Karbon
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Workflow Design & Management
- Client Management
- Performance Analytics
- Task Automation
- Team Collaboration Tools
- Centralized Knowledge
Pricing Info
Pricing Info
Karbon offers three tiers of enterprise pricing. The details for these are as follows.
Team – $70/user/month or $49/user/month/annual billing
- 3 Users
- Work Timelines
- 200 WIPs
- 8 Workflow Statuses
- 8 Work Templates
- Triage
- Notes on Timelines
- Comments
- Colleagues @Mentions
- Client Requests
- Client File Uploads & Comments
- Task Lists
- Colleague Assignments
- Contact Timelines
- 500 Contact Profiles
- 5 Contact Types
- Notifications
- Work Scheduler
- File Management
- Attachments
- 2 GB Storage per User
- Time Tracking
- Private Contacts
- Private Work
- Private Emails
- User Permissions Management
- Work Dashboard & Kanban
- Global Search
- Basic Contact List Filtering
- Basic Work List Filtering
- Basic To-do List Filtering
- Gmail & Office 365 Integrations
- Ecosystem Apps Integrations
- Self-service Data Import
- Standard Data Export
- In-product Training
- Email Support
Business – $90/user/month or $69/user/month/annual billing
- All Team Features
- 10 Users
- 1000 WIPs
- 25 Workflow Statuses
- 50 Work Templates
- Work Types
- Colleagues & Team @Mentions
- Teams & Sub-teams
- Automatic Client Reminders
- Branded Client Portal
- Task Lists Automation
- 1000 Contact Profiles
- 25 Contact Types
- Client Groups
- 25 Placeholder Job Roles
- 10 GB Storage per User
- Basic Insights
- 30-day Reporting Period
- Advanced Contact List Filtering
- Advanced Work List Filtering
- Advanced To-do List Filtering
- Microsoft Exchange Integration
- Companies House Integration
- Assisted Data Import
- Assisted Detailed Contact Import
- 25 Best Practice Templates
- One-on-One Champion Training
- In-app Chat Support
- Two Courses in Karbon Academy
Enterprise – request pricing information
- All Business Features
- 20 Users
- Enterprise Platform
- Unlimited WIPs
- Unlimited Workflow Statuses
- Unlimited Work Templates
- Unlimited Contact Profiles
- Unlimited Contact Types
- Unlimited Placeholder Job Roles
- 20 GB Storage per User
- Advanced Insights
- 60-day Reporting Period
- Fully Managed Data Import
- Custom Data Export
- Assisted Detailed Contact Import
- Assisted Processes & Work Import
- Assisted Practice Setup
- Process Visualization & Optimization
- Unlimited Best Practice Templates
- Basic & Advanced Team Training
- Custom Training
- Quarterly Training
- Entire Curriculum in Karbon Academy
- Callback Support
- Dedicated Account Manager
Integrations
Integrations
Karbon has basic integrations that allow you to connect with your email clients (Gmail and Office 365) as well as with your ecosystem apps. It also has advanced integrations for Microsoft Exchange and Companies House (UK) that are for Business and Enterprise subscribers only.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Two Roads, The Bovard CPA Group, Catalyst
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 advanced workflow management and collaboration platform that is integrated with your preferred email client.
Company Email
concierge@karbonhq.com
Contact No.
Company's Address
Karbon, Inc.
2400 Bridgeway, Suite 280
Sausalito, CA 94965
USA
Karbon Comparisons
Popular Karbon 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
It may not always be enough to simply compare Karbon and Method:CRM against one another. Although useful functionalities, cost and user reviews are all important and should be taken into account when making a final decision, you should also take a look at the recognition and awards won by each app. In many cases a less dominant product may turn out to be an amazing choice that was a winner of many industry awards such as our Exceptional Customer Support Award which shows that regardless of smaller market presence it’s a significant contender to the software that rule the market.
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