Audience

Companies that do field service including HVAC, property management, industrial equipment, and more

About Solve CRM

Solve Service Management CRM. Servicing customers is tricky. We worked on that. It turned out pretty well. Renowned for service management, scheduling and sales. Simplify all record keeping, communication, scheduling and information sharing; especially when mobile. Move away from paper, spreadsheets, excessive calling, and unloved software. Automatically remind staff when to act and highlights what the priorities are. Make it drastically easier for all staff types to contribute, improve service and offer proactive support.

Pricing

Starting Price:
$25 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Norada
Founded: 2000
Canada
www.solve.app/

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Solve CRM Frequently Asked Questions

Q: What kinds of users and organization types does Solve CRM work with?
Q: What languages does Solve CRM support in their product?
Q: What kind of support options does Solve CRM offer?
Q: What other applications or services does Solve CRM integrate with?
Q: Does Solve CRM have a mobile app?
Q: What type of training does Solve CRM provide?
Q: Does Solve CRM offer a free trial?
Q: How much does Solve CRM cost?

Solve CRM Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Social Media Integration
Territory Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Prospecting Tools
Social Media Integration

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Electronic Signature
Inventory Management
Payment Collection in the Field

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Inventory Control

Task Management

Collaboration
Gamification
Mobile Access
Progress Tracking
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Create Subtasks
Gantt Charts
Percent-Complete Tracking
Recurring Tasks

Tradesman Job Management

For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
For Field Service Businesses
Quoting
Scheduling
Job Tracking
Invoicing
Reporting
Dispatch Management
Payments
Customer Database
Contract Management
Time Tracking