Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Windows App
- Mobile Versions
- Cloud Storage
- Secure Database
- Personal Data Consolidation
- Data Sync with Cloud Services/Apps
- Direct Synchronization
- Data Tagging
- Cross-Linking
- Modules
- Customizable Widgets
- Offline Storage
- AES -256 Encryption
- SSL Technology
Pricing Info
Pricing Info
EssentialPIM is available in two versions: Free and Pro version. You can choose from several enterprise pricing plans if you want to buy and use its professional version. A cloud edition or version of the software is provided as well. Here are the details:
EssentialPIM Free – $0
- Contacts
- Password entries
- Notes
- Tasks
- Emails
- Mobile versions (Android & iOS apps)
- Data synchronization with mobile devices
- Global personal info search
EssentialPIM Pro
EssentialPIM Pro Regular Edition – $39.95
- Lifetime usage of the version you purchased
- Free software updates for 1 year
- Priority support
EssentialPIM Pro Business Edition – $59.95
- Additional networking features for workgroups
- Free software updates for 1 year
- Priority support
EssentialPIM Pro Lifetime Edition – $79.95
- Free access to all new versions for a lifetime
- Software usage on 2 PCs from a single user
- Priority support
EssentialPIM Pro Features:
- All features in EssentialPIM Free
- Data synchronization with multiple cloud services and solutions
- Data synchronization with MS Outlook
- Multiple-user access to EssentialPIM database
- Desktop sticky notes
- Global data cross-linking
- Attachment storage and linking
- Unlimited contact groups
- Task & appointment templates
- To-Do lists in a hierarchical structure
- Event & task categories editing
- Advanced data backup
- Multiple tabs for single notes & tree-like note structures
EssentialPIM Cloud Editon – $1.99/month or $19.95/year
- Synchronization & backing up of all your personal data across multiple Windows PCs to the cloud
- Data access via web browser (cloud.essentialpim.com)
- Encryption of data in the password module before replicated to the cloud
- SSL protocol for data security
Integrations
Integrations
EssentialPIM integrates with the following cloud services & solutions:
- Google Services ( Google Drive, Calendar, Contacts, Tasks)
- MS Outlook
- iCloud
- CardDav
- CalDav
- Office 365
- Dropbox
- SyncML
- ownCloud
- Toodledo
- Funambol
It also connects with DAV server implementations (CalDAV, CardDAV, WebDAV). Additionally, it syncs with iOS EPIM and Android EPIM.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Samsung, Canon, HP
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 personal information management software that lets you manage appointments, tasks, notes, contacts, password entries and email messages across multiple platforms and cloud applications.
Company Email
epimsales@essentialpim.com
Contact No.
Company's Address
EssentialPIM
Astonsoft Ltd.
Laki 9a, Tallinn 10621, Estonia
EssentialPIM Comparisons
Popular EssentialPIM 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
All the data, facts and statistics that we offered in this table were collected from official company sites, marketing resources available online, real-life experience from real customers as well as our own hands-on use of each app by a professional reviewer. We put a lot of effort to comprehensively analyze every solution, therefore we not only analyze it on our own, but we also compare our results with opinions of other members from the B2B community.
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