Solve

Solve

CRM de productivité pour aider les équipes à gérer les flux de travail clients

4.5/5 (95 avis)

Solve - Présentation

Mise à jour majeure en 2018. Un CRM de productivité pour les équipes pour gérer les workflows clients. Simplifiez la tenue de dossiers, la planification, la communication et le partage d'informations, surtout lorsque vous êtes mobile.

Solve est un système incroyablement flexible, qui dispose d'une technologie Google Calendar robuste et d'intégrations e-mail et son support client est reconnu comme exceptionnel par des milliers d'entreprises de services. Notamment le secteur du CVC, de l'énergie, des services médicaux, résidentiels et de consulting grâce à ses applications mobiles et à son portail de bureau exceptionnels.

Prix

À partir de
25,00 $US/mois
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Chine, Europe et 5 autres, Allemagne, Inde, Japon, Amérique latine, Afrique et Moyen-Orient

Langues

néerlandais, anglais, français, allemand, polonais, russe, suédois

Solve - Avis

Note globale
4.5/5
93% d'avis positifs
54
Excellent
34
Très bien
6
Moyen
1
Médiocre
0
Horrible
Carl B.
Traduire avec Google Translate

Comprehensive, versatile CRM and project management tool with outstanding customer support

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 01/04/2018
Provenance de l'avis : Capterra

The main benefits are:
1. The ability to offer great customer relationship - the information on the project and the customer is easily available to the team.
2. The ability to track all potential clients in a meaningful way, organising follow-ups at any point in the future.
3. Easily pick-up projects and clients from other members of the team should they be absent.

Avantages

Works superbly with other cloud platforms. VERY flexible. Two versions to choose - Solve CRM and Solve Client Manager.
Lots of great features - Google sheets report integration (slice, dice, geo-reference, and pivot the data anyway you want), click to call, easy to navigate activity window, flexible workflows and follow-ups, individualised task lists and on and on.
We've implemented Solve360 in three companies and recommended it to dozens of others and never been disappointed.
Of course we always consider other products on the market. Many of them promise to deliver great things, but when you get into the detail, they lack key features that are essential, or are prohibitively expensive.

Inconvénients

Really difficult to find cons with the software. Being really picky, perhaps some lesser used functions are not immediately obvious, but there are plenty of guides and the customer support is outstanding. The inclusion of a Gantt chart function would be great for project work, but there are work arounds for this.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Graham C.
Traduire avec Google Translate

Solve Client Manager Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 09/07/2019
Provenance de l'avis : Capterra

Overall our experience has been extremely positive. I have found Solve Client Manager to be the best value out of all the CRM's I have explored. The main benefits I have found are the ability to store and share all contacts and clients in one location, ability to export the data and analyze trends we've been tracking in our clients, and the ability to collaborate on projects and see the status.

Avantages

Solve Client Manager that is extremely flexible which allows you to build it the way you want it. It is extremely easy to navigate and you can quickly lookup clients and contacts on the mobile app which makes collaboration on projects very easy. I rely heavily on their data export to google sheets to run reports. Their integration with google products like gmail, docs and sheets works fantastic.

Inconvénients

The biggest con for us (which we have found a workable work around for) is that since we have clients with multiple service locations having a hierarchical CRM would allow us to better organize and sort data.

Other than that there are only small things like the ability to upload files like a PDF to a record. Solve CRM has a 'activity' report that allows you to view your or your employees activities at a glance that Solve Client Manager does not have yet.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Jeff S.
Traduire avec Google Translate

Great Value

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 13/06/2019
Provenance de l'avis : Capterra

Our business requires a more complex hierarchy of relationships than a lot of non-enterprise CRMs will permit. Solve enables relating customers to each other and to companies, which is essential for us and something that many other CRMs at a comparable price point to Solve cannot do. This alone was a huge factor in choosing Solve. We've used the software since 2012 and continue to be very satisfied. Customer support, on the rare occasion we have needed it, is very attentive and genuinely wants to understand your issue and work collaboratively to solve, no pun intended, your problem and then roll that feedback into how they think about product.

Avantages

Google integration, value, and customization options

Inconvénients

I tried the new Solve Client Manager, which seems to be the product that the Solve team is putting most development resources towards, and I prefer the legacy CRM. The Solve CRM mobile app leaves much to be desired; it is basically not usable. I would use the new mobile "client manager" except that it is a separate license and out of our budget. I also dislike that Solve required you to be in a higher pricing tier to use a transactional email service, which makes sending bulk emails from Solve unreliable.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Peter W.
Traduire avec Google Translate

Great customer support and a flexible tool

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/06/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Kiara P.
Traduire avec Google Translate

Easy Inter-company Linking Options and Bulk Mail Function

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/12/2018
Provenance de l'avis : SoftwareAdvice

I don't really know what the customer service is like because the software is simple and I haven't had to use it.

Avantages

I use this everyday and find it really easy. It takes some time to set up correctly and put all your custom fields but once you have you can make it your own.
I use it for large company structures which have multiple shareholders and directors, it is a very easy way to see the links between companies and how they are related to projects.

We are a real estate debt fund and we have a lot of projects with many investors in each, Solve allows me to link each investor to each project.

Also I can tag each investor to say if they have a manager and tailor my distribution lists to send to those specific people. By using "access webmail" I can send bulk emails to my tagged contacts.

Inconvénients

The face of it seems a little outdated. I can honestly say there are not many cons I can think of. I have been using this software for 2 years and haven't encountered an issue.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Recommandation utilisateur
8.8/10
Calculé à partir de 95 avis
Comparatif avec les logiciels similaires : recommandation utilisateur

Solve - Prix

À partir de
25,00 $US/mois
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4.5/5
Calculé à partir de 95 avis
Comparatif avec les logiciels similaires : rapport qualité-prix

Solve - Fonctionnalités

  • API
  • Intégration des e-mails
  • Rappels automatiques
  • Rapports personnalisables
  • Tableau de bord d'activités

  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Stratégie de marque personnalisable
  • Suivi des activités
Fonctionnalités
4.3/5
Calculé à partir de 95 avis
Comparatif avec les logiciels similaires : note sur les fonctionnalités

Solve - FAQ

Voici quelques-unes des questions fréquentes sur Solve.

Q. Quels sont les types de licence disponibles pour Solve ?

Types de licences disponibles pour Solve :

À partir de: 25,00 $US/mois

Type de licence: Licence unique, Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Solve ?

Nous n'avons pas d'informations sur les fonctionnalités de Solve.

Q. Qui utilise Solve ?

Utilisateurs habituels du logiciel Solve :

Auto-entrepreneurs, Entreprises de taille moyenne, PME

Q. Dans quelles langues Solve est-il disponible ?

Langues dans lesquelles Solve est disponible :

néerlandais, anglais, français, allemand, polonais, russe, suédois

Q. Quels sont les types de licence disponibles pour Solve ?

Types de licences disponibles pour Solve:

Licence unique, Abonnement

Q. Solve prend-il en charge les appareils mobiles ?

Appareils pris en charge par Solve :

Android, iPhone, iPad

Q. Avec quelles applications Solve peut-il s'intégrer ?

Applications s'intégrant à Solve :

APIANT, Bedrock Data, Constant Contact, Cyfe, Easy Insight, FreshBooks, Freshdesk, LeadMaster, Xero, Zendesk

Q. Quelles sont les ressources d'aide disponibles pour Solve ?

Ressources d'aide disponibles pour Solve :

FAQ, Base de connaissances, Support en ligne