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
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
- Simplified signing
- Simplified sending
- Customized signing
- Multiple signatories workflow
- Document reuse templates
- Document resend
- Document audit trail
- Document sharing
Pricing Info
Free Account/trial is available. Monthly fees for Personal and Business are discounted if paid annually.
Free Account
- 1 sender
- 1 template
- 3 documents monthly
- Reminders & notifications
Personal Plan ($8 per month, annual billing or $10 monthly)
- 1 sender
- Unlimited documents
- 5 templates
- Reminders & notifications
- Template links
- Advanced preferences
Business Plan ($24 per month, annual billing or $30 monthly)
- 3 senders
- Unlimited documents
- Unlimited templates
- Reminders & notifications
- Template links
- Advanced preferences
- Custom branding
- Redirect URLs
- In-person signing
Custom pricing for API or Enterprise plans available by quote
Integrations
SignWell integrates with over 2,000 popular tools, services, and platforms via the free Zapier integration.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SUMO, Cornell University, TinySeed
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
SignWell is an electronic signature software for legally binding documents.
Company Email
Company's Address
SignWell
Portland, OR
USA
SignWell Comparisons
Popular SignWell Alternatives
Almost as important as useful features and customer support level are pricing plans provided by Method:CRM and SignWell. While price should not be a deciding factor it’s definitely a significant thing to think about. You should expect a flexible pricing plan that can be adjusted to your company size and painlessly scaled up if your business grows. You should be certain you don’t opt for pricing plans that have advanced tools that you won’t use and always make an effort to get in touch with the vendor directly as enterprises can frequently benefit from special pricing. You should also give a chance to a free trial or demo of each app to spend at least some time working with it. It’s a helpful experience that doesn’t require you to pay any money and offers a solid overview of what it feels like to work with Method:CRM and SignWell.
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