Qui utilise Solve ?

Aujourd'hui, Solve offre ses services à des milliers d'entreprises de divers secteurs d'activité. 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.

Description de Solve

Mise à jour majeure en 2018. Un système de CRM de productivité permettant aux équipes de gérer les flux de travail client.

Simplifiez la tenue de dossiers, la planification, la communication et le partage d'informations, surtout lorsque vous êtes en déplacement. Solve est un système remarquablement flexible qui dispose d'une technologie Google Agenda performante et d'intégrations de messagerie. Son support client est reconnu exceptionnel par des milliers d'entreprises de services.

Informations sur Solve

Norada

https://www.solve.app/

Fondé en 2000

Prix de Solve

Solve n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Solve est disponible à partir de 25,00 $US/mois.

À partir de

25,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Solve - Fonctionnalités

Logiciels de CRM pour PME
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du marketing automation
Lead scoring
Lecture de cartes de visite et de badges
Messagerie instantanée
Prévision
Segmentation
Stockage de documents
Système de calendrier et de rappel
Base de données de contacts
Contacts partagés
Gestion des leads
Gestion du pipeline de ventes
Importation et exportation de contacts
Outils de prospection
Recherche/Filtre
Segmentation
Suivi des interactions
Accès mobile
Base de données de clients
Devis
Facturation
Gestion des expéditions
Gestion des ordres de travail
Gestion des stocks
Gestion des techniciens
Gestion des tâches
Planification
Planification de la maintenance
Routage
Suivi de l'historique des services
Accès mobile
Aperçu de Gantt/du calendrier
Creation de sous-tâches
Gamification
Gestion des tâches récurrentes
Liste des tâches
Outils de collaboration
Rapports et analyses
Suivi du pourcentage de progression
Suivi du temps
Tableau des tâches
Tableur
Accès mobile
Base de données de contacts
Devis
Facturation
Gestion des contrats
Gestion des expéditions
Gestion des ordres de travail
Gestion des stocks
Planification
Recouvrement des paiements sur le terrain
Routage
Signature électronique
Suivi de l'historique des services
Suivi du temps en ligne

Avis sur Solve

Afficher 5 avis sur 139

Note globale
4,5/5
Facilité d'utilisation
4,4/5
Service client
4,7/5
Fonctionnalités
4,4/5
Rapport qualité-prix
4,5/5
Carl B.
Director
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 01/04/2018

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

Commentaires: 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.

  • Provenance de l'utilisateur 
  • Publié le 01/04/2018
Dorea S.
Director of Health Relations
Santé, bien-être et fitness, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 26/02/2020

"Wonderful tool for any business with contacts"

Commentaires: Overall, employees can now keep track of conversations with customers, track orders, shipping, reminders via queues, calendars and/or tasks, draft emails for send at future dates, create email templates for ease of tasks that are customizable and stay more organized.

Avantages: I have used Solve for over 4 years, and introduced it to my latest start-up business project. I vetted several CRM's before going with Solve and have been very happy with this decision. At first glance I was intimidated by how to begin and organize, but with guidance from their team with one on one training and reading their guides, I have been very pleased with the results. I use the desktop version which I like better than the app for the phone, but I still appreciate the app when on the road to make notes and reminders. I can easily make templates for emails and reminder tasks/queues/calendar dates. It has been a wonderful CRM to work with. I recommend it to anyone that needs to keep track of contacts and their interactions.

Inconvénients: It would be nice if the mobile app could link with the desktop templates I have created to insert those on the fly. I think I was given a tutorial of how to do this, but it must have been too many steps, because I never completed it. We cannot connect our Quickbooks with Solve. I have used Xero with success with my prior business. I prefer Xero over Freshbooks. No number to call for support, but when you email support they can setup a time and they do respond quickly.

  • Provenance de l'utilisateur 
  • Publié le 26/02/2020
Maria lalaine C.
Office Manager
Construction, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 19/06/2020

"CRM"

Commentaires: Great experience but hoping instead of us administrators or owners of the company I would suggest we can get email updates of any updates on the system just to be aware of. I just know now that I have to go deeper I can find that which is when we are really busy no time doing that digging but when prompt by email it will give us a reminder.
Somehow with my experience today speaking to [SENSITIVE CONTENT HIDDEN] and me discovering the new client manager ,
[SENSITIVE CONTENT HIDDEN] is more than a 5 star Rating for me for all his patience showing me all that through.His very patient discussing going through with the admin bits.
I couldn’t have any knowledge for all of it.
Thank you [SENSITIVE CONTENT HIDDEN]!

Avantages: CRM our database where we use for almost all record with in our company. I do hope I can integrate with HR type of software maybe or simply just be solve HR.
Where we can manage staff in general including there holiday request to granting their request.

Inconvénients: Currency by Country of use and UK date format if it can be improved the soonest the better as quickbooks is now integrated with it and will be using it with solve in the next few days.

  • Provenance de l'utilisateur 
  • Publié le 19/06/2020
Elena N.
Mrs.
Produits pharmaceutiques, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 01/06/2020

"Recommendable product"

Avantages: From Solve we like that it is easy to use, we can create many different types of fields and the mobile/tablet version is quite good. The customer service is another factor to highlight, the response time is fast and always find a solution.

Inconvénients: One of the main cons is that with the Client Manager version we can't have the direct connection with MailChimp as we had with the CRM version.
And also, we can't export contacts lists directly from Solve to an Excel, we have to do it through Google Sheets.

  • Provenance de l'utilisateur 
  • Publié le 01/06/2020
Rimsky V.
Partner
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 16/04/2020

"Everything you need from a CRM"

Commentaires: Excellent

Avantages: Customisable, very easy to use, extremely efficient is capturing and retrieving information

Inconvénients: The mobile app does not come as standard and is not as good

  • Provenance de l'utilisateur 
  • Publié le 16/04/2020