Productivity CRM for teams to manage customer workflows
4.5/5 (108 opiniones)Major web update in 2019 | https://solve.app/ | A mobile productivity CRM for teams to manage customer workflows, field service, and projects.
Simplify all record keeping, scheduling, communication and information sharing - especially when mobile. Incredibly flexible and secure, with straight-forward controls over specific field data and who can access. Boasting robust Google Calendar and Gmail integrations.
Recognized for outstanding customer support by thousands of service businesses. Notably consulting, HVAC, cleaning, energy, contracting and other residential/commercial businesses that need a great mobile app + easy desktop UI.
Puntos a favor
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.
Puntos en contra
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.
Overall our experience has been extremely positive. I have found Solve Client Manager to be the best value out of all the CRM's I have explored. The main benefits I have found are the ability to store and share all contacts and clients in one location, ability to export the data and analyze trends we've been tracking in our clients, and the ability to collaborate on projects and see the status.
Puntos a favor
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.
Puntos en contra
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.
Our business requires a more complex hierarchy of relationships than a lot of non-enterprise CRMs will permit. Solve enables relating customers to each other and to companies, which is essential for us and something that many other CRMs at a comparable price point to Solve cannot do. This alone was a huge factor in choosing Solve. We've used the software since 2012 and continue to be very satisfied. Customer support, on the rare occasion we have needed it, is very attentive and genuinely wants to understand your issue and work collaboratively to solve, no pun intended, your problem and then roll that feedback into how they think about product.
Puntos a favor
Google integration, value, and customization options
Puntos en contra
I tried the new Solve Client Manager, which seems to be the product that the Solve team is putting most development resources towards, and I prefer the legacy CRM. The Solve CRM mobile app leaves much to be desired; it is basically not usable. I would use the new mobile "client manager" except that it is a separate license and out of our budget. I also dislike that Solve required you to be in a higher pricing tier to use a transactional email service, which makes sending bulk emails from Solve unreliable.
Our overall experience has been smooth and enjoyable. Solve is a great tool that does what we need it to do. With a couple of small changes, I would be confident in saying that it would stay as our CMS for the foreseeable future.
Puntos a favor
We love how easy it is to organise an entire client's workload and hours into 1 place.
The customer support offered by Solve has been fantastic and they've gone above and beyond to sort out even the smallest issues we've had with the software.
The software is easy-to-use from an admin's perspective. It's easy to add new users and remove old ones.
Puntos en contra
The UI could use an update, as it can feel a little bit counterintuitive and dated at times.
It would be amazing to be able to modify time logs after they've been made without having to delete them and make a new one.
We recently had a problem with a project blog becoming too big. I believe this was because we had used the project blog for many years, but it would be useful to not have to worry about this issue.
More analytics that provide feedback on time logs and staff usage would be useful.
I don't really know what the customer service is like because the software is simple and I haven't had to use it.
Puntos a favor
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.
Puntos en contra
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.
Only $25/month per user
First 14-days FREE (no credit card)
Includes web and native apps.
Workflow is less work and more flow
- Simplify all record keeping, communication, scheduling and information sharing; especially when mobile.
- Automate work, improve consistency.
Centralized data pays off big time
- Move away from paper, spreadsheets, excessive calling and unloved software.
- Visualize and schedule activity across multiple resources.
Your team earns more 5-star reviews
- Automatically remind staff when to act and highlight what the priorities are.
- Make it drastically easier for all staff types to contribute, improve service and offer proactive support.
He aquí algunas preguntas frecuentes sobre Solve.
Solve ofrece los siguientes planes de precios:
A partir de: 25,00 US$/mes
Modelo de precios: Licencia de pago único, Suscripción
Prueba gratis: Disponible
Only $25/month per user
First 14-days FREE (no credit card)
Includes web and native apps.
Solve ofrece las siguientes características:
Los clientes habituales de Solve son:
Trabajadores autónomos, Empresas medianas, Empresas pequeñas
Solve admite los siguientes idiomas:
Neerlandés, Inglés, Francés, Alemán, Polaco, Ruso, Sueco
Solve cuenta con los siguientes planes de precios:
Licencia de pago único, Suscripción
Solve admite los siguientes dispositivos:
Android, iPhone, iPad
Solve se integra con las siguientes aplicaciones:
APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk
Solve ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Base de conocimientos, Asistencia en línea
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.