Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Mobile catalogues
- Generate orders
- Custom product fields
- Self-ordering
- Mobile optimized
- Cloud syncing
- Eliminates old paper processes
- Speeds up quoting and ordering
- Allows you to work offline when it is needed
- Generate quotes
- Full offline mode
- Bulk product import as well as update tool
- Merchandising checklists as well as audit forms
- Easy-to-use touch interface
- Boosts sales team performance
- Electronic retil audits
Pricing Info
Pricing Info
Onsight is free to use for one single user for one year. It also provides three additional pricing tiers:
Standard
- $15 per user, per month, when payments are made annually
- $19 per user on a month-to-month basis
Premier
- $28 per user, per month, when payments are made annually
- $36 per user on a month-to-month basis
Enterprise
- $58 per user, per month, when payments are made annually
- $74 per user on a month-to-month basis
Integrations
Integrations
Onsight can integrate with virtually almost all ERP or accounting platforms. The solution also boasts pre-built connectors between Onsight and several popular systems, including:
- Quickbooks
- Xero
- MYOB
- Microsoft Dynamics
The company provides a full REST API, so clients can integrate their systems using their own technical teams.
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
A suite of mobile apps that manufacturers, wholesalers and distributors can use to make their outside sales staff more productive.
Company Email
sales@onsightapp.com
Contact No.
Company's Address
Unit 1A, 1st Floor, Sable Square Cnr of Ratanga and Bosmansdam Road, Century City Cape Town, Western Cape 7441 South Africa
Onsight Comparisons
Popular Onsight 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
No Sales Tools will manate to cover all the requirements of a business. While key features of Onsight and Method:CRM are obviously a priority you should also thoroughly examine the integrations provided by a given software. In many cases you will already be making use of various kinds of SaaS software in your company and it’s definitely better to select apps that integrate well with each other. If you do that you will be able to guarantee a reliable transfer of data between your teams and apps, which can significantly reduce time devoted to migrating between one software and the other.
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