Solve CRM


Logotipo do Solve CRM

 

139 avaliações (4,5/5)
 

Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal. 

Solve is fully customizable and can be refined to capture info using the team’s internal language.  It can be used to store data on contacts, companies, jobs, cases, sites, projects and properties by businesses across various service industries including HVAC, energy, medical, residential services and consulting.  

Native iOS and Android apps allow field staff to view record history, complete work and capture on-site photos. Google Calendar and Google email integrations help teams visualize and schedule activity across multiple resources while centralizing history across the entire domain.  

Multi-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.

 

Solve CRM - Task list
 
  • Solve CRM - Task list
    Task list
  • Solve CRM - Calendar
    Calendar
  • Solve CRM - Location details
    Location details
  • Solve CRM - Mobile dashboard
    Mobile dashboard
Sistemas operacionais compatíveis:
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Navegador web (independente o SO), Windows 2000, Windows 8, Windows 10

139 avaliações do Solve CRM

 

Carl B.

01/04/2018

01/04/2018

Fonte da avaliação: Capterra

Comprehensive, versatile CRM and project management tool with outstanding customer support

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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.

Vantagens

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.

Desvantagens

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.

Dorea S. Especialidade: Saúde, bem-estar e condicionamento físico Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

26/02/2020

26/02/2020

Fonte da avaliação: Capterra

Wonderful tool for any business with contacts

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Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.

Vantagens

I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions.

Desvantagens

It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly.

Maria lalaine C. Especialidade: Construção Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

19/06/2020

19/06/2020

Fonte da avaliação: Capterra

CRM

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Great experience but hoping instead of us administrators or owners of the company I would suggest we can get email updates of any updates on the system just to be aware of. I just know now that I have to go deeper I can find that which is when we are really busy no time doing that digging but when prompt by email it will give us a reminder.
Somehow with my experience today speaking to [SENSITIVE CONTENT HIDDEN] and me discovering the new client manager ,
[SENSITIVE CONTENT HIDDEN] is more than a 5 star Rating for me for all his patience showing me all that through.His very patient discussing going through with the admin bits.
I couldn’t have any knowledge for all of it.
Thank you [SENSITIVE CONTENT HIDDEN]!

Vantagens

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.

Desvantagens

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.

Elena N. Especialidade: Indústria farmacêutica Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

01/06/2020

01/06/2020

Fonte da avaliação: Capterra

Recommendable product

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Vantagens

From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution.

Desvantagens

One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version.
And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets.

Rimsky V. Especialidade: Serviços financeiros Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

16/04/2020

16/04/2020

Fonte da avaliação: Capterra

Everything you need from a CRM

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Excellent

Vantagens

Customisable, very easy to use, extremely efficient is capturing and retrieving information

Desvantagens

The mobile app does not come as standard and is not as good