Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
Popular Claritysoft 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
The apps compared on this page are merely a sliver of our complete CRM Software category and you should keep in mind that there could be more desirable alternatives out there. If you want to ensure you make the optimal decision for your company we definitely encourage you to test more solutions first. It may also be a good idea to check out our top 10 CRM Software ranking to see which solutions are at the moment the best ones and leaders in the market.
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