What is better Octiv or Method:CRM? If you need to get a easy way to learn which Sales Tools product is better, our unique method gives Octiv a score of 8.4 and Method:CRM a score of 8.8 for general quality and performance. Furthermore, Octiv is rated at 75%, while Method:CRM is rated 99% for their user satisfaction level.
You can also evaluate their product details, including modules, tools, options, plans, costs, and more. Check if the application allows you to customize some of its funnels to ensure the software fits your own business processes.
At the moment, the leading solutions in our Sales Tools category are: Salesforce CRM, Freshsales, HubSpot Sales Hub.
Octiv integrates with the following business systems and applications:
Netsuite
Salesforce
Docusign
Adobe Sign
MS Dynamics CRM
Webhooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
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
Octiv is a provider of a sales productivity platform that drives for efficient process work that empowers teams and businesses. It offers a wide range of CLM functionalities ranging from document generation and localization to e-signature support and real-time reporting.
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.
You shouldn’t count on exclusively a broad array of useful tools and scalable pricing plans from a reliable Sales Tools. Almost as important as key features is a quality customer support. You want to ensure that if you have any questions about Octiv or Method:CRM, or you run into a problem, or perhaps you’ll want to request a certain revision or functionality beneficial to your business you can rely on a responsive and helpful customer support. Examine whether solutions such as phone support, tickets or live chat are provided. What is more, it’s a major asset if you are able to profit from individual training or at the very least a knowledge base you can use.
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