A productivity CRM for teams to manage customer workflows. Simplify all communication, scheduling, service management and record keeping - especially when mobile.
    Overview

    Major update in 2018. A productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

    Solve is an incredibly flexible system, boasts robust Google Calendar and email integrations and is recognized for outstanding customer support by thousands of service businesses. Notably HVAC, energy, medical, residential services and consulting through its exceptional mobile apps and desktop portal.

    Explore all features of Solve CRM
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    Solve CRM + Xero

    Help your client facing staff make better decisions by displaying accounting data in-context on contact and service records. One-click invoices from Solve, contact sync and links between systems.

    Reviews & ratings

    4.7
    11 Reviews
    5 star
    (91%)
    4 star
    (0%)
    3 star
    (0%)
    2 star
    (9%)
    1 star
    (0%)
    BM
    Brendan Murphy
    Posted
    Great system and great customer support! I reach out to them regularly, and they are always responsive and help me find solutions quickly.
    NT
    Neal Timmerman
    Posted
    We have been using Solve and Xero for two years now and both services have changed our business for the better. It is fantastic how on top of issues and services we are for our clients, it would not be possible without solve or Xero.
    KF
    Kent Frese
    Posted
    We have been using Solve for a few years and just converted to Xero. We already knew that Solve was an awesome CRM, but this add-on adds a level of power to client management that is just amazing. Solve now shows the billing status of all of our clients and lets us invoice directly from Solve. So easy to setup and so powerful...really amazing.
    Additional info

    App details

    Added in 2012

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

    Contact

    +1 800-738-9961
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.