Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Easy EZ List Sharing
- EZ Sort & Auto-Group rows
- EZ Dashboard KPI
- Automatic highlighting
- EZ Show & Hide controls
- Outlook email integration
- EZ Learn membership
- Phone Support w/Certified PM
- EZ Accountability system
- EZ Project Schedule linking
- Automated reminders
- EZ Scrum Board connectivity
Pricing Info
Pricing Info
EZ List offers the following basic and enterprise pricing packages”
Lite – $19/month
- Easy EZ List Sharing
- EZ Sort & Auto-Group rows
- Drop Downs (Primary)
- Columns (Primary)
Professional – $47/month
- All Lite Features
- All auto-updating dropdowns
- All columns
- EZ Dashboard KPI
- Automatic highlighting
- EZ Show & Hide controls
- Outlook email integration
- EZ Learn membership
- Phone Support with Certified PM
- EZ Accountability system
- EZ Project Schedule linking
- Automated reminders
- EZ Scrum Board connectivity
Lifetime – $1,597 One-Time Payment
- All Features
Integrations
Integrations
EZ List integrates with the following business systems and applications:
- Microsoft Outlook
- Microsoft Excel
- Microsoft Project
- EZ Project Schedule
- EZ Scrum Board
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
EZ List is a project management tool designed to simplify the way project managers run their teams, create and assign tasks, and accomplish projects.
Company Email
Help@EZinEXCEL.com
Contact No.
Company's Address
EZinEXCEL
Penfield, NY
USA
EZ List Comparisons
Popular EZ List 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
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Both EZ List and Method:CRM were reviewed by a team of independent B2B experts who prepared a thorough analysis of all important aspects of every solution. Their total score was prepared by means of unique SmartScore algorithm that provides an individual partial score to every component such as: main functionalities, customer support, mobile support, security, customer satisfaction as well as media presence. We are aware that useful features are not the only factor crucial to a company so we make sure we pay attention to all aspects of a solution before calculating its final rating.
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