Solve CRM Reviews

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.

CRM our database where we use for almost all record with in our company. I do hope I can integrate with HR type of software maybe or simply just be solve HR. Where we can manage staff in general including there holiday request to granting their request.

Currency by Country of use and UK date format if it can be improved the soonest the better as quickbooks is now integrated with it and will be using it with solve in the next few days.

Solve 360 is easy to setup and add users quickly. The software is web-based which eliminates data miscommunication due to outdated versioning.

Where Solve360 falls through, is when you need in-depth project management with task assignment. The software was built for Customer/Contact Management more than Project Management.

Solve Client Manager that is extremely flexible which allows you to build it the way you want it. It is extremely easy to navigate and you can quickly lookup clients and contacts on the mobile app which makes collaboration on projects very easy. I rely heavily on their data export to google sheets to run reports. Their integration with google products like gmail, docs and sheets works fantastic.

The biggest con for us (which we have found a workable work around for) is that since we have clients with multiple service locations having a hierarchical CRM would allow us to better organize and sort data. Other than that there are only small things like the ability to upload files like a PDF to a record. 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.

Solve makes it easy to keep track of client interactions. We use the email integration, so emails from a certain client automatically get filtered into their Solve folder. It's easy to add a variety of other notes to clients such as calls and events as well. We also use Solve to send mass emails to certain groups of clients, which helps with efficiency. This automatic and very detailed organization plays an essential role in our agency.

The web browser experience is pretty utilitarian - so, while it's not difficult to use, there is a bit of a clunkiness to it. For example, there's not a way to "save" a custom note or phone call log - you just have to click outside of the window and it automatically saves. Otherwise, it's pretty easy and intuitive to use.

It's fairly customizable and flexible, esp now that you have permissions. So happy that you sync with QB Online.

The fact that you can't delete or hide tags or fields that we no longer use

Workflow, integration, security and fantastic support from Abhinav!

Seamless integration with an automated scheduler like Calendly would be on our wish list.

We have spent $1000s to customize Sugar CRM and Salesforce prior to using Solve. Our business has 2 sales processes, first to get a client whose business we are selling. Second to sell the business to a range of potential buyers from different entities. Solve required no customization and was easy to handle the configuration.

None its a great tool. Perhaps some to the terms could be changed, "project blog" for example. We like "Opportunity"

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.

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.

Unlike other crms we have tried, you don't have to change tabs all the time. They don't waste a bunch of screenspace with icons. It isn't pretty, but it's extremely valuable. The integration with Ring Central is critical for us. We can see who is calling and everything about their history with us before we answer the phone.

They stopped integrating with Gmail. That was the original selling point for us. It was amazing to access a client from WITHIN email. I wish they'd bring that back. Solve isn't as dummy proof as others. If you want to report things you have to make sure you are careful and systematic about how you input your data, you have to customize it to do what you want it to do.

I mainly use the contacts section. There's a project's blog that comes in handy for large projects, but mostly I just use the contacts. It keeps everything very well organized. A customer will call me and say something like, "I don't know if you remember me..." and I'll be able to pull up their profile in Solve360 just by looking up their phone number. Before they even finish their sentence, I can reply with,"Oh, yes! You called me a few months ago to ask about..." It leaves a really good impression with my customers.

It doesn't always respect the "reply-to" in the webmail section. So I always have to make sure that the TO field is correct when replying to emails. That gets really annoying, so I end up just using Thunderbird most of the time to send emails. It does take quite a bit of time for the profiles to load, because it doesn't cache anything. It has to search through your email every time you open a contact.

Basically, I like everything that Solve360 has to offer a business like ours. It is extremely customizable , offers a full download of all data we have entered and has excellent customer support if and when needed.

I really haven't found anything at all that I dislike. We are in the process of adding other lines of business to our database because of its flexibility.

Ease of Use, integration and cost effectiveness

Choosing between the two UIs..I like features of both..

Software is very capable and reasonably easy to use. The things that were not immediately intuitive were resolved with an email to tech support.

No real negatives other than limits on that data usage. I would love to import more photos and documents without a thought of data limits, but as a small business, keeping my costs down is more important that than feature at this moment.

Mostly intuitive Wide range of features we need.

Would be great to link it to live feeds, like Bloomberg or other news service, or an email address finder. Not easy to find a print format that suits. We do have to download to Google Sheets (and then Excel) for certain monitoring tasks.

Very customisable. Outstanding customer service. The technical team have a real grasp of the potential of the cloud. Integrates seamlessly with Google Docs and Spreadsheets

Does not have Gantt charting built in (although Smartsheet can be inserted via HTML)

It is simple to use, straight forward. I didn't get much training when I first took my job and I have learned it on my own. Also, literally every time I contact Customer Support, they are quick to respond with the exact answer I need. Meaning, they actually understand and have helped me and the staff several times and are very dependable.

I wish it maybe looked a little more modern.

Easy of use and intuitive feeling. Everything you need is visible in one screen, you don't have to toggle between tabs or screens.

You can't make any field obligatory, so there is some room for human mistakes when inputting.

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

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.

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 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.

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.

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!