Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Effortlessly integrate data from a wide variety of systems
- Design clear, concise, and stylish reports in a few clicks
- Get the reports and dashboards you need without involving IT
- Schedule recurring emails of your customized reports
- Embed your reports and dashboards into external sites
- Connect instantly and get building, no need to talk to sales
Pricing Info
Pricing Info
Easy Insight provides two product plans to make sure that users get a solution that suit their needs as well as their budget. Easy Insight also offers a 30-day trial on both plans, enabling users to really experience the advantages of the software before coming to a decision.
Team – $50/month
- 1 Designer User
- Create Reports and Dashboards
- 50 MB custom data storage
- Unlimited Users for report viewing
- Two small business Saas Connections
- Additional user for $15/month
- Additional Small Business Saas Connection for $15/month
Enterprise – Contact Easy Insight for more information
Integrations
Integrations
Easy Insight supports integrations with the following business systems and applications:
- Basecamp
- Redbooth
- Trello
- Pivotal Tracker
- SmartSheet
- Google Docs
- MS Excel
- Highrise
- Salesforce.com
- Oracle
- InfusionSoft
- Batchbook
- Insightly
- Google Analytics
- FreshBooks
- Harvest
- Zendesk
- Freshdesk
- Intuit Quickbase
and many more.
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
Easy Insight is a feature-packed business intelligence platform that enables users to get insightful overviews of their business operations.
Company Email
sales@easy-insight.com
Contact No.
Company's Address
Easy Insight Headquarters
621 17th St Suite 825
Denver, CO, 80202
Easy Insight Comparisons
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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
Every time you compare different Sales Tools services you shouldn’t only study their list of features and provided pricing plans. Keep in mind the solution should be adjusted to your requirements and business so the more flexible their offer the better. Explore what platforms are supported by Easy Insight and Method:CRM and make sure you will obtain mobile support for whatever devices you use in your company. It may also be a good idea to examine which languages and countries are supported, as this could be a key element for many businesses.
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