Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Direct Call Recording
- Conference Calls
- Email Coaching
- Activity Dashboard
- Coaching Tracker
- Activity Monitoring
- Coaching Measurement
- Peer Collaboration Measurement
- Scenario Challenge Creation
- Call Tagging
- Meeting Tagging
- Sales Emails Sharing
- Library Search Capability
- Saved File Replay
- Group Chat Collaboration
- Best Practice Library
Pricing Info
Pricing Info
Refract offers the following enterprise pricing plans:
Up to 10 Seats – $49/seat/month
- Unlimited File Uploads
- Recorded Calls
- Coaching Scenario Challenges
- Optional AI Module
- Dedicated Customer Success Manager
- Unlimited Support
11-25 Seats – $40/seat/month
- Unlimited File Uploads
- Recorded Calls
- Coaching Scenario Challenges
- Optional AI Module
- Dedicated Customer Success Manager
- Unlimited Support
26-50 Seats – $35/seat/month
- Unlimited File Uploads
- Recorded Calls
- Coaching Scenario Challenges
- Optional AI Module
- Dedicated Customer Success Manager
- Unlimited Support
51-100 Seats – $30/seat/month
- Unlimited File Uploads
- Recorded Calls
- Coaching Scenario Challenges
- Optional AI Module
- Dedicated Customer Success Manager
- Unlimited Support
100+ Seats – contact Refract for custom pricing
- Unlimited File Uploads
- Recorded Calls
- Coaching Scenario Challenges
- Optional AI Module
- Dedicated Customer Success Manager
- Unlimited Support
Optional AI Module – $5/user/month
- Transcription Ability
- Talk/Listening Time Analysis
- Smart Tagging
- Conversation Review
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Technically Compatible Ltd., Receptive
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 sales coaching platform that empowers sales managers to help their sales reps develop faster by replicating the performance of their peers. It enables managers to pinpoint the defining moments and most valuable conversations to review, share, and improve performance sales development rep (SDR) outcomes.
Company Email
info@refract.tv
Contact No.
Company's Address
Business Design Centre,
52 Upper Street,
London, N1 0QH
United Kingdom
Refract Comparisons
Popular Refract 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 functionalities and customer support quality are pricing plans offered by Refract and Method:CRM. Although pricing should not be a deciding factor it’s definitely a key thing to think about. You should expect a flexible pricing package that can be adjusted to your company size and easily scaled up if your team develops. Make sure you don’t select packages that have extra tools that you won’t find useful and always make an effort to contact with the vendor directly because enterprises can usually count on special pricing. You should also check out a free trial or demo of each app to spend at least some time using it. It’s a valuable experience that doesn’t ask you to pay any money and gives you a reliable overview of what it’s like to work with Refract and Method:CRM.
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