Solve CRM
Track customers, schedule work, and keep every detail in one place.·solve360.com
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
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
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.
Single pricing tier stated on the pricing page; no additional tiers described.
For teams of four or more users