Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
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
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
BackStop CRM Comparisons
Popular BackStop CRM 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
No CRM Software will manate to cover all the requirements of a company. Though main features of BackStop CRM and Method:CRM are obviously a priority you should also thoroughly analyze the integrations provided by a given product. Very often your team will already be making use of some other B2B software in your company and it’s much more beneficial to go with products that integrate well with each other. With that approach you will be able to ensure an effortless exchange of information between your teams and apps, which can really reduce time spent on migrating between one app and the other.
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