What is better ProcedureFlow or Method:CRM? Getting the ideal Workflow Management Software for your firm is essential to boosting your company’s efficiency. In our platform, you can easily review a wide range of solutions to see which one is the ideal software for your requirements. Here you can match ProcedureFlow vs. Method:CRM and look at their overall scores (7.3 vs. 8.8, respectively) and user satisfaction rating (N/A% vs. 99%, respectively).
You can even study the specifics of rates, terms, plans, services, tools, and more, and determine which software offers more advantages for your business. As a rule of thumb, select the software which helps you to add/remove features and subscription plan to complement your business growth or lack of it.
We know that not all people have the time to try out a wide range of different services, so we created a list of suggestions that you may find useful. Our top choices for the Workflow Management Software category are: Wrike, monday.com, Trello.
ProcedureFlow integrates with the following business systems and applications:
TalkDesk AppConnect
Genesys
Salesforce
Microsoft Dynamics 365
Nice InContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stewart McKelvey, Bulletproof, JMBullion.com, Medavie Blue Cross, NB Power
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
ProcedureFlow is a simple yet robust, cloud-based, knowledge management software solution that aims to help businesses and organizations grow their business.
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.
Both ProcedureFlow and Method:CRM were reviewed by a team of independent SaaS experts who prepared a full examination of all key elements of each app. Their ultimate rating was prepared using our unique SmartScore model which provides an individual partial score to each element such as: main features, client support, mobile support, security, user satisfaction and market presence. We realize useful features are not the only thing essential to a business so we make an effort to pay attention to all aspects of a software before giving it a final rating.
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