Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Drag-and-Drop File Upload
- Simple Permissions
- Full-Text Search
- Live-Link Documents
- Visual Request Lists
- Requests Import
- Messages Notifications
- Labels
- Progress
- Tracking
- Track Diligence Progress
- Predict Buyer Concerns
- Documents Activity
- Investigate Buyers Engagement
- Convenient Reporting
- Permissions For Uploaded
- Files
- Real-Time Progress
- Detailed Audit Trails
- Time Tracking
- Filters
- Upload Directly To Requests
- Requests Dependencies
- Approve Request Answers
Pricing Info
Pricing Info
DealRooms offers the following basic and enterprise pricing options:
Plans – from $1,000 per month
- Unlimited data
- Unlimited users
- Data room features
- Pipeline management
- Diligence management
- Integration management
- Advanced analytics
- Progress tracking
- Dedicated success manager
- 24/7 personalized support
Enterprise – Custom Enterprise Pricing
- Private cloud on AWS
- Custom configuration
- Automated reporting
- Custom reports
- Tailored onboarding
- Third party integrations (Office365, Outlook, Salesforce, Slack, etc.)
Integrations
Integrations
DealRoom integrates with the following business systems and applications:
- Office365
- Outlook
- Salesforce
- Slack
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Baird, Stout
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
An agile project management software designed specifically for firms and individuals that work in mergers and acquisitions (M&A).
Company Email
sales@dealroom.net
Contact No.
Company's Address
DealRoom Inc.
205 W Wacker Dr #617
Chicago, IL 60606
USA
DealRoom Comparisons
Popular DealRoom 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
Almost as crucial as useful features and customer support quality are pricing plans given by DealRoom and Method:CRM. While cost should not be the sole aspect it’s definitely a significant thing to think about. You should expect a flexible pricing package that can be adjusted to your team size and effortlessly scaled up every time your company grows. You should be certain you don’t choose packages that have additional features that you won’t use and always make an effort to get in touch with the vendor directly as enterprises can usually count on discounts. You should also try out a free trial or demo of each solution to spend at least some time using it. It’s a valuable experience that doesn’t require you to invest any money and gives you a solid overview of what it feels like to work with DealRoom and Method:CRM.
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