Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal.
Solve is fully customizable and can be refined to capture info using the team’s internal language. It can be used to store data on contacts, companies, jobs, cases, sites, projects and properties by businesses across various service industries including HVAC, energy, medical, residential services and consulting.
Native iOS and Android apps allow field staff to view record history, complete work and capture on-site photos. Google Calendar and Google email integrations help teams visualize and schedule activity across multiple resources while centralizing history across the entire domain.
Multi-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.
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.
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.
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.
Graham C. Secteur: Eau/gaz/électricité Nombre d'employés: 13-50 employés
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.
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.
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.
Jeff S. Secteur: Gestion de l'enseignement Nombre d'employés: 2-10 employés
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.
Google integration, value, and customization options
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.
Peter W. Secteur: Marketing et publicité Nombre d'employés: 2-10 employés
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.
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.
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.
Kiara P. Secteur: Banque Nombre d'employés: 2-10 employés
I don't really know what the customer service is like because the software is simple and I haven't had to use it.
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.
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.