Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Timesheets
- Job Project Costing
- Billing Software
- Accounts Integration
- Quoting/Estimating
- Purchasing
- Scheduling
- Capacity Planning Software
- Project Planning
- Job/Project Tracking
- Opportunity Tracking
- Online Approval & Dam
- Email Integration
- Document Management
- CRM Software
- iPhone/Android App
- Key Reports
- Dashboards
- Alerts
- Scheduled Reports
- Drag And Drop Reporting
Pricing Info
Pricing Info
Synergist Cloud offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
Foundation – starts at £280/month
- Unlimited Jobs / Clients
- Opportunity Tracking
- Estimating
- Quoting
- File Attachments
- Timing Plans
- Resource Scheduling
- Billing Plans
- Purchasing
- Time & Expense Entry
- Mobile App
- Invoicing
- Reporting (Standard, Data Viewer & Alerts)
- Multi-Currency
- Branded Document Layouts (Using Default Templates)
- Accounts System Integration
Professional – starts at £600/month
- Estimate & Quote Options
- Supplier Tendering
- Job Groups
- Scheduled Reporting
- Timesheet Approval
- Customised & Branded Document Layouts
- API Support
- Custom Security Configurations
- High Volume Revenue Management
- File Emails against Projects
Enterprise – starts at £1,600/month
- All Professional features
- Unlimited Trading Companies
- Unlimited File Attachments
- File Emails against Projects
- Managed Sales Orders
- Consolidated Purchase Orders
- High Volume Revenue Management
- SLA with service credits if breached
- Custom Security Configurations
Integrations
Integrations
Synergist integrates with the following business systems and applications:
- Xero
- Sage
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClickThrough, Amaze, Bladonmore
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
Synergist is a complete business management system for agencies / project-based organizations. Synergist provides absolute control and visibility across all areas of both project and business management.
Company Email
enquiries@synergist.co.uk
Contact No.
Company's Address
Synergist
1 City Road East
Manchester, M15 4PN
England
Synergist Cloud Comparisons
Popular Synergist Cloud 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
Please note that while both Synergist Cloud and Method:CRM may provide an outstanding array of features every app could be created for a different company size. If you are comparing features you should pay attention to a business type they are meant for. Certain functionalities could scale up efficiently for large enterprises but if you run a small or mid-sized company it’s usually more sensible to refrain paying for customized features that you might never have a chance to use.
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