Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Management
- Campaign Metrics
- Web Lead Capture
- Contact Management
- Territory Management
- Sales Quota Management
- Sales Orders & Invoices
- Forecast Sales
- Revenue Waterfall Model
- Role-based Security
- Sales Tracking
- Support Service Analytics
- Manage Contracts
- Manage Cases
- Knowledge Base
- Customer Profiling
- Reports & Analytics
- Activity Management
- Email & Calendar
- Document Management
- Visitor Tracking
- Mass Editing
- Social Integrations
- Inventory Management
Pricing Info
Pricing Info
SutiCRM has three plans for businesses to choose from. Here’s an overview:
Professional – $10/user/month
- Contacts & Accounts
- Reports & Analytics
- Leads & Opportunities
- Mobile Access (iPad, iPhone & Android)
- Activity Management
Premium – by quote
- All features of the Professional plan
- Web Form Data Capture
- Autoresponder Email
- Campaign ROI Calculation
- Campaign Automation
- Sales Order
- Advanced Workflow
- Multiple Currencies
- Mass Email
- Data Management & Administration
- Invoices
- Quotes
- Sales Forecasting
- Customer Management
Enterprise – by quote
- All features of the Premium plan
- Territory Management
- Website Visitors Tracking
- Customer Profile Management
- Reports Scheduler
- Support Ticket Management
- Contract Management
- Knowledgebase with Common Resolutions
- Automated Email to Ticket Creation
- Waterfall Chart
Integrations
Integrations
SutiCRM integrates with several business systems and applications. Here are some examples:
- E-Signature
- Survey
- Helpdesk
- Salesforce
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Yamaha, Four Seasons, Hyatt, Accor
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
SutiCRM is a web-based CRM software that automates the processes of sales, marketing, support, and contracts from a single platform.
Company Email
Company's Address
4984 El Camino Real, Suite 200
Los Altos, CA 94022
USA
SutiCRM Comparisons
Popular SutiCRM 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
When you select a solution that you are sure will be an actual asset for your company you shouldn’t just limit yourself to what professionals have to say about it. Very often individual experience with the app may change, depending on specific goals and work processes. That’s the reason why in our reviews we also give our User Satisfaction Rating for each app to give you an immediate overview of how real users of SutiCRM and Method:CRM rate their experience with the service. Our system is based on advanced analysis of product appearances on other sites, social media and blogs, so you will get a full and credible overview of what other clients think about every software. In this example SutiCRM got a total satisfaction rating at 100% while for Method:CRM 99% of people express they had a positive experience with it.
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