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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 Zoho CRM

Zoho CRM is a cloud-based business management platform that offers sales and marketing automation tools with helpdesk, analytics, and customer support functions.

Connect with customers, partners and vendors over email, social media and various communication channels with Zoho CRM's omnichannel platform. Analyze trends, convert these into accounts and send out invoices or sales orders without having to leave Zoho CRM. Advanced blueprints, and journey planners help you engage with customers at every stage with data that informs your campaigns. Web form a/b testing and marketing attribution features give you the necessary depth to take the pulse of your audience.

Over 250,000 businesses worldwide run on Zoho CRM.

SMEs and Large enterprises across industries prefer Zoho CRM thanks to features that range from basic to advanced, with limitless customization options. You can also build your own CRM from scratch with SDKs on offer.

With 40+ in-built apps, Zoho is the only vendor with the highest Native offerings. Zoho CRM is one among that, and can integrate with over 500 popular third-party extensions like G Suite, Office 365 and MailChimp.

Try Zoho CRM at $14/user/month billed annually. Also, try it for free with a 3-user limit.

Get a 30-day FREE trial EXCLUSIVE to our ULTIMATE Edition. Premium support is available 24/7 at a price.

WHY CHOOSE ZOHO CRM?

  • Extract information and improve your processes with suggestions from Zia, AI-powered sales assistant

  • Access to in-depth analytics with custom dashboards for sales success

  • Automate tasks at various stages in your process management flows

  • Custom portals for your customers, vendors and partners to drive proactive engagement

  • Quick data migration from other CRMs

  • Flexible and Transparent Contracts. Pay only for what you need

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

    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.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, Zoho CRM extends support in the following ways:

    • Email
    • LIVE Chat
    • Toll-FREE Calls
    • Knowledge Base
    • Forums
    • Cases and Solutions
    • Remote Assistance
    • Onboarding
    • Dedicated Account Manager
  • What are some applications this service is commonly used in tandem with?
  • Zoho CRM is used as an all-in-one system to avoid situations where users have to shuffle through multiple software applications for helpdesk, mail, campaigns, etc.

  • What is this service generally used for?
  • Zoho CRM is a centralised hub for all business-related tasks. It can be used as a helpdesk, sales and marketing system, contact management system and support platform. You can also track inventory and perform accounting tasks within the software.

  • Who are the main user groups of this service?
  • Zoho CRM caters to freelancers, small businesses, mid-sized and large enterprises through its varied editions and pricing.

  • Does this service offer an API?
  • Yes. Open-APIs are available with Zoho CRM
    [REST APIs, Bulk APIs, Notification APIs, Query APIs]

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Zoho CRM's free version allows up to 3 users.
    The Ultimate edition has a limit of 2000 users.

  • Does this service integrate with any other apps?
  • Yes, Zoho CRM integrates with over 300 popular third-party apps like G Suite, Office 365 and MailChimp. Zoho CRM is part of the 40 in-built apps from Zoho, the only vendor with the most amount of native apps on offer.

  • What platforms does this service support?
  • Zoho CRM can be accessed over web browsers designed for use on Linux, Mac OS X, and Windows desktops. The platform is also available as a mobile app for use on Android phones, as well as Apple's iPad and iPhone.

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:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
66.7k

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 Zoho CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, English, French, Hindi, Hungarian, Italian, Portuguese, Japanese, Korean, Polish, Russian, Spanish, Dutch, Swedish, Hebrew, Turkish, Vietnamese
Regional Restrictions:
No restrictions.
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