Solve360 Overview

What is Solve360 ?

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

Company:Solve360

Categories:CRM

Platforms:

Links:Google Play

Solve360 Recent Reviews

Caroline

Reviewed on 29 December 2023

Finally, a CRM that's built for the way we do business today.

Because of its client-focused methodology, which sets it apart for both small and large enterprises, Solve360 excels. Even on mobile devices, using its user-friendly design and extensive contact management tools is a snap. The general simplicity of use and customization more than make up for the little annoyance of not having an Excel export.

Pros

Ideal for businesses of all sizes, feature-packed, user friendly, easy setup and deployment, mobile application access.

Cons

Data backup can only be done in a single format.

Brandon

Reviewed on 29 December 2023

Fantastic product and top-notch customer service.

It was suggested to me by an IT company for my educational business, and I was intrigued by its capacity to gather data at every turn, from learner assessment and enrollment to continuous parent communication. The customer service was outstanding, and the software is very user-friendly. Customer Care was pleasant, informative, and attentive to my unique question. They eventually found a solution, which gave me the confidence to join up. My only small recommendation is that the platform's visual design might use some polish.

Pros