Method: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
- Analytics reports and knowledge base
- Calendar and communication management
- Campaign management
- Complete CRM dashboards
- Customer relationship and daily activity management
- Customer service and support
- Marketing automation
- Microsoft Outlook and Office Integration
- Relationship management
- Sales and opportunity management
- Social media integration
Pricing Info
GoldMine Premium Pricing (North America)
- Standalone: $549
- Licenses: $1797/2995
- Volume or additional licenses: $695 per user
For Europe, Asia-Pacific and South Africa pricing, call the vendor for a quote.
Features
- GoldMine is software you own and run on equipment you own and manage
- Buy annual support for technical support and updates each year
- Shared concurrent licensing so you can give access to everyone
- Lower cost over time than subscription-based offerings
- Start with a bundle and add seats at any time
Integrations
GoldMine integrates with Office, Office 365, Outlook and ConstantContact for emails. Add-ons include Quotewerks (Quotes & Proposals) and MasterMine (pivot table reporting).
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Synergy Audio Visual, Skyline, Blaser Swisslube, AB Orthodontics
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
GoldMine Premium Edition is a popular CRM tool for businesses of all sizes. The solution is powerful and yet easy to use and maintain.
Company Email
Contact No.
Company's Address
5675 Gibraltar Drive, Pleasanton, CA 94588, United States
GoldMine Premium Comparisons
Popular GoldMine Premium Alternatives
Every time you select a software that you believe will work best for your team you shouldn’t simply limit yourself to what experts have to say about it. Very often personal experience with the product may be different, depending on your own preferences and work processes. That’s why in our reviews we also offer our User Satisfaction Rating for every software to give you a reliable overview of how real users of Method:CRM and GoldMine Premium evaluate their contact with the solution. Our system is built around advanced analysis of product appearances on other sites, social networks as well as blogs, so you will obtain a complete and credible picture of what other people think about every product. In this case Method:CRM has a total satisfaction rating at 99% while for GoldMine Premium N/A% of people claim they had an enjoyable experience with it.
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