
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! Review collected by and hosted on G2.com.
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 :) Review collected by and hosted on G2.com.
The most helpful feature of Solve360 is the integration between all of the company areas (i.e. billing, accounting, operations and such). Review collected by and hosted on G2.com.
At the same time it has great integration between areas, the time it takes to update info to Excel (or similar), is quite annoying. Review collected by and hosted on G2.com.
I can easily forward an email to our crm email address and it will attach the record to the employee's file. Review collected by and hosted on G2.com.
It sometimes takes a long time to load an employee's record. Review collected by and hosted on G2.com.
Solve360 is a great service all around. Their client Management service focuses heavily on contacts and companies, with all other features built in. Solve360 has really hit the nail on the head developing a system that is what small and large businesses alike really neat. Review collected by and hosted on G2.com.
There really isn't anything to not like about solve360 it is a great app that everybody should be using. If I had to pick one thing the nip pic about I would have to say the fact that you only have one option for backing up your data. With most CRM services you can export your contacts as an Excel file. With solve 360 they only allow you to export as an XML file. Review collected by and hosted on G2.com.
I love Solve because it has a friendly interface so it is very easy to use since it allows me to do my work much faster, on the other hand, I can observe the relationship between the different projects or structures and the directors of the same and thus be able to have the information at hand at the time of any work meeting, or a project presentation to new investors and department managers, also having the option to tag any shareholder or director can send emails in bulk.
I like this system very much for its flexibility, allowing it to adapt very well to any type of business, I also like this system because it covers many of my needs as well as those of my clients and investors. Review collected by and hosted on G2.com.
Actually, there is nothing that I do not like, because Solve has been of great help to my company, the only thing I can say is that it took us all a bit of time to customize several functions, in order to work more comfortably, the result is an excellent system. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
Sometimes it saves, sometimes it doesn't...very aggravating to write something in a field and go back and it's not there. Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.