What is better Smart Flow or Method:CRM? There are numerous Workflow Management Software products in the market today. The simplest way to find out which one fits your needs best is to check them side by side. For instance, here you can review Smart Flow and Method:CRM for their overall score (7.7 vs. 8.8, respectively) or their user satisfaction rating (96% vs. 99%, respectively).
You can even compare their capabilities and pricing terms as well as other helpful details below. When matching products make sure you compare their similar features and mark their distinctive elements to have a clearer picture of both deals. What is more keep in mind to evaluate other features including security, backup, intuitiveness, and helpdesk support.
Those of you who don't have much time or want a Workflow Management Software suggestion from our team may want to investigate these top choices for the current year: Wrike, monday.com, Trello.
Smart Flow offers several SMB and enterprise pricing plans to meet the needs of different users. Give the details a look, and decide which plan works the best for your business:
Build Your Own – $299.95/month or $2,995.95/annual billing
1 Employee
3 Included Logins
Up to 25 Trainees
Reception Management
Surgery Day Scheduling
Outpatient/Drop Off Set-Up
Hospitalized Patients
Billing Audit
Onboarding
The Build Your Own plan is a custom plan that customers can tailor to their own needs. For a more accurate costing, visit the pricing page of the website.
Bundle – $549.95/month or $5,499.95/annual billing
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.
The products compared on this page are merely a small part of our entire Workflow Management Software category and you should keep in mind that there may be better services available. If you want to make sure you make the best possible choice for your team we strongly urge you to compare more services first. It may also be a good idea to check out our top 10 Workflow Management Software ranking to learn which software are now the highest-rated ones and dominate the market.
Page last modified
Why is FinancesOnline free?
FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
