Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Project Management
- Status reports
- Calendar view of tasks
- Resource utilization report
- Project schedule reports
- Document sharing and management
- Document versioning
- Export timesheet data
- Exporting task data
- Gantt Charts
- Global projects for issue or documents
- Milestones
- MS Project import
- Multiple project management
- Multitude of project management templates
- Portfolio, programs, project status
- Project cost and revenue reports
- Project health reports
- Reminders
- Report builder
- Resource schedule reports
- Timesheet data export
- Timesheet module
- Timesheet reporting
- Unlimited customization
- Workflows and links
Resource Management
- Project schedule reports
- Resource schedule reports
- Resource utilization report
- Timesheet data export
- Timesheet module
- Timesheet reporting
Task Management
- Automatic email notification
- Calendar view of tasks
- Complete task history
- Dashboard
- Default tasks
- Document sharing and management
- Document versioning
- Effortless filtering of data
- Fast and easy to use
- File attachments for projects and tasks
- Gantt Charts
- Project schedule reports
- Quick search of task, project, and users
- Recurring tasks
- Reliable web-based platform
- Reminders
- Report builder
- Task comments
User/Security Management
- User management
- Customize user profile
- Unlimited billing types including non-billable
Collaboration
- Automatic email notification
- Calendar view of tasks
- Dashboard
- Document sharing and management
- Document versioning
- File attachments for projects and tasks
- Global projects for issue or documents
- Reminders
- Task comments
Reporting
- Dashboard
- Portfolio, programs, project status
- Project cost and revenue reports
- Status reports
- Project health reports
- Project schedule reports
- Report builder
- Resource schedule reports
- Resource utilization report
- Timesheet reporting
Dashboard
- Dashboard
- Reminders
Data Exports
- Export timesheet data
- Exporting task data
- MS Project import
- Timesheet data export
Infrastructure and Support
- Data security and backups
- Reliable web-based platform
- Support
Pricing Info
Pricing Info
Project Drive is available in two editions, a Enterprise and Server Edition.
Enterprise Edition (cloud-based)
- unlimited Projects
- unlimited Templates
- file storage up to 5 GB
- unlimited customizable reports
- unlimited email support
1-25 users: $30/month or $300/year
26-50 users: $25/month or $250/year
over 50 users: by quote
extra storage: $10 per GB/month
Server Edition
- hosted in-house solution
- ideal for large companies with own server infrastructure
- contact Project Drive for pricing
Integrations
Integrations
- MS Project
- CSV, PDF, DOC, and other document file types
- MS Excel, other standard spreadsheet applications
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
University of Ottawa, Acquiro Systems
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
Empowering you with an intuitive, web-based project management solution
Company Email
sales@project-drive.net
Company's Address
Gatineau, Quebec, Canada
Project Drive Comparisons
Popular Project Drive 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 quality are pricing plans offered by Project Drive and Method:CRM. Even though cost should not be the sole aspect it’s surely an important thing to think about. You should count on a flexible pricing package that can be matched with your team size and effortlessly scaled up when your business grows. Make sure you don’t pick plans that have advanced functionalities that you won’t find useful and always try to contact with the vendor directly because big companies can usually count on special pricing. You should also check out a free trial or demo of each solution to spend at least some time using it. It’s a useful experience that doesn’t need you to invest any money and provides you with a reliable overview of what it’s like to work with Project Drive and Method:CRM.
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