Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Spend management
- Credit tracking
- Credit control
- Card suspending
- Bank to PEX account transfer
- No minimum funding per card
- Merchant allocation
- Dashboard
- Analytics
- Reporting
Pricing Info
Pricing Info
You can use the service for free for up to two months. Enterprise pricing is quite simple, and varies according to the number of PEX cards issues. Here are the pricing details:
- There is a one-time $49.95 setup fee
- $7.5 monthly charges per PEX card
- If you spend more than $50,000 in a month, there is no fee charged
- No domestic transaction fees
- Free card replacements
- Free fund transfers through PEX ACH
Integrations
Integrations
PEX Card integrates with the following business systems and applications:
- QuickBooks
- Expensify
- Tallie
- Xero
- Xpenditure
- Expensify
- Nexonia
- eCapital
- ExpenseWatch
- Bookkeeping Express
- Blackbaud Technology Partner
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
Managing your company spending becomes effortlessly simple with PEX as it integrates with the best finance management software and brings intuitive solutions to the table.
Company Email
info@pexcard.com
Contact No.
Company's Address
PEX, 462 7th Avenue, 21st Floor
New York, NY 10018
USA
PEX Card Comparisons
Popular PEX Card 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
Almost as crucial as useful features and customer support responsiveness are pricing options provided by PEX Card and Method:CRM. While price should not be the sole factor it’s without a doubt an important thing to consider. You should try to find a flexible pricing plan that can be adjusted to your company size and painlessly scaled up every time your business expands. You should be certain you don’t pick packages that have additional functionalities that you won’t use and always try to get in touch with the vendor directly because big companies can frequently count on special pricing. You should also try out a free trial or demo of every service to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to invest any money and gives you a practical overview of what it’s like to work with PEX Card and Method:CRM.
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