TrueContext
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Mobile Forms App features
- Offline work mode
- Market-leading data input options
- Native OS user interface (iOS, Android, Windows 10)
- In-app branding and customization
- Sections / Repeatable sections / Conditional sections
- Conditional logic
- Auto-populate forms with data from cloud or back-office systems
- Data source filter and search
- Rich Photo/Sketch: multiple images, drawing tools, zoom-in/out, thumbnail summary, picture quality/size, stamp form data on images
- Date/time/duration controls & calculations
- Barcode & QR code scanning
- Click-to-Call, Click-to-SMS, Click-to-Email, Click-to-Web, Click-to-PTT, contact directory
- Form Summary (with share/print options)
Integrations & Workflow features
- Out-of-the-box support for numerous cloud services and back-office systems
- Business document output support: PDF, MS Word, HTML, plain text, calendar event (iCal), business card (vCard)
- Customizable data file output support: CSV, JSON, XML, plain text
- Dispatching: via API, via Portal, bulk dispatch, image dispatching
- Custom Filters on data destinations/integrations
- Dispatch destination (Mobile to Mobile workflows)
- SMS notifications
- Form to email
Analytics & Reporting features
- Data Output options: PDF, Word, CSV, HTML, XML, JSON, Business Card, Event invitation, Custom DREL
- Data record listing & filtering
- Form submission charts (via web-portal)
- Online viewing of PDFs
- Visual mapping of data record submission locations
- Custom PDF/Word document output formatting (fee applies)
- Unlimited analytics data storage
- Data export (manual or scheduled)
- Data export filters
- Advanced Analytics – Data management service
- Advanced Analytics – Interactive dashboards and reports access
- Advanced Analytics – Scheduled reports pushed via email
- Advanced Analytics – Report authoring
- Advanced Analytics – Dashboard authoring
Pricing Info
Pricing Info
Available plans:
Essentials – $15/user/month
- Advanced data collection
- Simple business logic
- Simple outputs and integrations
- Multi-platform
- Offline functionality
Advanced – $45/user/month
- Advanced conditional logic
- Advanced integrations
- Advanced outputs
- Multi-depths, higher usage limits
Enterprise
– Request a quote
- Single sign-on & advanced security
- Advanced input controls
- Advanced form management
- Unrestricted usage
*Each user represents a ProntoForms activated mobile device. Monthly subscription price based on annual contract.
Integrations
Integrations
TrueContext integrates with a variety of business systems and applications: Pre-Built Enterprise Integrations:
- FTP
- HTTP GET
- HTTP File Upload
- HTTP POST / PUT
- Template-Driven HTTP
- WebDav
- Sharepoint
Pre-Built Cloud Integrations:
- Box
- Dropbox
- Evernote
- ShareFile
- Geotab
- Google Sheets
- Google Cloud Print
- Google Contact
- Google Drive
- QuickBooks Online
- SalesForce
- ServiceMax
- Sharepoint
- Microsoft OneDrive
- Microsoft Sites Document Library
- Zendesk
- Salesforce Custom Object
- Amazon Cloud
TrueContext also offers REST API that makes it possible to integrate it with virtually any back-end system, including large enterprise systems, e.g., SAP, Oracle, as well as proprietary in-house systems. Supported features include form dispatching, data source updates, form document, data retrieval, user management and many more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Halliburton, Toshiba, Amtrak
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
TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
Company Email
sales@prontoforms.com
Contact No.
Company's Address
2500 Solandt, Suite 250
Ottawa, Ontario K2K 3G5
Canada
TrueContext Comparisons
Popular TrueContext 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 important as useful features and client support level are pricing plans made available by TrueContext and Method:CRM. While price should not be the sole aspect it’s definitely an important thing to consider. You should count on a flexible pricing package that can be matched with your team size and painlessly scaled up when your business expands. Make sure you don’t opt for plans that include extra tools that you won’t use and always try to contact with the vendor directly because enterprises can usually benefit from more affordable prices. You should also give a chance to a free trial or demo of every service to spend at least some time working with it. It’s a valuable experience that doesn’t require you to invest any money and gives you a practical overview of what it’s like to work with TrueContext and Method:CRM.
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