Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Engagement Scoring
- Email Tracking
- Document Tracking
- Content Analytics
- Team Analytics
- Templates
- Gmail Scheduling
- Automatic Follow-Ups
- Integrations
Pricing Info
Pricing Info
FREE
$0 / Per user / Per month
- Unlimited Email Tracking
- Real-time Notifications
- Text Shortcuts
- Without “Sent by Docsify” signature
- Unlimited Email Tracking
- Real-time Notifications
- Text Shortcuts
- Unlimited Link Tracking
- Unlimited Attachment Tracking
- Branding Domain for Documents
- Custom Domain for email & link tracking
- Unlimited Email Tracking
- Real-time Notifications
- Text Shortcuts
- Unlimited Link Tracking
- Unlimited Attachment Tracking
- Branding Domain for Documents
- Custom Domain for email & link tracking
- Team Analytics
- Centralized billing for teams
- Template Analytics
- Custom Domain for Documents
- Custom domain for link tracking
Docsify also has Team 25 and Team 50 plan.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ringostat, Artjoker
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
Docsify is an innovative prospect scoring software aimed at sales representatives and managers, enabling them to effectively engage prospects and track their behavior at every touchpoint.
Company Email
natalia@docsify.net
Company's Address
Rännaku pst 12, 10917
Harjumaa, Tallinn,
Estonia
Docsify Comparisons
Popular Docsify 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 expect exclusively a broad array of functionalities and scalable pricing plans from a popular Sales Tools. Almost as significant as core features is a top-notch customer support. You want to make sure that when you have any questions about Docsify or Method:CRM, or you struggle with some problems, or perhaps you’ll need to ask for a certain revision or functionality beneficial to your business you can count on a responsive and helpful customer support. See whether options such as phone support, tickets or live chat are provided. It’s also a significant advantage if you are able to benefit from individual training or at the very least an FAQ you can use.
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