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Solve360 CRM - CRM

  • Deployment:
  • Company Size:SML
  • Features:
  • Platforms:
  • Pricing:

Details

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


Workflow is less work and more flow with Solve360

  • Simplify all record keeping, communication, scheduling and information sharing; especially when mobile.
  • Automate work, improve consistency.
  • Streamline routines with multi-step workflows and templates
  • Tap to effectively hand-off work with all relevant info dispatched and tracked to completion


Centralized data pays off big time

  • Move away from paper, spreadsheets, excessive calling, and unloved software.
  • Visualize and schedule activity across multiple resources.
  • Centralize Google Calendar and Google email history across the entire domain
  • Customize to capture the right info, then leverage it with renowned search and flexible Report Builder


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.
  • A simple, self-managing personal dashboard highlight what to focus on
  • Exceptional mobile apps ensure everyone has the information they need, even if their workflow is focussed primarily around Google Calendar

Features

Pricing Model
  • Monthly subscription per user
  • Monthly subscription
  • Yearly subscription per user
  • Monthly site license
  • Yearly site license
  • Metered per minute
  • Flat fee
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Mobile Apps Offered
  • None
  • iOS
  • Android
Mobile friendly?
  • Yes
  • No
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Installation Options
  • Self-Installation
  • Professional Installation
Salesforce Automation
  • Account Management
  • Call Management
  • Contact Management
  • Customer Interactions
  • Document Management
  • File Sharing
  • Inventory Management
  • Invoicing
  • Lead Management
  • Opportunity Management
  • Order Tracking
  • Partner Management (PRM)
  • Product Purchase Reports
  • Sales Analytics
  • Sales Collaboration
  • Sales Quotes
  • Territory / Quota Management
  • Workflow Automation
  • Funnel management
Marketing Automation
  • Campaign Management
  • Competitor Tracking
  • Email Marketing
  • Lead Management
  • Marketing ROI and Analytics
  • Drip Campaigns
  • Landing Pages & Signup Forms
  • Auto-Responders
  • Shopping Cart Abandonment
  • Social Activity Automation
  • Conversion Tracking
  • Link Tracking
Customer Service Features
  • Built-in Reports
  • Call Center Support
  • Case Management
  • Chat/IM
  • Custom Reports
  • Customer Portal/Account
  • Email Management
  • Escalation
  • Knowledge Management
  • Ticketing
  • Real Time Sharing
  • Self-Service
System / Management Features
  • Employee Profiles
  • Employee Tracking & Support Applications
  • Group Calendar
  • Knowledge base
  • Performance Reviews
  • Social CRM
  • Project Management
  • Event Management
Integrations
  • Constant Contact
  • Facebook
  • GetResponse
  • LinkedIn
  • Outlook
  • Twitter
  • Web Dialer
Service Level Agreement
  • Yes
  • No

Pricing

Request a custom quote for your business

Get Pricing

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