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
- Knowledgebase
- Mailbox
- Reports
- Workflow
- Customization
- Form Builder
- Disqus
Pricing Info
UVdesk Helpdesk offers three enterprise pricing plans for users to choose from, including a free package for teams up to 4 agents. Give the details a look, and select the best option for your company:
Basic – Free
- 4 Agents
- 1 Mailbox
- Knowledgebase
- 1 Knowledgebase Folder
- 5 Knowledgebase Category
- 15 Knowledgebase Article
- Email Piping
- Theme & Customization
- Workflow (Predefined)
- Email Templates (Predefined)
- Tags
- Groups & teams
- Agent Privileges
Pro – $11/agent/month
- 5 Mailboxes
- 10 Knowledgebase Folders
- 50 Knowledgebase Categories
- 200 Knowledgebase Articles
- Email Piping
- Theme & Customization (Pro)
- Workflow (Custom)
- Email Templates (Custom)
- Tags
- Groups & teams
- Agent Privileges
- Reports
- Tasks
- Custom Fields
- Saved Filters
- Saved Replies
- Email Settings
- Export Data
- Apps
Enterprise – $18/agent/month
- All Pro Features
- Full Portal Customization
- Feature Request
- Unlimited Mailboxes
- Unlimited Knowledgebase Folders
- Unlimited Knowledgebase Categories
- Unlimited Knowledgebase Articles
Integrations
UVdesk Helpdesk integrates with the following business systems and applications:
- Zendesk
- osTicket
- Helpscout
- Freshdesk
- Amazon
- eBay
- Etsy
- Magento
- Bigcommerce
- Shopify
- Disqus
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Jamgora, Colorway Design Group, FIXXI.NET
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-based eCommerce helpdesk system to manage multichannel customer support. The Merchant can manage multi-channel customer support under single ticket system.
Company Email
Contact No.
Company's Address
A 67 Sector 63
Noida Uttra Pradesh, 201301
India
UVdesk Helpdesk Comparisons
Popular UVdesk Helpdesk Alternatives
You shouldn’t expect only a broad set of features and scalable pricing from a well-known CRM Software. Almost as essential as main features is a quality customer support. You want to make sure that when you have any questions about Method:CRM or UVdesk Helpdesk, or you face some problems, or maybe you’ll want to request a certain change or functionality useful to your team you can rely on a responsive and helpful customer support. Examine if options such as phone support, tickets or live chat are provided. Additionally, it’s a significant advantage if you can profit from personal training or at least a knowledge base you can use.
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