Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Realtime Expense Reports
- Corporate Cards
- Flexible Travel Integrations
- Direct Deposit Reimbursement
- Advanced Approval Hierarchies
- Candidate Reimbursement
- PCI-compliant Security
- Advanced Tax Tracking
- Automatic Accounting Sync
- Automatic Reporting & Submitting
- Automatic Approval
- Automatic Reimbursement
- Automatic Accounting Sync
- Inbox & Guided Review
- Duplicate Expense Detection
- Credit Card Import
- Unlimited Expense/Receipt Upload
- Expense Rules
- Auditor Access
- Guided Review
- One-click Online Reimbursement
- Vacation Delegate
- Advanced policy enforcement
- Corporate Card Reconciliation
- Custom Report Exports
- Multi-level Tagging
- GL Code Mapping
- Multi-stage Approval Workflow
- SAML SSO
- Custom Business Logic
Pricing Info
Pricing Info
Team – $5/active user
- Basic expense approval
- Reimburse online
- Sync with QuickBooks and Xero
Corporate – $9/active user
- Everything in Team, plus:
- Advanced policy enforcement
- Corporate card reconciliation
- Multi-stage approval workflow
- Sync with NetSuite, Sage Intacct, Dynamics, more
Enterprise – by quote
- Everything in Corporate, plus:
- Custom business logic
- Sync with Oracle, SAP, Salesforce, FinancialForce PSA
- Full ERP integration (CRM, HR, payroll)
- Dedicated Success Coach
Integrations
Integrations
Expensify integrates with the following business systems and applications:
- UBER
- Sane Box
- Scan Snap
- trainline
- NetSuite
- Intacct
- Oracle
- Sage
- Microsoft Dynamics
- Financial Force
- Workday
- TSheets
- Nex Travel
- Tripcatcher
- Egencia
- Travelport Locomote
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Yahoo, UBER, EVERNOTE, Pinterest
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 application that automates expense reporting and tracking, from receipt collection and payment processing to finalization of expense reports. It integrates with financial institutions, credit cards, or other payment modes, so there is no need for any manual data entry, even recording purchases made in real-time.
Company Email
help@expensify.com
Contact No.
Company's Address
548 Market Street, Suite 61434
San Francisco, CA 94104
USA
Expensify Comparisons
Popular Expensify 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
No Accounting Software will manate to cater to all the needs of a specific team. Though core functionalities of Expensify and Method:CRM are important you should also carefully explore the integrations supported by each product. Quote frequently your team will already be making use of other types of B2B software in your company and it’s much better to opt for solutions that integrate well with one another. That way you will be able to guarantee an effortless exchange of data between your teams and services, which can really reduce time wasted on migrating between one software and the other.
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