Solve Client Manager

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What is 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."

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

Solve Client Manager scored 78/100 in the CRM category. This is based on press buzz (42/100), recent user trends (falling), and other relevant information on Solve Client Manager gathered from around the web.

The score for this software has declined over the past month. What is this?


Solve Client Manager Awards

Solve Client Manager Quality Choice Badge 2020

Regional Restrictions: Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

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Solve Client Manager Product Overview

  • 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


Languages: English
Regional Restrictions: Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

Solve Client Manager Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Call Tracking
  • Click-to-Dial
  • SAP Integration
  • Route Optimization
  • Resource Management
  • Net Promoter Score
  • Mobile App
  • Sales Automation
  • Process Modeling
  • Form Builder
  • Process Reporting
  • Workflow Management
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Solve Client Manager Pricing Plans

Solve Client Manager

$25.00
1 user(s) / month
  • 25GB/User

Plans starting from: $25.00/month Credit card required: Yes

Solve Client Manager FAQs

Who are the main user groups of Solve Client Manager?

  • HVAC
  • Real Estate
  • Home Service Professionals
  • Financial Advisors
  • Mortgage Brokers
  • Insurance Brokers
  • Manufacturing
  • Education

What is Solve Client Manager generally used for?

  • Contacts Management
  • Task Management
  • Project/Job/Site Management
  • Field Staff/Dispatching
  • Traveling Salespeople

What are some applications Solve Client Manager is commonly used in tandem with?

G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.

Does Solve Client Manager integrate with any other apps?

G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.

Does Solve Client Manager offer multi-user capability (e.g. teams)?

Yes, for an unlimited number of users and teams.

Does Solve Client Manager offer guides, tutorials and or customer support?

Yes.

Does Solve Client Manager offer an API?

At additional cost.

What platforms does Solve Client Manager support?

Google and Microsoft based email.

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