2025 Solve360 CRM Review: Features, Integrations and more
My Verdict
The plan is priced well, considering the availability of features. Keeping all that in mind, I give this CRM software a rating of a good 4 out of 5.
- Fairly customizable and flexible
- Easy and intuitive to use
- Dynamic search functionality
- Ideal for providing personalized service to a large number of clients
- Needs more advanced project organization elements
- Lacks integration with an automatic scheduler
Pricing
solve
Integrations
Recommended by our experts
What does Solve360 do?
Solve360 is a customer relationship management (CRM) solution designed to empower businesses of all sizes to cultivate strong customer relationships. It goes beyond traditional CRM functionalities by providing a unified platform for managing the entire customer journey, from initial contact to post-sale support.
Unlike other CRMs that focus solely on data management, Solve360 prioritizes fostering meaningful customer interactions.
This focus on building relationships, alongside its robust features, sets Solve360 apart and can lead to increased customer satisfaction, loyalty, and revenue. Get ready to explore how Solve360 can transform your customer interactions.
Key Features of Solve360 CRM
Solve360 equips you with a robust suite of features designed to streamline your workflows, enhance team collaboration, and keep everyone on the same page. Let’s delve into two key areas: work automation and activity visualization.
Work Automation
Solve360 CRM comes with the feature of workflow automation. Define automated sequences for common tasks and processes. Imagine automatically sending a welcome email to new leads, assigning them to a salesperson, and scheduling a follow-up call – all triggered by a single action. This ensures consistency and efficiency across your team.
Design clear paths for tasks to move through your sales funnel. By defining stages and triggers, Solve360 can automatically move deals forward as specific criteria are met. Free your team from the mundane!
Automate manual tasks like data entry, email sending, and follow-up reminders. Solve360 can automatically log call details, create tasks from emails, and even send personalized birthday greetings to customers – all without requiring manual intervention.
Activity Visualization
While Solve360 doesn’t currently offer functionalities specifically designed for visualizing tasks, activities, and project timelines, it excels in overall user interface (UI) design that promotes organization and clarity. This can indirectly aid in visualizing your work.
This activity visualization helps users stay focused on core CRM activities. This focus translates to a less cluttered workspace, making it easier to see your tasks and activities.
Additionally I found that features like Google calendar integration and Google email integration can inherently improve task visualization by keeping you on top of deadlines and upcoming activities.
Available Integrations
The software does not clearly mention any integrations. Google Calendar, Google Email and Google Sheets are the three tools that can be integrated. However, you can integrate using API references.
Pricing Plan
Solve360 is hideous with its pricing. The pricing information is not clearly mentioned. However, they do mention a starting price of $25 per user per month.
To get further information about pricing, you have to contact the sales team.
Is Solve360 Easy to Use?
Solve360 is known for its user-friendly approach. This is likely due to the software’s focus on core CRM functionalities like contact management and communication. The interface is designed to be intuitive, avoiding features that might overwhelm new users.
Looking at my overall user experience in 2024, Solve360 seems to offer a streamlined workflow with features that kept me focused on the tasks. Automatic reminders and activity tracking are mentioned as positive aspects. The availability of a mobile app ensures information accessibility for on-the-go users.
In terms of onboarding new users, Solve360 seems to offer customer support and access to guides, covering onboarding processes. Information on formal training programs isn’t readily available online. Consider contacting Solve360 to inquire about their training options if this is a priority for you.
Overall, Solve360 positions itself as a user-friendly CRM with a focus on core functionalities. Positive reviews highlight its ease of use and clean interface. Customer support and documentation seem to be available for onboarding new users. If extensive training programs are a priority, it might be beneficial to talk to the sales team to explore Solve360’s options in more detail.
Which companies work with Solve360 CRM
Here are some companies using the Solve360 CRM:
- Jotform
- Wildix
- Wheelhouse Enterprises
- SAM Learning
- Dasheroo
- Growth Hackers
- Forcify Consulting
Last Thoughts
Solve360 shines for small businesses seeking a user-friendly CRM. Its intuitive interface and focus on core functionalities like contact management and communication can boost team efficiency.
Customer support and onboarding resources ease new user adoption. While formal training options require further exploration, the overall experience is positive. Consider Solve360 if you’re a freelancer, consultant, service-based business, or small team seeking a CRM that prioritizes simplicity and streamlined workflows.