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
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
- Open REST API
- Intuitive Self-Service Portal
- Unlimited Forms Creation
- Drag and Drop Functionality
- Operational Risk Reduction
- Comprehensive Task Audits
- Self-Service Portal Embedding
- Workflow Management and Automation
Pricing Info
Integrify is subscription-based software and you only need to pay an annual subscription fee to use the software (in the cloud, private cloud, or on-premise). The vendor uses the following variables to calculate your ultimate cost for enterprises and smaller companies:
- Number and type of users (named or concurrent)
- Platform chosen (cloud, private cloud, on-premise)
- API kit (if needed)
- Services
Integrations
The Integrify REST API allows you to create your own apps that incorporate workflow, processes, and forms from the Integrify system. Its standalone web service allows other apps to initiate a workflow, complete tasks, update process statuses, and conduct other bi-directional activities. Administrators can even define a task within a process that starts a new process.
Integrify is designed on an architecture that encourages customization. With Integrify plugins you can code any custom functionality, from integrating with existing databases or introducing your data to Integrify’s rules engine. Plugins are the simplest way to minimize manual entry and accelerate your processes.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Medcor, Exacto, Sony Entertainment Network
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
Integrify is a business process and workflow management software application for medium-sized and large enterprises.
Company Email
support@integrify.com
Contact No.
Company's Address
20 N. Wacker Dr. #3330
Chicago, IL 60606
Integrify Comparisons
Popular Integrify Alternatives
When you compare different Workflow Management Software software you shouldn’t only analyze their list of features and offered pricing plans. Keep in mind the service must be meeting your standards and team so the more flexible their offer the better. Learn what systems are supported by Method:CRM and Integrify and make sure you will get mobile support for whatever devices you use in your company. You should also examine which languages and geographies are supported, as this might be a deal breaker for many companies.
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