Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Business rules
- Complete personalization
- CRM analytics
- CRM portals
- Customer service management
- Developer API
- Email marketing
- Employee helpdesk
- Graphical process designer
- Knowledge management
- Marketing automation
- Mobile CRM
- Project management
- Quote and proposal management
- Role-based security
- Sales automation
- Sales forecasting
- Wysiwyg form designer
Pricing Info
Pricing Info
Soffront CRM offers a 14-day free trial and three plans:
Starter: $20 per user/month
- 2,000 sales emails
- Unlimited technical support
- Email support
Professional: $40 per user/month
- 5,000 sales emails
- Unlimited technical support
- Email and phone support
Full-Service: $60 per user/month
- 10,000 sales emails
- Unlimited technical support
- Email and phone support
Integrations
Integrations
Soffront online CRM integrates with Microsoft Outlook and Google Apps to synchronize calendars and activities.
Soffront also integrates with 400+ accounting, eCommerce, event management and other business apps using Zapier.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Celeritas, StoneEagle Group, CASO, ImageTek
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
Soffront CRM offers a complete solution for departments such as marketing, sales, customer service, engineering and IT at an affordable price.
Company Email
marketing@soffront.com
Contact No.
Company's Address
45437 Warm Springs Blvd, Fremont, CA 94539, USA
Soffront CRM Comparisons
Popular Soffront CRM 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 only a wide range of features and flexible pricing packages from a reliable CRM Software. Almost as important as core features is a quality customer support. You want to ensure that when you have any questions about Soffront CRM or Method:CRM, or you run into a problem, or perhaps you’ll need to ask for a specific change or feature beneficial to your business you can rely on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are provided. Additionally, it’s a big plus if you can profit from individual training or at the very least a knowledge base you can use.
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