Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Calendar
- Interactive Gantt Charts
- Project Hierarchy
- Project Portfolio Management
- Scheduling
- Add Recurring Tasks
- Assign Stakeholders
- Set Priorities
- Task History
- To-Do List
- Create Teams/Groups
- Document Management
- Forums
- Agile Project Management
- Task Management
- Custom Reports
- Dashboard
- Financial Reports
- Customization
Pricing Info
Pricing Info
Planview pricing is available on a by quote basis only. Contact Planview directly for more detailed pricing information.
Integrations
Integrations
Planview integrates with the following business systems and applications:
- Salesforce
- Siebel CRM
- Microsoft Great Plains
- Microsoft Dynamics
- Peachtree Sage
- SAP
- Oracle
- IBM DB2
- MySQL
- Microsoft
- SQL Server
- Microsoft Access
- Sybase ASE
- Teradata
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Hallmark, Carlsberg, Zurich
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
Planview is a software product that helps companies optimize the capacity of their limited resources through collaborative projects and enterprise-wide portfolio management.
Company Email
info@projectplace.com
Contact No.
Company's Address
Planview, Inc.
12301 Research Boulevard
Research Park Plaza V, Suite 101
Austin, Texas 78759
Planview Comparisons
Popular Planview 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
Every time you choose a solution that you believe will work best for your company you shouldn’t simply limit yourself to what experts have to say about it. Quite frequently individual experience with the app will vary, depending on specific goals and requirements. That’s the reason why in our reviews we also give our User Satisfaction Rating for each app to give you a reliable impression of how real users of Planview and Method:CRM rate their experience with the software. Our system is based on detailed analysis of product appearances on other websites, social media and blogs, so you will receive a comprehensive and credible picture of what other users think about each app. In this example Planview got a total satisfaction rating at N/A% while for Method:CRM 99% of users claim they had an enjoyable experience with it.
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