Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Calendar
- ABC-123 Prioritized Tasks
- Daily Notes Organizer
- Planning Wizards
- Goal Tracking
- Cloud based, browser or mobile access
- Technical Support via Email
- Manage Contacts & Organizations
- Project Manager
- Sales Opportunity Tracking
- Outlook/Gmail Integration
- Email Center
- Professional Features
- Multi User / Access Control
- Custom fields & Page Layouts
- Website Integration
- Drip and Blast Email Marketing Campaigns
- Email and Phone Support
- Designated Account Manager
Pricing Info
Pricing Info
Three editions are available for a variety of user needs ranging from personal planning and productivity to robust CRM solutions for business planning, team collaboration, sales automation and everything in between. Below are the subscription prices:
Essentials – $14/user per month or $12/user per month (billed annually)
- All-in-one planner (contacts, calendars, tasks and notes)
- Data sync with popular platforms
- Planning
- Mobile apps
Professional – $39/user per month or $29/user per month (billed annually)
- All Essentials features, plus:
- Sales management
- Organizations/Accounts
- Email integration
- Process automation
Business – $59/user per month or $49/user per month (billed annually)
- All features including:
- Project management
- Marketing automation
- Customization
- Access control
Integrations
Integrations
PlanPlus Online supports integration with a variety of business systems and applications:
- Google Calendar
- Gmail
- Google Contacts
- Microsoft Outlook
- Google Maps
- BingMaps
- Mapquest
- Skype / JaJah / SIP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Integrated Financial Services, Dermapen LLC, McIntyre Construction, COmmCap Advisors
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
PlanPlus Online is planning and organization software that increases individual effectiveness and allows you
to build a Culture of Productivity.
Company Email
sales@planplusonline.com
Contact No.
Company's Address
3216 Highland Drive #302, Salt Lake City, Utah 84106
PlanPlus Online Comparisons
Popular PlanPlus Online 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 made available by PlanPlus Online and Method:CRM. Although price should not be the only aspect it’s definitely a key thing to think about. You should count on a flexible pricing plan that can be adjusted to your business size and easily scaled up if your business grows. Be sure that you don’t choose packages that have advanced features that you won’t find a use for and always make an effort to get in touch with the vendor directly because enterprises can often benefit from discounts. You should also give a chance to a free trial or demo of each service to spend at least some time using it. It’s a valuable experience that doesn’t require you to pay any money and offers a solid overview of what it feels like to work with PlanPlus Online and Method:CRM.
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