Solve Features

Solve

Productivity CRM for teams to manage customer workflows

4.26/5 (42 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 (289 other apps)
Activity Dashboard (155 other apps)
Activity Tracking (111 other apps)
Automatic Notifications (146 other apps)
Automatic Reminders (144 other apps)
Calendar Management (137 other apps)
Contact Database (103 other apps)
Custom Fields (119 other apps)
Customer Database (109 other apps)
Customizable Branding (137 other apps)
Customizable Reporting (120 other apps)
Customizable Templates (120 other apps)
Data Import/Export (135 other apps)
Electronic Payments (107 other apps)
Email Integration (135 other apps)
Email Templates (104 other apps)
Mobile Integration (112 other apps)
Reporting & Statistics (146 other apps)
Social Media Integration (119 other apps)
Third Party Integration (149 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


12 reviews

See all iOS 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:

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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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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Nancy Karnes

Solve CRM is the best

2018-09-20

View all user activity within each record.

Pros

We just recently started using the app. Integrates with Google Sheets!

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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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
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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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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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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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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
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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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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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
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Jenny Osinski

Solve

2018-08-31

Pros

Easy to use and if I ever have a problem I can email the customer service team and I get a response really quick which is super important to me.

Cons

I guess the only thing I wish Solve would do is create sales reports from the sales numbers that I import into the system but that's the only part of my job that I wish the software would do for me.

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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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
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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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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
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
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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

If you're looking for a product for basic sales tracking and follow-up you won't find anything better in terms of value for the investment.

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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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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Travis Haynes

Greatly improves customer service

2018-08-23

Pros

I mainly use the contacts section.

Cons

So I always have to make sure that the TO field is correct when replying to emails.

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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Karen Menard

Definitely lacking features for project and time management

2018-09-30

Pros

The ability to track key customer contact information and links to individual projects saved coordination time internally for our team.

Cons

We tried using Solve for time and project management, and it just didn't have enough features for us to continue using it.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
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
Read more
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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Jay Shapiro

Simple system, great customer service

2018-10-04

We used Solve for many years in our non-profit, for managing volunteers, press contacts, and partners.

Pros

Unlike Salesforce or Zoho, with Solve you have direct access to the team who created the product. They care about their users, and are interested to hear how you are using the software and what they can do to make your experience better.

Cons

Also, I don't believe it has the API connections for easy pipes in / out through services like IFTTT or Zapier for connecting easily to other tools.

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
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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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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
Read more