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solve 360

3.6
(13)

Modern Cloud CRM With Benefits

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solve 360 review by Kenny U.
Kenny U.
Validated Reviewer
Verified Current User
Review Source

"Good Tool for Managing Projects"

What do you like best?

My favorite thing about solve360 is how easy it is to use and the wonderful customer support team. Upon initial set-up, my company received an introductory email notification that contained step by step instructions on how to proceed in using solve360. When we had questions or needed assistance, we were able to reach a customer support representative immediately and they went out of the way to assist and ensure we were comfortable proceeding. I also like the templates that solve360 offers. They make it easy and fast - instead of having to work from scratch. This has proven beneficial.

What do you dislike?

I dislike that solve360 is not integrated with more platforms - for example, IOS. Solve360 is compatible with Google and even with Google, I have experienced some delays and crashes. There have been several occasions when using solve360 that it crashes and I have to redo what I was working on from the start. I wish that it were compatible with Microsoft Office as I think this would be a useful benefit and integration.

Recommendations to others considering the product

I recommend solve 360 for small to mid size companies (won't support larger companies - for larger companies, I would recommend a SalesForce type product). I recommend solve360 for companies that are looking to manage clients and customer data, as we have found this is were it excels. It is not as much built for sales.

What business problems are you solving with the product? What benefits have you realized?

Solve360 has helped us to manage our current clients and engage prospective clients with ease. It is secure and allows you to control who can see what information. It has helped us delegate tasks and then track those tasks - this is probably one of the features that means the most to us for what we do as it has simplified and streamlined this process.

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solve 360 review by Ward C.
Ward C.
Validated Reviewer
Verified Current User
Review Source

"Great for Google Apps fans, Outstanding uptime, Deep functionality, Very infrequent updates, Low $"

What do you like best?

Fantastic for Google Apps fans - being able to pull custom reports directly from Google Sheets is a huge bonus. Gmail integration is very good and better than any other CRM I've seen. Integration with Google Drive is also very good.

Outstanding uptime - in past 2 years not down for more than 6 hours total and most were from one session.

Deep functionality - very robust search, decent project management sub-system, 'activities' are abundant and robust.

Customization - can add custom fields all day long at no extra charge. Integration with Google sheets affords more flexibility when sharing data with customers.

This list could go on for many pages - it's a very mature, traditional CRM with tons of great features!

What do you dislike?

Like Google, they have built some amazing software but they seem to build a feature then quickly lose interest in improving it.

THERE HAS NOT BEEN ANY (ANNOUNCED) UPDATES ON ANYTHING IN 9 MONTHS. No communication since August 2015 - for a SaaS product this is inexcusable! Maybe they're working on something big but they have not bothered to tell their customers.

Contacts and Companies are linked but separate so at times this can cause much frustration trying to create lists or exporting or connecting up to simple things like Zapier. APIs are very robust BUT to make them work most will require using their APIs and custom programming hooks (i.e. expensive programmers).

Support is by email only and they are usually prompt, courteous and helpful, even when it is in the online help guides, HOWEVER, they almost never admit to the issue being a bug or due to poor design and after making DOZENS of suggestions not one has been incorporated (I'm an engineer by training and a former software product manager fyi).

Seems to be catered to Real Estate pros - if that's you and you love Google Apps for Work and don't like change, this is the system for you!

They have no public forum where people can make suggestions and vote on them .

They offer no visibility on their product road map.

Their releases / improvements are very infrequent and usually not that significant.

Their ability to embrace the various social sites like twitter, FB, even G+ which they should, but especially linkedin! is deplorable and a few social widgets they had built in their site have either been taken off or don't work hardly at all and they continue to remove those capabilities or when they break they don't update them.

Overall their integration with Google is quite good, however, the basics seem to be very thin for example synchronizing contacts with Google should be a core competency but their instructions recommend that you only push from solve360 to Google and not the other way. Unfortunately this explains why we've had a lot of issues when we also try to synchronize from Google contacts back to the CRM. They only support the default contact fields when bringing data over from Google contacts, so any of the rich data that can be collected from a lot of these contact tools out there, like their Twitter address or other email addresses and things where we might want to have custom fields will not come across.

Google calendar integration - Solve requires its own calendar, why can't it write/update our regular calendar so our free/busy tools like youcanbook me can see it? vyte.in can see it but still seems silly. Solve also requires manual sync from Google cal/tasks back to solve - ugh.

Emails created in the CRM don't show true wysiwyg - outlook users see whacky stuff that doesn't show in the CRM nor on Gmail.

There's more, but I'll stop ranting now :)

Recommendations to others considering the product

If today it does what you need and you don't like change, then it's a great value.

What business problems are you solving with the product? What benefits have you realized?

Boutique consulting business - managing client engagements, prospecting for new clients.

What CRM solution do you use?

Thanks for letting us know!
solve 360 review by User in Building Materials
User in Building Materials
Validated Reviewer
Review Source

"Great Contact Management that Impresses"

What do you like best?

It is great for running our systems and processes. It is easy to link companies and contacts and to integrate them into the projects we are managing. What I like most about it is that it integrates well with the Google Suite of programs. You can sync with Google contacts, Google calendars, and it integrates well with Google docs. I like it because it works well with other software/resources (such as the previously mentioned Google) and it can sync together. What frustrates me is software that doesn't sync or communicate well with other software. This software makes use easy because of the sync-abilty to other programs.

What do you dislike?

I feel that the database queries could be improved. Trying to do complex queries don't work very well in this software. Also, how the data is organized is not very intuitive. The contact names are organized by first name, last name. I'm used to view contacts by last name, first name. I guess it's not a big deal and I have gotten used to it, it's just not what i'm used to from using other contact management software.

Recommendations to others considering the product

Like others have said, it is great for teams of 20 or less with long term sales goals. It provides a multitude of tasks and is best served for the intermediate CRM user. If you are looking for something more advanced, you are best served using another platform.

What business problems are you solving with the product? What benefits have you realized?

When using software, our company likes to use software that is multifunctional. What we like about Solve 360 is that it can works as a contact management software or as a CRM tool. We like it because it is a great way to organize projects or anything else that requires organizing. It is also a great way to keep all users up to speed on how a project is progressing so that team members know what critical tasks are remaining.

solve 360 review by Kristin A.
Kristin A.
Validated Reviewer
Review Source

"Solve is a powerful and modern CRM that has integrated features for managing client projects"

What do you like best?

The system is easy to use. The introductory email sent to you when you sign up has all the right information to get you started, and a link to get you in touch with their customer care team just incase you ever need help!

What do you dislike?

Sometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there.

Recommendations to others considering the product

All information about a client in one spot and you can adjust the fields to what you want which is really helpful!

What business problems are you solving with the product? What benefits have you realized?

The templates and scheduled emails save time and help to automate Processes. The program offers many features at no additional cost, such as the Android/iPhone/iPad interface.

solve 360 review by Tim C.
Tim C.
Validated Reviewer
Verified Current User
Review Source

"Quirky and A Bit Odd and Definitely Expensived"

What do you like best?

It integrates somewhat well with Google Apps and it offers a fair degree of customization. It has the ability to set up lead nurturing templates. It offers project management tools.

What do you dislike?

Sometimes the links between Solve360 and Google Apps stop working and you have to restart both in order to get them to work together again. It is very expensive.

Recommendations to others considering the product

I recommend that you consider other choices. We are currently considering alternatives and will probably change to a different solution within the next six months.

What business problems are you solving with the product? What benefits have you realized?

We wanted to share contacts and prospective client info. We also wanted to automate our lead nurturing process. It works somewhat well for that.

solve 360 review by Anjireddy B.
Anjireddy B.
Validated Reviewer
Review Source

"Best CRM for Small Business companies"

What do you like best?

It will have some extraordinary features

1. Templates

2. Custom Fields & Category Tags

3. Pre-integrated Cloud Applications

4. Link Emails

5. Report & Update Activities

6. Secure workgroups

7. API & Webhooks

What do you dislike?

It does not support for Enterprise , Mid Size companies.

It does not support for IPhone and Android Phones.

Support also does not good like vedio tutorials does not available and online support not good

Recommendations to others considering the product

For Small business companies solve 360 is best suitable CRM.

What business problems are you solving with the product? What benefits have you realized?

pre-integrated with other leading Cloud applications

You control who sees what information

Easy task delegation and tracking

Nothing to download or install

solve 360 review by Kathleen H.
Kathleen H.
Validated Reviewer
Verified Current User
Review Source

"CRM's can be functional and fun at the same time."

What do you like best?

Solve 360 offers affordability; flexibility; intuitive functionality; delivered with the best support platform in the industry. Their website; tutorials; case studies; etc are some of the best reads on the internet.

What do you dislike?

I am a Microsoft centric user and Solve 360 lives mostly in the Google world. Would love better integration with Outlook, MS office, etc. but even with this "mixed marriage" situation, the offsetting benefits make up for much of the difference.

Recommendations to others considering the product

This is not your father's CRM. It is different but highly responsive. You need to know what you want from your software . . . or you can start using it and tweak as you go. Very easy.

Questions? Contact their support. A real person will respond in a timely manner.

What business problems are you solving with the product? What benefits have you realized?

As a commercial real estate broker, I track contacts; sales projects; activities; task assignments and more with Solve 360. It is generally able to do whatever I need and the support personnel usually will deliver what the customers want.

solve 360 review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Great CRM Customization with UI and Google Apps connectivity is great! "

What do you like best?

The CRM works great with google apps, the syncing with google mail and google drive i use daily. I love the ability to customize the client information user interface as well as the ability to create templates for activity lists.

What do you dislike?

Sometimes there are connection issues with google apps but those are few and far between.

Recommendations to others considering the product

If your looking for a CRM that is not built for sales and more built for manage customer data that works well with google apps this is it.

What business problems are you solving with the product? What benefits have you realized?

If your looking for something that works smoothly with google apps this is the CRM for you.

solve 360 review by Tom B.
Tom B.
Validated Reviewer
Verified Current User
Review Source

"Glad to have Solve"

What do you like best?

Google integration is great. Simple, but powerful

What do you dislike?

Mobile app is html. Works but not elegant. Irritating

Recommendations to others considering the product

Try it and you will like it

What business problems are you solving with the product? What benefits have you realized?

Help love our customers

solve 360 review by Ian M.
Ian M.
Validated Reviewer
Review Source

"Very user friendly software for quick sales interface"

What do you like best?

User friendliness was the biggest attraction for me.

What do you dislike?

Sometimes has glitches that the IT guy had to figure out.

Recommendations to others considering the product

Try it out for sure

What business problems are you solving with the product? What benefits have you realized?

Quick access to financial tables, spreadsheets, etc.

solve 360 review by Melissa C.
Melissa C.
Validated Reviewer
Review Source

"Great for Google"

What do you like best?

Integration with google apps and gmail is awesome!

What do you dislike?

The lack of updates that are needed to keep up

What business problems are you solving with the product? What benefits have you realized?

Being able to use all my google applications efficiently and easily accessible

solve 360 review by User
User
Validated Reviewer
Review Source

"Ok experience"

What do you like best?

Many intyeresting feaytures that make it easy and intuitive. HOwever, many large scale features especially for large enterprise are not yet available. Hopefully they come out soon...

What do you dislike?

Lack of many large scale related features

What business problems are you solving with the product? What benefits have you realized?

Basic analysis for sales teams

solve 360 review by User in Staffing and Recruiting
User in Staffing and Recruiting
Validated Reviewer
Verified Current User
Review Source

"Average at Best"

What do you like best?

I like that is tailor-able not only to my specific business, but to small businesses in general.

What do you dislike?

First, the user interface is not pleasing to the eye. The search engine part runs slowly. I also find it annoying that I cannot make a call list through Solve directly. Instead I have to star each account, and go through a long list each day.

Recommendations to others considering the product

If you are a small business, this would be great if set up properly, for a larger businesses, I would recommend Salesforce.

Kate from G2 Crowd

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