Salesforce Service Cloud
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
- Computer Telephony Integration (CTI)
- Record types
- Lead-contact account management
- Files
- Salesforce identity
- Roles and permissions
- Snap-ins for live agent chat
- Social customer service pro
- Knowledge
- Work order management
- Service console
- Customer community
- Chatter
- Community starter
- Email integration with Outlook
- Advanced case management
- Customer account portal
- Custom page layouts
- Standard success Plan
- Asset management
- Omni-channel supervisor
- Field service dispatch
- Service contracts and entitlements
- Developer Sandbox
- Unlimited online training
- Activity feed
- Developer Pro Sandbox
- Topics and recommendations
- Data and file storage
- Order management
- Omni-channel routing
- Case auto-assignment
- Service analytics app
- Social customer service starter pack
- Product tracking
- Case milestone tracker
- Unlimited custom applications
- Google Apps integration
- Custom profiles
- AppExchange app integration
- Offline access
- Lightning App builder
- Case escalation rules and queues
- Web services API
- Opportunity tracking
- Workflow and approval automation
- Web and email case capture
- Task management
- Customizable reports and dashboards
- Case email auto-response
- Advanced reporting features
- Salesforce mobile app
- Email templates
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
Essentials – $25/user per month
- Chatter
- Salesforce mobile app
- Files
- Topics and recommendations
- Case auto-assignment
- Web and email case capture
- Case email auto-response
- Case escalation rules and queues
- Lead-contact account management
- 1 Service console app per org
- Basic omni-channel routing
- Omni-channel supervisor
- Knowledge (read only)
- Knowledge (read-write)
- Computer Telephony Integration (CTI)
- Phone
- Social Customer Service
- Live agent chat (limited functionality)
- Next best action
- Help center
- Customizable reports and dashboards
- Opportunity tracking
- Task management, activity feed
- Email integration with Outlook
- Google Apps integration
- Custom profiles and page layouts
- Lightning App builder
- AppExchange app integration
- Email templates
- Data and file storage per user
- Limited Lightning flow automation
Professional – $75/user per month
- All Essentials plan features except phone, live chat, and help center, plus:
- Service orders
- Service contracts and entitlements
- Work order management
- Asset management and product tracking
- Unlimited custom applications
- Developer Sandbox
- 2 Roles and permissions per org
- 3 Record types per object
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Web services API – $25/user/month
- Developer Pro Sandbox
Enterprise – $150/user per month
- All Essentials and Professional plan features except phone, plus:
- Service console apps
- Advanced case management
- Advanced reporting features
- Offline access
- Web services API
- Lightning flow automation (unlimited)
- Roles and permissions
- Record types (per object)
- Salesforce identity
- Workflow approval
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Chat (live agent) – $75/user/month
- Developer Pro Sandbox
- Full Sandbox
Unlimited – $300/user per month
- All Enterprise plan features, plus:
- Knowledge (read-write)
- Chat (live agent)
- Developer Pro Sandbox
- 1 Full Sandbox per org
- 24/7 Support and configuration services
Integrations
Salesforce Service Cloud supports integrations with the following business systems, applications and services:
- Autotask
- ConnectWise
- JIRA
- Salesforce Service Cloud
- ServiceNow
- Zendesk
- Oracle Service Cloud
- Freshdesk
- Freshservice
- Desk.com
- Help Scout
- Cherwell Software
- Wrike
- SugarCRM
- Microsoft Dynamics CRM
- Zoho CRM
- Netsuite
- Autotask
- Close.io
- ConnectWie
- Infusionsoft
- Pipedrive
- HubSpot CRM
- Oracle Sales Cloud
- Base CRM
- CustomerGauge
- Act! Essentials
- Sap Hybrid Cloud for Customers
- Sage CRM
- Bullhorn
- Maximizer CRM
- Insightly
- Microsoft Dynamics GP
- Microsoft Dynamics AX
- QuickBooks
- Freshbooks
- Taxify
- Sage Intacct
- Sage 200
- Tipalti
- Plaid
- Shopify
- Volusion
- Ecwid
- Bigcommerce
- Magento
- Etsy
- Woocommerce
- Weebly
- SAPAnywhere
- Epages
- Oracle Eloqua
- Marketo
- HubSpot Marketing
- Act-On
- MailChimp
- Mailjet
- Allbound
- Autopilot
- Constant Contact
- Kissmetrics
- Facebook Lead Ads
- Campaign Monitor
- iContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stanley Black & Decker, Sprouts, Coca-Cola, Activision, Spotify, Aldo
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 cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower, 415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce Service Cloud Comparisons
Popular Salesforce Service Cloud Alternatives
No CRM Software will be perfect enough to solve all the needs of a business. While key features of Method:CRM and Salesforce Service Cloud are obviously a priority you should also carefully study the integrations offered by every product. Very often your team will already be using some other B2B software in your company and it’s always more beneficial to go with products that integrate well with each other. That way you can ensure an effortless transfer of data between your teams and software used, which can really reduce time devoted to migrating between one software and the other.
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