Method:CRM
vsDueDil
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Company Profiles
- Advanced Search
- Group Graphs
- Ownership Tab
- Lists
- Salesforce Integration
- Exports
- API
- Activity Feed
- Alerts
- Events
- Media Monitoring
- DueDil Connect
- Contact Information
- Director Profiles
- BT OSIS
Pricing Info
Free
- Search for a company
- View director profiles
- Access recent summary financials
- Build lists of companies
- Download official company documents
- Create PDF reports for a company
Enterprise – By quote
Sales and Marketing:
- Identify prospects with 100+ search filters
- Cleanse and append CSV files
- Connect account data to Salesforce.com
- Analyse whitespace with List Reports
- Be alerted of opportunities on target accounts
- Share lists of target accounts with colleagues
Compliance:
- Navigate corporate ownership structures
- Conduct thorough KYC & AML checks
- Screen for PEPs, Sanctions and Adverse Media
- View parents, subsidiaries and UBOs
- Download time-stamped custom PDF reports
- Access original company documents
Credit Risk:
- Download detailed credit reports
- Prioritise companies based on level of credit risk
- Analyse up to 20 years of historic financials
- Proactively monitor lists of customers & suppliers
- Assess ownership and wider group structure
- Benchmark credit scores against similar companies
API – By quote
Web Form Autopopulation:
- Ensure consistency and accuracy of data
- Streamline customer sign-up process
- Pre-fill online signup forms with company data
CRM Cleansing:
- Automatically match, cleanse and append records
- Eliminate need for repetitive manual tasks
- Generate more informed and strategic decisions
KYC Onboarding:
- Conduct linked KYC and KYB checks
- Maintain end-to-end audit trails
- Flag companies for further investigation
Supplier Onboarding:
- Expedite vendor onboarding and data capture
- Automatically re-validate existing suppliers
- Ensure supplier data is consistent and accurate
Credit Decisioning:
- Automate simple credit decisions
- Improve customer experience during sign-up
- Ensure efficiency gains for applicant forms
Integrations
DueDil integrates with the following business systems and applications:
- Salesforce.com
- API Integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Dell, Lenovo, LinkedIn, PayPal
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
DueDil is an online tool that combines comprehensive sources of company information to uncover business opportunities and understand risks.
Company Email
enterprise@duedil.com
Contact No.
Company's Address
25 Christopher Street
London, EC2A 2BS
UK
DueDil Comparisons
Popular DueDil Alternatives
In case you continue having second thoughts about which product will work best for your company it might be a good idea to check out each service’s social metrics. These metrics are usually an indicator of how popular every solution is and how big is its online presence.For example, if you look at Method:CRM LinkedIn account you’ll learn that they are followed by 889 users. In case of DueDil the number of followers on their LinkedIn page is 5304.
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