What is better Method:CRM or PEX Card? We are here to simplify the process of contrasting Accounting Software products for you. For example, on this page you can verify the overall performance of Method:CRM (8.8) and contrast it with the overall performance of PEX Card (8.1). It's also possible to match their overall user satisfaction rating: Method:CRM (99%) vs. PEX Card (N/A%).
Similarly, you can read their features in detail to determine which product can better tackle your company’s needs. Generally, any B2B software must let you to quickly view the big picture, at the same time offering you immediate access to the details.
We know that not all people have enough time to examine dozens of various solutions, so we prepared a list of recommendations that you may find useful. Our top selections for the CRM Software category are: Freshsales, HubSpot Smart CRM, Salesforce CRM.
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.
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
email
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.
You can use the service for free for up to two months. Enterprise pricing is quite simple, and varies according to the number of PEX cards issues. Here are the pricing details:
There is a one-time $49.95 setup fee
$7.5 monthly charges per PEX card
If you spend more than $50,000 in a month, there is no fee charged
PEX Card integrates with the following business systems and applications:
QuickBooks
Expensify
Tallie
Xero
Xpenditure
Expensify
Nexonia
eCapital
ExpenseWatch
Bookkeeping Express
Blackbaud Technology Partner
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Managing your company spending becomes effortlessly simple with PEX as it integrates with the best finance management software and brings intuitive solutions to the table.
The apps analyzed on this page are merely a small sample of our entire Accounting Software category and you should keep in mind that there may be better solutions out there. If you would like to ensure you make the optimal decision for your company we definitely suggest that you analyze more services first. You can also consider to consult our top 10 Accounting Software ranking to see which software are at the moment the best ones and dominate the market.
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