Azurepath
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
For sales reps
- Auto-track email with cc@azurepath.com
- Global search to find any contact, lead or note
- Batch import and edit accounts and leads
- One touch updates (no separate edit states)
- Cold and closing leads hi-lighted automatically
- Option to create recurring leads automatically
- Canned lead notes for rapid lead updates
- Integrates with Yesware’s bcc feature
- One touch google navigate to accounts
For managers
- Eliminates need to build and run reports
- Filter any data by team or individual
- Set targets for teams and reps for any period
- Quickly spot aging pipeline issues
- Automatically track current versus past results
- Automatically track lead stage aging
- Boomerang a lead option keeps pipeline clean
- One touch insights hilight key trends
- Export any list for easy sharing of information
For finance
- Accurately forecast cash six months out
- View cash flow scenarios with insight guidance
- View and update all invoices in one location
- Multiple currency options (Euro, Pound, etc.)
- Track accounts receivable performance
- Experiment with growth or pricing changes
- Integrate monthly company expenses
- Automatically account for CoGS
Pricing Info
Pricing Info
Azurepath CRM solution offers a simple pricing scheme plus a 60-day free trial option.
- $14.95/user/month
- Unlimited use
- All features
Integrations
Integrations
Azurepath offers integration with the following business systems and applications:
- Yesware
- Gmail
- Google Drive
- Box
- Dropbox
- Quickbooks
- Xero
- Excel
- Constant Contact
- Outlook
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 cloud-based solution that offers automation capabilities for account and lead management, sales trending and analytics, and cash forecasting.
Company Email
info@azurepath.com
Contact No.
Company's Address
Durham, New Hampshire
United States
Azurepath Comparisons
Popular Azurepath 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
Almost as crucial as functionalities and client support quality are pricing options offered by Azurepath and Method:CRM. Even though price should not be a deciding element it’s surely a significant thing to think about. You should look for a flexible pricing package that can be matched with your business size and effortlessly scaled up when your team grows. You should be certain you don’t choose pricing plans that include advanced functionalities that you won’t find useful and always try to get in touch with the vendor directly as enterprises can usually benefit from discounts. You should also try out a free trial or demo of each product to spend at least some time working with it. It’s a helpful experience that doesn’t ask you to spend any money and provides you with a practical overview of what it’s like to work with Azurepath and Method:CRM.
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