Solve Pricing, Features, Reviews & Comparison of Alternatives

Solve

Productivity CRM for teams to manage customer workflows

4.55/5 (141 reviews)

Solve overview

What is Solve?

Solve is a mobile productivity CRM for teams to manage customer workflows, field service, and projects.

Simplify all record keeping, scheduling, communication and information sharing - especially when mobile. Incredibly flexible and secure, with straight-forward controls over specific field data and who can access. Boasting robust Google Calendar and Gmail integrations.

Recognized for outstanding customer support by thousands of service businesses. Notably consulting, HVAC, cleaning, energy, contracting and other residential/commercial businesses that need a great mobile app + easy desktop UI.
solve360.com

Pricing

Starting from
$25/month
Pricing options
One time license
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 3 other markets, India, Japan, Germany

Supported languages

English, Dutch, French, German, Polish, Russian, Swedish
Solve screenshot: Automate work, improve consistency.Solve Client Manager (orientation)Solve screenshot: Visualize and schedule activity across multiple resources.Solve screenshot: Quickly refine the system to capture the right info using your team’s own languageSolve screenshot: A simple, self managing personal dashboard highlight what to focus on

Solve user reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.4
  4.4
  4.7
Carl Benfield

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

Used daily for 2+ years
Reviewed 2018-04-01
Review Source: Capterra

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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Dorea Shoemaker

Wonderful tool for any business with contacts

Used daily for 2+ years
Reviewed 2020-02-26
Review Source: Capterra

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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Vivienne Cunneen

Great product and excellent customer service

Used daily for free trial
Reviewed 2020-11-12
Review Source: Capterra

In response to my specific query, [SENSITIVE CONTENT HIDDEN] in Customer Care was very responsive, clear in his communications, friendly but not pushy and ultimately came up with a solution that meant I confidently signed up. Just what I wanted. Thank you.

Pros
I'm a novice as a Solve user, based in the UK. It came highly recommended by an IT company I employed to develop an easy to use CRM tool to support my education business. I specifically wanted a means of gathering information at each stage of the process e.g. learner assessment, enrolment and on going communication with parents. I find the final product easy to use and the customer service was excellent.

Cons
Perhaps the final product could 'look' a bit neater.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Elena Núñez

Recommendable product

Used daily for 2+ years
Reviewed 2020-06-01
Review Source: Capterra

Pros
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.

Cons
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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

Jim Seasly

Solve is my most valuable web tool!

Used daily for 2+ years
Reviewed 2020-09-16
Review Source: Capterra

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

Pros
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!

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Solve pricing

Starting from
$25/month
Pricing options
One time license
Subscription
Free trial
View Pricing Plans

Only $25/month per user
First 14-days FREE (no credit card)
Includes web and native apps.

Solve features

API
Activity Dashboard
Custom Fields
Customizable Reporting
Email Integration
Reminders

Activity Tracking (202 other apps)
Automatic Notifications (239 other apps)
Calendar Management (210 other apps)
Contact Management (169 other apps)
Customer Database (202 other apps)
Customizable Branding (252 other apps)
Customizable Templates (213 other apps)
Data Import/Export (228 other apps)
Electronic Payments (174 other apps)
Real Time Data (157 other apps)
Reporting & Statistics (318 other apps)
Social Media Integration (201 other apps)
Surveys & Feedback (183 other apps)
Third Party Integration (301 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Solve

Key features of Solve

  • Renowned Google Calendar and email integration
  • Customizable fields
  • Exceptional native iPhone, iPad and Android apps
  • Workflow automation
  • Hand-offs, like texting tasks only better
  • Self-managing personal dashboard
  • Flexible reporting
  • Client portal
View All Features

Benefits

Workflow is less work and more flow
- Simplify all record keeping, communication, scheduling and information sharing; especially when mobile.
- Automate work, improve consistency.

Centralized data pays off big time
- Move away from paper, spreadsheets, excessive calling and unloved software.
- Visualize and schedule activity across multiple resources.

Your team earns more 5-star reviews
- Automatically remind staff when to act and highlight what the priorities are.
- Make it drastically easier for all staff types to contribute, improve service and offer proactive support.