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
- Marketing Automation – Campaign – Email, Email Templates, SMS, Social Media, Drip Campaign, Marketing Analytics, and ROI
- Web-to-lead capture
- UTM code builder
- Multi-channel lead management
- Rule-based lead assignment and escalations
- Rule and AI-based lead and opportunity scoring
- Mobile App for Android and iPhone
- Social listening
- Customer and partner portals
- Advanced Customer-360 degree views
- Omnichannel ticket creation
- Rule-based ticket routing
- Escalation management
- Knowledgebase
- Automated feedback capture
- Automated alerts and notification
- Advanced BPM tool
- Business Intelligence
- Sales trends
- Dashboards
- Customer profiles
- Support center analytics
- Marketing analytics
- Deployment platform-agnostic
- Open architecture
- Deployment (SaaS/private cloud/on-premise)
- AI-based chatbot
- AI ML Plugins
- Sentiment Analysis
- Offers engine
- Next best action recommender
- Predictive ML models
- Digital Onboarding/eKYC
- AI-based digital account opening
- Facial recognition
- OCR capability
- Fake ID detection,
- Digital Signature
- AML
- CRIB
- Blacklist check
- File Sync and file sharingDuplicate blocking
- Heat map for region-wise sales
- Roles and permissions
- Order and quote management
- Inline editing
- Roles and permissions
- Duplicate blocking
- Multi-currency support
- Enterprise territory management
- Web service API
- Google Apps integration
- Export Records (PDF, .CSV or txt format)
- Builders and configurators
- Email and PDF builder
- Reports and workflow builder
- Developer studio configurator
- Chatbot intent builder
Pricing Info
SimpleCRM’s price starts at $12/user/month. Separate bulk user pricing is given on a case by case basis. Contact the vendor for custom SMB and enterprise pricing.
Integrations
SimpleCRM integrates with any third-party systems through web services and API. Here are some of SimpleCRM’s ready integrations.
- Finacle
- ebaotech
- SAP
- Paypal
- Oracle
- Life Asia/AS400
- Knowlarity
- Avaya
- Genesys
- Aspect
- Ozonetel
- Cisco
- Xorcom
- C- Zentrix
- eHorizon
- Ameyo
- Asterix
- AWS
- AZURE
- Google Analytics
- IBM Softlayer
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ST Electronics, Karnataka Bank, HSBC
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
SimpleCRM is a comprehensive CRM solution designed to automate sales, marketing, and customer service operations.
Company Email
sales@simplecrm.com
Contact No.
Company's Address
Simpleworks Business Solutions Pte Ltd
60 Robinson Rd,
#11-01 BEA Building,
Singapore 068892
SimpleCRM Comparisons
Popular SimpleCRM Alternatives
When you select a app that you think will be an actual asset for your business you shouldn’t simply pay attention to what professionals have to say about it. In many cases personal experience with the product will vary, depending on your own preferences and requirements. This is why in our reviews we also offer our User Satisfaction Rating for each service to give you an immediate impression of how real users of Method:CRM and SimpleCRM evaluate their contact with the solution. Our algorithm is built around advanced analysis of product appearances on other sites, social media and blogs, so you will receive a complete and credible overview of what other customers think about every service. In this case Method:CRM got a total satisfaction rating at 99% while for SimpleCRM N/A% of people express they had an enjoyable experience with it.
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