Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Multi plan view
- Tree view
- Customizable and Comprehensive Dashboard
- Drag and drop functionality
- KPI monitoring
- Business plans templates
- colour-coded statuses
- Data integration and visualization
- Private and public dashboards
- Goal management and strategic planning
- Idea management and goal Setting
- Milestones tracking and monitoring
- Automated report distribution
- Sales and marketing reports
- Drill down function
- Strategy consulting services
Pricing Info
Pricing Info
AchieveIt is available by quote. Contact vendor for a free demo or quotation.
Integrations
Integrations
AchieveIt has a cross-functional dashboard that allows it to work with popular CRM and engineering applications, accounting software, customer service tools, and metrics. Its Built-in Connectors allow it to integrate with hundreds of business applications such as the following:
- Acquia Lift
- Amazon SNS
- Amazon SQS
- AMQP
- ApplePush
- AS2
- Atlassian JIRA
- Avalara
- Box
- C24.io
- Cassandra
- Clarizen
- CloudHub
- CMIS
- CometD
- Documentum
- DoubleClick
- Dropbox
- Drupal
- Esper
- FreshBooks
- GitHub
- Google Calendar
- Google Contracts
- Google Prediction
- Google Spreadsheets
- Google Tasks
- Hadoop
- Handshake
- HL7
- HTTP/HTTPS
- HubSpot
- IBM Maximo
- Infor SunSystems
- Janrain
- JBoss
- JDBC
- Kindling
- LDAP
- Magento
- Marketo
- MS Dynamics
- MongoDB
- MQTT
- MS Windows
- PowerShell
- Multicast
- Neo4j
- Nuxeo
- Object Store
- OData
- Oracle EBS
- Oracle Siebel
- Oracle Taleo
- PayPal
- PeopleMatter
- QuickBooks
- Reddis
- Redmine
- RightNow
- Salesforce Analytics
- SAP Concur
- SAP R/3
- SAP
- SuccessFactors
- ServiceSource
- SharePoint
- Slack
- Splunk
- SSH
- Stormpath
- Stripe
- Sugar CRM
- Twilio
- Web Service Consumer
- Workday
- Yammer
- ZenDesk
- Zuora
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
University of California San Francisco, Sysco, John Hopkins
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
AchieveIt is a business planning solution platform that makes enterprise goal management easy. This cloud-based platform does this in 3 steps: visibility, engagement and offering every possible advantage to make plans happen.
Company Email
sales@achieveit.com
Contact No.
Company's Address
1117 Perimeter Ctr W, N 501
Atlanta, Georgia
United States
AchieveIt Comparisons
Popular AchieveIt Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
It may not always be sufficient to just compare AchieveIt and Method:CRM against one another. Even though reliable functionalities, cost and user reviews are all crucial and should be considered when making a final choice, you should also check out the recognition and awards merited by each product. Frequently a less dominant software may turn out to be a great choice that was distinguished with SaaS awards such as our Experts’ Choice Award which shows that in spite of lesser market presence it’s a significant rival to the services that rule the market.
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