Solve CRM Reviews

Easy to use. We managed to customise it to our needs

The package with the mobile app is a bit too costly (it should be included in the basic package).

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

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

We have fully integrated Solve into our entire customer related process. From initial customer contact, through sales acquisition, project handovers, project management and project closeoff.

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

The customization of the CRM is the first thing that stands out. It made it very easy to structure things to fit my unique workflow. The custom service was also a huge plus. While the system is easy to use, and I don't need help often, they are always extremely helpful and quick to respond when I need it.

Nothing to say here. Whenever I thought something was missing, it just turned out that I wasn't leveraging the system as well as I could. Their team always helped guide me back on track when I was astray.

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.

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

The software is very easy to use. I utilize it for making notes or reminders, adding files

1. When I have mutliple tabs opened, it doesn't allow me to move the tabs 2. Sometimes it signs you out automatically or it doesn't recognize your username/password. You have to give it a minute and try to log in back again

The customer service is really good. A quick email to the team always gets a prompt reply. Always helpful and they also follow upon issues that could not be solved or that have since been rectified.

The Last Updated function is a bit odd as some leads show as being updated when they haven't but that Always is a very minor issue, overall a great system.

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.

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.

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.

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.

integration process is easy to use. Helps me also to keep all my member information in one location up to date.

Wish I was able to have this information automatically/download to my website as well.

I love how well Selve integrates with GSuite and how easily you can set up recurring tasks and automated emails.

A minor drawback is that we might need to get a different project management software and would have been cool if Solve had all the features we were looking for.

I can't speak highly enough about Solve360. Solve makes it easy to organize your data. With solve, you develop, sustain, and maintain the business relationships that will help your business blossom. It makes your business efficient and practical, allowing you more time for personal matters. Easy to access from your computer or phone. I love it!! And I always recommended to all people that are willing to listen.

One I think of something that I like least, I will come back and post it.

The software is very easy to use, keeps all our client information close at hand. It is nice that we have access where ever we may be.

Not a big fan of how the emails link to the product. We tested it out and don't use this feature. We also don't find it necessary though as we are a small office.

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.

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

The tech support. They're the best. Had a recent issue and they were able to resolve it in an hour or so.

Sometimes it can be slow and I feel bits of work here and there don't save all the time, but typically I rely on Solve for the purposes of the event planning/scheduling non profit I assist.

I love the ease of entering customers and it being one place for everyone to stay updated.

I am sure I don’t use it to it’s full potential so at this time I don’t have any dislikes.

The product is really easy to use and navigate through. It provides an at-a-glance view of all your interactions with your clients.

Not at the moment. The product is great.

The task templates are very useful, and save time.

The lack of a "save" button when saving notes.

We could keep everything in one place and it was very easy to use and navigate through the system. Very easy to customize it for what we needed it for.

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

I like the ease of use and how easy it is to template everything.

My sales team has had some complaints regarding the follow-up system/sales cycle process that solve provides.

This software has helped with updating each client as well as emailing me when I need to follow up. I asked for help and they responded right away by email and it wasn't just an automated email. Also, I enjoy that the software is user friendly.

When searching for clients, I use the custom search. The only thing I would like to see improve would be the amount filters used when searching.

Solve is extremely easy to use for not just organizing contacts, but also being able to easily see and organize activities for each contact. This is helpful because it makes it easier to see what action needs to be taken and can be customized accordingly. Also, the customer service is very responsive and I appreciate that.

All of the functionalities are not readily apparent and it can take some digging to figure out how to maximize all of the features in Solve.

The videos are very helpful to train up for full use. The ability to email (and monitor results) from within Solve has proven invaluable to the team. The entire Technical Team is outstanding. They are well versed in ferreting out problems from my meager description. They are always SPOT ON when making recommendations for modification or adjustment of the administration and settings. They are the Number 1 Pro to this software.

I would prefer a more intuitive interface.

Solve has been amazing for our organization for so many of our departments and personnel. We use it for tracking with clients, creating standard operating procedures, and joint projects that need multiple eyes on. This is a reliable and very customizable program!

The learning curve for using Solve is not the easiest to jumpstart. I wish there was a simple "on-ramping" process to learning how to best use it. But over time, it becomes clear how valuable this program is.

The customer service is great. Quick responses.

Some thing could be tweaked to be more user friendly.