Solve Features

Solve

Productivity CRM for teams to manage customer workflows

4.42/5 (67 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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (294 other apps)
Activity Dashboard (166 other apps)
Activity Tracking (121 other apps)
Automatic Notifications (157 other apps)
Automatic Reminders (153 other apps)
CRM Integration (110 other apps)
Calendar Management (143 other apps)
Contact Database (107 other apps)
Custom Fields (127 other apps)
Customer Database (117 other apps)
Customizable Branding (146 other apps)
Customizable Reporting (129 other apps)
Customizable Templates (127 other apps)
Data Import/Export (143 other apps)
Electronic Payments (112 other apps)
Email Integration (144 other apps)
Mobile Integration (117 other apps)
Reporting & Statistics (164 other apps)
Social Media Integration (126 other apps)
Third Party Integration (161 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


13 reviews

See all iPhone Apps

Requires iOS 11.2 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

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
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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
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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.

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
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Chris Bliss

No solution is perfect but Solve360 impressed me

2012-02-09

Solve360 is an intelligent software that blends innovative design with well-constructed features, and it deserves its place among the elite of small business CRM.

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
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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
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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
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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
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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
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Jessica Bredschneider

Solving problems with Solve

2018-09-14

Pros

The CRM integration with G Suite makes it a huge asset to our team.

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
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Anonymous
(Marketing and Advertising company, 1-10 employees)

Good CRM

2018-11-27

Would consider moving to another CRM that is more friendly to use, but the pain of moving is keeping me with Solve.

Pros

The CRM is quite good with all the features you would want from a CRM.

Cons

Have been using it for a few years and the interface has not changed. Design is from the early part of the decade.

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
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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
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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
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dave hogan

Use google apps and want CRM? Search ends here!

2012-02-08

As the other reviewers mention many people who are searching for the right CRM will have evaluated many of the offerings on the market today.

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
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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.

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
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Steve Braithwaite

More useful for companies that need CRM

2018-10-22

Pros

- Customer database - Projects can be assigned to individual clients/companies - Basic task assignment tracking

Cons

- Scheduling tasks needs improvement - Not very useful for project management - Need a separate program for time entry/management

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
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Catherine Russell

Great support, useful tool

2018-11-16

Also the export function to Google Sheets is fabulous for reporting the records and progress to the management team.

Pros

I like the custom fields and tagging capabilities.

Cons

The collaborator feature is very useful to keep the costs down.

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
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Burt Polson

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

2018-12-10

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.

Pros

A CRM is only as good as when it is actually part of the workflow of your business.

Cons

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.

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
Orlando Morales

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

2018-07-21

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Carl Benfield

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

2018-04-01

The ability to track all potential clients in a meaningful way, organising follow-ups at any point in the future. 3.

Pros

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.

Cons

Being really picky, perhaps some lesser used functions are not immediately obvious, but there are plenty of guides and the customer support is outstanding.

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
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
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Dan Silverman

Solve

2018-11-20

printing of record but since has been resolved

Pros

I like the ease of use the most about this software

Cons

I like the least about this product the lack to integrate

Rating breakdown

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
Kaitlyn Murphy

Solve is a great CRM when you need detailed client profiles

2019-01-15

Our experience with Solve has been great and it fully fulfills all of our needs and allows us to keep great notes and records on different clients.

Pros

We use this software with one of my nonprofit clients (a healthcare services organization) and it allows us to keep detailed records of clients including their relationships (friends, family, etc.) which is pertinent information for the work we do.

Cons

If you are working with another database for donors (as we are) the information doesn't necessarily export in the same format as the other databases so you may have to reorganize it in order to import new entries.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Blair

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

2018-04-30

Better tracking of sales leads and existing client follow-up

Pros

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.

Cons

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.

Rating breakdown

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
Karen Azlen

My experience with Solve 360 customer service has been excellent.

2018-04-03

Great CRM for our relationship business.

Pros

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.

Cons

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.

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
David Garrett

Use Solve for years

2018-08-30

Great. No complaints.

Pros

Pulls in emails, holds documents, and integrates with others

Cons

the skype button

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