Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer Database
- Signature Capturing
- Mobile Payments
- Scheduling
- Hours Tracking
- Calendar Integration
- Payroll Management
- Driving Directions
- Task Creation
- GPS Tracking
- Set Recurring Jobs
- Attach Documents
- Estimate Creation
- Customer Portal
- Workers Management
Pricing Info
Pricing Info
RazorSync offers five SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Solo Plan – $40 per month (annual billing) and $45 per month (monthly billing) with $100 one time activation fee
- Up to2 Users
- iOS and Android Mobile Apps
- Time Cards & Payroll
- Job Tracking & Scheduling
- Recurring Scheduling
- File Attachments
- Customer Management
- Field Worker Management
- GPS Mapping & Driving Directions
- Picture Capture
- Service Dispatch
- Signature Capture
- Customer Portal
- Email Notifications
- Customer Templates
- SMS & Text Alerts
- Company Branding
- Estimating & Invoicing
- Management Reports
- Management Dashboards
- Merchant Services
- Work Orders
- Mobile Credit Card Reader
- Implementation/Onboarding
- Credit Card-on-File & Recurring Billing
- Powerful API
- $10 per month charges for QuickBooks Desktop & Online Sync
- Advanced Notifications and Reporting for $10/month each
- Route Optimization for $35 per month
- Inventory Management for $45 per month
Team Plan – $115 per month (Annual billing) and $135 per month (monthly billing) with $350 one time activation fee
- Up to 7 users
- All Solo Plan features
- Free QuickBooks and Desktop Sync
- Free Advanced Reporting and Notifications
Pro Plan – $240 per month (Annual billing) and $280 per month (monthly billing) with $550 one time activation fee
- Up to 15 users
-
All Team Plan Features
-
Free Route Optimization
-
Free Inventory Management
Enterprise Plan – $630 per month (Annual billing) and $725 per month (monthly billing) with $800
- Unlimited users
-
All Pro plan features
Franchise Plan – By quote
Integrations
Integrations
RazorSync is an open API system you can connect to virtually any business system or application. Prominent integrations include:
- QuickBooks
- QuickBooks Online
- Google Calendar
- Microsoft Outlook
- PayPal
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Glacier Heating and Air Conditioning, PlumbV
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
RazorSync is designed for desktop and mobile devices to provide instant and effective communication between field workers and management teams.
Company Email
support@razorsync.com
Contact No.
Company's Address
7725 Washington Ave S.
Minneapolis, MN 55349
USA
RazorSync Comparisons
Popular RazorSync 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
Please pay attention to the fact that even though both RazorSync and Method:CRM may offer a reliable set of features each app may be aimed at a different business size. If you are analyzing various solutions you may want to give some attention to a company size they are meant for. Specific features could scale up effectively for huge enterprises but if you have a small or medium business it’s usually better to stay away from paying for customized functionalities that you may never use.
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