Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Resource management
- Project management
- Help desk management
- Graphical workflow editor
- Forms management
- Event monitoring
- Document management
- Customizable dashboard
- Configurable workflow
- Compliance management
- Approval process control
Pricing Info
Pricing Info
CANEA Workflow’s enterprise pricing is quote-based, and starts at $6/month/user. You can sign up for a monthly subscription or buy an on-premise perpetual license.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Husqvarna, Göteborg Roro, The Absolut Company
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
CANEA Workflow enables you to streamline your company’s administrative processes. This software system offers support for all types of case management workflow from reporting via electronic forms, generating statistics using interactive visualization engine, processing data based on predetermined KPIs, and more.
Company Email
info@canea.se
Contact No.
Company's Address
Packhusgatan 6,
411 13, Göteborg
Sweden
CANEA Workflow Comparisons
Popular CANEA Workflow 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
Every time you pick a product that you think will be an actual asset for your business you shouldn’t only limit yourself to what experts have to say about it. Quite frequently personal experience with the product may be different, depending on specific goals and needs. That’s the reason why in our reviews we also give our User Satisfaction Rating for every product to give you a quick overview of how real users of CANEA Workflow and Method:CRM estimate their contact with the software. Our system is built around advanced analysis of product appearances on other sites, social media as well as blogs, so you are going to receive a comprehensive and reliable landscape of what other users think about each app. In this example CANEA Workflow has a total satisfaction rating at 100% while for Method:CRM 99% of people say they had a positive experience with it.
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