26, 2020 5.0 Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized. Pros I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions. Cons It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Solve CRM Price point is better, tools to stay organized, apps to link with, and customer service support and training. Review Source HL Henry L. Tutor Education Management Used the software for: Less than 6 months ### "Solve CRM is somewhat unwieldly and difficult to use" August 27, 2025 2.0 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 JP Jennifer P. VP / Director of Marketing Automotive Used the software for: 2+ years ### "You can't live without Solve for your business!" January 24, 2020 5.0 We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and searched for an affordable way to keep up with our small growing business and nothing was out there until we ran into Solve. We created our database from the ground up and continue to change it according to our needs and it always lives up to our high standards. We have a very niche product and business and Solve has made it a million times easier to manage and grow our business! Pros Solve is highly customize-able for a business like ours that can't just use a cookie cutter program to manage our clients and their needs. We are highly productive using Solve and there is nothing out there like this program. The price point is unbeatable and the customer service is top notch - they are on the ball EVERY TIME we need help! Cons There is nothing we do not like about Solve! We can make it into anything we want it to be and the customer service team is fast to respond if we run into issues. That is a major thing today when you can barely get someone on the phone after 10 minutes of pressing buttons on an automated phone system like most companies use. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM We did a free trial and realized that we couldn't live without it - best decision our business has ever made! Review Source GB Greg B. Team Leader/REALTOR Real Estate Used the software for: 2+ years ### "Intuitive and Easy to Use" January 10, 2020 5.0 Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc. Pros The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members. Cons Would like to see an easier way for admin to track team members assigned tasks. Switched from [Realvolve](https://www.capterra.com/p/151889/Realvolve/) I previously used Solve CRM and decided to switch to RealVolve because of the transaction management aspects of that program. In actual use, I found RealVolve to be less than advertised and very difficult to customize and operate. I prefer the ease of use and intuitive aspects of Solve CRM, which is also easier to train. Review Source GW Grant W. Executive Financial Services Used the software for: 2+ years ### "Flexible CRM, Great Value" June 18, 2019 5.0 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. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM Solve gives us all the flexibility and features that we need and nothing we don't. Other CRMs may be more feature-packed, but many of those features are not needed for our business. Review Source RM Richard M. President Accounting Used the software for: 2+ years ### "Solve 360 - one of the easiest CRM's to learn and use" July 12, 2019 5.0 A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues. 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. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) We were very unhappy with Zoho CRM, and a client recommended switching to Solve after he made the same switch. Review Source RV Rimsky V. Partner Financial Services Used the software for: 2+ years ### "Everything you need from a CRM" April 16, 2020 5.0 Excellent Pros Customisable, very easy to use, extremely efficient is capturing and retrieving information Cons The mobile app does not come as standard and is not as good Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM more adaptable for the needs of a small to mid-sized company and far easier to save and retrieve info (having used Salesforce before) Review Source Rich W. President and CEO Insurance Used the software for: 2+ years ### "Highly Recommend Solve - CRM to Fit any Business" November 5, 2018 5.0 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. 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. Review Source Seyta S. Visiting Professor in Psychology and Consciousness Studies Higher Education Used the software for: 2+ years ### "For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business." June 4, 2018 5.0 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. 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. Review Source MLC Maria Lalaine C. Office Manager Construction Used the software for: 2+ years ### "CRM" June 19, 2020 5.0 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. Reason 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 JS Jeff S. Executive Director Education Management Used the software for: 2+ years ### "Great Value" June 13, 2019 5.0 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. 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. Review Source TH Travis H. Owner Internet Used the software for: 2+ years ### "Greatly improves customer service" August 23, 2018 5.0 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. Review Source Stephen L. CFP Financial Services Used the software for: 2+ years ### "Abhinav has been incredibly supportive in optimizing our CRM. " May 15, 2020 5.0 Pros Workflow, integration, security and fantastic support from Abhinav! Cons Seamless integration with an automated scheduler like Calendly would be on our wish list. Reason for choosing Solve CRM Best fit and by far the best value! Review Source AH Ami H. CFO Management Consulting Used the software for: 2+ years ### "\[SENSITIVE CONTENT HIDDEN\] is an amazing representative for your company" June 11, 2020 4.0 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 Reason for choosing Solve CRM This was a more robust system Review Source VR Verified Reviewer Client Services Consumer Services Used the software for: 2+ years ### "Great System" December 11, 2019 5.0 Pros We love our system which we use daily. The support staff is very accommodating and helpful. Cons We have found Solve 360 to be easily change to what we need and don't see any negatives. Review Source cC courteney C. Operations Manager Oil & Energy Used the software for: 2+ years ### "Would not be able to do my job with out it!" October 21, 2019 5.0 The program is very user friendly and you can change what will better fit your company. My customer service rep was so helpful to someone who has never changed any kind of website in her life! Pros User friendly, Customer Service is top notch, it seems like it would be confusing but after a few days on the program I could use it in my sleep. Cons cant complain about anything, except for the fact it makes you type 40 characters in the complaint field when I do not have one to give! Reason for choosing Solve CRM The last company we worked for had the same one. Review Source LE Linda E. Sales Relationship Specialist Food & Beverages Used the software for: 2+ years ### "Solve CRM saves the day!" February 19, 2020 5.0 Pros Having used Solve360 CRM at my previous employer, it was a no-brainer to suggest it to my current team! The easy to use software helps track revenue opportunity, emails, and keeps the team on the same page with customers. A simple, yet effective tool for any business! Cons There is nothing to not like about it! If I have to choose something it would be set up. Reason for choosing Solve CRM User friendly and easy to train people on! Review Source KC Kelly C. CEO Accounting Used the software for: 2+ years ### "Great simple CRM" August 2, 2019 5.0 Good. We've been using Solve for 7 or 8 years, and we love the product; Pros It is simple, easy, and you don't get cluttered by a billion features that you will never use. Great for the basics for Sales and Operations CRM Cons I don't like that there are 2 platforms, one that works with mobile better. I can't remember which platform is better for what features. I think it just needs to be consolidated. Review Source CB Curtis B. Project Manager Renewables & Environment Used the software for: 2+ years ### "Use Solve on a Daily Basis" April 2, 2020 4.0 Pros We have fully integrated Solve into our entire customer related process. From initial customer contact, through sales acquisition, project handovers, project management and project closeoff. Cons Missing built in features for reporting and analytics. We can import data into google sheets, but it would be nice to have some features built in. Review Source LM Leonie M. Export Coordinator Import and Export Used the software for: 2+ years ### "Excellent Customer Service!" January 23, 2020 4.0 Pros The software is very easy to use. I utilize it for making notes or reminders, adding files Cons 1\. When I have mutliple tabs opened, it doesn't allow me to move the tabs 2. Sometimes it signs you out automatically or it doesn't recognize your username/password. You have to give it a minute and try to log in back again Review Source ST Sigifredo T. Principal/Broker Education Management Used the software for: 6-12 months ### "Winner " August 5, 2019 5.0 Solve is a winner! And it will help anyone person or company to develop a successful business. Pros I can't speak highly enough about Solve360. Solve makes it easy to organize your data. With solve, you develop, sustain, and maintain the business relationships that will help your business blossom. It makes your business efficient and practical, allowing you more time for personal matters. Easy to access from your computer or phone. I love it!! And I always recommended to all people that are willing to listen. Cons One I think of something that I like least, I will come back and post it. Reason for choosing Solve CRM No need to try anyone else. Review Source lP lannah P. lead project manager Computer Software Used the software for: 2+ years ### "Review Of Solve360" August 2, 2019 5.0 I really enjoy Solve; we've been using this program for at least 4 years and plan to continue forever. Pros I like the ease of use and how easy it is to template everything. Cons My sales team has had some complaints regarding the follow-up system/sales cycle process that solve provides. Review Source TW Trevor W. Marketing & Communications Director Non-Profit Organization Management Used the software for: 2+ years ### "We Use This For So Much!" December 3, 2019 4.0 We will continue to use Solve for a long time. Once understood, this program can create a huge increase in efficiency and structure for any organization! Pros Solve has been amazing for our organization for so many of our departments and personnel. We use it for tracking with clients, creating standard operating procedures, and joint projects that need multiple eyes on. This is a reliable and very customizable program! Cons The learning curve for using Solve is not the easiest to jumpstart. I wish there was a simple "on-ramping" process to learning how to best use it. But over time, it becomes clear how valuable this program is. Review Source JC James C. President Pharmaceuticals Used the software for: 6-12 months ### "Great for Startup" June 27, 2019 5.0 I recommend that, if you are experienced with CRMs, you purchase and use Solve360. 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. Review Source Similar Products Featured