Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Priority-Based Scheduling
- Built-In Collaboration
- Time Tracking
- Drag-and-Drop Prioritization
- Project Analytics & Reporting
- Document Storage
- Workspace Chatter
- Client Sharing
- Access Controls
- Add Multiple Projects
- Contract Fields
- Notifications
- Baseline View
- iOS & Android Apps
- Full Support In-Trial & Paid
- Checklists
- Cross-Reference Tasks
Pricing Info
Pricing Info
LiquidPlanner is available in three plans. Users also get a 14-day free trial to test out its features.
Small Team – $9.99/user/month billed annually
- Only for 5 users ($49.95/month)
- 5 virtual members
- 5 GB document storage
- 250 active tasks
- Comments within Tasks
- iOS and Android apps
- Time tracking
- Integrations:
- Box
- Dropbox
- Google Drive
Professional – $45/user/month billed annually
- Minimum of 10 users
- 25 virtual members
- 100 GB document storage
- 2,000 active tasks
- All Small Team features, plus:
- 100 clients
- 20 custom fields
- 10 external dashboards
- Unlimited internal dashboards
- Salesforce integration
- Analytics
- API access
- Phone and email support
- Quick Start onboarding
Enterprise – $69/user/month billed annually
- Minimum of 10 users
- 50 virtual members
- 500 GB document storage
- Unlimited active tasks
- Unlimited clients
- 50 custom fields
- Unlimited external dashboards
- Unlimited internal dashboards
- All Professional features, plus:
- Expenses
- Resource workload report
- Single sign-on
Integrations
Integrations
- Google Drive
- DropBox
- Box
- Salesforce
- Zapier
- API
- Email integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Puget Sound, Monarch Teaching Technologies, Tangent Design Engineering Services, University of Dayton
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
With specific functions for IT teams, project managers, professional services, development teams, and marketing teams.
Company Email
info@liquidplanner.com
Contact No.
Company's Address
2324 Eastlake Ave. E.
Seattle, WA 98102
LiquidPlanner Comparisons
Popular LiquidPlanner 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 company. While main features of LiquidPlanner and Method:CRM are important you should also carefully examine the integrations provided by each software. Very often you will already be working with other types of B2B software in your company and it’s much more beneficial to opt for apps that integrate well with one another. That way you will be able to be certain of a smooth transfer of information between your teams and services, which can considerably reduce time devoted to migrating between one app and the other.
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