Solve CRM

Solve CRM

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8.5/10 (Expert Score)
Product is rated as #10 in category Business Software
Solve CRM is a mobile CRM solution that helps teams manage customer workflows, field service, and projects with ease.
Easy to use
8.5
Price
9
Features
9
Feedback
8.5
PROS:
  • Improved mobile productivity
  • Streamlined customer workflow management
  • Efficient field service management
  • Easy project management
  • Simplified record keeping and scheduling
CONS:
  • Could be difficult to adapt for businesses with different needs or workflows
  • May require additional resources to set up and maintain
  • Limited customizability options
  • Additional cost for integration with other systems

About Solve CRM



Solve CRM is a mobile CRM solution that helps teams manage customer workflows, field service, and projects with ease. It allows for easy record keeping, scheduling, communication, and information sharing, particularly when working remotely. The solution is highly flexible and secure, with straightforward controls for managing field data and access permissions. Additionally, it offers robust integrations with Google Calendar and Gmail.

Solve CRM is highly regarded for its exceptional customer support by thousands of service-based businesses, such as consulting, HVAC, cleaning, energy, contracting, and other residential and commercial businesses that require a reliable mobile app and user-friendly desktop interface.


English, French, German, Japanese, Portuguese, Spanish.
Windows Desktops and iOS devices only .
Asia, India, Australia, Brazil, Canada, China, Europe, Germany, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States.
Small,Medium and Large Business .

 

Pricing

Pricing model: Free, Subscription

Only $25/month per user First 14-days FREE (no credit card) Includes web and native apps.

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Features

  • Mobile productivity CRM
  • Customer workflow management
  • Field service management
  • Project management
  • Record keeping
  • Scheduling
  • Communication
  • Information sharing
  • Flexible and secure
  • Control over field data and access permission
  • Google Calendar integration
  • Gmail integration
  • Excellent customer support
  • Suitable for service-based businesses
  • Consulting
  • HVAC
  • Cleaning
  • Energy
  • Contracting
  • Residential and commercial businesses.


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Pros and cons


PROS:
  • Improved mobile productivity
  • Streamlined customer workflow management
  • Efficient field service management
  • Easy project management
  • Simplified record keeping and scheduling

CONS:
  • Could be difficult to adapt for businesses with different needs or workflows
  • May require additional resources to set up and maintain
  • Limited customizability options
  • Additional cost for integration with other systems



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Benefits

  • Enhanced communication and information sharing
  • Highly flexible and secure
  • Robust integrations with Google Calendar and Gmail
  • Recognized for excellent customer support
  • Suitable for a variety of service-based businesses


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FAQ

What are the main features of App?

  • Contact management
  • Contact & company insights
  • Company records
  • Gmail & Outlook integration
  • Deals
  • Tasks
  • Lead analytics dashboard for marketers
  • Forms for marketers
  • Contact activity for marketers
  • Facebook lead ads for marketers
  • Email scheduling for salespeople
  • Email tracking notifications for salespeople
  • Email templates for salespeople
  • Documents for salespeople
  • Calling for salespeople
  • Meetings for salespeople
  • Canned Snippets

What type of pricing plans does App offer?

Starting from: $25/month per user Pricing model: Subscription Free Trial: Available (No Credit Card required)

What languages does App support?

English, French, German, Portuguese, Russian, Spanish

Does App offer an API?

Yes, Solve CRM has an API available for use.

Specification: Solve CRM

Best For

Medium Business, Small Business

Pricing Plans

Free

Customer Support

Email, Live Support, Phone, Tickets

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS, Mac OS, Windows

Calendar/Reminder Alerts

Yes

Automated Email Marketing

Yes

Internal Chat Integration

Yes

Lead Management

Lead Scoring , Lead Timelines

Marketing Automation Integration

Yes

Mobile Access

Yes

Quotes/Proposals

Yes

Segmentation

Yes

Social Media Integration

Yes

Task Management

Scheduing Tasks,track tasks,Plan tasks

Integration

Email Integration, Phone Integration, Website Integration

Deal and Task Board

Yes

Drag and Drop Communicator

Yes

Hubspot Marketing Synchronization

Yes

Call monitoring

Yes

Email monitoring

Yes

Contact database and history

Yes

Email tracking

Yes

Email archiving

Yes

Photos: Solve CRM

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