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Solve CRM

Track customers, schedule work, and keep every detail in one place.·solve360.com

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Solve CRM is a customer relationship management system that acts as a single source of truth connecting people, companies, and the work between them. It combines contact and relationship history, task/project tracking, and support ticketing on the same records, accessible through web and iOS apps. The platform includes workflow automation, time tracking, geo mapping, and Google Workspace integrations, with role-based data security controls for teams.

What it's for

Tracking customer and company relationship historyScheduling and assigning work and follow-upsManaging support tickets and customer issuesTracking billable time on tasks, calls, and meetingsAutomating multi-step workflows and hand-offsLinking emails to customer records for team visibilityAssigning territories and mapping field records by location

Features 20

  • API and webhook connectivity
  • Customizable forms, tags, and fields
  • Deep-linked and quick search
  • Email templates with auto-merge fields
  • Geo mapping and territory assignment
  • Google Calendar integration
  • Google Gmail Add-on
  • Google Sheets integration and reporting
  • Linking emails to records
  • Photo attachments on records
  • Record relationships (parent, employee, manager, etc.)
  • Restore deleted items
  • Rich text note taking
  • Role-based data security with team and field-level permissions
  • Self-organizing personal user dashboard
  • Single client view combining all related data
  • Task hand-offs with alerts
  • Ticket and support tracking
  • Time tracking on tasks, calls, and meetings
  • Workflow automation with scheduled, assigned tasks

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS
CompanyNorada Corporation

Integrations

Google CalendarGmailGoogle SheetsGoogle Workspace

Complianceself-reported

GDPR

Resources

Pricing

Pricing is a flat per-user rate with no hidden tiers, applicable to teams of four or more users; a 14-day free trial is offered with no credit card required.

Solve360$39/user/mo

Single pricing tier stated on the pricing page; no additional tiers described.

For teams of four or more users

Last checked 20 days ago·