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.
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BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
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- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
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BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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Service Fusion
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Fieldmagic
Fieldmagic is modern and easy to use field service and asset management software with a built-in CRM designed to help organizations accelerate and track their sales performance, schedule jobs, capture field data more efficiently, and deliver better customer service.
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Pricing
Starting Price:
$25 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Norada
Founded: 2000
Canada
www.solve.app/
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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
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