Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Task Assignment
- Custom Fields
- Real-time Collaboration
- File Sharing
- Message Threads
- Direct Messaging
- Project Overview
- Task View
- Timelogs View
- Progress Reporting
- Timeline View
- Milestone Depedencies
- Custom Labels
- Collaborative Documents
- Quick Collaboration
- Conversational Files
- Time Tracking
Pricing Info
Pricing Info
Free – $0
- 3 Active Projects
- Users 10 Total
- Storage per member 1 GB / User
- Team Chat
- Project Discussions
- Kanban Taskboard
- Roadmap and Detailed View
- Project Docs
- Project Files
- Project and Team Overviews
Standard – $89 /month (Billed Annually)
- Up to 50 Users
- Unlimited Projects
- Unlimited Guests & Clients
- Storage Per Member 5 GB / User
- Team Chat
- Project Discussions
- Kanban Taskboard
- Roadmap and Detailed View
- Project Docs
- Project Files
- Project and Team Overviews
- Milestone Dependencies
- Self-Serve Help Center
- Priority Support
Premium – $124 p/month (Billed Annually)
- Up to 100 Users
- Unlimited Projects
- Unlimited Guests & Clients
- Storage Per Member 15 GB / User
- Team Chat
- Project Discussions
- Kanban Taskboard
- Roadmap & Detailed View
- Project Docs
- Project Files
- Project & Team Overviews
- Custom Fields
- Budget Tracking (coming soon)
- Time Tracking & Reporting
- Milestone Dependencies
- Google Single Sign-On (SSO)
- Microsoft SSO
- Self-Serve Help Center
- Priority Support
- Dedicated Success Manager
Enterprise – By Quote
- Unlimited Users
- Unlimited Projects
- Unlimited Guests & Clients
- Custom Storage
- Team Chat
- Project Discussions
- Kanban Taskboard
- Roadmap and Detailed View
- Project Docs
- Project Files
- Project and Team Overviews
- Custom Fields
- Budget Tracking (coming soon)
- Time Tracking & Reporting
- Milestone Dependencies
- Google Single Sign-On (SSO)
- Microsoft SSO
- Microsoft Active Directory
- Custom SAML (SSO)
- On-Premise Hosting
- Open API
- Self-Serve Help Center
- Priority Support
- Dedicated Success Manager
- Individualized Onboard & Training
Integrations
Integrations
Nifty integrates seamelessly with thousands of apps in the Zapier platform.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Verizon, VMware, IBM
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
An easy-to-use project management platform that allows businesses to streamline their workflows and collaboration. It features different project view types to help businesses track tasks and projects from different perspectives. There are also real-time collaboration and conversation tracking features including a built-in word processing module.
Company Email
team@niftypm.com
Contact No.
Company's Address
315 W 36th St
New York, NY 10018, US
Nifty PM Comparisons
Popular Nifty PM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
It may not always be sufficient to simply compare Nifty PM and Method:CRM with one another. While useful features, pricing plans and user experience are all important and should be included when making a final choice, you should also check out the recognition and awards merited by each product. Very often a less known solution may turn out to be an excellent choice that was a winner of many B2B awards such as our Supreme Software Award which proves that despite lesser market popularity it’s a worthy rival to the products that rule the market.
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