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Compare Canopy vs Methodologee

What is better Canopy or Methodologee? You have so many Business Process Management Software choices in today’s state of that industry that selecting the best product can be frustrating. On our comparison page, we let you compare the features, pricing conditions, available plans, and more details of Canopy and Methodologee.

You can evaluate their score (7.9 for Canopy vs. 6.0 for Methodologee) and user satisfaction level (N/A% for Canopy vs. 100% for Methodologee). The scores and ratings provide you with a general idea how both of these software products perform. Moreover, check if the solution can integrate with the company’s current business apps to ensure greater productivity.

We did our best to prepare reviews of all popular Business Process Management Software products available out there, but among them these three deserved our special attention: bpm’online studio, Promapp, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $85

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Tax Resolution Analytics
  • Collection Solution
  • Resolution Service Assistants
  • IRS Form Tools
  • Collaborative Client Portal
  • Data Intake Survey
  • Contact Management
  • Document Management
  • Transcripts Delivery and Analytics
  • Workflow
  • Email Integration
  • Letter Generator with E-Signature
  • Billing and Invoicing

Pricing Info

Canopy offers three SMB and enterprise pricing plans for users to choose from; all based on the number of users per month or per year. Give the details a look, and choose the best plan for your group or organization:

Free Transcripts

  • $0/user forever
  • Retrieve IRS Transcripts and Reports in as little as 2 minutes.

Practice Management

  • $85/user/mo.
  • $800/user/yr.
  • Efficiently manage clients, files, workflow, and more in one collaborative place.

Tax Resolution

  • $125/user/mo.
  • $1,200/user/yr.
  • Everything you need to complete Tax Resolution services in half the time.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Richard Dewey, Tax Manager; Northwest Tax Associates, Nobles Bookkeeping

Integrations

Canopy supports email integration, and works seamlessly with Google Plus.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A tax resolution and practice management software for tax professionals, accountants, and tax lawyers; which offers text resolution and collections analytics.

Company Email

info@canopytax.com

Contact No.

Company's Address

3401 North Thanksgiving Way #200
Lehi, UT 84043
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 6.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $7

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Simplicity and ease of use
  • Step-by-step procedures
  • Standard formatting
  • Easy-to-follow procedures
  • File attachments
  • Accessible from multiple devices
  • Single hub for managing everything
  • Customizable categories
  • Keyword Search
  • Simplified team training
  • Comments
  • Simplified editing and sharing
  • SSL Encryption
  • User rights management

Pricing Info

Methodologee is available in the following pricing plans:

Basic – Free

  • 5GB Data & File Storage
  • 1000 Procedures
  • Custom Logo Branding
  • Checklists
  • 2 Users

Pro – $7/month

  • 25GB Data & File Storage
  • 1000 Procedures
  • Custom Logo Branding
  • Checklists
  • 7 Users

Plus – $25/month

  • 100GB Data & File Storage
  • Unlimited Procedures
  • Custom Logo Branding
  • Checklists
  • 25 Users

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

No information available.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Simple, easy-to-use and functional online tool for individuals, small businesses and startups to manage business procedures and processes.

Company Email

info@methodologee.com

Contact No.

Company's Address

770 11th Ave,
San Diego,CA 92101
USA

bpm’online studio

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Business Process Management
  • Best Practices & Opportunity Management
  • Advanced Customization
  • Open Configuration
  • Visual Process Designer (WYSIWYG)
  • 360-degrees Customer Views
  • Lead Management
  • Lead Segmentation
  • Collaboration Suite
  • File Sharing & Omnichannel Communication
  • Case Management
  • Dashboard Analytics
  • On-Premise and In-Cloud Deployment
  • Extensive API
  • Synchronized Mobile APP
  • Field Sales App

Pricing Info

Bpm’online studio offers different enterprise pricing packages for the sales, marketing, and service module. You can also integrate all three modules into a single CRM bundle, calculate its price on the product’s official website, or get in touch with the vendor who will estimate it for you. There is also a great free trial available that you can use to try out all the key features of the software first. You can easily sign up for bpm’online free trial here.

Here are the details of all the available pricing plans:

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

L'Oreal, Schneider Electric, BAYER, Heinz

Integrations

The system can be integrated with virtually any third-party application as it provides open configuration and extensive API to allow for any customization required for your business. The company has an extensive experience with integrating with different systems during project implementation (accounting, legal, ERP, social listening tools etc.), as well as a number of out-of-the-box integrations, which include, but are not limited to: Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap, MailChimp / Mandrill, etc.

Bpm’online studio offers email synchronization via IMAP and Exchange protocols, and simplified synchronization of MS Exchange and Gmail contacts and calendars. Automatic integration with Google services enables the user to instantly start working with their contacts, emails, and calendar. The administrator can also set up user or group rights to import / export contacts.

The software is seamlessly integrated with SmartCloud Connect, which integrates your Microsoft Outlook window right into bpm’online. You can also use SmartCloud Connect to work with opportunities, activities, leads, contacts, and accounts without logging into bpm’online.

What is more, the service allows leveraging social media integration capabilities to enrich customer profiles with additional data from social media as well as collaborate with customers in social networks. The system can be integrated with various online communities, forums, etc. with open APIs.

Office productivity package integration includes reports in MS Word / PDF, data import from MS Excel.

Bpm’online studio also offers phone integration, including intelligent routing, voice over IP, scheduled callback and SMS. Integration with the social listening tools, ERP systems, platforms for data integration and business analytics is also available.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Bpm'online studio is a complete BPM suite that allows companies to test, improve, and stay in control of their operations and adjust those to the modifying business environment.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th floor
Boston, Massachusetts
USA

No Business Process Management Software will be able to cover all the needs of a business. Even though key functionalities of Canopy and Methodologee are obviously a priority you should also carefully analyze the integrations offered by every app. Quote frequently your team will already be working with various kinds of SaaS software in your company and it’s much wiser to select services that integrate well with each other. If you do that you will be able to ensure a smooth transfer of information between your teams and software used, which can considerably reduce time spent on migrating between one app and the other.

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