SalesforceIQ
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Appointment management
- Contact history
- Customer pipeline
- Lead management
- Prospecting tools
- Shared contacts
- Task management
Pricing Info
Pricing Info
Four packages are offered as well as a 30-day free trial.
Lightning Essentials – $25/user per month (billed annually)
- Up to 5 users
- Account and Contact Management
- Opportunity Management
- Customizable Sales Process
- Task Management, Activity Feed
- Einstein Activity Capture
- Lightning dialier (additional cost)
- Sell from anywhere on any device
- Includes some features to:
- Find and manage leads better
- Manage customers and sales details
- Get real time insights
- Collaborate across your company
- Cross-sell and upsell more easily
- Customize and automate processes
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Professional – $75/user per month (billed annually)
- All Essentials features, plus:
- 1 sales console app
- Person accounts
- Configure, price, quote & bill
- Collaborate across your company
- Cross-sell and upsell more easily
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Enterprise – $150/user per month (billed annually)
- All Professional features, plus:
- Find and manage leads better
- Manage customers and sales details
- Sales teams
- Calendar all
- Opportunity score
- Einstein automated contacts (additional cost)
Lightning Unlimited – $300/user per month (billed annually)
- All features
Integrations
Integrations
SalesforceIQ seamlessly integrates with Desk, Pardot, MailChimp, HubSpot and the other apps you use. You can use the integrations to save time, optimize efficiency, and supercharge productivity.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
New York Post, Box, Easy Taxi, RingDNA
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
SalesforceIQ (formerly called RelateIQ) is a robust CRM solution that enables companies to build stronger relationships.
Company Email
Company's Address
502 Emerson Street
Palo Alto, CA 94301
SalesforceIQ Comparisons
Popular SalesforceIQ 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
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 features and customer support quality are pricing packages given by SalesforceIQ and Method:CRM. Even though pricing should not be the only factor it’s surely a significant thing to consider. You should expect a flexible pricing package that can be matched with your team size and painlessly scaled up every time your team develops. You should be certain you don’t pick plans that have extra tools that you won’t find useful and always make an effort to get in touch with the vendor directly because big companies can usually count on special pricing. You should also try out a free trial or demo of each service to spend at least some time using it. It’s a valuable experience that doesn’t require you to invest any money and gives you a practical overview of what it feels like to work with SalesforceIQ and Method:CRM.
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