Method:CRM
vsMethod: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
- Project Management
- Task Management
- Gantt Chart
- Time tracker
- Budget tracker
- Voice notes
- Templates
- Roles
- Integration with G Suite
- Inbox
- Search
- Sendable Task URLs
- Activity feed
- Add assignees, attachments, and due dates to tasks
- Automatic updates to email/inbox
- Create custom views (to-do list, Kanban or Gantt)
- Get notifications and reminders
- Android and iOS
- Project Sections and Milestones
- Real-time updates
- See team members’ tasks and priorities
- Project and task creation
- Comments on tasks
- Task dependencies
- Integrations: Slack, GitHub, Zapier
Pricing Info
Lite – Free
- Unlimited tasks, projects, and files
- Up to 10 team members
- Up to 1 Team
- G Suite Integrations
- Basic platform
Growth – $9.99/user per month
- All Lite features, plus:
- No team member limit
- Unlimited teams
- Admin controls (Roles)
- Advanced Gantt chart
- Time tracker
- Budget tracker
- Project Templates
- Voice notes
- External integrations: Slack, GitHub, Zapier
- Priority support
Enterprise – $19.99/user per month
- All Growth features, plus:
- API access
- Backups
- Fully personalized training
- Flexible and advanced reports
Integrations
Workep integrates with the following business systems and applications:
- Google Suite
- Google Drive
- Google Calendar
- Gmail
- Google Sheets
- Google Docs
- Google Slides
- Hangouts
- Google Chat
External:
- Slack
- GitHub
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Workep connects teams around the world, brings all the work in one place to break down the barrier of distance.
Company Email
juanita@workep.com
Contact No.
Company's Address
11930 NORTH BAYSHORE, Miami, FL, 33181
Workep Comparisons
Popular Workep Alternatives
If you continue having doubts about which software will work best in your case it may be a good idea to take a look at each service’s social metrics. These metrics are quite often an indicator of how popular a given software is and how big is its online presence. For example Method:CRM Twitter profile has currently 1107 followers. At the same time Workep Twitter is followed by 317 people.
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