InsightSquared
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Company-wide financial reporting
- Customer case management and analysis
- Customer rep KPI analysis
- Customer support trend analysis
- Customizable reports
- Daily lead gen reports
- Employee activity dashboard
- Employee scorecards and goal tracking
- Employee scorecards and sales coaching
- Insight Feed and scheduled email alerts
- Marketing campaign analysis
- Pipeline management
- Pipeline trend analysis
- Revenue and expenses reports
- Sales cycle and won/lost analyses
- Sales forecasting
- Sales rep KPI analysis
- Sales retrospective reports
- Salesforce and Quickbooks integration
- Suite of campaign and lead reports
Pricing Info
Pricing Info
InsightSquared offers three scalable custom plans whose pricing depends on the platform you chose, the packages you pick, and the slate you add. Once you have made your selection, you can then request for the price. You can contact the vendor for more details. Below are the plan components:
Platforms
- Starter
- Professional
- Enterprise
Packages
- Sales Analytics
- Sales Development Analytics
- Demand Gen Analytics
- SaaS Analytics
- Additional Connectors
- Staffing Analytics
Slate
- Slate Builder
- Slate Data Warehouse
- Slate Connectors
Integrations
Integrations
InsightSquared supports the following integrations:
- Zendesk
- Salesforce
- Quickbooks
- Bullhorn
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MarketStar, Allen Recruitment Consulting, Austin Fraser, Armada
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 array of business analytics features to measure all aspects of your business including marketing, sales, customer service, financials, and staffing.
Company Email
info@insightsquared.com
Contact No.
Company's Address
4 Copley Place, 5th Fl, Boston, MA 02116
InsightSquared Comparisons
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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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When you pick a solution that you believe will work best for your business you shouldn’t simply limit yourself to what experts have to say about it. Quite frequently individual experience with the product may change, depending on your own goals and needs. That’s why in our reviews we also provide our User Satisfaction Rating for every service to give you a reliable overview of how actual users of InsightSquared and Method:CRM rate their contact with the service. Our system is based on detailed analysis of product appearances on other sites, social networks and blogs, so you are going to receive a full and reliable overview of what other users think about each software. In this case InsightSquared has a total satisfaction rating at 100% while for Method:CRM 99% of people say they had an enjoyable experience with it.
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