Jotform
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
- Ease of use
- Online Form Designer
- Drag-and-Drop Customization
- Editable, pre-made Templates and Themes
- Image/Logo Upload
- Automated Storage and Organization of Submissions
- Branding
- Online/Offline Collaboration
- Reporting
- Synced Changes on the go
- More than 1000 Integrations
- Payments
- Widgets
- Group Editing
Pricing Info
Jotform offers five SMB and enterprise pricing plans to meet the needs of different users. Give the details a look, and select the best plan for your company:
Starter – Free
-
100 Monthly Submissions
-
SSL Secure Submissions
-
Receive 10 Payments
-
100 MB Available Space
-
5 Forms
- 100 Fields Per Form
-
1,000 Monthly Form Views
-
500 Total Submission Storage
- Unlimited Reports
Bronze – $39/month
-
1,000 Monthly Submissions
-
SSL Secure Submissions
-
Receive 100 Payments
-
1 GB Available Space
-
25 Forms
- 250 Fields Per Form
- 10,000 Monthly Form Views
-
10,000 Total Submission Storage
- Unlimited Reports
Silver – $49/month
-
2,500 Monthly Submissions
-
SSL Secure Submissions
-
Receive 250 Payments
-
100 GB Available Space
-
50 Forms
- 500 Fields Per Form
- 100,000 Monthly Form Views
-
25,000 Total Submission Storage
-
Unlimited Reports
Gold – $129/month
-
100,000 Monthly Submissions
-
SSL Secure Submissions
-
Receive 1,000 Payments
-
100 GB Available Space
-
100 Forms
-
1,000,000 Monthly Form Views
-
100,000 Total Submission Storage
-
Unlimited Reports
Enterprise – by quote
- Unlimited Everything
- Multi-user Platform
- User Management
- Dedicated Server
- Server Administration
- Full Compliance with Country-Specific Data Residency Requirements
- Custom Domain
- White Labeling
- Shared Access to Forms and Submissions
- Service Level Agreements (SLA)
- Priority Real-Time Support
- Real-Time Zoom Sessions with Customer Success Team
- Local Data Residency Option
- Single Sign On (SSO) Integrations
Integrations
Jotform integrates with more than 100 business systems and applications, including software for analytics and reporting, CMS, CRM, project management, payment processing, and file sharing. Here are some of them:
- Asana
- monday.com
- Google Analytics
- W3Counter
- IFTTT
- Zapier
- Weebly
- Joomla
- Dropbox
- Salesforce
- PayPal
- Stripe
- Square
- Freshbooks
- Slack
- Zoom
- Google Drive
- WebHooks
- Airtable
- Microsoft SQL Server
- HubSpot
- Zoho CRM
- Authorize.Net
- AWeber
- Egnyte
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Facebook, BBC, Uber
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
JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.
Company Email
support@jotform.com
Company's Address
1700 Montgomery St
San Francisco, CA 94111
USA
Jotform Comparisons
Popular Jotform Alternatives
In the event you are still having second thoughts about which software will work best for your company it might be a sound idea to investigate each service’s social metrics. These metrics are usually a sign of how popular a given software is and how extensive is its online presence. For instance, in case of Facebook Method:CRM has 0 likes on their official page while Jotform profile is liked by 24878 users.
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