Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client Communication
- Approvals
- Message Templates
- Custom Branding
- Actionable via Email
- Mail Tracking
- Smart Actions
- Team Inbox
- Common Inbox for Clients
- Advanced Filters
- Assign Conversations
- Internal Comments
- Open and Close Threads
- Follow Conversations
- Reminders
- Task Comments
- Task Status
- Time Tracking
- Kanban Board
- Due Dates
- Sub Tasks
- Notifications
- Attachments
- Descriptions
- Bulk Time Clocking
- Time Logs
- Budgeted Time
Pricing Info
Pricing Info
ClientFlow offers the following basic/enterprise pricing schemes:
ClientFlow Pro – $19/user/month
- Minimum 2 Users
- 24/7 Customer Support
- Unlimited Threads
- Unlimited Approvals
- Unlimited Tasks
- Unlimited Time Entries
- Unlimited Clients
- Unlimited Projects
- Unlimited Client Contacts
ClientFlow Enterprise – Custom Enterprise Pricing
Integrations
Integrations
ClientFlow integrates with the following applications and more:
- Gmail
- Zapier
- Dropbox
- Google Drive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Cygnal
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 project management software with a shared inbox functionality, created specifically for client service teams. The solution helps users stay on top of their email conversations, manage tasks, and control their timesheets within a single, unified environment.
Company Email
hello@clientflow.com
Contact No.
Company's Address
Report Garden Inc.
1013 Centre Road, Suite 403-B, Wilmington
New Castle County, Delaware, 19805
USA
ClientFlow Comparisons
Popular ClientFlow 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 test various Project Management Software software you shouldn’t just explore their list of features and provided pricing packages. Pay attention to the fact that the product must be matching your needs and team so the more flexible their offer the better. Explore which OSes are supported by ClientFlow and Method:CRM and make sure you will get mobile support for whatever devices you work on in your company. It may also be a good idea to learn which languages and geographies are supported, because this could be a key element for many firms.
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