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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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 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
Cloud
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?
Solve CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Solve CRM support in their product?
Solve CRM supports these languages: English.
Q: What kind of support options does Solve CRM offer?
Solve CRM offers support via phone support and online.
Q: What other applications or services does Solve CRM integrate with?
Solve CRM integrates with: APIANT, Microsoft Azure, SyncSmart, Business Card Reader, Constant Contact, Cyfe, Easy Insight, Freshdesk, Gmail, Google Calendar, LeadMaster, ASAP Systems, Quickwork, Stackreaction, Workers by Delos, Wufoo, Xero, Zapier, and Zendesk.
Q: Does Solve CRM have a mobile app?
Yes, Solve CRM has a mobile app for Android, iPhone, and iPad.
Q: What type of training does Solve CRM provide?
Solve CRM provides training in the form of documentation, live online, and webinars.
Q: Does Solve CRM offer a free trial?
Yes, Solve CRM offers a free trial.
Q: How much does Solve CRM cost?
Pricing for Solve CRM starts at $25 per user per month.

Solve CRM Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Task Management Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Social Media Integration Not Supported
Territory Management Not Supported

Contact Management

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Prospecting Tools Not Supported
Social Media Integration Not Supported

Field Service Management

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported
Electronic Signature Not Supported
Inventory Management Not Supported
Payment Collection in the Field Not Supported

HVAC

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported
Inventory Control Not Supported

Task Management

Collaboration Supported
Gamification Supported
Mobile Access Supported
Progress Tracking Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported
Create Subtasks Not Supported
Gantt Charts Not Supported
Percent-Complete Tracking Not Supported
Recurring Tasks Not Supported

Tradesman Job Management

For Builders Not Supported
For Electricians Not Supported
For HVAC Not Supported
For Plumbers Not Supported
For Roofers Not Supported
For Field Service Businesses Not Supported
Quoting Not Supported
Scheduling Not Supported
Job Tracking Not Supported
Invoicing Not Supported
Reporting Not Supported
Dispatch Management Not Supported
Payments Not Supported
Customer Database Not Supported
Contract Management Not Supported
Time Tracking Not Supported