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About Solve Client Manager

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

About HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.

Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

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

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.

Summary

  • Business Software for Creative Entrepreneurs

  • Freedom to Do More of What You Love

  • Smart Proposals to Book Faster

  • Templates: Create Once. Use Forever.

  • Workflows: Set Your Busywork on Autopilot

  • Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.

  • HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.

  • Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.

  • Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.

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

Pricing

7 Day Free Trial

Free
Included in plan:
  • HoneyBook helps you book your ideal client faster, more frequently, and with less legwork.

Starter Plan

$9.00
1 user(s) / month
Included in plan:
  • This plan is designed to give you a chance to thoroughly dig into our product and get a true sense of HoneyBook and if we’ll work well for your business. We created this plan because we want you to save some money while you’re getting HoneyBook integrated into your business, but as such, this plan does have a few limits in place: You’ll stay on this plan until you have accepted $10k in total payments through HoneyBook. You’ll have a cap of 6 months of access to our world-class Concierge Team And you won’t be able to add team members to your account. Once you hit that $10k in total payments through HoneyBook, you’ll have a choice of continuing with either our Unlimited Monthly or Unlimited Annual plan.

Unlimited Plan - Monthly

$39.00
1 server(s) / year
Included in plan:
  • This is the route for you if you are ready to jump right in after your 7-day free trial and don’t want to have any transaction limits. This plan allows you to add team members to your account and gives you unlimited access to our world-class Concierge Support Team, forever! The Unlimited plan is available monthly or as an annual option which unlocks our best value, giving you an additional 17% in savings.

Unlimited Plan - Annual

$390.00
1 server(s) / year
Included in plan:
  • This is the route for you if you are ready to jump right in after your 7-day free trial and don’t want to have any transaction limits. This plan allows you to add team members to your account and gives you unlimited access to our world-class Concierge Support Team, forever! The Unlimited plan is available monthly or as an annual option which unlocks our best value, giving you an additional 17% in savings.

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.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.65k

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

Other

Who uses Vtiger
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.

Other

Who uses HoneyBook
  • Freelance
  • Startups
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada
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