# Page 3 | Solve CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Solve CRM ## Showing most helpful reviews Showing 51-75 of 144 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PL Peri L. Principal Information Technology and Services Used the software for: 2+ years ### "Solve is an indispensable system for my business" March 30, 2020 5.0 Our company relies on Solve for managing our growing customers and projects. It is an indispensable tool in our daily operations. It's easy to use and provides the crucial features we need. The few times we've needed to contact customer support have been great experiences - super fast response time from real people who seem to care. Pros The flexibility in the software allows us to create a very customized solution for our business operations. Cons We rely on the Project Blog feature heavily for project management and would really love to see something that can help us create timelines for our work. Review Source Catherine R. WordPress Design/Development & Technical Support Biotechnology Used the software for: Less than 6 months ### "Great support, useful tool" November 16, 2018 4.0 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. 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. Review Source David F. CEO Marketing and Advertising Used the software for: 2+ years ### "It's good but the design is dated" August 5, 2019 4.0 Pros It does all the things a CRM is supposed to do. Cons They have not redesigned it in years and the look of the interface is dated. Review Source EN Elena N. Mrs. Pharmaceuticals Used the software for: 2+ years ### "Recommendable product" June 1, 2020 3.0 Pros From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution. Cons One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version. And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets. Review Source CB Carl B. Director Professional Training & Coaching Used the software for: 2+ years ### "My go-to CRM and Project Management solution" June 27, 2019 5.0 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. 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) Reason for choosing Solve CRM Better functionality and flexibility. Also better value for money. Review Source HS Hubert S. CEO Computer Software Used the software for: 2+ years ### "Great value and service" February 7, 2020 5.0 Pros I am using solve since years know and I love how easy and intuitive it is to use. No need to read hours of manuals and still there are great benefits. It was easy to apply the software for our companies special needs, it is all I could think of. I want to mention the exceptional support, very fast and very helpfuöl. It was only a few times I really needed them and the experience was great every time Cons Not any I could think of, the software works just fine for us Review Source JB John B. Customer Experience Officer (CEO) Financial Services Used the software for: Less than 6 months ### "Potentially Great" November 23, 2015 4.0 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. Review Source TM Tom M. Owner Used the software for: 2+ years ### "Watch what you ask for. You just might get it!" March 30, 2018 4.0 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. 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. Review Source AV Aimee V. Business Development Manager Information Technology and Services Used the software for: I used a free trial ### "Supporting both sales and our asset management" July 1, 2019 4.0 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. 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. Review Source DG Daphne G. CFO Information Services Used the software for: 2+ years ### "Solve Solves workflow communication!!! " August 22, 2019 5.0 Excellent! My overall Experience is excellent. Pros Ease of Use, integration and cost effectiveness Cons Choosing between the two UIs..I like features of both.. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM Integration with other platforms Review Source SP Stevan P. President International Affairs Used the software for: 2+ years ### "Very efficient CRM" April 22, 2020 5.0 We managed to customise solve360 to fit our company's needs and processes (through a developer recommended by Norada). Based on this initial customisation I have to say that solve360 is very much adapted to our needs and Norada offers quick customer support every time we need them. Pros Easy to use. We managed to customise it to our needs Cons The package with the mobile app is a bit too costly (it should be included in the basic package). Review Source LP Lecia P. Receptionist Hospitality Used the software for: 1-2 years ### "A CRM that you can customize to fit your needs" November 15, 2018 5.0 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. Review Source MA Mark A. Managing Principal Financial Services Used the software for: 2+ years ### "Great CRM for a budget conscious startup business" October 13, 2018 4.0 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. 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. Review Source TH Timothy H. President Automotive Used the software for: 2+ years ### "Solve 360 CRM" January 31, 2020 4.0 It works for what we need at a reasonable price. Pros Ease of use and value to our employees. Cons Very seldom are changes made to update the capabilities. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Solve CRM Price Review Source TF Tami F. Admin Asst Non-Profit Organization Management Used the software for: 2+ years ### "Member logging" June 5, 2019 4.0 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. 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. Review Source PK Patricia K. Operations Manager Financial Services Used the software for: 2+ years ### "Easy to use!" July 24, 2019 5.0 Pros The software is very easy to use, keeps all our client information close at hand. It is nice that we have access where ever we may be. Cons Not a big fan of how the emails link to the product. We tested it out and don't use this feature. We also don't find it necessary though as we are a small office. Review Source CL Colleen L. Office Coordinator Construction Used the software for: 2+ years ### "Customer Service" August 23, 2019 5.0 This system is helping us to organize all interactions with the customer from potentially four different employees at once. Pros I love the ease of entering customers and it being one place for everyone to stay updated. Cons I am sure I don’t use it to it’s full potential so at this time I don’t have any dislikes. Review Source MS Marcus S. CEO Marketing and Advertising Used the software for: 2+ years ### "A CRM that fits our needs 100%" March 4, 2020 5.0 Pros I love how well Selve integrates with GSuite and how easily you can set up recurring tasks and automated emails. Cons A minor drawback is that we might need to get a different project management software and would have been cool if Solve had all the features we were looking for. Review Source SM Scott M. Field Technician Consumer Services Used the software for: 1-2 years ### "Solve360 left a lot to be desired." April 16, 2018 3.0 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. Review Source JW Jessica W. Sales Support Renewables & Environment Used the software for: 6-12 months ### "Fast Response When Needed Help" November 26, 2018 5.0 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. 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. Review Source VR Verified Reviewer Operations Manager Public Relations and Communications Used the software for: 2+ years ### "Using Solve in the PR Space" May 16, 2019 5.0 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. 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. Review Source VG Victor G. COO Consumer Electronics Used the software for: 2+ years ### "Great platform, excellent support!" September 2, 2019 5.0 Solve has helped us be a better company. We serve our clients better because with Solve as a tool in our belt. Pros I love the integration with Google Apps for Business and other platform. Cons It was not mobile friendly at all, until the recent update to Client Service Manager. Review Source BY Benjamin Y. Commercial Coordinator & Community Association Manager Real Estate Used the software for: 2+ years ### "Great Application" January 16, 2019 5.0 The Norada team is top notch, and I've always found them to be easy to work with and overall knowledgeable. 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. Review Source GC Gina C. Executive Assistant Law Practice Used the software for: 2+ years ### "Customer Support is on point. " November 12, 2018 4.0 A hub for clients, notes, mailings, tagging. 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. Review Source VR Verified Reviewer Owner Used the software for: 2+ years ### "Very robust CRM" March 13, 2018 5.0 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. 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