Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Dashboard
- Email Marketing
- Multi-Channel Marketing
- SMS Marketing
- Social Advertising
- Social Media
- Contact History
- Contact Management
- Contract Management
- Customer Database
- Lead Management
- Lead Tracking
- Territory Management
- Remote Access
- Workflow Rules & Management
- Customer Service Integration
Pricing Info
Pricing Info
Pay only $46 a month (billed annually) and leverage the power of Batchbook! Forge and improve customer relationships and transform all your marketing efforts to great customer experiences. For just $46 a month, your entire team of marketers will have the power to find unlimited deals and the best opportunities.
Integrations
Integrations
Batchbook boasts of massive integrations with the leading business systems and applications:
- FreshBooks
- QuickBooks
- Xero
- MailChimp
- ActiveCampaign
- Mad Mini
- Yesware
- FreshDesk
- HappyFox
- HootSuite
- Directmail Manager
- Disqus
- EventBrite
- FormStack
- Google Apps
- NinjaForms
- RightSignature
- Updentity
- BedrockData
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Express Motor Vehicle Administration, M.O.M. Diary
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
Create and manage meaningful and productive relationships with your customers with Batchbook.
Company Email
info@batchblue.com
Contact No.
Company's Address
171 Chestnut Street Providence, RI 02903
Batchbook Comparisons
Popular Batchbook 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
Both Batchbook and Method:CRM were reviewed by a group of independent SaaS experts who prepared a thorough study of all important elements of every service. Their total rating was calculated by means of unique SmartScore algorithm that calculates a separate partial score to each factor including: main features, customer support, mobile support, security, customer satisfaction and reviews in other media. Here at FinancesOnline we realize useful features are not the only factor crucial to a company so we make sure we pay attention to all facets of a product prior to coming up with its final rating.
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