Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Data stitching
- Scheduling data sync
- Data synchronization
- Live feed of raw data
- Manage operations data
- Custom accounting and financial reports
- Custom graphs and charts
- Sales metrics
- Productivity tracker
- Basic and advanced search
- Combined analysis using filters and custom JQL
- Automatic dashboard updates
- Add-ons
Pricing Info
Pricing Info
Coupler.io offers the following scalable enterprise pricing options:
Starter – $$64/month or $49/month (billed annually)
- 2 users
- 500 runs/month
- 10,000 rows/run
- All Data Sources and Destinations are available
- Daily automatic data refresh
Squad – $132/month or $99/month (billed annually)
- 5 users
- 4,000 runs/month
- 50,000 rows/run
- All Data Sources and Destinations are available
- 30 minutes automatic data refresh
Business – $332/month or $249/month (billed annually)
- Unlimited users
- 10,000 runs/month
- 100,000 rows/run
- All Data Sources and Destinations are available
- 15 minutes automatic data refresh
Integrations
Integrations
Coupler can integrate with the following applications:
- Airtable
- CSV
- Facebook Ads
- Google Drive
- HubSpot
- LinkedIn Ads
- MySQL
- QuickBooks
- Slack
- Trello
- Xero
- Asana
- Clockify
- Google Ads
- GoogleSheets
- JSON
- Mailchimp
- OneDrive
- Salesforce
- Tableau
- WooCommerce
- BigQuery
- Dropbox
- Google Analytics 4
- Harvest
- Jira
- Microsoft Excel
- Pipedrive
- Shopify
- TimeTonic
- Wordpress
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
Coupler.io allows you to pull out your data from your other business apps and transfer it to Google Sheets then utilize add-ons and integrations to manipulate your data further.
Company Email
coupler@railsware.com
Company's Address
Coupler.io Comparisons
Popular Coupler.io 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 don’t want simply a broad set of functionalities and scalable pricing packages from a popular Workflow Management Software. Almost as essential as main features is a top-notch customer support. You want to ensure that if you have any questions about Coupler.io or Method:CRM, or you struggle with some problems, or perhaps you’ll need to request a specific update or functionality useful to your team you can rely on a responsive and helpful customer support. See if services such as phone support, tickets or live chat are offered. What is more, it’s a major asset if you can profit from personal training or at least an FAQ you can use.
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