What is better Method:CRM or Upflow? With different functionalities, pricing, terms, and more to evaluate, choosing the right Accounting Software for your organization is tough. However by using our system, it is simple to match the features of Method:CRM and Upflow as well as their general rating, respectively as: 8.8 and 10 for overall score and 99% and 97% for user satisfaction.
You can also review them feature by feature and find out which application is a better fit for your business. Keep in mind to ask for a free trial first before opting in for a plan to experience how the program works in real setting.
Users who are pressed for time or could use a CRM Software recommendation from our experts may want to try out these top choices for this year: Salesforce CRM, Freshsales, HubSpot Smart 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.
Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
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
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Every time you choose a software that you think will be an actual asset for your business you shouldn’t simply limit yourself to what reviewers have to say about it. Quite frequently personal experience with the software will vary, depending on your own goals and needs. This is why in our reviews we also provide our User Satisfaction Rating for every service to give you a reliable impression of how real users of Method:CRM and Upflow rate their contact with the service. Our algorithm is built around detailed analysis of product mentions on other sites, social media and blogs, so you will obtain a complete and credible overview of what other people think about every software. In this example Method:CRM has a total satisfaction rating at 99% while for Upflow 97% of people claim they had an enjoyable experience with it.
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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
