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Solve CRM

Solve CRM Reviews and Cloudswave Rating

  • 57

    Cloudswave Score for Solve CRM

    Rating based on 12 Critic Reviews

    10 Favorable reviews
    83 %
    1 Mixed reviews
    8 %
    1 unfavorable reviews
    8 %
  • Potentially Great

    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.

    0 of 0 people found this review helpful

    Top CRM

    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

    0 of 0 people found this review helpful

    No solution is perfect but Solve360 impressed me

    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.

    0 of 0 people found this review helpful
    Read all reviews on GetApp
  • 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.

    0 of 0 people found this review helpful
  • 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.

    0 of 0 people found this review helpful
  • Solve360 is recommended to anyone who needs an integrated, web-based CRM and contact management application. The application can essentially form a company or workgroup intranet. The Solve360 application is not as capable as some of the competition, but the pricing is very competitive.

    0 of 0 people found this review helpful
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