Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Deal Management
- Contact & Company Management
- Activities & Reminders
- Document Management
- Advanced Filters
- Customizable Fields
- Predefined Mail Templates
- Data Export & Import with Fields Mapping
- Powerful API
- Multi-language and multi-timezone
- 2-way Sync Email Integration
- 2-way Calendar Sync
- Product Feature
- Workflow Automation
- eSignatures
- Roles & Permissions
- Web Forms
Pricing Info
Pricing Info
Concord CRM offers fixed, straightforward enterprise pricing where every purchase includes a lifetime license and six months of support. You must renew your support if you require assistance after the initial six months. Contact the vendor for a free demo.
Regular License – $64
- 1 Installation
- One time fee
- 6 months of free support
- Unlimited everything
- Personal use only
- Full source code
- Lifetime license
- Email support
- Host on own server
Extended License – $390
- 1 Installation
- One time fee
- 6 months of free support
- Unlimited everything
- The end user can be billed
- Full source code
- Lifetime license
- Email support
- Host on own server
Integrations
Integrations
Concord CRM connects with various apps to help manage your sales process even easier, with different types of tools such as:
- Zapier
- Gmail
- Pusher
- Outlook
- Twilio
- Google Calendar
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
Concord CRM is a deal management tool that helps you to successfully close deals quickly by reminding you of the next steps to take.
Company Email
hello@concordcrm.com
Company's Address
Concord CRM Comparisons
Popular Concord CRM 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
You shouldn’t count on only a wide array of functionalities and flexible pricing from a popular CRM Software. Almost as crucial as core features is a top-notch customer support. You want to guarantee that in a situation where you have any questions about Concord CRM or Method:CRM, or you run into a problem, or perhaps you’ll need to ask for a specific change or functionality beneficial to your team you can trust in a responsive and helpful customer support. See whether solutions such as phone support, tickets or live chat are offered. What is more, it’s a major asset if you can enjoy personal training or at the very least a knowledge base you can use.
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