Update
Recent update has made this app horrendous. It constantly locks you out you can’t call from the app anymore and they screwed up the map section. Fix it
Update
Recent update has made this app horrendous. It constantly locks you out you can’t call from the app anymore and they screwed up the map section. Fix it
Amazing Easy-to-Use App!
This App is easy-to-use, intuitive and fun! Our team uses it all the time!
New to client manager
I have been using solve for several years and just started the transition to the client manager! Love that I can easily use this from my phone and iPad. My staff has also found this to be a very easy transition. The handoffs is probably one of my favorite features! It’s been less then a week that I have been using it and I can see how it is going to make my work life much easier. Lastly, I have been emailing many questions to the solve support team and they are extremely helpful and very quick to answer.
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CRM has finally caught up with me..
I have been using the solve360 CRM for years. It has always been this thing that I have as part of my business because it’s what good business’s do. It has always felt like work to sit down at my desk and plug threw solve and check off things I just sat at my computer to do before I even logged into Solve360. Almost like it was a check against losing my memory. Over the years I tried to sync Solve360 tasks on google and iPhone and even a few third party apps to unleash my idea of what solve could be for my business. Then comes Solve Client Manager.. Finally..
See for me, I love to sit at my desk as little as possible and the custom task checklists “workflows” allow me to manage all the complexities of my listings, closings and leads from anywhere now that I can be reminded through the Solve Client Manager without needing to login on my laptop or login to the app on the phone. It just runs in the background and lets me know when I need to break away from life and take care of work.
This is what CRM is all about, let me show houses, make contacts, and then boom, a reminder pops up on my phone saying “Touch base with contact about possible listing opportunity” with the contacts info right on my phone while I’m headed to my next Showing. In the past, I’d have to log in or be back at the office to touch this lead I haven’t thought about in a week, now it’s sending me alerts to my phone. Love it.
I’m sure as this app evolves later this summer all be at the beach playing and swimming with my kids when my Fitbit vibrates to tell me that I need to remember to go over home inspection issues before the end of the day. Hint hint, looking for those Fitbit alerts.. Love this product and if you are looking for a way to build productivity and a future team around a consistent workflow experience the Solve Client Manager is for you.
Customer service has been responsive and easy to work with as I have transitioned from the powerful desktop version to the Solve Client Manager app version of the same powerful tools. Highly recommend!!
See for me, I love to sit at my desk as little as possible and the custom task checklists “workflows” allow me to manage all the complexities of my listings, closings and leads from anywhere now that I can be reminded through the Solve Client Manager without needing to login on my laptop or login to the app on the phone. It just runs in the background and lets me know when I need to break away from life and take care of work.
This is what CRM is all about, let me show houses, make contacts, and then boom, a reminder pops up on my phone saying “Touch base with contact about possible listing opportunity” with the contacts info right on my phone while I’m headed to my next Showing. In the past, I’d have to log in or be back at the office to touch this lead I haven’t thought about in a week, now it’s sending me alerts to my phone. Love it.
I’m sure as this app evolves later this summer all be at the beach playing and swimming with my kids when my Fitbit vibrates to tell me that I need to remember to go over home inspection issues before the end of the day. Hint hint, looking for those Fitbit alerts.. Love this product and if you are looking for a way to build productivity and a future team around a consistent workflow experience the Solve Client Manager is for you.
Customer service has been responsive and easy to work with as I have transitioned from the powerful desktop version to the Solve Client Manager app version of the same powerful tools. Highly recommend!!
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Great!!!
Solve Client Manager has been wonderful for our company. The setup was fast and easy and training was a breeze. Graham and the customer support team have exceeded our expectations. This best way to describe this program is that it functions exactly how it would if I could have designed it. It is user friendly, detailed but has the flexibility our company needs to customize it to us. We could not be happier with our decision to use Solve Client Manager.
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Getting Better All the Time
The Solve team and product is a critical component for how we manage and administer our business systems. From fundamental information organization (including associated paperwork) to structured interaction with clients, team members and suppliers, Solve helps us bring policies and procedures to life with customizable project templates we keep improving to mirror evolving processes. Unified Google integration, Wufoo forms, MailChimp, and everything else Solve works with broadens our options for solutions with each new case study. The Solve support team is friendly, responsive, and always there to guide us when needed. As we continue to explore the new Client Manager tool (we are legacy version users), we are excited about how this new tool will make an already incredible system even better. THANK YOU SOLVE.
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Great Customer Service
I have been using solve with my real estate team for about 6 months now. It has been very helpful to us, and the customer service team is truly incredible. They will help with any and all questions, and they have showed me ways to use Solve to make it more valuable to our business.
Amazing app!
Very intuitive and our team loves using it!
The power of Solve CRM in your hand
The Solve Client manager puts the power of Solve CRM in your hand and a lot more. It's integration with Google Apps and Gmail suite is unparalleled. I use it as my Commercial Real Estate CRM and it creates a 360 degree view of my clients and property listings. I can quickly query my listing database and share property listings with my leads. They get an email and a with a quick free app download they can view and interact with listings I have shared with them. This is a game changer and a huge time saver for people that spend most of their time out of the office. The development team at Solve are close to releasing a browser version of the Solve client manager which allows you access your data on the big screen in your office and import your data (although you can just as easily attach a keyboard and monitor to your tablet). Most user will enjoy being able to work just on their handheld device and enjoy not being tied to their desk. The best CRM for you is the one you will actually use and Solve is simple for anyone to use and powerful enough so you don't ever need to change CRM. Feature for feature it is also delivers the best value of any CRM.
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Great App!!
Our company loves this app. It keeps all of us on the same page and aligns are activities. It provides a fast, efficient way to communicate about our leads, projects and to-do's!
This is one company that does it right!
I have been a customer for almost ten years. They just keep getting better. It is fun to experience them making my company functioning better!
Solve CRM App amazing!
It's awesome to be able to check my contacts history before I reach out to them.
I thought there would be a huge learning curve from the online CRM, but virtually no learning curve at all - it's just in a smaller form factor and you get bonuses like mapping, tasks.
Love Love Love
I thought there would be a huge learning curve from the online CRM, but virtually no learning curve at all - it's just in a smaller form factor and you get bonuses like mapping, tasks.
Love Love Love
Solve is THE system!
Solve has helped my buinsess organization significantly! I'm constantly on the go and in the field, so to have an intuitive CRM with me at all times that I can pick up on my phone or desktop is criticial. A+ for Solve and their client support!!
Solve360 Keeps You Organized!
Between the new teamwork oriented mobile app, and the intuitive nature of the product - Solve has created a better way to do business. My time is the only thing I have to sell, and Solve gives me more of it. Do yourself a favor and get it!
Super CRM
Our company has been using Solve 360 for many years due to its ease and customization ability. This iOS app makes a great companion when traveling - providing client access (and more) at your fingertips. Highly recommended.
Only uses google accounts to log in
This wont get past the splash screen.
We have a work email for Solve, and I cant log onto the app because it insists on using Google!
We have a work email for Solve, and I cant log onto the app because it insists on using Google!
The perfect CRM app?
Probably! As a very happy user of their browser based Solve360 CRM, I had the opportunity to start using Solve Client Manager while the team were finalising the app. All I can say is WOW! Very intuitive, very easy to use and genuinely useful, this is absolutely the app you need if you are ridiculously busy! GREAT WORK!
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