Wheelhouse Score
2.66/5
Above Average
Rating
4.50/5
Excellent
Features
0.47/5
Average
Pricing
Lower-Cost

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...

Overview

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

Packages

Solve CRM

Best Value
  • Customer Service Features
    • Custom Reports
    • Email Management
  • Salesforce Automation
    • File Sharing
    • Contact Management
    • API
  • System/Management Features
    • Project Management
    • Mobile App

Solve Client Manager

Best Value
  • Customer Service Features
    • Custom Reports
  • System/Management Features
    • Mobile App
    • Group Calendar
  • Salesforce Automation
    • Workflow Automation
  • Marketing Automation
    • Built-In Dashboards

Both Products

Best Value
  • Customer Service Features
    • Custom Reports
    • Email Management
  • Salesforce Automation
    • File Sharing
    • Contact Management
    • API
    • Workflow Automation
  • System/Management Features
    • Project Management
    • Mobile App
    • Group Calendar
  • Marketing Automation
    • Built-In Dashboards
  • Integrations

Pricing

Request a custom quote for your business

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