Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Capture All Types Of Sales
- Using Templates For Fast Ordering
- Instant Access To Sales History
- Accepting A Signature
- Payment Processing
- Barcode Scanning
- Printing
- Automatically Email The Office
- Advanced Pricing Rules
- Personalize Your Experience
- Offline Access
- Customer Surveys
- Activity Notes
- Multiple Stock Locations
- Stocktake
- Reporting
- Appointment
Pricing Info
Pricing Info
SalesIn offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your company:
Starter – $35/user/month or $25/user/month (annual billing)
- Create and manage sales on iPhone, iPad, and The Web
- Email branded PDF copies to customers and the office
- Advanced pricing tiers, volume discounts, promotions
- Sales templates for quick
- Item photos, visibility of stock levels
- Take on-screen signature
- Record payment transactions
- CRM
- Appointments
- Customisable on-screen
- Import and export data (Excel format)
Pro – $45/user/month or $35/user/month (annual billing)
- All Starter features
- Multi-warehouse/locations for stock
- Perform stocktake
- Transfer stock between locations
- Full traceability of stock movement
- Manage rep appointments across the web and devices
- Advanced appointment allocation
- Setup recurring schedules for appointments
- Link appointments to sales
- Classify appointments to suit your workflow
- Report on users that have not attended appointments
Complete – $55/user/month or $45/user/month (annual billing)
- All Pro features
- Real-time payments processing with Square Reader
- Real-time credit card payments using Square Ecommerce
- MYOB AccountRight Live and Premier integration
- Xero Integration
- Intuit Quickbooks Online and Quickbooks Premier
- Reckon Accounts integration
- Fishbowl Inventory integration
- Square integration for real-time payments
Integrations
Integrations
SalesIn integrates with the following business systems and applications:
- Fishbowl Inventory
- MYOB AccountRight Classic
- MYOB AccountRight Live
- QuickBooks Online
- QuickBooks Premier
- Reckon Accounts
- Xero
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
A powerful sales management application designed and developed to help salespeople in the field graduate from the old practice of getting orders and invoices using pen and paper.
Company Email
say.hi@salesin.com
Contact No.
Company's Address
4/799 Springvale Rd
Mulgrave VIC 3170
Australia
SalesIn Comparisons
Popular SalesIn 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 sufficient to just compare SalesIn and Method:CRM with each other. Even though reliable features, pricing plans and customer experience are all important and should be considered when making a final choice, you should also take a look at the recognition and awards claimed by each app. Frequently a less dominant product may turn out to be an amazing choice that was distinguished with B2B awards such as our Supreme Software Award which reveals that regardless of lesser market popularity it’s a significant contender to the apps that dominate the market.
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