# Page 2 | Solve CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Solve CRM ## Showing most helpful reviews Showing 26-50 of 144 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JS Jim S. President Computer Software Used the software for: 2+ years ### "Solve is my most valuable web tool!" September 16, 2020 5.0 Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity Pros Great interface, many practical options and Solve is completely customizable. The interface allows a streamlined look so we can get down to business. Its flexibility allows us to run detailed reports about activity, results, scheduling and interfaces ---which include FreshBooks and Google. BTW---the tech support is fantastic! Cons There's really no shortcomings here. Solve does not have a fancy interface or glossy look---but that's what makes is so good. Reason for choosing Solve CRM Easier interface, 100% customizable, excellent support and tons of built-in interfaces. Review Source Burt P. Real Estate Broker Real Estate Used the software for: 2+ years ### "I use Solve for two of my companies because it does the job it is supposed to do" December 10, 2018 4.0 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. 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. Review Source GC Graham C. Head of Client Services Facilities Services Used the software for: 2+ years ### "Solve Client Manager Review" July 9, 2019 4.0 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. 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. Review Source VR Verified Reviewer Internet Marketing Specialist Marketing and Advertising Used the software for: 2+ years ### "A CRM With Countless Features" December 31, 2019 5.0 Pros Solve makes it easy to keep track of client interactions. We use the email integration, so emails from a certain client automatically get filtered into their Solve folder. It's easy to add a variety of other notes to clients such as calls and events as well. We also use Solve to send mass emails to certain groups of clients, which helps with efficiency. This automatic and very detailed organization plays an essential role in our agency. Cons The web browser experience is pretty utilitarian - so, while it's not difficult to use, there is a bit of a clunkiness to it. For example, there's not a way to "save" a custom note or phone call log - you just have to click outside of the window and it automatically saves. Otherwise, it's pretty easy and intuitive to use. Review Source Gary B. President, Chief Engagement Officer - Président et chef de l'engagement Used the software for: 2+ years ### "Solve is very easy to use and permits us to track leads from initial contact to signing and beyond." April 30, 2018 4.0 Better tracking of sales leads and existing client follow-up 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! Review Source AR Allen R. CEO Writing and Editing Used the software for: 2+ years ### "Everything on one page" January 31, 2020 5.0 CRM and also managing our contractors Pros Unlike other crms we have tried, you don't have to change tabs all the time. They don't waste a bunch of screenspace with icons. It isn't pretty, but it's extremely valuable. The integration with Ring Central is critical for us. We can see who is calling and everything about their history with us before we answer the phone. Cons They stopped integrating with Gmail. That was the original selling point for us. It was amazing to access a client from WITHIN email. I wish they'd bring that back. Solve isn't as dummy proof as others. If you want to report things you have to make sure you are careful and systematic about how you input your data, you have to customize it to do what you want it to do. Reason for choosing Solve CRM Someone actually talked us into trying hubspot and we did it for awhile and then switched back to solve. Wooed originally by the prospect of Hubspot being free, but we quickly learned it was going to be much much more expensive to get it to do what we wanted. Review Source PW Peter W. Content Marketing Manager Marketing and Advertising Used the software for: 2+ years ### "Great customer support and a flexible tool" June 12, 2019 5.0 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. 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. Review Source Jay S. co-founder & CEO Civic & Social Organization Used the software for: 2+ years ### "Simple system, great customer service" October 4, 2018 5.0 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. 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. Review Source Nancy K. Hanwha Wisenet STEP Partner Telecommunications Used the software for: 2+ years ### "Solve CRM is the best" September 20, 2018 5.0 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. 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. Review Source Al F. Member of Board of Directors & Chair of Membership Committee Education Management Used the software for: 2+ years ### "Solve user and admin for past 10 years" December 6, 2018 5.0 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. 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. Review Source AM Anna M. Office Admin Non-Profit Organization Management Used the software for: 2+ years ### "Wonderful Tech Support" July 12, 2019 5.0 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. 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. Review Source VR Verified Reviewer Managing Director Banking Used the software for: 2+ years ### "One of the best tools out there. " January 7, 2019 5.0 Brokerage of businesses for sale. 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" Review Source VR Verified Reviewer Communications Specialist Think Tanks Used the software for: 2+ years ### "Solve 360" December 27, 2018 4.0 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. Review Source BM Bonnie M. Special Events Manager Events Services Used the software for: 2+ years ### "Why I Value Solve360 So Highly" August 2, 2019 5.0 We are a very diverse company with national reach and a huge mixture of customer types. Solve360 has made it possible for us to capture all the information we need about each of our customers and manipulate it in such a way that extracting the data we need for reporting purposes and customer analysis is very easy. Pros Basically, I like everything that Solve360 has to offer a business like ours. It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed. Cons I really haven't found anything at all that I dislike. We are in the process of adding other lines of business to our database because of its flexibility. Reason for choosing Solve CRM We chose Solve360 because it was the most flexible and comprehensive of all the products we considered and their salespeople were extremely helpful. Review Source VR Verified Reviewer CEO and Founder Marketing and Advertising Used the software for: 2+ years ### "Good CRM" November 27, 2018 4.0 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. 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. Review Source KP Kiara P. Office Manager Banking Used the software for: 2+ years ### "Easy Inter-company Linking Options and Bulk Mail Function" December 4, 2018 5.0 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. Review Source JF Jennifer F. tax preparer Accounting Used the software for: 1-2 years ### "Fantastic for companies that provide personalized service to large numbers of clients" February 24, 2020 5.0 Overall it's wonderful to be able to have a historic record of all interactions, and the email template feature saves time and increases adherence to standard procedures. As a newer employee, compared to other employees at the company, I appreciate being able to read back through the record and understand what has happened over the last several years when trying to work with a new-to-me client. Pros Favorite feature: being able to BCC emails to Solve. Second favorite feature: the dynamic search functionality. Third favorite feature: client relationships, so we can list relatives/significant others/friends. Cons I wish it were easier to mark an email as nonfunctional and/or not preferred, so that we can more quickly update addresses as we get them. The process of including an outdated email is a bit clunky and cumbersome. Same with phone numbers: I wish it were easier to mark a number as preferred. I also wish it were possible to link Solve to our Zoom phone system. Review Source Orlando M. Systems Administrator Used the software for: 2+ years ### "Solid CRM for affordable price. Easy to use API and highly customizable." July 21, 2018 4.0 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. Review Source Chris S. Support Analyst Computer Software Used the software for: 2+ years ### "A great choice for CRM" May 8, 2019 4.0 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. Pros The task templates are very useful, and save time. Cons The lack of a "save" button when saving notes. Review Source VR Verified Reviewer Founder Consumer Electronics Used the software for: 2+ years ### "Old school but functional" September 17, 2018 4.0 Does what it's supposed to do. Solid CRM. 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 Review Source Martha J H. Therapist/Social Worker/LCSW Mental Health Care Used the software for: 2+ years ### "Owner" September 28, 2018 5.0 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. Pros The software is very flexible and easy to use. Cons I don't have anything negative to say about this software. Review Source VR Verified Reviewer president Insurance Used the software for: 2+ years ### "Solid software" January 23, 2020 5.0 Pros Solve is flexible, efficient, and reliable. Cons I wish there was a way to take web form data and map it to solve without custom programming. Reason for choosing Solve CRM It integrates with gmail, simple to us, can be customized via API. Review Source TR Terry R. President Law Practice Used the software for: 2+ years ### "Great Support" December 12, 2018 5.0 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! 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.... Review Source QV Que V. CEO International Trade and Development Used the software for: 2+ years ### "Great support " April 10, 2020 5.0 Easy to work with and always working! Pros Great software which we’ve been using more than 10 years Cons Mobile app could be improved but furthermore its great software and great service Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM Much easier to work with Review Source BT Blake T. General Manager Airlines/Aviation Used the software for: 2+ years ### "Great Customer Service Experience" March 27, 2019 4.0 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. 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. Review Source Similar Products Featured