Solve CRM

Benefits:

We have been using Solve360 since 2009. We have tested many CRMs and they all lack one thing or another but Solve 360 is completely customizable to fit any organizations needs. The customer support is superb, friendly and always willing to help. We've started using the Solve Client Manager and are extremely happy with its ease of use.

Drawbacks:

We use both the CRM and Client Manager and there are still a lot of areas that need to be cleaned up between the two systems. Some of the functionality that we like in the CRM hasn't been moved over to the client manager, such as the webmail functionality. Both systems need more functionality with tagging features so that different workgroups/users can have different tags. I'm looking forward to the next version of the CRM that I've been told is coming soon.

In sum:

We use Solve to track all of our contacts, companies and clients. The relational fields that link related records and clients together is great. I highly recommend Solve CRM and Client Manager.

Benefits:

We love how easy it is to organise an entire client's workload and hours into 1 place. The customer support offered by Solve has been fantastic and they've gone above and beyond to sort out even the smallest issues we've had with the software. The software is easy-to-use from an admin's perspective. It's easy to add new users and remove old ones.

Drawbacks:

The UI could use an update, as it can feel a little bit counterintuitive and dated at times. It would be amazing to be able to modify time logs after they've been made without having to delete them and make a new one. We recently had a problem with a project blog becoming too big. I believe this was because we had used the project blog for many years, but it would be useful to not have to worry about this issue. More analytics that provide feedback on time logs and staff usage would be useful.

In sum:

Our overall experience has been smooth and enjoyable. Solve is a great tool that does what we need it to do. With a couple of small changes, I would be confident in saying that it would stay as our CMS for the foreseeable future.

Benefits:

A CRM is only as good as when it is actually part of the workflow of your business. Solve helps me keep track of all my interactions with my contacts and track all the workflow of my projects. It is the backbone of my business. I especially like how it incorporates into G Suite for a powerful platform. This is the only CRM I could find that seamless works with Gmail where I don't have to bcc the system to have all my emails display in a contacts timeline.

Drawbacks:

It doesn't have many integrations with other systems, but tech support is very helpful in figuring out the best solution for what I want to do.

In sum:

I've been using Solve for my real estate brokerage for about eight years now and value how it has helped my business. I just started an investment company and have reviewed many other platforms, but chose a second Solve account for my new business because I can't beat the features for the cost.

Benefits:

The mobile app and the ease in which you can follow up with clients, record conversations, and hand tasks off to other team members.

Drawbacks:

Would like to see an easier way for admin to track team members assigned tasks.

In sum:

Solve helps us manage recurring tasks like processing offers, servicing listings, holding open houses, etc.

Benefits:

I like the easy to use API. I was able to quickly create some custom web forms that allow users to add/edit data in Solve360.

Drawbacks:

The email builder can be a bit difficult to create email templates using complex HTML templates. Occassionally the automated emails don't seem to go out as expected either.

Benefits:

Great software which we've been using more than 10 years

Drawbacks:

Mobile app could be improved but furthermore its great software and great service

In sum:

Easy to work with and always working!

Benefits:

We looked into many CRMs when we decided to move away from our previous provider and found that Solve provided us with a great basic CRM experience. We looked at Sales Force because of it's standing in the market but found that for our needs the product was way overkill both in functionality and pricing. If you're looking for a product for basic sales tracking and follow-up you won't find anything better in terms of value for the investment.

Drawbacks:

We had to compensate for not being able to pull all reports in the order wanted but resolved this by exporting to Google docs and manipulating the data to suit our idiosyncrasies. Otherwise it has all the functionality of the products that cost a lot more!

In sum:

Better tracking of sales leads and existing client follow-up

Benefits:

Easy to use. We managed to customise it to our needs

Drawbacks:

The package with the mobile app is a bit too costly (it should be included in the basic package).

In sum:

We managed to customise solve360 to fit our company's needs and processes (through a developer recommended by Norada). Based on this initial customisation I have to say that solve360 is very much adapted to our needs and Norada offers quick customer support every time we need them.

Benefits:

Ease of Use, integration and cost effectiveness

Drawbacks:

Choosing between the two UIs..I like features of both..

In sum:

Excellent! My overall Experience is excellent.

Benefits:

Favorite feature: being able to BCC emails to Solve. Second favorite feature: the dynamic search functionality. Third favorite feature: client relationships, so we can list relatives/significant others/friends.

Drawbacks:

I wish it were easier to mark an email as nonfunctional and/or not preferred, so that we can more quickly update addresses as we get them. The process of including an outdated email is a bit clunky and cumbersome. Same with phone numbers: I wish it were easier to mark a number as preferred. I also wish it were possible to link Solve to our Zoom phone system.

In sum:

Overall it's wonderful to be able to have a historic record of all interactions, and the email template feature saves time and increases adherence to standard procedures. As a newer employee, compared to other employees at the company, I appreciate being able to read back through the record and understand what has happened over the last several years when trying to work with a new-to-me client.