Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contact management
- Interaction tracking
- Apple Mail integration
- List segmentation
- Email templates
- Deal & pipeline tracking
- Estimates
- Project management
- Task management & delegation
- Custom checklists
- Reports
- Offline access
Pricing Info
Pricing Info
Daylite for Mac is available in monthly or yearly plans. You can also sign up for a 30-day free trial of the software so you can get up to speed with all its offerings.
CRM – $25/month/user ($250/year)
- Contact Management
- Task Management
- Daylite Mail Assistant
- Daylite Calendar
- Mac, iPhone, and iPad apps
- 2-way syncing with Apple
- Contacts and Apple Calendar apps
Sales – $40/month/user ($400/year)
- All of CRM +
- Sales Opportunities Board
- Sales Pipelines
- Lead Management
- Sales Reporting
Projects – $40/month/user ($400/year)
- All of CRM +
- Projects Board
- Project Pipeline
- Project Reporting
Business – $55/month/user ($550/year)
- All of CRM
- All of Sales
- All of Projects
Integrations
Integrations
Daylite for Mac integrates with the following business applications and systems:
- Apple Mail
- Apple Calendar
- Apple Contacts
- Reminders
- Zapier
- MailChimp
- Direct Mail
- Xero
- Zoom
- Slack
- QuickBooks
- Billings Pro
- Merlin
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Wolfe Law Group, Starbuck Realty Group, Mortgage Alliance West
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 Swiss-knife CRM tool ideal for Mac, iPad, and iPhone business users. It helps businesses manage and organize all their CRM data from a single platform. It lets you organize all your emails, contacts, notes, projects, sales opportunities, calendars, and tasks. It is a fully-featured productivity application that lets you keep all your CRM data in a centralized location.
Company Email
Contact No.
Company's Address
30 Centurian Drive, Suite 201
Markham, Ontario, L3R 8B8
Canada
Daylite for Mac Comparisons
Popular Daylite for Mac 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
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 just compare Daylite for Mac and Method:CRM against each other. While specific functionalities, cost and customer experience are all important and should be taken into account when making a final decision, you should also check out the recognition and awards merited by every solution. Frequently a less popular solution may turn out to be a great choice that was distinguished with SaaS awards such as our Experts’ Choice Award which shows that in spite of smaller market popularity it’s a significant contender to the software that dominate the market.
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