What is better PerfectForms or Method:CRM? Finding the appropriate Workflow Management Software product is as easy as contrasting the good and poor functions and terms offered by PerfectForms and Method:CRM. Here you can also match their all round scores: 8.4 for PerfectForms vs. 8.8 for Method:CRM. Or you can check their general user satisfaction rating, N/A% for PerfectForms vs. 99% for Method:CRM.
We suggest that you spend some time to analyze their unique features and determine which one is the better option for your business. What’s more remember to take into account your company’s or industry’s special situation, for instance, a multilingual app for a global staff or a mobile platform to help you work away from your office.
Right now, the best services in our Forms Automation Software category are: monday.com, Sogolytics, Alchemer.
Connections in PerfectForms allow easy integrations. It is a flexible tool that can be utilized to create basic web forms as well as complex applications with third party integrations. You can use the app‘s Connections tab to easily configure connections to other software. Available integrations include SOAP API/Web service calls, connections to PerfectForms form data, directory service connections, and database connections.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Houston Community College, Madison National Life Insurance, University of Portland
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
PerfectForms is a flexible online form building platform that also offers workflow and business process management (BPM) features.
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.
When you test various Workflow Management Software services you shouldn’t just analyze their features list and offered pricing plans. Pay attention to the fact that the app must be meeting your standards and team so the more flexible their offer the better. Check which OSes are supported by PerfectForms and Method:CRM and be certain you will obtain mobile support for whichever devices you use in your company. You should also find out which languages and geographies are supported, because this could be a critical factor for many companies.
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