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.

Vidéo de Solve
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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

  • 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

Logiciels de CRM pour PME : afficher la liste complète

  • 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

Logiciels de gestion de contacts : afficher la liste complète

  • 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

Logiciels de gestion de services CVC (chauffage, ventilation, climatisation) : afficher la liste complète

  • 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

Logiciels de gestion de tâches : afficher la liste complète

  • 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

Logiciels de gestion des interventions : afficher la liste complète

Solve - Logiciels similaires

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Avis sur Solve

Read all reviews

Overall rating

4,5/5

Average score

Facilité d'utilisation 4,4
Service client 4,7
Fonctionnalités 4,4
Rapport qualité-prix 4,5

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Écrivez votre avis !
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
  • Source de l'avis 
  • 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.

  • Source de l'avis 
  • 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
  • Source de l'avis 
  • 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.

  • Source de l'avis 
  • Publié le 26/02/2020
Jim S.
President
Logiciels, 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
  • Source de l'avis 
  • Publié le 16/09/2020

"Solve is my most valuable web tool!"

Commentaires: Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity

Avantages: Great interface, many practical options and Solve is completely customizable. The interface allows a streamlined look so we can get down to business. Its flexibility allows us to run detailed reports about activity, results, scheduling and interfaces ---which include FreshBooks and Google. BTW---the tech support is fantastic!

Inconvénients: There's really no shortcomings here. Solve does not have a fancy interface or glossy look---but that's what makes is so good.

  • Source de l'avis 
  • Publié le 16/09/2020
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
  • Source de l'avis 
  • 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.

  • Source de l'avis 
  • Publié le 01/06/2020
Jennifer P.
VP / Director of Marketing
Automobile, 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
  • Source de l'avis 
  • Publié le 24/01/2020

"You can't live without Solve for your business!"

Commentaires: We started using Solve around 2011-2012 (I believe) and we've never looked back! We searched and searched for an affordable way to keep up with our small growing business and nothing was out there until we ran into Solve. We created our database from the ground up and continue to change it according to our needs and it always lives up to our high standards. We have a very niche product and business and Solve has made it a million times easier to manage and grow our business!

Avantages: Solve is highly customize-able for a business like ours that can't just use a cookie cutter program to manage our clients and their needs. We are highly productive using Solve and there is nothing out there like this program. The price point is unbeatable and the customer service is top notch - they are on the ball EVERY TIME we need help!

Inconvénients: There is nothing we do not like about Solve! We can make it into anything we want it to be and the customer service team is fast to respond if we run into issues. That is a major thing today when you can barely get someone on the phone after 10 minutes of pressing buttons on an automated phone system like most companies use.

  • Source de l'avis 
  • Publié le 24/01/2020