{"best_for":["Small Businesses","Mid-Market Companies","Sales Teams","Operations Managers"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/solve-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/solve-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-041.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Solve CRM (https://aitoolsforbusiness.ai/solve-crm)"},"features":["Unified Client Records: Maintains people and company records with a history and context of interactions.","Linked Task and Project Management: Connects tasks and projects directly to client records to track follow-ups.","Support Ticket Tracking: Supports end-to-end tracking for customer issues and requests within the CRM.","Workflow Automation: Automates process sequences to help assign personnel and notify them of next steps.","Field-Level Access Control: Allows administrators to set who has access to specific records and individual data fields.","Time Tracking: Supports logging time on tasks, calls, and meetings to capture billable opportunities.","Geo Mapping: Assigns territories based on addresses and provides an interactive map view.","Customization Tools: Supports shaping forms, selection values, and organizing records using tags."],"freshness_status":"fresh","name":"Solve CRM","pricing_note":"Pricing is $39 per user per month for teams of four or more. A 14-day free trial is available with no credit card required.","pricing_url":null,"primary_category":"Sales","profile_last_verified":"2026-06-04T09:19:20.995Z","secondary_categories":[],"short_description":"Solve CRM is a client management platform that connects people, companies, and work history in a single record to help teams stay aligned.","slug":"solve-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/solve-crm","use_cases":["Client History Tracking: Maintaining a record of communications and interactions with a company.","Project and Task Alignment: Linking operational work and follow-up tasks directly to the relevant client record.","Customer Support Management: Handling and resolving customer support tickets with context from the client relationship.","Territory Planning: Using geo mapping to organize client assignments by location and territory.","Billable Time Capture: Recording time spent on client activities to provide insight into profitability."],"website_url":"https://solve360.com/"}