Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contractor Management
- Service Automation
- Analytics & Business Intelligence
- Financial Management
- Work Order, Compliance, Asset, Supply, Proposal, Planned Maintenance and Site Audit, Invoice and Payment Manager
- Analytics and Business Intelligence
- Training & Professional Services
- Online and Phone based service requests
- Mobile Access
Pricing Info
Pricing Info
ServiceChannel is priced on quote basis, meaning that the company tailors a special SMB/enterprise pricing plan for every user. Contact them for more details, and ask for your quote.
Integrations
Integrations
ServiceChannel integrates with the following business systems and applications:
- Salesforce
- SAP Finance
- TradeShift
- Visual Lease
- KEY2ACT
- ORACLE JD EDWARDS
- Microsoft Dynamics
- Navman Wireless
- NetSuite
- ORACLE PeopleSoft
- Reflexis Systems
- Ariba
- Astea International
- Data-Basics
- Intelligent Data Systems (IDS)
- Infor
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
ServiceChannel Service Automation Suite drives performance through transparency and supports integration with a variety of other key software. It targets repair and maintenance management through a combination of four modules that deliver contractor management, service automation, analytics and business intelligence, and financial management solutions.
Company Email
Contact No.
Company's Address
18 E 16th St, 2nd Floor
New York, NY 10003
USA
ServiceChannel Comparisons
Popular ServiceChannel 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
When you test different Project Management Software software you shouldn’t simply study their features list and offered pricing plans. Keep in mind the app must be meeting your requirements and business so the more flexible their offer the better. Explore what systems are supported by ServiceChannel and Method:CRM and ensure you will get mobile support for whatever devices you use in your company. It may also be a good idea to examine which languages and geographies are supported, as this may be a critical factor for many companies.
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