What is better Serena Business Manager or Method:CRM? If you wish to have a quick way to decide which Workflow Management Software product is better, our unique system gives Serena Business Manager a score of 8.8 and Method:CRM a score of 8.8 for general quality and performance. Furthermore, Serena Business Manager is rated at 92%, while Method:CRM is rated 99% for their user satisfaction level.
You can also evaluate their product details, such as modules, tools, options, plans, pricing, and much more. Find out whether the solution allows you to customize some of its funnels to guarantee the app fits your own business procedures.
We realize that not all companies have the time to examine a large number of different solutions, so we came up with a list of suggestions that you may find useful. Our top selections for the Product Lifecycle Management Software - PLM category are: SAP PLM, monday.com, Wrike.
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.
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
email
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.
Both Serena Business Manager and Method:CRM were reviewed by a team of reliable SaaS experts who conducted a thorough study of all important aspects of each app. Their total score was calculated with unique SmartScore algorithm that calculates a separate partial score to each factor like: main features, client support, mobile device support, security, customer satisfaction as well as market presence. We know useful features are not the only aspect crucial to a business so we make an effort to pay attention to all aspects of a product before calculating its final score.
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