Indy
vsIndy
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
Pricing Info
Pricing Info
Indy has two enterprise pricing options which are free and premium. The former is suitable for getting a feel for the platform while the latter offers unlimited access to Indy’s tools and all its resources.
Free
- Invoices
- Indy invoices
- Contracts
- Indy contracts
- Proposals
- Indy proposals
- Files
- 2 Invoices
- 2 Contracts
- 2 Proposals
- 1 GB file storage, 25MB file limit
- Tasks
- 15 Time Trackers
- 2 Forms with unlimited responses
- Calendar
- Chats
- Accept multiple payment methods
- Profiles
- iOS and Android app
Pro Bundle – $12/month ($9/month if paid annually)
- Unlimited Invoices
- Unlimited Contracts
- Unlimited Proposals
- 500Gb file storage, no file size restriction
- Tasks
- Unlimited Time Tracker
- Unlimited Forms
- Calendar
- Chats
- Accept multiple payment methods
- Profiles
- Show off your branding
- iOS and Android app
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
Indy is a freelancing solution that provides a rich set of tools that allows independent workers to manage their work.
Company Email
info@weareindy.com
Contact No.
Company's Address
Indy
16th Street, Santa Monica, California 90404,
USA
Indy Comparisons
Popular Indy 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 Project Management Software will be perfect enough to cater to all the needs of a specific team. Even though key functionalities of Indy and Method:CRM are important you should also thoroughly examine the integrations provided by each software. Very often your team will already be working with various kinds of SaaS software in your company and it’s much wiser to opt for services that integrate well with one another. That way you can guarantee a smooth transfer of data between your teams and services, which can significantly reduce time devoted to migrating between one product and the other.
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