Method:CRM
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Process automation
- Sales module
- Team scheduling
- Client records
- Synchronization
- Timers
- Mobile app
- Automated notifications
- Quotes
- Project planning
- Project tracking
- Project collaboration
- Activity stream
- Task management
- Time tracking
- Expenses
- Invoicing
- Client portal
- Issues dashboard
- Integrations
Pricing Info
Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:
Sales
Sales Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Portal
- Email Campaigns
- Quotes
- Smart CRM & Email Tracking
- Sales Tracking
- Tasks, Notes & Attachments
Sales Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Sales Plus Features
- Automated Triggers and Notifications
- Customized Business Processes
- Team Scheduling
- Unlimited Custom Sale Types
Projects
Projects Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database & Email Tracking
- Client Portal
- Client Signoffs & Approvals
- Project Management
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Projects Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Projects Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Projects Types
Service
Service Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Service & Issue Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Service Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Service Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Issue Types
Retainers
Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month
- Contract & Retainer Tracking
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Retainers Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Retainer Types
ServOps (includes all products above in one)
ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month
- All Plus Plan Features of Sales, Projects, Service, and Retainers Products
ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month
- All ServOps Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Sale, Project, Ticket and Retainer Types
Integrations
Accelo integrates with the following business systems and applications:
- Office 365
- Google for Work
- Salesforce
- MailChimp
- QuickBooks
- Xero
- Authorize.net
- PayPal
- JIRA
- Stripe
- Campaign Monitor
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
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
Accelo is a cloud-based software that combines simple and powerful tools for professional services for businesses. It automates various processes to increase productivity and profitability. It comes with tools for sales, projects, services, retainers, and servops. The platform also integrates with many third-party apps such as G Suite, Office 365, Xero, Quickbooks, and more.
Company Email
Contact No.
Company's Address
530 Howard St, Floor 2
San Francisco, CA, 94105
USA
Accelo Comparisons
Popular Accelo Alternatives
The products compared on this page are merely a small sample of our entire CRM Software category and you should keep in mind that there may be better services available. If you would like to make sure you make the best possible choice for your company we strongly suggest that you compare more apps first. You may also want to study our top 10 CRM Software list to see which software are at the moment the best ones and leaders in the market.
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