Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Lead Management and Sales Automation
- Automatic lead capture from multiple sources using APIs
- Inbuilt cloud telephony with call recording and call tracking
- Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
- AI-based predictive lead scoring and pipeline analysis
- Lead journey engagement automation across sales cycle
- Automatic alerts, triggers and notifications
- Data Imports and exports
- Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
- Real time access to customer data
- Create, update tasks, schedule follow ups and meetings on the go
- Geo tagging to track field executives’ real time
Marketing Automation
- Nurture leads via contextual and personalized automated communications
- Use Content Manager to create personalized templates for SMS, Email and WhatsApp
- Inbuilt landing Page editor
- Campaign scheduling over SMS and Email
- Drip campaigns
- Bulk SMS and Emails
Ticketing system/Helpdesk
- Multiple ticket SLAs
- Ticket Auto Reply/ Notifications
- SLA breach notifications
- API ticket creation with auto assignment
- Custom stages
- Ticket dashboard
Customer Success Management
- Payment gateway integration using API
- Transaction fields customization and tags creation
- Renewal Automation
- Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
- Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
- Performance and productivity report for sales, customer support and success teams
- Marketing campaigns report to measure engagements
- 360° view of customer journey
Pricing Info
Pricing Info
Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.
Seed – $37 per month
- Up to 3 Users
- Marketing Box
- Lead Box
- 50,000 Data Management Entries
- 25 Content Management Templates
- SMS/Email Campaign
- 3 Direct Integrations
- Standard Field Customization
- Custom Lead Stages
- Standard Lead Dashboard
- Inbuilt Comms (SMS/Email)
- Manual Ticket Creation
- One Time Free 100 SMS/Emails per Account
Sapling – $57 per month
- All Features in Seed +
- Success Box
- Reports
- 100,000 Data Management Entries
- 50 Content Management Templates
- Landing Page Editor
- Marketing Automation
- 5 Direct Integration
- 5 API Webhook Integration
- Leads Automation
- Custom Field Customization
- Automated Lead Stages
- Custom Lead Dashboard
- Auto Reply / Call Connect
- One Virtual No. (Landline) Inbuilt Cloud Telephony
- Sales Automation
- Lead Journey
- 3 Levels Hierarchy
- Automated Ticket Creation
- Landing Page & API Ticket Creation
- Standard Group Configuration
- Auto Reply / Notifications
- Ticket Notifications
- One-Time Free 500 SMS/Emails/Calls per Account
Tree – $112 per month
- All Features in Sapling +
- 200,000 Data Management Entries
- 100 Content Management Templates
- 10 Direct Integration
- 10 API Webhook Integration
- Advanced Field Customization
- AI-Enabled Lead Stages
- Advanced Lead Dashboard
- Automated Inbuilt Cloud Telephony
- Up to 10 Lead Journey
- Third-party API
- Two-Factor Authentication
- Advanced Multi-Level Hierarchy Implementation
- RevOps Enabled Ticket Creation
- Advanced Group Configuration
- RevOps Sales & Finance Team
- One-Time Free 1,000 SMS/Emails/Calls per Account
Enterprise – By quote
- Custom Solutions
Unlimited Calling Plans
Integrations
Integrations
Corefactors integrates with different types of third-party apps such as:
- Wix
- Gmail
- Exotel
- 99acres
- Zapier
- Zoho
- Shopify
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ketto, First Advantage, Impact Guru
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
Corefactors is an AI CRM that integrates advanced functions like sales, marketing, and customer success management into one platform.
Company Email
sales@corefactors.in
Contact No.
Company's Address
Corefactors
Krishna Reddy Building, Corefactors, #43/1, 3rd Floor,Doddanekundi Main Rd, Bengaluru, Karnataka,
India
Corefactors Comparisons
Popular Corefactors 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
It may not always be sufficient to simply compare Corefactors and Method:CRM with one another. Even though useful features, pricing and user reviews are all crucial and should be taken into account when making a final decision, you should also pay attention to the recognition and awards merited by each app. Very often a less dominant app may turn out to be an amazing choice that was distinguished with industry awards such as our Supreme Software Award which shows that despite smaller market popularity it’s a significant contender to the software that dominate the market.
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