Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- APIs
- Auto-Alerts
- Baselines
- Billable and Non-Billable Work Items
- Budgeting and Costing
- Calendars
- Collaboration
- Cross-Project Resource Allocation
- Custom Fields
- Customization Capabilities
- Data Import/Export To MS Projects
- Document Management
- Email Notifications
- Executive Dashboards
- Expense Tracking
- File Sharing
- Financial Indicators
- In-Line Editing
- Intelligent Project Scheduling
- Interactive Gantt Charts
- Issue Tracking
- Mobile App for iPhone and Android
- Permissions and Security
- Personal Calendars
- Personalized Dashboards
- Professional Services Management
- Project Percentage Completion Reporting
- Project Portfolio Management
- Project Scheduling
- Project Scorecards
- Project Templates
- Real-Time Team Updates
- Resource Management
- Risk Management
- Scheduling
- Task Management
- Time and Expense Entry
- Time Tracking
- To-Do’s
- Version Control
- Work Management
- Workflow and Approvals
Pricing Info
Pricing Info
Project Insight offers different enterprise pricing plans for teams of all sizes.
PI#team™ – Free Forever
This plan is created for simple teams. It is inclusive of the following features:
- Unlimited Users
- Basic functionality
- VirtualPM™ for Slack
- SaaS/mobile friendly
- Online help
- Paid Add-Ons Available
PI#business™ – $45/power user/month
This plan is created for small teams. Available for billing on a monthly or yearly basis, it is inclusive of the following features:
- Minimum of 5 users
- Free 7 day trial
- Core features
- Add-Ons
- VirtualPM™ for Slack
- SaaS/mobile friendly
- Online help
PI#enterprise™ – $65/power user/month
This plan is created for large teams. Available for billing on a yearly basis, it is inclusive of the following features:
- Minimum of 5 users
- Free 7 day trial
- All Features
- Add-Ons
- VirtualPM™ for Slack
- SaaS or on premise
- One-on-one support
Integrations
Integrations
Project Insight has a robust REST API that lets it integrate with a large number of applications and business systems. Among the many platforms it can support are:
- BOX
- Microsoft Office
- Microsoft Outlook
- Quickbooks
- JIRA
- Salesforce
- Microsoft Project
- Slack
- Azure Devops
- Zendesk
- G-Suite
- Trello
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
University of Kentucky Healthcare, ICU Medical, and Avaya
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
An enterprise web-based project management software that is easy to use and offers powerful features for project managers.
Company Email
info@projectinsight.net
Contact No.
Company's Address
230 Commerce, Suite 285
Irvine, CA 92602
USA
Project Insight Comparisons
Popular Project Insight 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
No Project Management Software will manate to cater to all the requirements of a business. Though key functionalities of Project Insight and Method:CRM are obviously a priority you should also thoroughly study the integrations offered by every product. Very often your team will already be working with other types of B2B software in your company and it’s always more beneficial to go with software that integrate well with one another. If you do that you will be able to be certain of a smooth transfer of information between your teams and software used, which can really reduce time wasted on migrating between one solution and the other.
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