Solve CRM Erfahrungen

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Wonderful tool for any business with contacts

Kommentare: Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.

Vorteile:

I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions.

Nachteile:

It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly.

Recommendable product

Vorteile:

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.

Nachteile:

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.

You can't live without Solve for your business!

Kommentare: We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and searched for an affordable way to keep up with our small growing business and nothing was out there until we ran into Solve. We created our database from the ground up and continue to change it according to our needs and it always lives up to our high standards. We have a very niche product and business and Solve has made it a million times easier to manage and grow our business!

Vorteile:

Solve is highly customize-able for a business like ours that can't just use a cookie cutter program to manage our clients and their needs. We are highly productive using Solve and there is nothing out there like this program. The price point is unbeatable and the customer service is top notch - they are on the ball EVERY TIME we need help!

Nachteile:

There is nothing we do not like about Solve! We can make it into anything we want it to be and the customer service team is fast to respond if we run into issues. That is a major thing today when you can barely get someone on the phone after 10 minutes of pressing buttons on an automated phone system like most companies use.

Intuitive and Easy to Use

Kommentare: Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc.

Vorteile:

The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members.

Nachteile:

Would like to see an easier way for admin to track team members assigned tasks.

Flexible CRM, Great Value

Vorteile:

Solve is highly customizable and does everything we need it to do. The API also allows us to integrate Solve easily with other programs that we use to operate our business. What you get for the price is such a great value.

Nachteile:

Mobile site is glitchy and could be improved.

Solve 360 - one of the easiest CRM's to learn and use

Kommentare: A good basic CRM, with excellent email support, and reliable. Have been using for several years with no issues.

Vorteile:

Very short learning curve for new users - almost no need for instruction, just give them an account and they can start using it immediately.

Nachteile:

Limited built-in reporting capability. Necessary to export to Excel or use google-sheets integration.

Everything you need from a CRM

Kommentare: Excellent

Vorteile:

Customisable, very easy to use, extremely efficient is capturing and retrieving information

Nachteile:

The mobile app does not come as standard and is not as good

I use Solve for two of my companies because it does the job it is supposed to do

Kommentare: I've been using Solve for my real estate brokerage for about eight years now and value how it has helped my business. I just started an investment company and have reviewed many other platforms, but chose a second Solve account for my new business because I can't beat the features for the cost.

Vorteile:

A CRM is only as good as when it is actually part of the workflow of your business. Solve helps me keep track of all my interactions with my contacts and track all the workflow of my projects. It is the backbone of my business. I especially like how it incorporates into G Suite for a powerful platform. This is the only CRM I could find that seamless works with Gmail where I don't have to bcc the system to have all my emails display in a contacts timeline.

Nachteile:

It doesn't have many integrations with other systems, but tech support is very helpful in figuring out the best solution for what I want to do.

Solve is very easy to use and permits us to track leads from initial contact to signing and beyond.

Kommentare: Better tracking of sales leads and existing client follow-up

Vorteile:

We looked into many CRMs when we decided to move away from our previous provider and found that Solve provided us with a great basic CRM experience. We looked at Sales Force because of it's standing in the market but found that for our needs the product was way overkill both in functionality and pricing. If you're looking for a product for basic sales tracking and follow-up you won't find anything better in terms of value for the investment.

Nachteile:

We had to compensate for not being able to pull all reports in the order wanted but resolved this by exporting to Google docs and manipulating the data to suit our idiosyncrasies. Otherwise it has all the functionality of the products that cost a lot more!

Solve Client Manager Review

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Greatly improves customer service

Vorteile:

I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts. It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.

Nachteile:

It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails. It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.

Why I Value Solve360 So Highly

Kommentare: We are a very diverse company with national reach and a huge mixture of customer types. Solve360 has made it possible for us to capture all the information we need about each of our customers and manipulate it in such a way that extracting the data we need for reporting purposes and customer analysis is very easy.

Vorteile:

Basically, I like everything that Solve360 has to offer a business like ours. It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed.

Nachteile:

I really haven't found anything at all that I dislike. We are in the process of adding other lines of business to our database because of its flexibility.

[SENSITIVE CONTENT HIDDEN] is an amazing representative for your company

Kommentare: Our company deals with communication consulting and I can't tell you how impressed I am with [SENSITIVE CONTENT HIDDEN], your customer service rep. He is responsive, clear and very smart. I have very unique questions and in depth questions. He always answers completely and quickly and I'm incredibly grateful that he's available to us. His help and attention to our needs has been pivotal in my ability to help my company meet the needs of this particular moment in our history. Thank you for providing such a wonderful professional. Keep up the great hiring practices.

Vorteile:

It's fairly customizable and flexible, esp now that you have permissions. So happy that you sync with QB Online.

Nachteile:

The fact that you can't delete or hide tags or fields that we no longer use

Watch what you ask for. You just might get it!

Kommentare: 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.

Vorteile:

Super Powerful. Search is wicked. Info assembly in one spot pretty tight. Cloud based access is easy. Mobile App is pretty good.

Nachteile:

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.

Solve is an indispensable system for my business

Kommentare: 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.

Vorteile:

The flexibility in the software allows us to create a very customized solution for our business operations.

Nachteile:

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.

My go-to CRM and Project Management solution

Kommentare: 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.

Vorteile:

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

Nachteile:

Does not have Gantt charting built in (although Smartsheet can be inserted via HTML)

Solve CRM saves the day!

Vorteile:

Having used Solve360 CRM at my previous employer, it was a no-brainer to suggest it to my current team! The easy to use software helps track revenue opportunity, emails, and keeps the team on the same page with customers. A simple, yet effective tool for any business!

Nachteile:

There is nothing to not like about it! If I have to choose something it would be set up.

Great simple CRM

Kommentare: Good. We've been using Solve for 7 or 8 years, and we love the product;

Vorteile:

It is simple, easy, and you don't get cluttered by a billion features that you will never use. Great for the basics for Sales and Operations CRM

Nachteile:

I don't like that there are 2 platforms, one that works with mobile better. I can't remember which platform is better for what features. I think it just needs to be consolidated.

Easy to use and great customer service

Kommentare: We use Solve to manage leads in the business, it gives a company wide view of leads and their progress and anyone can access the data so not reliant on the knowledge of one person.

Vorteile:

The customer service is really good. A quick email to the team always gets a prompt reply. Always helpful and they also follow upon issues that could not be solved or that have since been rectified.

Nachteile:

The Last Updated function is a bit odd as some leads show as being updated when they haven't but that Always is a very minor issue, overall a great system.

My experience with Solve 360 customer service has been excellent.

Kommentare: Great CRM for our relationship business.

Vorteile:

I really like the fact that all of my massive amounts of communications via emails to my network and clients are automatically attached to each contact and company.

Nachteile:

The software isn't visually appealing to me and has not been intuitive in my experience however I will spend more time learning how to use it.

Winner

Kommentare: Solve is a winner! And it will help anyone person or company to develop a successful business.

Vorteile:

I can't speak highly enough about Solve360. Solve makes it easy to organize your data. With solve, you develop, sustain, and maintain the business relationships that will help your business blossom. It makes your business efficient and practical, allowing you more time for personal matters. Easy to access from your computer or phone. I love it!! And I always recommended to all people that are willing to listen.

Nachteile:

One I think of something that I like least, I will come back and post it.

Customer Service

Kommentare: This system is helping us to organize all interactions with the customer from potentially four different employees at once.

Vorteile:

I love the ease of entering customers and it being one place for everyone to stay updated.

Nachteile:

I am sure I don’t use it to it’s full potential so at this time I don’t have any dislikes.

A CRM that fits our needs 100%

Vorteile:

I love how well Selve integrates with GSuite and how easily you can set up recurring tasks and automated emails.

Nachteile:

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.

Using Solve in the PR Space

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.