Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer Management
- Jobs & Estimates
- Dispatching and Scheduling
- QuickBooks Online & Desktop Integration
- Invoicing & Payment Processing
- Inventory Management
- Time Tracking & Payroll
- Reporting
- Integrated Voice & Text Messaging
- Customer and Field Worker Mobile Apps
- GPS Fleet Tracking
- Customer Web Portal
Pricing Info
Pricing Info
Service Fusion’s pricing is not based on the number of employees, but rather the features you’ve chosen. With enterprise-level features at a small business price, all plans come with zero setup fees, personalized onboarding, data importing, and unlimited training and support.
The following plans are as follows:
STARTER Plan for $99 USD/month
- Personalized Onboarding & Data Import
- Unlimited Office Users
- Unlimited Field Workers
- Unlimited Estimates & Jobs
- Dispatching & Scheduling
- QuickBooks Online & Desktop Integration
- Invoicing
- Payment Processing
- Multi-phase Project Management
- Reporting
- Text Messaging
- Customer E-Mail Broadcast
PLUS Plan for $199 USD/month
- Personalized Onboarding & Data Import
- Unlimited Office Users
- Unlimited Field Workers
- Unlimited Estimates & Jobs
- Dispatching & Scheduling
- QuickBooks Online & Desktop Integration
- Invoicing
- Payment Processing
- Multi-phase Project Management
- Reporting
- Text Messaging
- Job Photos Upload From Mobile
- Inventory Management
- Email, Text & Voice Reminders
- Customer E-Mail Broadcast
PRO Plan for $349 USD/month
- Personalized Onboarding & Data Import
- Unlimited Office Users
- Unlimited Field Workers
- Unlimited Estimates & Jobs
- Dispatching & Scheduling
- QuickBooks Online & Desktop Integration
- Invoicing
- Payment Processing
- Multi-phase Project Management
- Reporting
- Text Messaging
- Job Photos Upload From Mobile
- Inventory Management
- Email, Text & Voice Reminders
- Custom Documents Module
- eSign Documents
- Integrated Voice Calling
- Customer Web Portal
- Customer-facing Mobile App
- Customer E-Mail Broadcast
- Open API
Integrations
Integrations
Service Fusion integrates with the following business systems:
- Google Calendar
- Microsoft Outlook
- QuickBooks Desktop
- QuickBooks Online
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Integra Electrical, Dun-Rite Vac, Channell Communications, Inc.
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 leading field service management tool that helps small and mid-sized field service companies manage tasks, projects, and their organization. The platform allows users to save time and reduce costs thanks to powerful automations. Also, it helps companies make their service records and project details accurate. It is designed to scale with your business. It supports SMBs and large enterprises.
Company Email
info@servicefusion.com
Contact No.
Company's Address
8605 Freeport Parkway #200
Irving, TX 75063
USA
Service Fusion Comparisons
Popular Service Fusion 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 shouldn’t expect exclusively a broad set of useful tools and flexible pricing from a popular Project Management Software. Almost as significant as key features is a trustworthy customer support. You want to ensure that when you have any questions about Service Fusion or Method:CRM, or you run into a problem, or maybe you’ll need to request a certain revision or feature beneficial to your team you can trust in a responsive and helpful customer support. Check out whether services such as phone support, tickets or live chat are available. It’s also a big plus if you can benefit from individual training or at least an FAQ you can use.
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