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Solve CRM

Solve CRM is a powerful service management CRM for scheduling, sales, and field operations. It integrates with Google, QuickBooks, and Xero, while offering real-time equipment data tracking. With mobile apps and a robust desktop platform, Solve CRM streamlines workflows for businesses of all sizes.

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Solve CRM Overview

Solve CRM is a service management CRM designed to streamline scheduling, sales, and field service workflows. Recognized for its seamless integrations with Google, QuickBooks, Xero, and online forms, Solve CRM helps businesses manage customer relationships and projects efficiently. It delivers powerful iOS and Android apps, allowing teams to manage field operations in real time while providing a robust desktop platform for centralized management. Solve CRM also enables businesses to surface real-time equipment data onto customer records, improving service efficiency. Ideal for field service teams, small businesses, and sales-driven organizations, Solve CRM enhances productivity, simplifies workflow automation, and offers outstanding support trusted by thousands of users.

Features

Comprehensive Contact Management

Seamless Integration with Google Workspace

Customizable Fields and Templates

Mobile Accessibility

Solve CRM Pricing Overview

Solve CRM Score

Smyte Score

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Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

User-Friendly Interface:
Users appreciate Solve CRM’s intuitive design, which simplifies navigation and enhances productivity.

Seamless Integration with Google Workspace:
The platform’s robust integration with Google services, such as Gmail and Google Calendar, allows for efficient synchronization of emails and schedules, streamlining workflows.

Exceptional Customer Support:
Users commend Solve CRM’s responsive and helpful customer service, which contributes to a positive user experience.

Cons

Limited Advanced Project Management Features:
Some users feel that while Solve CRM excels in contact management, it lacks depth in advanced project management functionalities.

Complexity in Advanced Searches and Reporting:
Users have reported challenges in performing complex searches and generating detailed reports, indicating a need for more robust filtering and reporting tools.

Outdated User Interface:
Some users feel that the interface appears dated compared to more modern platforms, which may affect the overall user experience.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What is Solve CRM?

Solve CRM is a service management platform designed to assist businesses in organizing contact records, managing team activities, scheduling, and sales processes. It offers robust desktop and mobile applications, integrating seamlessly with tools like Google Workspace, QuickBooks, and Xero.

2. How does Solve CRM integrate with other applications?

Solve CRM provides extensive integration capabilities, particularly with Google Workspace (formerly G Suite), allowing synchronization with Gmail and Google Calendar. It also integrates with accounting software such as QuickBooks and Xero, enhancing workflow efficiency.

3. What customization options are available in Solve CRM?

Solve CRM allows users to customize fields and modules to align with specific business processes. This flexibility enables businesses to tailor the system to their unique requirements, enhancing usability and effectiveness.

4. Is there a mobile application for Solve CRM?

Yes, Solve CRM offers mobile applications for both iOS and Android platforms, enabling users to access and manage customer data on-the-go. These apps ensure that teams can maintain productivity and responsiveness, regardless of location.

5. What support resources are available for Solve CRM users?

Solve CRM provides various support channels, including chat, email/help desk, knowledge base, and FAQs/forum. Users can access documentation and live online training to maximize the platform’s benefits.

Solve CRM

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Software Info

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Solve CRM Overview

Software Details

Features

Solve CRM Pricing Overview

Solve CRM Score

Smyte Score

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Smyte Score

100+ reviews for Software Name

Pros

Cons

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