Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Easy-to-use legally binding e-signatures
- Send saved online link for e-signature for convenience
- Integrate online e-signature in any website for automation
Pricing Info
Pricing Info
Pay As You Go Plan – $2/document, $10 minimum
- 1 Sender
- 3 Reusable Templates
- PDF and Word upload
- Online Document Builder
- Integrated with Google Drive and Dropbox
- Upload PDFs to Google drive and Dropbox
- Status Notifications
- Audit Trail
- Digitally Certified PDFs
- Attachment
- Excel Report
Professional Plan – $8/sender/month (paid annually)
- All Pay As You Go Plan features
- 1-10 Senders
- 10 Reusable Templates
- 250 Documents/Sender/Year
- Team Document Security
- Support (phone, chat and email)
Business Premium Plan – $20/sender/month (paid annually)
- All Professional Plan features
- 2-100+ Senders
- 20 Reusable Templates
- 500 Documents/Sender/Year
- Embedded Sending
- Custom Branding
Enterprise Plan – Custom Pricing
- All Business Premium Plan features
- Volume Based Pricing
- API
- Bulk
Integrations
Integrations
eSign Genie integrates with the following business systems and applications:
- Google Drive
- Dropbox
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Anaheim Ducks High School Hockey League, Compass Rose Real Estate, Fishskyn
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
eSign Genie is the easiest and most affordable legally binding e-signature solution to create documents and reusable templates.
Company Email
info@esigngenie.com
Contact No.
Company's Address
19925 Stevens Creek Blvd,
Suite 100,
Cupertino, CA 95014
eSign Genie Comparisons
Popular eSign Genie 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 should note that while both eSign Genie and Method:CRM may provide an outstanding range of features every service may be aimed at a different business size. If you are studying different apps you may want to focus on a company type they are meant for. Specific features could scale up effectively for big enterprises but if you run a small or mid-sized company it’s usually better to stay away from paying for customized features that you might never use.
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