Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customizable Sales Tracking
- Intelligent Mobile Apps
- Centralized Communication
- Sell From Your Inbox
- Effortless Setup
- Webinars and Live Trainings
Pricing Info
Pricing Info
All contracts are billed annually. The tool also offers a 30-day free trial.
Small Team: $49 per user/month (billed annually)
- Customizable Sales Tracking
- Intelligent Mobile Apps
- Centralized Communication
- Sell From Your Inbox
- Effortless Setup
- Webinars and Live Trainings
- Automatic Data Capture
- Intelligent follow-up reminders
Business: $99 per user/month (billed annually)
- All features from Small Team
- Sales, pipelines and activity reports
- Unlimited integrations
Enterprise: Starting from $199 per user/month (billed annually)
- All features from Small Team and Business
- Custom training for your team
Integrations
Integrations
With RelateIQ’s API, any user can integrate the app into his or her existing organizational infrastructure. RelateIQ can likewise be integrated with other tools such as:
- Marketo
- ZenDesk
- WuFoo
- HubSpot
- MailChimp
- Pardot
- Zapier
- Office 365
- Exchange 2013
- Exchange 2010
- Google Apps, including Gmail and Google Calendar
You can also connect the tool to over 300 Apps Using Zapier, such as:
- Eventbrite
- Evernote
- FullContact
- Business Card Reader
- Recurly
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
T3 Advisors, Asana, The Pramana Collective
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
Rethinking customer relationship management to help customers drive more revenue + save hours of time.
Company Email
sales@relateiq.com
Company's Address
502 Emerson Street
Palo Alto, CA
94301
RelateIQ Comparisons
Popular RelateIQ 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
If you continue having second thoughts about which solution will perform best for your company it may be a good idea to take a look at each service’s social metrics. These metrics are usually an indicator of how popular each app is and how wide is its online presence.For example, if you look at RelateIQ LinkedIn account you’ll learn that they are followed by 2231 people. In case of Method:CRM the volume of followers on their LinkedIn page is 889.
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