Solve CRM

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!

Solve360 left a lot to be desired.

Kommentare: We recently stopped using Solve360 and migrated to a platform that has a more robust Project Management portal/feature set.

Vorteile:

Solve 360 is easy to setup and add users quickly. The software is web-based which eliminates data miscommunication due to outdated versioning.

Nachteile:

Where Solve360 falls through, is when you need in-depth project management with task assignment. The software was built for Customer/Contact Management more than Project Management.

Simple system, great customer service

Kommentare: We used Solve for many years in our non-profit, for managing volunteers, press contacts, and partners. The automated / triggered flows upon adding a new record were simple to setup and back in the day when we started quite unique to Solve at this price point. Realistically today, there are several other platforms that can accomplish the same things that we were using it for at lower costs, which to us as a charity is important. That being said, none of them would have the level of service and involvement that our rep and his great team offered us during our years as a customer.

Vorteile:

Unlike Salesforce or Zoho, with Solve you have direct access to the team who created the product. They care about their users, and are interested to hear how you are using the software and what they can do to make your experience better.

Nachteile:

The interface is perfectly functional but the web has moved on a bit stylistically and Solve is looking a little long in the tooth as result. Also, I don't believe it has the API connections for easy pipes in / out through services like IFTTT or Zapier for connecting easily to other tools.

Solve CRM is the best

Kommentare: The ability to keep our team members organized. View all user activity within each record. The Sales Team loves the ability to glance at a customers activity right before going into an appointment.

Vorteile:

We have been using Solve for 8+ years now. We just recently started using the app. Integrates with Google Sheets! Talk about Awesome! Ease of Use. The best customer service EVER. Their CS Team sends me email regarding upgrades or new tools proactively!!!!! Give it a try, you'll be hooked!

Nachteile:

The only feature I believe Solve is lacking is the ability to build forms and pull contact/company information in.

Solve user and admin for past 10 years

Kommentare: Very positive overall experience. Product has evolved and improved over the last 10 years. Has also added a number of integrations with other third party complementary products. Their sales and support team has always been friendly and responsive.

Vorteile:

Very easy to enter information. Easy to add additional data fields. Nice integration of contacts and project blogs (which we use to manage all implementation docs & pictures) Very reliable. Can't remember the last time we encountered an error or the software crashed.

Nachteile:

Not easy to do complex searches and reporting. Have to typically export data to Excel.

Solid CRM for affordable price. Easy to use API and highly customizable.

Vorteile:

I like the easy to use API. I was able to quickly create some custom web forms that allow users to add/edit data in Solve360.

Nachteile:

The email builder can be a bit difficult to create email templates using complex HTML templates. Occassionally the automated emails don't seem to go out as expected either.

A great choice for CRM

Kommentare: It's easy to alert multiple people who are working on the same account, or just need to be CC'd for an FYI type situation. Easy to link other uses to tasks and notes. Overall, it's easy to use and is very stable in my experience.

Vorteile:

The task templates are very useful, and save time.

Nachteile:

The lack of a "save" button when saving notes.

Owner

Kommentare: I have been using this CRM for many years. It allows me to collect the information I need and provides a way to set appointments, assign tasks, etc.

Vorteile:

The software is very flexible and easy to use.

Nachteile:

I don't have anything negative to say about this software.

Great support, useful tool

Kommentare: After trying about 5 or 6 different CRMs I found Solve. It works very well for our business - we have a team of independent distributors so the ability to set permissions on a team level (view or edit) has helped us to manage channel conflict. Also the export function to Google Sheets is fabulous for reporting the records and progress to the management team. I have made one or two suggestions to the dev team on things that could be done to improve the experience and they have been very open to these and responsive.

Vorteile:

The software is easy to use and setup. I like the custom fields and tagging capabilities. The support team is amazing. Love the phone app which makes updating on the road really easy.

Nachteile:

The cost for us is quite high per user as we are based in a country where the currency is not that strong against the dollar. The collaborator feature is very useful to keep the costs down.

Solve is my most valuable web tool!

Kommentare: Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity

Vorteile:

Great interface, many practical options and Solve is completely customizable. The interface allows a streamlined look so we can get down to business. Its flexibility allows us to run detailed reports about activity, results, scheduling and interfaces ---which include FreshBooks and Google. BTW---the tech support is fantastic!

Nachteile:

There's really no shortcomings here. Solve does not have a fancy interface or glossy look---but that's what makes is so good.

Everything on one page

Kommentare: CRM and also managing our contractors

Vorteile:

Unlike other crms we have tried, you don't have to change tabs all the time. They don't waste a bunch of screenspace with icons. It isn't pretty, but it's extremely valuable. The integration with Ring Central is critical for us. We can see who is calling and everything about their history with us before we answer the phone.

Nachteile:

They stopped integrating with Gmail. That was the original selling point for us. It was amazing to access a client from WITHIN email. I wish they'd bring that back. Solve isn't as dummy proof as others. If you want to report things you have to make sure you are careful and systematic about how you input your data, you have to customize it to do what you want it to do.

Wonderful Tech Support

Kommentare: Being able to confirm what communication has been going on with each clients is invaluable. Logging phone calls, emails and appointments is important. Adding simple notes lets us see at a glance how engaged our clients are with us. Tech Support has been great and get back to you very quickly. Usually within in the same day or 24 hours.

Vorteile:

This software is more powerful than how we are using it. It is great to track all the emails you write to each client and to track your phone calls and messages with them as well. We have multiple and different tags for our clients and we can easily send an email to them specific to their tag. It is great that we can sync our contacts with Constant Contact.

Nachteile:

We can only send basic emails. I would need to know HTML if I wanted to do better looking emails but I don't know HTML. So we will stick with Constant Contact. But you take the chance of them unsubscribing with Constant Contact and then not receiving any more communications from you.

Easy Inter-company Linking Options and Bulk Mail Function

Kommentare: I don't really know what the customer service is like because the software is simple and I haven't had to use it.

Vorteile:

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.

Nachteile:

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.

Great Support

Kommentare: Customer support has been great in response time, and in knowledge! We had a new report that we had to file with our local and state agencies, based on caseload criteria that we couldn't accomplish with our previous program. I uploaded the report format, and within a day or two, as support needed some time to understand the report format, they came up with a solution. Likewise, we had a listserve issue on our posts that would not populate the listserve. Support figured out the issue within a matter of hours and had the information I needed to get the issue resolved with the listserve manager. Great work!

Vorteile:

Flexibility. Also, with the right combination of the filters, we are able to produce the administrative reports that we were not able to produce with the Access program we used in the past.

Nachteile:

We were not aware of the amount of capabilities Solve360 had, but when asked, they were able to fix our problems....

Great Customer Service Experience

Kommentare: Solve is helping me track leads through the funnel with ease. The flexibility allows me to set up my own fields that work for my business. I like that rather being locked into someone else's idea of my business.

Vorteile:

Software is very capable and reasonably easy to use. The things that were not immediately intuitive were resolved with an email to tech support.

Nachteile:

No real negatives other than limits on that data usage. I would love to import more photos and documents without a thought of data limits, but as a small business, keeping my costs down is more important that than feature at this moment.

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)

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 Solves workflow communication!!!

Kommentare: Excellent! My overall Experience is excellent.

Vorteile:

Ease of Use, integration and cost effectiveness

Nachteile:

Choosing between the two UIs..I like features of both..

Great CRM for a budget conscious startup business

Kommentare: We are an SME and started with a shared MS Excel. Countless issues including dupkicate versions of the workbook. For what we thought we needed Solve360 offered the optimal solution (including $$ price). Have been using for 4 years now and we haven't looked back. Links easily with Mailchimp for our mailouts.

Vorteile:

Mostly intuitive Wide range of features we need.

Nachteile:

Would be great to link it to live feeds, like Bloomberg or other news service, or an email address finder. Not easy to find a print format that suits. We do have to download to Google Sheets (and then Excel) for certain monitoring tasks.

Member logging

Kommentare: we are able to keep our member list up to date easily . Track our members and lists of special group categories all in one location.

Vorteile:

integration process is easy to use. Helps me also to keep all my member information in one location up to date.

Nachteile:

Wish I was able to have this information automatically/download to my website as well.

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.

Fast Response When Needed Help

Kommentare: I have been using Solve360 for almost a year now and I think the overall usage has helped our company grow by keeping everyone up to date on information per client. Communication is key and Solve helps out in that area.

Vorteile:

This software has helped with updating each client as well as emailing me when I need to follow up. I asked for help and they responded right away by email and it wasn't just an automated email. Also, I enjoy that the software is user friendly.

Nachteile:

When searching for clients, I use the custom search. The only thing I would like to see improve would be the amount filters used when searching.

Great platform, excellent support!

Kommentare: Solve has helped us be a better company. We serve our clients better because with Solve as a tool in our belt.

Vorteile:

I love the integration with Google Apps for Business and other platform.

Nachteile:

It was not mobile friendly at all, until the recent update to Client Service Manager.

Customer Support is on point.

Kommentare: A hub for clients, notes, mailings, tagging.

Vorteile:

It is simple to use, straight forward. I didn't get much training when I first took my job and I have learned it on my own. Also, literally every time I contact Customer Support, they are quick to respond with the exact answer I need. Meaning, they actually understand and have helped me and the staff several times and are very dependable.

Nachteile:

I wish it maybe looked a little more modern.