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On the recordRead 12 Oct 202620 facts
Solve360
Solve360 · Canada and the United States
Plans and prices
Solve
$39a month
4 users minimum
Read 22 Sep 2026 · solve360.com
Solve360
$39a month
Full Web and iOS apps · teams of four or more
Read 12 Oct 2026 · solve360.com
On the record
- Access controls
- Administrators can set permissions for groups of records and restrict access to specific fields.solve360.com · read 12 Oct 2026
- AI features
- Yessolve360.com · read 22 Sep 2026
- API
- The API lets clients add, edit, delete, and report on account data without using the web interface.solve360.com · read 12 Oct 2026
- Automation
- Workflow automation can determine schedules, assign and notify people, and queue next steps.solve360.com · read 12 Oct 2026
- Company
- Solve Client Manager is built and operated by Norada Corporation, which the maker says is based in Canada and the US.solve360.com · read 12 Oct 2026
- Customization
- Users can customize fields and organize records by territory, region, team, or other groupings.solve360.com · read 12 Oct 2026
- Email sync
- Yessolve360.com · read 22 Sep 2026
- Free trial
- Yessolve360.com · read 22 Sep 2026
- Google data privacy
- The maker says Google user data is used only to enable visible product features and is not used or shared for advertising.solve360.com · read 12 Oct 2026
- Integrations
- Listed Google integrations include Calendar, Gmail, Google email, and Google Sheets.solve360.com · read 12 Oct 2026
- Intended users
- The maker describes the product as designed for high-trust, high-touch work where client details matter.solve360.com · read 12 Oct 2026
- Mobile app
- Yessolve360.com · read 22 Sep 2026
- Product
- Solve Client Manager brings client history, communication, scheduling, and next steps into one place for teams.solve360.com · read 12 Oct 2026
- Relationships and work
- The product connects people, companies, tasks, projects, and follow-ups on shared records.solve360.com · read 12 Oct 2026
- Security
- The maker says browser and mobile data transmission uses 256-bit TLS and stored data, including backups, uses AES 256-bit encryption.solve360.com · read 12 Oct 2026
- Paid from
- 39solve360.com · read 22 Sep 2026
- Support
- Support is available by email and phone on weekdays during business hours of 8:00am to 5:00pm Mountain Time; consultations are offered at no cost.solve360.com · read 12 Oct 2026
- Support tracking
- Teams can track tickets and requests, assign owners, set priorities, and monitor status.solve360.com · read 12 Oct 2026
