Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- User Management
- Customizable User Permissions
- Universal Mobile Access
- Unlimited Booking Capability
- Advanced Appointment Scheduling
- Recurring Appointment Scheduling
- Client Booking Reminders
- Fieldworker Arrival Notifications
- Fieldworker Availability and Scheduling
- Built-in CRM System
- Comprehensive Customer Database
- Dependent Management
- Service History Tracking
- Customer Self-Service Portal
- Branded Customer-Facing App
- Fieldworker App and Push Notifications
- Fieldworker Location Tracking
- Geofencing and GPS Tracking
- Fieldworker Ratings & Reviews
- Time Tracking and Management
- Timesheet Management
- Billing and Invoicing
- Estimate and Quote Management
- Dynamic Pricing Automation
- Secure Payment Collection
- Deposit Management
- Automated Invoice Generation
- Client Discounts and Promotions
- QuickBooks Sync / Integration
- Xero Sync / Integration
- Tip Collection & Payout Management
- Expense Management
- Payment Integration
- Lead Tracking and Management
- Inquiry Widget Integration
- Intelligent Dispatch Management
- Automated Job Management and Tracking
- Project Coordination and Management
- Work Order Management
- Customizable Forms and Checklists
- VOIP Integration
- Two-Way SMS Communication
- Click-to-Dial Functionality
- Email Integration
- Customizable Communication Templates
- Automated Communication Triggers
- Mailing List Segmentation
- Live Updates and Notifications
- Fieldworker Job Notifications and Alerts
- Google Calendar Integration
- Data Import and Export
- Electronic Signature
- Inventory Control
- Product Sales Management
- Gift Voucher Management
- Contract & Agreement Management
- Real-time Feedback Collection & Management
- Complaint and Issue Tracking
- Note and Attachment Management
- Offline Functionality
- Customizable Reporting
- 24/7 Chat and Email Support
Pricing Info
Pricing Info
OctopusPro offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
Starter Pack – $36.25 /month 2 users
- 2 users (1 admin, 1 field workers)
- Lead Management
- Quote Management
- Booking Management
- Invoice Management
- Complaint Management
- Field Worker Management
- Contractor Database
- Integrated Calendars
- Automated Emails
- Schedule Jobs & Tasks
- Built-in CRM
- GPS Directions
- Live Updates
- Manage Notes & Attachments
- Time Tracking
- Collect Payments
- Send Automated Invoices
- Live Reporting
- Mobile Access
- Unlimited Bookings
- Automated Pricing
- Field Worker App
Established – $60/admin/month, and $6/fieldworker/month
- Unlimited Users
- Lead Management
- Quote Management
- Booking Management
- Invoice Management
- Complaint Management
- Field Worker Management
- Contractor Database
- Integrated Calendars
- Automated Emails
- Schedule Jobs & Tasks
- Built-in CRM
- GPS Directions
- Live Updates
- Manage Notes & Attachments
- Time Tracking
- Collect Payments
- Send Automated Invoices
- Live Reporting
- Mobile Access
- Unlimited Bookings
- Automated Pricing
- Field Worker App
- 24/hr Support
Corporate – Contact vendor custom enterprise pricing
- Unlimited Users
- Lead Management
- Quote Management
- Booking Management
- Invoice Management
- Complaint Management
- Field Worker Management
- Contractor Database
- Integrated Calendars
- Automated Emails
- Schedule Jobs & Tasks
- Built-in CRM
- GPS Directions
- Live Updates
- Manage Notes & Attachments
- Time Tracking
- Collect Payments
- Send Automated Invoices
- Live Reporting
- Mobile Access
- Unlimited Bookings
- Automated Pricing
- Field Worker App
- 24/hr Support
- Branded Customer-Facing App
Integrations
Integrations
OctopusPro integrates with the following business systems and applications:
- eWay
- PayPal
- Stripe
- Google Docs
- Google Drive
- MailChimp
- Google Analytics
- Twilio
-
WePay
-
Square
-
Google Wallet
-
TransferWise
-
Amazon Payments
-
Payoneer
-
Authorize.net
-
Google Calendar
-
Outlook 365
-
Quickbooks
-
Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Tile Cleaners, Zenin, Flood Restoration, Solved Plumbing
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 simple & efficient way to run and grow your mobile service business, allowing you to manage your inquiries, quotes, bookings, invoices, payments, as well as your customers and staff all together in one revolutionary software, all safe and secure in the cloud!
Company Email
support@octopuspro.com
Contact No.
Company's Address
OctopusPro
166 Ramsgate Ave., North Bondi
New South Wales
Australia
OctopusPro Comparisons
Popular OctopusPro 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
In the event you continue having doubts about which software will work best for your business it might be a good idea to analyze each service’s social metrics. Such metrics are quite often a sign of how popular each service is and how wide is its online presence.For instance, if you check OctopusPro LinkedIn profile you’ll learn that they are followed by 13 users. In case of Method:CRM the number of followers on their LinkedIn page is 889.
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