Solve CRM Features List

Solve CRM Reviews

Solve CRM

The Modern Cloud CRM

4.15/5 (27 reviews)
1,531

Solve CRM Feature Summary

  • Renowned Google Apps integration
  • Customizable fields
  • iPad, touch/tablet application
  • iPhone, mobile application
  • Link emails to shared contact records like you've never seen
  • Dynamic duplication detection
  • Client portal
  • Email campaigns
  • Activity templates
  • Customize databases
  • SSL Encryption
  • Full Data Export
  • Xero Integration

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (124 other apps)
CRM Integration (92 other apps)
Calendar Management (120 other apps)
Contact Database (95 other apps)
Custom Fields (99 other apps)
Customer Database (101 other apps)
Customizable Branding (120 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (103 other apps)
Data Import/Export (121 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (96 other apps)
Reporting & Statistics (115 other apps)
Social Media Integration (109 other apps)
Third Party Integration (122 other apps)

Competitor Feature Comparison

Solve CRM Feature Reviews

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

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
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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
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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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Tom MacDonald

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

2018-03-30

There was a data competition for white space which required CTRL F search once on the relevant page.

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
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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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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
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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
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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
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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
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Robert Wiebe

A great fit for all types of business

2012-02-04

This tool has several integration points into Google Apps (contacts, calendar, tasks) but the most impressive one is this contextual gadget that lets you see information about a client right from the Gmail window.

Pros

The natural way the tool fits our business workflow; the speed of finding information that is important to us; versatility of the project blogs; how we can collaborate securely with our clients using project blogs.

Source: GetApp
Helpful?   Yes   No
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Eric Port

Amazing CRM. Boosts business. Customer service is amazing as well!

2018-05-29

Pros

Great for revenue tracking and running reports.

Cons

Expensive/pricey with the 4 minimum users when you want to use it for just 1 user. Other than that it's well worth it.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Scott Rivard

Solve 360 is a middle of the pack project management software

2018-02-11

We used solve 360 for several years but there were gaps in the software that ultimately moved us away from it

Pros

Solve 360 is a great CRM resource, and has features for task tracking and customer/ Project information.

Cons

however it lacks features that other project management capable programs have such as time and budget tracking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
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Tim Colling

Expensive and tricky to use

2017-01-25

The best thing about this product is that it integrates somewhat well with Google Apps (now called G Suite).

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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John Brandy

Verified Reviewer

Potentially Great

2015-11-23

I don't profess to be a database expert, but I do have a couple dozen years experience with them and with classification systems in general.

Pros

See above review for details.

Cons

See above review for details.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Cassie Rivard

Solve 360 is likely great for CRM, not for Project Management

2018-04-12

Solve 360 is a great CRM solution for a good price.

Pros

The CRM, contact management and sales lead features of Solve 360 look great, and operates on par with their competition.

Cons

One of the services Solve 360 markets itself for is project management and task assignments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Software Advice
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Blair Collins

Awesome CRM and Project Management Solution deeply integrated to Google Apps

2012-02-02

Have used Act, Maximizer, Microsoft CRM, Siebel on-demand, and even started our business up on Salesforce.com.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Kim Duncan

it would be better if you could talk with a human being when there is an issue or have a question

2017-09-21

All information about a client in one spot

Pros

you can adjust the fields to what you want.

Cons

sometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Allyson Musili

It was perfect for what we needed it for during the time we used it.

2018-05-22

Pros

We could keep everything in one place and it was very easy to use and navigate through the system.

Cons

Backing up everything was a bit of a headache for me, but the customer service was top notch and very helpful.

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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Sean Lahey

Overall solve is a useful way to keep track of clients and stay organized.

2017-12-05

Pros

Allows for detailed documentation of client interactions and organizes it in a comprehensiveable way.

Cons

At first, solve is a little confusing but is easy to use after one or two tries. The interface could be more crisp but it does the job.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Irene Rumiz

It's been a good experience.

2018-05-01

Pros

The fact that it actually solved a problem my company had, it helped us have a more organized Customer Relationship Management, in the way that everyone has access to the customer information, so there are no duplicities and the info is always available.

Cons

The fact that sometimes it is hard to understand, I guess it could be a little more friendly with the user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Brittany Dealy

Basic, easy data entry for tracking donors

2018-01-11

Pros

I liked that I could be 'assigned' donors to track and have my list all in one place, as well as pull up their info and be able to add notes of whether we corresponded via email/phone... and that co-workers could go in if they received a response, and see what I emailed them about.

Cons

It took me a while to figure out HOW to get to my assigned list of donors, and the software looks archaic, it isn't pleasing to the eye, like other software programs that we use. But very functional!

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Very robust CRM

2018-03-13

Pros

There is a LOT of information you can attach to a client. I've been using it for at least 10 years and I still find new uses.

Cons

The user interface is a bit out of date.

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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Seyta Selter

For the last 12 years, I've depended on Solve 360 CRM as the Superbrain of business.

2018-06-04

Using it has allowed me to show up in the best ways to clients and customers, and to stay organized and efficient with all work processes.

Pros

I have found it to fit all the needs of a diverse array of businesses, with greatly different needs, including a custom tailoring business, school, small retail business, and international spiritual teacher.

Cons

Being dependent on Solve for so many years in "larger" (2-5 people businesses), it has been cost-prohibitive for me to use privately, just for myself as a contractor.

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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