Solve Features

Solve

Productivity CRM for teams to manage customer workflows

4.54/5 (139 reviews)

Solve Feature Summary

  • 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

Competitor Feature Comparison

API
Activity Dashboard
Activity Tracking
Alerts / Escalation
CRM Integration
Calendar Management
Click Tracking
Collaborative Workspace
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Inventory Management
Lead Capture
Lead Management
Maintenance Scheduling
Performance Reports
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Quote Management
Real Time Reporting
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Tagging
Task Management
Task Scheduling
Third Party Integration
Visual Analytics
Web Forms
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Tracking
Alerts / Escalation
CRM Integration
Calendar Management
Click Tracking
Collaborative Workspace
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Inventory Management
Lead Capture
Lead Management
Maintenance Scheduling
Performance Reports
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Quote Management
Real Time Reporting
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Tagging
Task Management
Task Scheduling
Third Party Integration
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Tracking
Alerts / Escalation
CRM Integration
Calendar Management
Click Tracking
Collaborative Workspace
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Follow-up Scheduling
Inventory Management
Lead Capture
Lead Management
Maintenance Scheduling
Performance Reports
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Quote Management
Real Time Reporting
Reminders
Reporting & Statistics
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Tagging
Task Management
Task Scheduling
Third Party Integration
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


11 reviews

Requires iOS 13.5 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


20 reviews

Solve Feature Reviews

25 reviewers had the following to say about Solve's features:

Al Frasz

Solve user and admin for past 10 years

2018-12-06

Has also added a number of integrations with other third party complementary products.

Pros

Easy to add additional data fields. Nice integration of contacts and project blogs (which we use to manage all implementation docs & pictures) Very reliable.

Cons

Have to typically export data to Excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gabe Greenwood

Dated, clunky CRM

2019-03-26

Pros

Used to have a lot of useful G-Suite integrations; highly customizable

Cons

Counter-intuitive UI, easy to mess up the database with no way of undoing actions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Dorea Shoemaker

Wonderful tool for any business with contacts

2020-02-26

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 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.

Cons

It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gonçalo Malho Rodrigues

Verified Reviewer

Top CRM

2015-08-24

Nevertheless, it lacks some important integrations with other apps like NiftyQuoter, Teamwork projects / Desk and also it should have improved reports and insights (for sales and activities).

Pros

Customization, stability

Cons

reports, insights, integration with other apps

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Curtis Buxton

Use Solve on a Daily Basis

2020-04-02

Pros

From initial customer contact, through sales acquisition, project handovers, project management and project closeoff.

Cons

We can import data into google sheets, but it would be nice to have some features built in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nancy Karnes

Solve CRM is the best

2018-09-20

View all user activity within each record.

Pros

Their CS Team sends me email regarding upgrades or new tools proactively!!!!!

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Graham Cochrane

Solve Client Manager Review

2019-07-09

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.

Pros

I rely heavily on their data export to google sheets to run reports.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Maayan Levison

Exactly what we needed!

2019-04-22

Pros

- includes what we're looking for : client/contact management, email automation, etc - the price is RIGHT - Customer Service is excellent - software is user friendly

Cons

- I don't have any cons to report as of yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott MacMillan

Solve360 left a lot to be desired.

2018-04-16

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

Pros

The software is web-based which eliminates data miscommunication due to outdated versioning.

Cons

Where Solve360 falls through, is when you need in-depth project management with task assignment.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Benjamin Yoder

Great Application

2019-01-16

The Norada team is top notch, and I've always found them to be easy to work with and overall knowledgeable.

Pros

Solve is an incredibly flexible CRM solution, with the ability to work with other unrelated applications. I appreciate that I'm able to make Solve work for almost any business model.

Cons

Not enough robust integrations, and most of the existing integrations need more functionality and "customizability." I'd also like to see more sales-focused features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aimee van Barneveld

Supporting both sales and our asset management

2019-07-01

We weren't sure if Solve could support this or not, and contacted them for a demo.

Pros

It is super easy to customise in regards to fields and tags.

Cons

The reporting from this software and lack of sales dashboard outside of that reporting is a bit clunky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Bonnie Miller

Why I Value Solve360 So Highly

2019-08-02

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.

Pros

It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed.

Cons

We are in the process of adding other lines of business to our database because of its flexibility.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Bliss

No solution is perfect but Solve360 impressed me

2012-02-09

Additionally, it delivers some delightfully unique features like a near-seamless integration between contacts and “project blogs”.

Pros

- Solve360 walks the line between form and function - High-level security - Well executed list of integrations

Cons

Solve360’s feature set has some downsides. Database queries, for example, are pretty limiting.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Richard MacNeill

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

2019-07-12

A good basic CRM, with excellent email support, and reliable.

Pros

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

Cons

Necessary to export to Excel or use google-sheets integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim Pappas

Solve360 is the perfect fit for small business

2012-02-02

We have been able to quickly and easily link contacts, companies and projects in ways that make sense for managing a variety of projects.

Pros

Google apps integration; CRM with Project Management together in one solution.

Cons

The UI could use a little kick in the shorts

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Wireless company, myself only employees)

I've researched a lot of CRMs....Sovle360 is awesome!

2018-11-30

When my company first started using Solve360 several years ago, we were impressed with its versatility---and I certainly like the clean interface. It is not flashy, but really "all business"---it's a great strength.

Pros

Customizable, clean and incredibly powerful.

Cons

Wish they had a budget, full-featured choice for a single-user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Orlando Morales

Great value! Lots of features for price. Easy to use.

2017-09-07

Pros

API is well documented and fairly easy to integrate.

Cons

Support does not have a phone number to call, only a form to fill out. Response time from the form usually takes around 24 hours.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Grant Wagner

Flexible CRM, Great Value

2019-06-18

Pros

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.

Cons

Mobile site is glitchy and could be improved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
RYAN ISRAEL

Very responsive customer support

2018-12-17

The functionality and customer support have been wonderful.

Pros

The user interface is very easy to use and navigate.

Cons

We would like the ability to integrate the calendar the same way google calendar is integrated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rich Warren

Highly Recommend Solve - CRM to Fit any Business

2018-11-05

The relational fields that link related records and clients together is great.

Pros

We have tested many CRMs and they all lack one thing or another but Solve 360 is completely customizable to fit any organizations needs.

Cons

We use both the CRM and Client Manager and there are still a lot of areas that need to be cleaned up between the two systems. Some of the functionality that we like in the CRM hasn't been moved over to the client manager, such as the webmail functionality. Both systems need more functionality with tagging features so that different workgroups/users can have different tags. I'm looking forward to the next version of the CRM that I've been told is coming soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Bredschneider

Solving problems with Solve

2018-09-14

Pros

Without even having to leave their inbox, teams are able to append emails to contact records in Solve.

Cons

For instance, I like conditional logic to make things work and you have to pay a third party to make this happen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Pharmaceuticals company, 51-200 employees)

Great customer support

2019-05-28

Especially impressed with the customer service that has been very helpful, patiently responding to all my queries.

Pros

Tags and team features works well. Contact based, and allows easy integration with MailChimp.

Cons

When making changes to a contacts form, ctrl+z will visually undo the last thing you did, but this does not actually reflect in the form.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom MacDonald

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

2018-03-30

We moved away from Freshbooks and lost that integration. QBO does not play with Solve from what I recall.

Pros

Cloud based access is easy. Mobile App is pretty good.

Cons

I think I over built it for my staff and the management to keep it up was a little to onerous.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Sharpe

Great Value

2019-06-13

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.

Pros

Google integration, value, and customization options

Cons

The Solve CRM mobile app leaves much to be desired; it is basically not usable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
dave hogan

Use google apps and want CRM? Search ends here!

2012-02-08

We loved the way it can be shaped to match your business and the integration with google apps is top class.

Pros

Flexibility google contacts sync google calendar sync google docs integration support is one of the best experienced anywhere online

Cons

Main website is a mess and difficult to navigate The support forum link has been removed from the main site. This forum is by far the best managed support forum I have come across online. There are many solve users who will no doubt agree.

Source: GetApp
Helpful?   Yes   No
Read more