Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Assumptions and constraints
- Risks
- Working calendars
- Task types
- Constraints
- Deadlines
- Split tasks
- Recurrent tasks
- Fixed costs
- Milestones
- Beselines
- Workflow
- Critical path
- Task tracking
- Timephased cost distribution
- Timephased work distribution
- Work Breakdown Structures
- Gantt charts
- Earned Value Management
- Embeded project guide
- Reports
- Export to Excel
- Email notifications
- Filters
- Documents
- Zoom in/out
- Microsoft Project integration
- Google Drive integration
- Dropbox integration
- SkyDrive integration
- Portfolio management
- Client Management
- Server Management
Pricing Info
Pricing Info
RationalPlan provides 2 editions for their product with a one-time licensed payment plus an on-premise/cloud-hosted server version which is available on a monthly subscription. Once the order is completed, purchasers will get a confirmation email containing the license key. Discounts are offered when purchased in volume.
Cloud-hosted versions:
Beginner – $19 per month
- Unlimited users
- 20 projects
- 700 tasks
- 7GB storage
Master – $59 per month
- Unlimited users
- 50 projects
- 2000 tasks
- 15GB storage
Production – $94 per month
- Unlimited users
- Unlimited projects
- Unlimited tasks
- 20GB storage
On-premise versions:
Single – $57 (free for Linux)
Contains the following:
- Basic features
- Task Management tools
- Project management tools
- Resource management tools
Multi – $98
Carries all Single features plus:
- Portfolio management
- Client management
Server – contact Rational Plan
Choose between the on-premise or cloud option
Integrations
Integrations
RationalPlan supports integration with the following business systems and applications:
- Dropbox
- OneDrive
- Google Drive
- Adobe Reader
- Microsoft Project
- Microsoft Excel
- Microsoft Outlook
- iCalendar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Cisco, Black and Decker, Unilever, IBM, Sony, Xerox, Adidas
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
RationalPlan is a powerful project management software designed to help both teams and project managers to create consistent project plans.
Company Email
office@rationalplan.com
Contact No.
Company's Address
Aleea Parului, Nr.4A, Craiova, Dolj, 200346, Romania
RationalPlan Comparisons
Popular RationalPlan 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
Both RationalPlan and Method:CRM were tested by a panel of reliable B2B experts who conducted a thorough analysis of all important aspects of every product. Their ultimate rating was calculated by means of unique SmartScore model which calculates a separate partial score to every component such as: main features, client support, mobile device support, security, client satisfaction and media presence. Here at FinancesOnline we realize useful features are not the only aspect important to a company so we make sure we pay attention to all facets of a solution prior to calculating its final score.
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