Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Audio and video conferencing
- Auto attendant scripts
- Automatic call distribution (ACD)
- Call center reports
- Case management
- Client portal
- Custom reports and dashboards
- Document management module
- Email provider sync
- Email templates
- Event calendar and scheduling
- Interactive voice response (IVR)
- Leads, contacts, and accounts
- Opportunity tracking
- Orders and invoices
- Sales leader boards
- Sales pipeline reports
- Snapforce email client
- Voicemail and mailbox folders
- Voicemail-to-email
Pricing Info
Pricing Info
Snapforce offers three editions:
Professional: $25/user/month
- 3 users minimum
- Case management
- Deal tracking
- Document storage
- Event management
- Geolocation
- Leads, contacts, and accounts
- Standard dashboards
Enterprise: $45/user/month
All Professional features plus:
- Custom dashboards
- Custom reports
- Email sync
- Orders and invoicing
- Products
- Project management
- Sales forecasting
Ultimate: $60/user/month
All Enterprise features plus:
- Audio and video conferencing
- Call recording
- Email marketing
- Telephony
- Territory management
- Unlimited records
- Voicemail-to-email
Integrations
Integrations
Snapforce offers the following CRM integrations:
- Net
- Constant Contact
- MailChimp
- Microsoft Outlook
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
Snapforce is an integrated CRM, call center, and telephony solution with built-in emailing, reporting, and case management features.
Company Email
support@snapforce.com
Contact No.
Company's Address
1, International Plaza, Mahwah, NJ 07495, USA
Snapforce Comparisons
Popular Snapforce 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
Almost as essential as useful features and user support responsiveness are pricing packages offered by Snapforce and Method:CRM. Even though pricing should not be the only factor it’s surely an important thing to consider. You should expect a flexible pricing package that can be matched with your team size and painlessly scaled up when your business develops. Be sure that you don’t select packages that include additional features that you won’t use and always make an effort to contact with the vendor directly as enterprises can usually count on discounts. You should also try out a free trial or demo of each product to spend at least some time working with it. It’s a valuable experience that doesn’t need you to pay any money and provides you with a solid overview of what it feels like to work with Snapforce and Method:CRM.
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