AI TOOL PROFILE
Solve CRM: Client Management Software
Pricing
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.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Sales Teams, Operations Managers
- Key use cases
- Client History Tracking, Project and Task Alignment, Customer Support Management, Territory Planning, Billable Time Capture
- Integrations
- Google Calendar, Gmail, Google Sheets
- Official website
- Visit Solve CRM official website
How AI is used
Solve CRM is a client management platform designed to act as a single source of truth for a company's relationships and work. It connects people and company records with tasks, projects, and support tickets, allowing teams to see activity in one place.
The software is built for small and mid-market companies handling high-trust, high-touch work where specific details and history are important. It includes tools for scheduling, time tracking, and workflow automation to support daily execution.
Buyers should note that the pricing model is applicable for teams of four or more. It offers optional integrations for those using Google Workspace to keep calendars and emails aligned with CRM records.
Potential users should verify if the platform's customization options and field-level access controls meet their specific data security and organizational requirements.
Key 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.
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.
Integrations
- Google Calendar
- Gmail
- Google Sheets
FAQ
Who is Solve CRM designed for?
- It is designed for small businesses, mid-market companies, and sales teams performing high-touch work where detail and history are important.
What are the pricing requirements for Solve CRM?
- The service costs $39 per user per month and is applicable for teams of four or more members.
Does Solve CRM integrate with other tools?
- Yes, it offers optional integrations with Google Calendar, Gmail, and Google Sheets, as well as API and webhook access.
Is there a trial available?
- Solve CRM offers a 14-day free trial that does not require a credit card.
Source category: Sales
Source subcategory: CRM
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