Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Forecast Future Work Hours, Quantities, Costs, Resources
- Create Instant, Accurate Budgets from Forecast Details
- Roll Up to Projects
- Time Study (Productivity)
- CRM Customer Management
- Reservation System of Available Times for Customers
- SLA Escalation Alerts (Approaching/Past Due Work Orders)
- Receive Field Service Acknowledgements “10-4” Confirmations
- Photo Capture in the Field
- Notes Capture in the Field
- Video Reference in the Field
- Knowledgebase Search in the Field
- Nearby Job Map Search in the Field
- Custom Inspection/Sales Questions in the Field
- Contract Management
- Scheduling Calendar
- Auto Schedule Jobs
- Resource Availability (Internal Self Perform / Sub Contractor)
- Automatic Schedule Alerts/Notifications to Customer and
Field Technicians - Text and Email Schedule Notification
- Inventory / Material Management
- Vehicle / Equipment Management
- GPS Mapping
- Work Order Management
Pricing Info
Pricing Info
SmartField pricing is available on a by quote basis only. Contact SmartField directly for more detailed pricing information.
Integrations
Integrations
SmartField by MobileLogix integrates with the following business systems and applications:
- Quickbooks
- Sage
- Oracle JD Edwards
- SAP
- Google Glass
- Ericsson
- MS Dynamics
- Mass 90
- Oracle P6 Scheduling
- MS Project Scheduling
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Shell, Banner Health, City of Phoenix
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
SmartField field workforce management app instantly Improves customer satisfaction by tracking field resources and communicating with customers.
Company Email
info@mobile-logix.com
Contact No.
Company's Address
5150 W Phelps Rd.,
Glendale, Arizona 85306,
United States
SmartField Comparisons
Popular SmartField 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 simply a wide set of useful tools and scalable pricing plans from a well-known Project Management Software. Almost as crucial as core features is a trustworthy customer support. You want to make sure that if you have any questions about SmartField or Method:CRM, or you face some problems, or perhaps you’ll want to request a specific change or feature useful to your company you can trust in a responsive and helpful customer support. See whether services such as phone support, tickets or live chat are available. It’s also a big plus if you can profit from individual training or at least a knowledge base you can use.
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