Solve CRM


Solve CRM - Logo

 

86 avis (4.5/5)
 

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.

 

Solve CRM - Task list
 
  • Solve CRM - Task list
    Task list
  • Solve CRM - Calendar
    Calendar
  • Solve CRM - Location details
    Location details
  • Solve CRM - Mobile dashboard
    Mobile dashboard
Système(s) d'exploitation pris en charge :
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Navigateur web (indépendant du système d’exploitation), Windows 2000, Windows 8, Windows 10

86 avis sur Solve CRM

 

Carl B.

01/04/2018

01/04/2018

Provenance de l'avis : Capterra

Comprehensive, versatile CRM and project management tool with outstanding customer support

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Simplicité

 

Fonctionnalités

 

Qualité du produit

 

Rapport qualité-prix

 

Support client

 

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Support

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.

Avantages

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.

Inconvénients

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.

Jeff S. Secteur: Gestion de l'enseignement Nombre d'employés:  2-10 employés Nombre d'employés:  2-10 employés

13/06/2019

13/06/2019

Provenance de l'avis : Capterra

Great Value

Traduire avec Google Translate
Simplicité

 

Fonctionnalités

 

Qualité du produit

 

Rapport qualité-prix

 

Support client

 

Simplicité
Simplicité
Fonctionnalités
Fonctionnalités
Rapport qualité-prix
Valeur
Support

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.

Avantages

Google integration, value, and customization options

Inconvénients

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.