Cflow
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sophisticated Rules Engine
- Email Notifications
- Auto Approvals
- Vacation & Delegation
- Link Multiple Processes
- SLAs and Escalations
- Visual Workflow Builder
- Encryption & Security
- Cloud or On-Premise Deployment
- Customize Forms
- Public Forms
- Custom Inbox
- Document Management
- Electronic signatures
- Integrations
- Reports and Analytics
Pricing Info
Pricing Info
Cflow offers the following basic and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
Smile – Free
- 3 Users – 1 Process
- 1 Dashboard Report
- 2 Table Reports
- Visual Workflow Creator
- Visual Form Designer
- Multiple Process Stages
- Parallel Stages
- Advanced Rules Engine
- Rule-based Email Notifications
- Customizable Emails
- SLA Configuration
- Arithmetic Operations
- Exception Management
- Support – Web Resources, Knowledgebase
Happy – $7/user/month of $5/user/month (Annual Billing)
- All Smile Features
- Maximum 50 Users & 20 Processes
- 0 Dashboard Reports
- 10 Table Reports
- Trigger New Workflows
- Set Field Values
- Escalation
- Print Requests as PDF/MS-Word
- Email Support
Joy – $11/user/month or $9/user/month (Annual Billing)
- All Happy features
- Unlimited Users & Processes
- 50 Dashboard Reports
- 50 Table Reports
- Scheduler
- Public Form
- Excel Import/Export
- Themes
- SMS Notifications
- API Access
- Zapier Integration
- Web Hooks
- Process Insights
- Support – Email, Zoom Screen share
Bliss – $16/user/month or $14/user/month (Annual Billing)
- All Joy features
- Unlimited Dashboard Reports
- Unlimited Table Reports
- Web Service Integration
- External Database Integration
- Multi-language Support
- Template Designer
- Calendar View
- User Analytics
- File Encryption
- Password Policy
- Support – Unlimited Email, Zoom Screen share, Paid Phone Support
Integrations
Integrations
Cflow integrates with the following business systems and applications plus more:
- Slack
- Google Apps
- MS Office 365
- Zapier
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Standard Bank, Del Monte, Nutri Asia
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 business process management and workflow automation solution that automates and accelerates everyday processes without requiring users to deal with codes.
Company Email
info@cflowapps.com
Contact No.
Company's Address
Cavintek Inc.
340, S Lemon Ave #2286
Walnut, CA 91789
USA
Cflow Comparisons
Popular Cflow 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 compare various Workflow Management Software solutions you shouldn’t simply look at their features list and available pricing packages. Consider that the software should be adjusted to your needs and company so the more flexible their offer the better. Check what OSes are supported by Cflow and Method:CRM and make sure you will get mobile support for whichever devices you work on in your company. It may also be a good idea to examine which languages and geographies are supported, because this could be a key element for many firms.
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