Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Portfolio management
- Project tracking, resource management
- Cost and budget management
- Planning tools and Gantt charts
- Genius Planner HTML5 V1.0
- Social team collaboration and project wall
- Workflow management
- Advanced reporting, dashboards
- Demand management
- Document management
- Risk and change management
- Invoicing
- User friendly timesheets
- Simulator
- Agile scrum support
- Helpdesk
- Phase review support
- Customized application integrators & templates
- Expenses
- Billable and non-billable work items
- New user interface with a centralized “Create” button
- Editable multi-project Gantt chart
- Project creation without a wizard
- Ability to import resources, unavailability and public holidays from a csv file
- New additional field types for computed and values range (with a slider)
- Scheduled view export can now also be done daily, weekly or monthly
- Additional fields defined for the resource document automatically propagated to “My profile”
- Possibility to define more coloration rules in configurable views
- New “Generic documents – Configurable view” to display the additional fields created for generic document types
- Automatic time recording of unavailabilities
- Two-stage timesheet approval
Pricing Info
Pricing Info
Genius Project offers several enterprise pricing licenses to meet the needs of different user types. Choose a suitable license for you, and fill in the online pricing form on the vendor’s official website.
- Reader License – Free
- Stakeholder – By quote
- Timesheet -By quote
- Team Member – By quote
- Project Manager (all-inclusive) – By quote
Integrations
Integrations
Genius Project integrates with the following business systems and applications:
- SAP
- Salesforce.com
- Oracle JD Edwards
- Lotus Notes
- Microsoft SharePoint
- Microsoft Office
- IBM i AS/400
- HL7
- Google Apps
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Carl Zeiss AG, Hitachi AquaTech Engineering, Honda Research Institute GmbH, BKG Holding
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
Genius Project is a real-time collaboration tool that is available as a SaaS or on-premise option, or installed on IBM’s Lotus notes in English, French, German, and Spanish.
Company Email
sales_us@geniusinside.com
Contact No.
Company's Address
79 Madison Avenue, 2nd Floor
New York, NY 10016-7800
USA
Genius Project Comparisons
Popular Genius Project 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
If you continue having second thoughts about which solution will be best in your case it may be a sensible idea to take a look at each service’s social metrics. These metrics are quite often a way to see how popular a given software is and how big is its online presence. For example, in case of Facebook Genius Project has 27 likes on their official page while Method:CRM profile is liked by 0 people.
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