A modern CRM with features to manage projects.
We help you manage your client interactions and keep everyone coordinated If you work with people you manage a lot of information. This work a lot of your daily time and creates little value for your customers. Coordinated teams spend far less time “communicating” and more time planning and doing the right things. Imagine the benefits you'll realize supported by a simple, client-focused system. Discover how our Solve360 will make a huge impact to your bottom line. Oh, and the best part is your team will actually use it.
The main benefits are:
1. The ability to offer great customer relationship - the information on the project and the customer is easily available to the team.
2. The ability to track all potential clients in a meaningful way, organising follow-ups at any point in the future.
3. Easily pick-up projects and clients from other members of the team should they be absent.
Works superbly with other cloud platforms. VERY flexible. Two versions to choose - Solve CRM and Solve Client Manager.
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.
We've implemented Solve360 in three companies and recommended it to dozens of others and never been disappointed.
Of course we always consider other products on the market. Many of them promise to deliver great things, but when you get into the detail, they lack key features that are essential, or are prohibitively expensive.
Really difficult to find cons with the software. Being really picky, perhaps some lesser used functions are not immediately obvious, but there are plenty of guides and the customer support is outstanding. The inclusion of a Gantt chart function would be great for project work, but there are work arounds for this.
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.
This is a dream product, allowing for a central nervous system to hold all details of business that need tending. 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.
The flexible and all-encompassing nature of what Solve has in its wheelhouse is unparalleled being about to hold all aspects of business. I used Solve in my own business, which was heavily customer-service oriented, then contracted with other small businesses to set up their systems in Solve. 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.
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.
Better tracking of sales leads and existing client follow-up
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. We looked at Sales Force because of it's standing in the market but found that for our needs the product was way overkill both in functionality and pricing. 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.
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. Otherwise it has all the functionality of the products that cost a lot more!
We moved away from Freshbooks and lost that integration. QBO does not play with Solve from what I recall. It was fast and as detailed as you wanted. There was a data competition for white space which required CTRL F search once on the relevant page.
Super Powerful. Search is wicked. Info assembly in one spot pretty tight. Cloud based access is easy. Mobile App is pretty good.
I think I over built it for my staff and the management to keep it up was a little to onerous. There was a feature whereby you could auto-sync to and scrape the clients website linkedIn etc to get a fast start on data population. I think that went away.
FREE no-hassle trial. Our most popular plan is only $39 a month.
It’s not uncommon to hear...
“We haven’t seen anything like this before! It’s fast and our staff actually use it.”
“It doesn’t impose a rigid way to work, it handles whatever the real-world throws at us.”
“Our clients LOVE the sharing project blog feature.”
“The templates and scheduled emails save time and help automate high-value processes such as automatic lead-nurturing campaigns.”
Solve360 includes many features at no additional cost, such as the Android/iPhone/iPad interface, capturing leads directly from web-forms and many advanced features when you’re ready for them
Includes French, German, Dutch, Russian and Polish language options.
Solve360 for Google Apps provides:
- Sign in once and use everything in Solve360's CRM and Google Apps
- Manage your clients and workflow directly from within your email
- Attach important emails to shared contact records
- Automatically sync Contacts, Tasks, and Calendar -- including mobile devices
- Generate custom Solve360 reports in a Google Docs Spreadsheet
- Use Solve360's free Google Apps scripts for Mail Merge and Web to CRM lead forms
Weiter unter folgen häufig gestellte Fragen über Solve CRM.
Solve CRM bietet folgende Kostenpläne an:
Beginnt ab: $39
Preismodell: Einmalige Lizenz, Abonnement
Kostenlose Testversion: Verfügbar
FREE no-hassle trial. Our most popular plan is only $39 a month.
Solve CRM bietet die folgenden Funktionen:
Solve CRM hat die folgenden typischen Kunden:
Freie Mitarbeiter, Kleine Unternehmen
Solve CRM unterstützt die folgenden Sprachen:
Niederländisch, Englisch, Französisch, Deutsch, Polnisch, Russisch, Schwedisch
Solve CRM hat folgende Preismodelle:
Einmalige Lizenz, Abonnement
Wir haben keine Informationen darüber, welche Geräte Solve CRM unterstützt
Solve CRM kann in folgende Anwendungen integriert werden:
APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk
Solve CRM bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank