Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Work Order Scheduling & Management
- Daily & Weekly Scheduling
- Plans & Schedules Distribution
- Schedule Compliance Tracking
- Labor Utilization Management
- Real-time KPIs
- Backlog Review & Prioritization
- ERP/CMMS Integration
- Time Capture
- SMRP & Custom KPI Dashboard/Reports
- Role-based Logins
Pricing Info
Pricing Info
Sockeye offers a free live trial with full access to all of Sockeye’s functionality. You only need to share an Excel copy of your schedule and attend a 1-hour training session. After that, you can start scheduling and reporting with Sockeye in a live environment.
Integrations
Integrations
Sockeye can integrate with virtually any CMMS/EAM software. The vendor has the list of the most popular ones on its homepage.
Sockeye can integrate with popular BI tools like Power BI and Oracle Business Intelligence Suite. It also offers custom integration options depending on your IT requirements and security protocols.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Cargill, Tesla, General Electric
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 maintenance scheduling management and objectives management solution that can help you create effective schedules.
Company Email
info@getsockeye.com
Contact No.
Company's Address
Sockeye Technologies Inc.
318 Homer Street, #401
Vancouver, BC V6B 1E8
Canada
Sockeye Comparisons
Popular Sockeye 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 features and client support responsiveness are pricing options provided by Sockeye and Method:CRM. Even though cost should not be the only factor it’s surely an important thing to consider. You should expect a flexible pricing plan that can be adjusted to your company size and effortlessly scaled up every time your company develops. You should be certain you don’t select pricing plans that have advanced tools that you won’t find useful and always try to contact with the vendor directly as enterprises can usually count on more affordable prices. You should also check out a free trial or demo of each app to spend at least some time using it. It’s a useful experience that doesn’t need you to invest any money and offers a practical overview of what it’s like to work with Sockeye and Method:CRM.
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