Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer Management
- Tenders & Contracts
- Recurring Task Management
- Work Orders
- Task Lists
- Time Tracking
- Automatic Invoicing
- Ticket Management
- Accounting Business Reports
Pricing Info
Pricing Info
Koho PSA offers several plans for users to choose from, including an enterprise pricing plan for accounting companies and firms with more than 100 users. Here are the details of each plan:
Timer – €25/user/month
- CRM
- Payment mail
- Work time recording
- Billable working hours
- Calendar import
- Contract invoicing
- Invoice/billing
- 3rd-party expense invoicing
- Reports
- Integrations
Business – €30/user/month
- All features in Timer Plus:
- Sales systems
- Enterprise resource planning
- Task management via Kanban
- Purchase invoice management
Business+ – €40/user/month
- All features in Business Plus:
- Ticketing/customer work request management
- Collaboration Portal Pro
Enterprise – by quote
- All features in Business Plus:
- Custom Koho account
- Account-specific operating models
- Availment of development work
- Customization options
- Testing environment
- Cross billing
Integrations
Integrations
Koho PSA integrates with:
- Netvisor
- Fennoa
- Maventa
- Maestro
- Western Systems
- Tikon
- Nordea
- Lemonsoft
- Aditro
- Aditro Wintime
- Finago Procuntor
- Visma Fivaldi
- Microsoft Dynamics NAVI
- Jeeves
- HubSpot
- WebCRM
- Microsoft Dynamics
- Vtiger
- Pipedrive
- Insightly
- Salesforce
- Visma
- Zendesk
- Intercom
- Freshdesk
- M-Files
- Dropbox
- Basecamp
- DocuSign
- Signicat
- EchoSign
- Signom
- Visma Sign
- Office 365
- Fuusor
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Accountor Go, HM-Tilipalvelu, Rantalainen Accounting Services
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
Koho PSA is a professional service automation software that assist accounting firms and financial professionals in gaining optimum oversight and control of their work, obligations, processes, and clients.
Company Email
Contact No.
Company's Address
Koho Sales Oy Ltd
Lautatarhankatu 8 b, 00580 Helsinki
Finland
Koho PSA Comparisons
Popular Koho PSA 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
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 are still having second thoughts about which solution will work best for your business it might be a sensible idea to investigate each service’s social metrics. Such metrics are frequently an indicator of how popular a given solution is and how extensive is its online presence.For instance, if you analyze Koho PSA LinkedIn page you’ll find out that they are followed by 41 people. In case of Method:CRM the number of followers on their LinkedIn page is 889.
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