Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Planbox is easy to use
- All teams can be agile not just tech teams
- Assign, prioritize, set deadlines, comment…
- Get notification if someone is over-booked
- Group projects into initiatives
- Link customer feedback to work items
- Mobile app
- Open API
- Tables and graphs show process and progress
- Teams can work together seamlessly
- The tool is flexible to use
- Third-party integrations with Snapengage, Zendesk, Github etc.
- Time tracking
Pricing Info
Pricing Info
Here are the Planbox cost details:
- 2 collaborators: Free
- 5 collaborators: $19/month
- 10 collaborators: $39/month
- 15 collaborators: $69/month
- 30 collaborators: $129/month
- 50 collaborators: $199/month
- 50+ collaborators: Contact the vendor for a custom plan
The above rates are for yearly billing option.
All plans include:
Full features:
- Unlimited projects
- Access to all features
- Unlimited storage
- API and Integrations
Customer Support:
- Dedicated account manager
- Live chat
- Phone support
- Prompt email response
Security:
- Nightly backup procedures
- SSL/HTTPS security
- Easy import and export
For more Planbox price details, contact the vendor.
Integrations
Integrations
Planbox provides seamless integrations with many tools, thus extending the functionality of applications you are already using. Planbox integrations include:
- Zendesk
- Github
- Snapengage
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Philips, CGI, Stanford, The Salvation Army
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
Planbox offers a robust yet simple agile project management app. The tool allows teams to plan, collaborate, and work more efficiently.
Company Email
info@planbox.com
Contact No.
Company's Address
4115 St-Laurent Suite 200, Montreal, Quebec, Canada H2W 1Y7
Planbox Comparisons
Popular Planbox 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
All the data, information and reviews that we provided in this analysis were collated from official vendor sites, promotional resources available online, actual experience from real users as well as our own everyday use of each product by a professional reviewer. We put a lot of effort to extensively analyze each app, so we not only analyze it on our own, but we also compare our observations with views of other users from the SaaS community.
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