Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Free desktop and mobile app
- Fast and secure registration
- Prepaid debit MasterCard’s
- Virtual Cards and single use cards
- Interactive dashboard
- Receipt capture and unlimited storage
- Approve, partially approve or decline fund requests
- Instant funds transfer from your Penny Inc account to employee cards
- Order, suspend or cancel cards at the touch of a button
- Apply customized cost center or project codes to transactions
- Apply merchant restrictions
- Apply maximum spend limits
- Integration with most major cloud accounting software
- Reporting – search and export transaction detail
Pricing Info
Pricing Info
With Penny Inc, there are:
- No monthly subscription fees
- No transfer fees
- No transaction fees
- No annual fees
- No cancellation fees
The Penny Inc desktop application, cardholder mobile app, and your prepaid debit Mastercard’s are all free.
Some third-party fees may apply.
Integrations
Integrations
Penny Inc. integrates with the following business systems and applications:
- QuickBooks
- Sage
- Freshbooks
- Xero
- NetSuite
- Microsoft Dynamics
- Intacct
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
Penny is a business expense and travel management mobile application, seamlessly integrated with a corporate card. Whether it is petty cash or travel and entertainment.
Company Email
info@thepennyinc.com
Contact No.
Company's Address
297 Kingsbury Grade
Lake Tahoe 89449
USA
Penny Inc Comparisons
Popular Penny Inc 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
Please keep in mind that while both Penny Inc and Method:CRM may have an outstanding set of features every product might be created for a different business size. If you are studying different apps you should focus on a business size they are meant for. Some elements could scale up effectively for big enterprises but if you have a small or medium business it’s often more sensible to stay away from paying for advanced features that you might never actually use.
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