What is better StratPlan or Method:CRM? Finding the most effective Workflow Management Software product is all about evaluating numerous solutions and identifying the top software for your specific needs. Our proprietary system gives you a quick look at the general rating of StratPlan and Method:CRM. For all round quality and performance, StratPlan scored 8.0, while Method:CRM scored 8.8. On the other hand, for user satisfaction, StratPlan earned 94%, while Method:CRM earned 99%.
Below it's also possible to look at their functionalities, terms, plans, etc. to find out which program will be more appropriate for your needs. One critical aspect to assess is whether the app lets you to enable/disable limitations on various types of users to limit the exposure of any critical corporate data.
We know that not all companies have enough time to examine a wide range of various products, so we came up with a list of suggestions that you may find useful. Our top selections for the Workflow Management Software category are: Trello, monday.com, Wrike.
Contact Global Business Consultants for enterprise pricing information and other product details on StratPlan. You can also submit a request for a free trial to see if the software is a perfect fit for your business.
StratPlan is a patent-pending custom-developed strategic planning software designed to streamline and simplify the planning process through the practical utilization of a selection of analytical tools.
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.
In the event you continue having second thoughts about which solution will work best for your business it may be a good idea to analyze each service’s social metrics. Such metrics are quite often a way to see how popular every service is and how wide is its online presence. For instance, in case of Facebook StratPlan has 1030 likes on their official page while Method:CRM profile is liked by 0 people.
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