Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Unified onboarding tools
- 360-visibility of customer journey
- Optimized Onboard CX
- Shared Workspace
- Measurable customer sentiments
- Project tracker
- Free training and support
- Gantt Chart
- Customized Client Portal
- Domain Customisation
- Custom email domains
- Document Collaboration
- In-built CSAT
- Project Overview
- Project Status Updates
- Document Spaces
- Roles
- Automated Task Reminders
- Project Plan
- Project Templates
- Document Templates
- Presentation Mode
- Custom Notification Settings
- Magic-link based access for Clients
- CSAT Report
- Project List View
- Custom Project Fields
- Custom Task Fields
Pricing Info
Pricing Info
Rocketlane offers two plans and an enterprise pricing options:
Professional – $19/team member/month (billed annually)
$29/month (billed monthly) with a minimum of 5 users
- Unlimited projects
- Unlimited customer members
- Branded customer portal
- Project & document templates
- Customer approvals
- Customer login via magic link
- Status updates
- Timesheets
- All tasks view
- Zapier integration
- CSAT
Premium – $49/team member/month (billed annually)
$59/month (billed monthly) with a minimum of 5 users
All features of the Professional plan plus
- Task custom fields
- Project custom fields
- Salesforce integration
- Jira integration
- Custom domain
- Reports
- API
Enterprise – by quote
All features of the Premium plan plus
- Premium support
- Onboarding and training
- API – advanced rate limits
- Custom email domain
Integrations
Integrations
Rocketlane integrates with the following systems:
- Salesforce
- Zapier
- Jira (coming soon)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Rocketlane is a collaborative customer onboarding solution that helps accelerate time to value as well as provide top-notch customer onboarding journey.
Company Email
care@rocketlane.com
Contact No.
Company's Address
Rocketlane, Inc.
340 S Lemon Ave #4560
Walnut, CA
Rocketlane Comparisons
Popular Rocketlane 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
It may not always be enough to just compare Rocketlane and Method:CRM against each other. While specific functionalities, cost and customer experience are all important and should be taken into account when making a final choice, you should also check out the recognition and awards claimed by each software. Very often a less known software may turn out to be an amazing choice that was distinguished with industry awards such as our Great User Experience Award which shows that despite smaller market presence it’s a significant rival to the software that dominate the market.
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