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Compare Method CRM vs HelloLeads

What is better Method CRM or HelloLeads? Assessing products to get the best CRM Software doesn't have to be hard. On our review platform, we enable you to match Method CRM and HelloLeads and immediately analyze their unique elements. We allow you to examine their functions, supported devices, level of support, prices, terms, and much more.

You can also review their overall score (6.9 for Method CRM vs. 8.0 for HelloLeads) and overall customer satisfaction level (98% for Method CRM vs. 100% for HelloLeads). Take your time and compare your top choices and discover which one is best for your company. You should also assess the software company’s business viability; can they be relied upon and will they still be on the market in a few years time?

At this time, the most significant solutions in our CRM Software category are: Freshsales, HubSpot CRM, Salesforce CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Contact Management

  • 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

QuickBooks Sync

  • Method Integration Engine allows easy integration
  • Real-time sync for invoices, time track entries and customer data
  • Access CRM in web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place

Supported Editions

  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher.
  • QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia supports Pro, Premier 2008/2009 and higher.
  • QuickBooks Online USA: All editions supported.
  • International versions of QuickBooks Online not yet supported.
  • Remote hosting via RightNetworks and Insynq

Fully customizable

  • Invoice customization (logo and colors)
  • Drag-and-drop tools
  • Custom fields and tables
  • Custom screens
  • Custom buttons and actions
  • Custom reports, charts and graphs

Web payment

  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal

Pricing Info

Here are the Method CRM cost details:

Contact Manager Plan – $25/user/mo (annual) or $28/user/mo (monthly)

  • Contact Management
  • Custom App Services
  • Customer Self-Service Portals
  • Mobile App
  • Patented QuickBooks Sync

CRM Pro Plan – $44/user/mo (annual) or $49/user/mo (monthly)

Includes all Contact Manager plan features, plus:

  • Online Payment Portals
  • QuickBooks Sales Transactions
  • Sales Pipeline Manager
  • Web-To-Lead Forms

Add-Ons

  • Purchase Transactions – $10/user/mo (annual) or $12/user/month (monthly)
  • Email Campaigns – $10/user/mo (annual) or $12/user/month (monthly)
  • Case Management – $10/user/mo (annual) or $12/user/month (monthly)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

HME Mobility & Accessibility, GTM Landscaping, Dean Markley, Textbook Painting, Remis Power systems

Integrations

Add-Ons

  • AERO Workflow Management for QB Desktop
  • AERO Workflow Management for QB Online
  • Method Expense Reports for QB Desktop
  • Method Field Services for QB Desktop
  • Method Professional Services for QB Desktop
  • Method Scheduling & Invoicing for QB Online
  • NEXT, Practice Management Tool for QB Desktop
  • SaaSphalt for QB Desktop
  • You Rang for QB Desktop

Integrations

  • Gmail
  • Outlook
  • MailChimp
  • SmartVault
  • Method API for third-party app integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Nurture leads, stay on top of what each customer needs and grow your sales.

Company Email

method@method.me

Contact No.

Company's Address

57 Spadina Ave. Suite 210
Toronto, ON
M5V 2J2, Canada

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $12

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Lead Capture at any Source
  • Facebook Integration
  • WhatsApp Integration
  • Scan Business Cards
  • Digital Enquiry Form – Completely Customized
  • Locate leads near you in Google map
  • Lead level file attachment
  • Instant Response (Auto-generated Email & SMS)
  • Qualify Leads
  • Set Reminders for follow-up
  • Recurring follow-up
  • Keep a record of customer conversation history
  • Assign multiple leads to team members
  • Team Monitoring
  • Updates on lead addition and follow-ups
  • Mark Area of Interest
  • Add Notes/Tags
  • Multiple Devices
  • Lead Analytics
  • Sales team performance tracking
  • Sales report generation
  • API Integration
  • Clone Lead
  • Google calendar integration
  • Custom analytics
  • Instant Estimate/Invoice

Pricing Info

HelloLeads offers five enterprise pricing plans for users to choose from. Select the best plan for your business based on your preferred number of users and leads.  To help you explore the software, you can sign up for its 14-day free trial which comes with Unlimited User accessibility and No Feature restrictions.

S Essential – $12/month

Ready to use simple CRM for small business

  • 2 Users
  • Manage up to 1,000 leads

M Essential – $24/month

Designed for a rapidly growing business

  • 5 Users
  • Manage up to 5,000 leads

L Lite – $60/month

Ideal for a large sales team

  • 10 Users
  • Manage up to 10,000 leads

XL Lite – $120/month

Ideal for an extra large team

  • 25 Users
  • Manage up to 50,000 leads

XXL Lite – $200/month

Jumbo Jet CRM for a mega sales team

  • 50 Users
  • Manage unlimited leads

Note: The pricing details are exclusive of VAT and taxes.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

LCIPL, ARADA, Trust Insurance, SIP Academy, GIEOM, Array Networks

Integrations

HelloLeads integrates with the following apps:

  • Facebook
  • WhatsApp
  • Google Calendar
  • Other ERPs using API
  • Email Integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

HelloLeads is smart lead management solution helping you to acquire, track and manage each lead that you meet with in an event or expo.

Company Email

support@helloleads.io

Contact No.

Company's Address

HelloLeads
3422 Old Capitol Trail, Suite 15
Wilmington, DE 19808
USA

Salesforce CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Pricing Info

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo

Integrations

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce.com, Inc.
The Landmark at One Market
Suite 300
San Francisco, CA 94105
USA

Almost as important as useful features and customer support quality are pricing packages provided by Method CRM and HelloLeads. While price should not be the only element it’s definitely an important thing to consider. You should try to find a flexible pricing plan that can be adjusted to your business size and effortlessly scaled up if your team expands. Make sure you don’t select plans that include additional functionalities that you won’t use and always make an effort to get in touch with the vendor directly as big companies can often count on discounts. You should also try out a free trial or demo of each solution to spend at least some time working with it. It’s a useful experience that doesn’t ask you to spend any money and offers a reliable overview of what it feels like to work with Method CRM and HelloLeads.

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