Produktivitäts-CRM für Teams zur Verwaltung der Kundenabläufe.4.5/5 (70 Bewertungen)
Wichtige Aktualisierung im Jahr 2018. Ein Produktivitäts-CRM für Teams zur Verwaltung der Kundenabläufe. Vereinfache die Protokollierung, Planung, Kommunikation und Informationsfreigabe – vor allem, wenn du mobil bist.
Solve ist ein unglaublich flexibles System, verfügt über robuste Google-Calendar- und E-Mail-Integrationen und wird von Tausenden von Dienstleistungsunternehmen für herausragende Kundenbetreuung anerkannt, insbesondere in den Bereichen HLK, Energie, Medizin, Wohnungswesen und Beratung durch außergewöhnliche mobile Anwendungen und ein Desktop-Portal.
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 don't really know what the customer service is like because the software is simple and I haven't had to use it.
I use this everyday and find it really easy. It takes some time to set up correctly and put all your custom fields but once you have you can make it your own.
I use it for large company structures which have multiple shareholders and directors, it is a very easy way to see the links between companies and how they are related to projects.
We are a real estate debt fund and we have a lot of projects with many investors in each, Solve allows me to link each investor to each project.
Also I can tag each investor to say if they have a manager and tailor my distribution lists to send to those specific people. By using "access webmail" I can send bulk emails to my tagged contacts.
The face of it seems a little outdated. I can honestly say there are not many cons I can think of. I have been using this software for 2 years and haven't encountered an issue.
We use Solve to track all of our contacts, companies and clients. The relational fields that link related records and clients together is great. I highly recommend Solve CRM and Client Manager.
We have been using Solve360 since 2009. We have tested many CRMs and they all lack one thing or another but Solve 360 is completely customizable to fit any organizations needs. The customer support is superb, friendly and always willing to help.
We've started using the Solve Client Manager and are extremely happy with its ease of use.
We use both the CRM and Client Manager and there are still a lot of areas that need to be cleaned up between the two systems. Some of the functionality that we like in the CRM hasn't been moved over to the client manager, such as the webmail functionality. Both systems need more functionality with tagging features so that different workgroups/users can have different tags. I'm looking forward to the next version of the CRM that I've been told is coming soon.
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.
Weiter unter folgen häufig gestellte Fragen über Solve.
Solve bietet folgende Kostenpläne an:
Beginnt ab: $25/Monat
Preismodell: One Time License, Abonnement
Kostenlose Testversion: Verfügbar
Wir haben keine Informationen über die Funktionen von Solve
Solve hat die folgenden typischen Kunden:
Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen
Solve unterstützt die folgenden Sprachen:
Niederländisch, Englisch, Französisch, Deutsch, Polnisch, Russisch, Schwedisch
Solve hat folgende Preismodelle:
One Time License, Abonnement
Solve unterstützt die folgenden Geräte:
Android, iPhone, iPad
Solve kann in folgende Anwendungen integriert werden:
APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk
Solve bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support