Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Process Diagrams
- Reusable Workflow Designs
- Scalable Workflow Engine
- Portal & Form Building
- Full Customization
- Extendable Platform
- Integrations
- Pre-Built Solutions
- Mobile-Optimized
- Management Distribution
Pricing Info
Pricing Info
Kinetic Data’s SME and enteprise pricing information is only available on request.
Integrations
Integrations
Kinetic Data integrates with a wide range of tools which includes the following:
- G-Suite
- ServiceNow
- MS Exchange
- Sharepoint
- Amazon Web Services
- Salesforce
- Active Directory
- BMC Ready
- Jira
- Jenkins
- GitLab
- GitHub
- Slack
- Stripe
- Twilio
- Sugar CRM
- Yammer
- VMWare VSphere
- Nagios
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Schneider. Bock and Associates, G2iT
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
Kinetic Data is a workflow platform that lets you design automated processes, portals, and forms with minimal coding.
Company Email
sales@kineticdata.com
Contact No.
Company's Address
Kinetic Data, Inc
235 East Sixth St., Suite 400,
St. Paul, Minnesota 55101,
USA
Kinetic Data 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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Every time you pick a app that you think will be an actual asset for your company you shouldn’t just limit yourself to what experts have to say about it. In many cases individual experience with the service will vary, depending on specific goals and work processes. That’s the reason why in our reviews we also offer our User Satisfaction Rating for each solution to give you a reliable overview of how actual users of Kinetic Data and Method:CRM estimate their contact with the app. Our algorithm is built around advanced analysis of product appearances on other sites, social networks and blogs, so you will get a complete and credible picture of what other customers think about every software. In this case Kinetic Data got a total satisfaction rating at 95% while for Method:CRM 99% of people say they had an enjoyable experience with it.
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