Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer Portal
- Marketplace
- Mobile App
- Email Templates
- Live Chat
- Team Management
- Smart Scheduling
- Quoting & Invoicing
- Inventory Management
- Document Management
- Workers’ GPS location tracking
- Automated notifications
- AI personal assistant with OpenAI integration
Pricing Info
Pricing Info
ServiceDeck offers a free plan, a standard team plan, and a quote-based enterprise plan. You can see the full coverage of the plans below. New users can also take advantage of the 30-day free trial offer to test out the software’s features and capabilities.
Individual – Free
- Marketplace (available opportunities)
- Manage quotes
- Communication and chat
- Manage work orders
- CRM (import customers)
- Scheduling and dispatching
- Inventory management
- Team management
- Worker mobile application
- Track labor and hours
- Invoicing
- Reporting
- Integrations
Team – from $35/user/month
- Everything from Free +
- Support
- Personalized workflow
Enterprise – Custom Price
- Everything from Team +
- Cloud or dedicated servers
- Customizations
ServiceDeck also offers a feature customization ability should a customer require more features or changes in functionality. The implementation cost may vary for this service, ranging from zero cost to additional fees based on the complexity of the required changes. Another customization offer from ServiceDeck is the development of a ServiceDeck platform custom-built for a company’s specific requirements. Contact ServiceDeck for pricing and more information.
Integrations
Integrations
ServiceDeck streamlines business operations and improves efficiency through integrations with various software and services. Among the notable integrations are:
-
Stripe
-
QuickBooks
-
WordPress
-
OpenAI (coming soon)
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 versatile, all-in-one platform designed to help businesses manage their operations and workforce more efficiently.
Company Email
info@servicedeck.io
Contact No.
Company's Address
2600 Skymark Avenue
Unit 5-104
Mississauga ON L4W 5B2
Canada
ServiceDeck Comparisons
Popular ServiceDeck 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
No Project Management Software will manate to cater to all the needs of a specific team. While main functionalities of ServiceDeck and Method:CRM are important you should also carefully explore the integrations supported by a given service. Quote frequently your team will already be working with various kinds of B2B software in your company and it’s always wiser to select apps that integrate well with one another. If you do that you can guarantee an effortless exchange of data between your teams and services, which can really reduce time devoted to migrating between one app and the other.
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