EngageBay
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
- Sales and Markeiting Automation
- Autoresponders
- Double opt-in
- Segmentation
- GDPR Compliant
- Simple designer
- Contact Management
- Facebook Ads
- Analytics
- Ticketing Management
- Triggers
- Email templates
- A/B Testing
- Email sequences
- Automation
- CRM
- Deals
- Pipeline Management
- Appointments
- Email Marketing
- Social Media Engagement
- Email Sequences
- Web Forms
- Landing Pages
- Live Chat
- Products
- Proposals
Pricing Info
EngageBay offers the following basic and enterprise pricing packages:
Free – $0/month
- 1,000 contacts
- 1,000 branded emails per month
- Lists
- Email Marketing
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 20GB File Storage
- Email & Chat Support
Basic – $14.99/month or $12.99/user/month (annual) or $10.79/user/month (biennial)
- 15,000 contacts
- 10,000 branded emails per month
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 2GB File Storage
- Email & Chat Support
Growth – $49.99/month or $40.99/user/month (annual) or $35.99/user/month (biennial)
- 10,000 contacts
- 25,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- 5GB File Storage
- Email & Chat Support
Pro – $79.99/user/month or $65.59/user/month (annual) or $57.59/user/month (biennial)
- Unlimited contacts
- 50,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Custom Landing Page Designer
- Sub Domain Support for Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- Custom Email Template Designer
- Analytics
- A/B Testing
- 20GB File Storage
- Phone Call Support
- Dedicated Account Manager
Integrations
EngageBay integrates with the following business systems and applications:
- Zapier
- QuickBooks
- WordPress
- Xero
- Twilio
- Office 365
- Google Contacts and Calendar
- Stripe
- SendGrid
- Mailgun
- Mandrill
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Panama Partners, Growth Robotics
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
EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.
Company Email
support@engagebay.com
Contact No.
Company's Address
EngageBay Inc.
255 Verano Way
Mountain House, CA, 95391
USA
EngageBay Comparisons
Popular EngageBay Alternatives
You should pay attention to the fact that while both Method:CRM and EngageBay may have a top quality array of features each service might be designed for a different company size. If you are analyzing various solutions you may want to focus on a company size they are aimed at. Certain elements may scale up efficiently for big enterprises but if you own a small or mid-sized company it’s frequently better to avoid paying for customized functionalities that you might never actually use.
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