Solve CRM is a combination of CRM and Project Management. It serves up an excellent, intuitive and quick workspace tailored to work out the challenges that your team faces every day such as contacts, plans, activities, tasks, schedules, it organize them in no time and track them during the workflow.
It's a good solution for anyone handling a large number of customer interactions service based industries being the most obvious anyone that requires daily coordination of a dynamic set of different data streams.
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Solve CRM integrates with Zendesk . Zendesk delivers the leading cloud-based customer service software. Loved by customers for its si...
Solve CRM integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
Solve CRM integrates with Freshdesk. Freshdesk is a cloud-based helpdesk solution that provides everything a business needs to offer; ...
Solve CRM integrates with FreshBooks. FreshBooks is an online invoicing and time tracking service that saves you time and makes you loo...
Cloudswave Score for Solve CRM
Rating based on 12 Critic Reviews
John Brandy, on GetApp
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 authord 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.
User in Internet , on G2 Crowd
What do you like best?
What do you like best?
I like that is tailor-able not only to my specific business, but to small businesses in general.
What do you dislike?
First, the user interface is not pleasing to the eye. The search engine part runs slowly. I also find it annoying that I cannot make a call list through Solve directly. Instead I have to star each account, and go through a long list each day.
Chris Bliss, on VM Associates
We’ve seen way too many programs promise a lot and deliver a little. Solve360 is emphatically the opposite of that. It’s intelligent software that blends innovative design with well-constructed features, and it deserves its place among the elite of small business CRM. We think it’s worthy of our our seal of approval, and we’re excited about where it’s going.
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