A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.
Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'
You won't find a better CRM for:
Use on a phone and tablet
Working quickly
Managing activity and relations between clients and your service
Dropping notes/photos/follow-ups, filling out forms and checking details
Embedded mapping and geolocation assist
Google email and calendar integration
Accessing CRM directly in Google Sheets
About Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
iPhone, iPad, and Android Apps
Intuitive Interface
Google and Microsoft Sign-in
Google Calendar Integration
Flexible Contact and Project records
Workflow Automation
Priority Management
Failsafe Handoff Protocol
Notifications and Reminders
Responsive Support
Summary
No key features associated with this application.
Pricing
Solve Client Manager
$25.00
1 user(s) / month
Included in plan:
25GB/User
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
Who are the main user groups of this service?
HVAC
Real Estate
Home Service Professionals
Financial Advisors
Mortgage Brokers
Insurance Brokers
Manufacturing
Education
What is this service generally used for?
Contacts Management
Task Management
Project/Job/Site Management
Field Staff/Dispatching
Traveling Salespeople
What are some applications this service is commonly used in tandem with?
G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.
Does this service integrate with any other apps?
G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.
Does this service offer multi-user capability (e.g. teams)?
Yes, for an unlimited number of users and teams.
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
At additional cost.
What platforms does this service support?
Google and Microsoft based email.
FAQs
No FAQs associated with this application.
Vendor Information
Founded:
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Based in:
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Employees:
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Likes:
Followers:
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
Other
Who uses Solve Client Manager
SMEs
Agencies
Desktop Platforms:
Web App
Mobile Platforms:
iOS
Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America
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