Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Automated Marketing
- Lead Management
- Deal Management
- Sales Management
- Automated Customer
- Document Management
- Project Preparation
- Employee Support Management
- Dynamic Reports
- Contact Management
- Track record maintenance
- Sales Estimation
- Quotes & Orders
- Dashboard
- Outbound Call Handling
- Data Import
- Customizations
- Case Management
- Knowledgebase Management
- Campaign Management
- Tasks
- Mass Email
- User Management
- Security Management
- Templates
- Report Generator
- Calendars
Pricing Info
Pricing Info
Contact eXert CRM for more information on their basic and enterprise pricing packages. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Integrations
eXert CRM integrates with the following business systems and applications:
- Product Configuration Management
- Enterprise Performance Management
- Supply Chain Execution (WMS)
- Sales & Operations Planning
- E-Commerce
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
An advanced web-based software that combines sales, support, and planning in order to reach the targeted audience for a better understanding about where the enterprise stands in terms of lead generation, follow-up, bucketing, sales funneling and forecasting regarding the various services or products offered to the end users.
Company Email
info@almsoftsol.com
Contact No.
Company's Address
ALM Interactive Soft Sol Pvt Ltd
# Unit 502 , Office No:402, 4th Floor, Shanmukh Empire
S.A Society, Madhapur, Hyderabad – 500081
India
eXert CRM Comparisons
Popular eXert CRM 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
In the event you are still having second thoughts about which software will perform best for your company it might be a good idea to take a look at each service’s social metrics. These metrics are quite often an indicator of how popular each service is and how large is its online presence.For example, if you analyze eXert CRM LinkedIn page you’ll see that they are followed by 118 people. In case of Method:CRM the number of followers on their LinkedIn page is 889.
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