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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
  • Yearly subscription per user
  • Metered per minute
  • Monthly site license
  • Yearly site license
  • Flat fee
  • Monthly subscription
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Target Company Size
  • Startup
  • Small-to-Medium Business
  • Enterprise
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
  • Account Manager
Mobile Apps Offered
  • None
  • iOS
  • Android
Installation Options
  • Self-Installation
  • Professional Installation
Service Level Agreement
  • Yes
  • No
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Compatible Operating System(s)
  • Windows
  • iOS
  • Linux
  • Mac
  • Android
Deployment
  • Hosted/Cloud
  • On-Premise
  • Mobile
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
  • Filters
  • Call Log
  • API
  • Task Management
Marketing Automation
  • Email Marketing
  • Competitor Tracking
  • Campaign Management
  • Lead Management
  • Marketing ROI and Analytics
  • Drip Campaigns
  • Landing Pages & Signup Forms
  • Auto-Responders
  • Social Activity Automation
  • Shopping Cart Abandonment
  • Conversion Tracking
  • Link Tracking
  • Pipeline Management
  • Sales Pipeline
  • Custom Dashboards
  • Built-In Dashboards
  • Sales Forecasting
  • Charts
Customer Service Features
  • Email Management
  • Customer Portal/Account
  • Self-Service
  • Real Time Sharing
  • Chat/IM
  • Case Management
  • Knowledge Management
  • Escalation
  • Call Center Support
  • Custom Reports
  • Built-in Reports
  • Ticketing
  • Multiple Currencies
System / Management Features
  • Employee Tracking & Support Applications
  • Group Calendar
  • Performance Reviews
  • Employee Profiles
  • Knowledge base
  • Social CRM
  • Project Management
  • Event Management
  • Activity Tracking
  • Role-Based Permissions
  • Single Sign On
  • Lead Scoring
  • SMS
  • Notifications
Mobile friendly?
  • Yes
  • No
Price
  • 1 - Inexpensive
  • 2
  • 3 - Moderate
  • 4
  • 5 - Expensive
Features
  • 1 - Limited features
  • 2
  • 3 - Moderate
  • 4
  • 5 - Full featured

Pricing

Request a custom quote for your business

Get Pricing

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