Was ist Solve CRM?
Solve CRM ist eine Online-Datenbank zur Verfolgung des Kontaktverlaufs und zur Verwaltung von Projekten, mit der Daten einfach importiert und exportiert werden können. Mit hochgradig anpassbaren Formularen, Feldern, Tags und Workflows ist Solve ein unglaublich flexibles System. Anerkannt für sehr nützliche Integrationen wie Google Apps und Xero sowie für hervorragende Kundenbetreuung.
Wer verwendet Solve CRM?
Solve CRM wurde für kleine und mittlere Unternehmen entwickelt, die einen Kundenfokus-Service anbieten. Viele Solve-Kunden verwenden auch Google Apps und/oder Xero Accounting.
Wo kann Solve CRM bereitgestellt werden?
Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)
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Funktionen von Solve CRM
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Berichterstattung / Analyse
- Daten-Import / -Export
- Elektronische Unterschrift
- Ereignisgesteuerte Aktionen
- Kommentare / Notizen
- Kundenspezifisches Branding
- Lead Scoring
- Mobile App
- Mobiler Zugriff
- Suchen / filtern
- Transfer / Weiterleitung
- Verfolgung von Interaktionen
- Werkzeuge zur Zusammenarbeit
- Zielsetzung / Nachverfolgung
- Zugriffskontrollen / Berechtigungen
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Erfahrungen mit Solve CRMAlle 141 Nutzerbewertungen lesen
Comprehensive, versatile CRM and project management tool with outstanding customer 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.
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.
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.
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.
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.
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.
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.
In Betracht gezogene Alternativen:
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!
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!
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.
The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members.
Would like to see an easier way for admin to track team members assigned tasks.