SalesExec
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Power Dialing
- Pull Lead Dialing
- Local Presence
- Pre-recorded Voicemail
- Transfer Calls
- Sales Script
- Calendar
- Mobile Application
- Local Number Porting
- Call Distribution and Queue
- Call Capture
- Call Recordings
- Call Routing
- Configurable Sales Workflow
- Integration with Lead Providers
- Campaign Segmentation
- Roles and Permission Assignment
- Lead Management
- Email Marketing
- Text SMS
- Marketing Analytics
- Detailed Marketing Reports
- Sales Performance Reports
Pricing Info
Pricing Info
Available pricing plans include all the core features of ClickPoint Lead Management. Upgrades depend on the dialing minutes that your team will need per month. The service provider also offers a 20 percent discount when you choose their annual billing plans.$65 Per Active User Per Month ($52, Billed Annually)
- No Calling Plan
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$59 Per Active User Per Month ($46, Billed Annually)
- 5,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$55 Per Active User Per Month ($42, Billed Annually)
- 20,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$52 Per Active User Per Month ($39, Billed Annually)
- 70,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$49 Per Active User Per Month ($36, Billed Annually)
- 100,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
Integrations
Integrations
ClickPoint offers a standard REST API divided into ClickPoint Lead Management API and LeadExec API. That means it integrates seamlessly with third-party applications such as Zillow, LendingTree, Quinstreet, and more. The company also provides various integrations channels for developers. You can interact with the system and your data using the LeadExec Application Site, LeadExec Integration Site, and LeadExec TCPA Integration Site.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ServiceMaster, TruGreen, Union Bank
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
An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.
Company Email
sales@clickpointsoftware.com
Contact No.
Company's Address
ClickPoint Software
5425 E. Bell Road, Suite 143
Scottsdale, Arizona 85254
USA
SalesExec Comparisons
Popular SalesExec 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
You don’t want only a wide array of useful tools and adjustable pricing packages from a reliable Sales Tools. Almost as important as main features is a top-notch customer support. You want to guarantee that when you have any questions about SalesExec or Method:CRM, or you face some problems, or perhaps you’ll need to ask for a specific revision or functionality useful to your company you can count on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are available. It’s also a major asset if you can enjoy individual training or at least an FAQ you can use.
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