Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Account & contact management
- Business Intelligence
- Quotes & order management
- Reports & dashboards
- Options to access the Web & mobile devices
- Customer service management
- Campaign management
- Email marketing
- Email templates
- File sharing
- Document management
- Lead management
- Integrations
- Mobile access
- Sales forecasting
- Sales force automation
- Sales pipeline management
- Case management
- Time management
- Task management & automation
- Mobile apps
- Alerts & notifications
- Calendar
- Audit log
- Web forms
- Analytics
- Multi-lingual & multi-currency
Pricing Info
Pricing Info
Maximizer CRM offers two pricing packages:
Maximizer CRM: $60/user/month (billed annually)
- Sales, Marketing and Customer Service Modules
- Pre-built and Customizable Reports
- Mobile Access, Outlook/Word/Excel Integration
- Our Cloud or Your Cloud
- English or French
Wealth Manager: $65/user/month (billed annually)
- Sales, Marketing and Customer Service Modules
- Pre-built and Customizable Reports
- Mobile Access, Outlook/Word/Excel Integration
- Our Cloud or Your Cloud
- English
Integrations
Integrations
Maximizer CRM supports the following integrations:
- Microsoft
- MailChimp
- HubSpot
- Vineyardsoft
- Advisor WebsitesTM
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Radisson, Nestle, Hallmark, Sterling Mutuals Inc.
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
Maximizer is a simple, accessible and adaptable CRM solution with instant access to the entire history of customers and prospects.
Company Email
info@maximizer.com
Contact No.
Company's Address
208 W. 1st Avenue,
Vancouver, BC V5Y 3T2,
Canada
Maximizer CRM Comparisons
Popular Maximizer CRM 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
The solutions analyzed on this page are only a small part of our complete CRM Software category and you should keep in mind that there could be more desirable services out there. If you would like to guarantee you make the wisest choice for your business we definitely urge you to compare more services first. You can also consider to consult our top 10 CRM Software ranking to find out which services are currently the best ones and leaders in the market.
Page last modified