Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customizable Platform
- Workflow Automation
- Web Site Integration
- Document Management
- Profile Based Security
- Microsoft Mail Merge
- Marketing Automation
- Sales Force Automation
- Customer Service and Support
- Email Integration
- Social CRM
- Business Intelligence and Analytics
- Custom CRM Workflow Engine
- Collaboration Tools
Pricing Info
Pricing Info
Salesboom CRM has three CRM pricing plans designed to give every business and organization a powerful CRM platform that suits their needs and budget. Each plan comes with a free trial period.
Team Plan – $14/user/month
- Minimum of 5 users
- Leads, accounts & contacts
- Task, event & document management
- Email integration with Outlook & Gmail
- Mobile access
- Mass email
- 5 GB data storage
- Custom fields, views & reports
- Opportunity & pipeline management
- Web-capture leads, contacts & accounts
- Lead routing & assignment
- Email templates & tracking
- Employee collaboration
- Integration with Google Maps, Skype, Twitter & Facebook
- Zip code proximity search
Professional Plan – $45/user/month
- All Team features
- Campaign management
- Drip marketing
- Quotes management
- Mobile Marketing Automation
- Product repository and catalogs
- Contract management
- Customizable role & profile security
- 10 GB data storage
- Customizable forecasts
- Customizable workflow engine
- Project management and time sheets
- Case management
- Case auto assignment & escalation
- Knowledge base
Enterprise Plan – $95/user/month
- All Professional features
- Territory management
- Unlimited data storage
- Inventory management
- Workflow & approval management
- Offline access
- Enterprise analytics
- Unlimited customizations
- Web services API availability
- 24×7 toll-free support
- Multiple sessions per user
- Advanced Workflow engine
- Commissions management
- Billing and invoicing
- Employees management
- HR policy tracking
- Self-Service portal
- Quickbooks CRM integration
Integrations
Integrations
Salesboom CRM offers integration with the following business systems and applications:
- Microsoft Outlook
- QuickBooks CRM
- Google Maps
- Google Apps
- Skype
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
APMEX, Gannett, Alliant, Home Trust, nuTravel
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
Salesboom.com is a popular online CRM software company that offers user-friendly, web-based CRM software apps.
Company Email
support@salesboom.com
Contact No.
Company's Address
1668 Barrington St,
Halifax, NS B3J 2A2,
Canada
Salesboom CRM Comparisons
Popular Salesboom CRM 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
All the data, details and reviews that we shared in this analysis were collated from official vendor pages, advertising materials available online, real-life experience from real users as well as our individual hands-on use of each product by an expert. We pay a lot of attention to extensively analyze every app, as a result we not only test it internally, but we also correlate our findings with views of other people from the SaaS community.
Page last modified