Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Designed with Mobile Users in Mind
- Delivers Optimized Browser-Based Experiences
- Capture and Generate Expenses Dynamically
- Create Expenses from Captured Receipt Photos or Emailed Receipts
- Track and Calculate Mileage
- Manage Credit Card Transactions and Expenses
- Credit Card Import Feature
- Smartly Categorize Credit Card Transactions based on Behavior
- Reconcile Expenses Reports against Credit Card Statements
- Set And Enforce Internal Controls
- Expense Policy Rules Engine
- Detect Expense Duplicates
- Source Documentation
- Flexible Expense Coding and Categorization
- Create and Configure Multi-Layered Approval Workflows
- Integration and Bidirectional Activity-Based Data Synchronization
Pricing Info
Pricing Info
Tallie delivers three paid plans, a Basic Accounting Plan, Cash Control Plan, and a Cloud ERP Plan.
The Basic Accounting Plan provides you with the opportunity to set up an account for each employee, contractor, or individual who is incurring expenses on behalf of your company and creating expenses.
Basic Accounting Plan – $50/month for 5 users + $9/month for each additional user.
- Manage employee expenses
- Track company card spend
- Capture receipts and expenses on-the-go
- Flexible approval chain configurations
The Cash Control Plan gives you the ability to automate expense reimbursements and simultaneously transfer reimbursement data through our integrations.
Cash Control Plan – $95/month for 9 users + $10/month for each additional user.
- On top of the Basic Accounting Plan, you get the following:
- Automate expense reimbursements and credit card statement remittance through Bill.com
- Simultaneously transfer data to QuickBooks and Bill.com through our award-winning proprietary triangle sync capability
The Cloud ERP Plan provides additional integrations to accounting software including Intacct and Netsuite and more control for larger companies.
Cloud ERP Plan – $200/month for 18 users + $11/month for each additional user.
- On top of the Cash Control Plan, you get the following:
- Integrations into Intacct or NetSuite to manage more data, across a larger distributed workforce.
Integrations
Integrations
Tallie integrates and synchronizes with the following accounting, bill pay, ERP, payroll management, and practice management systems and applications:
- Bill.com
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Intacct
- SmartVault
- Practice Engine
- PEX Prepaid Visa Card
- Right Networks
- Avalara
- SAP
- Oracle
- Sage
- Microsoft Dynamics
- Paychex
- ADP
- My Payroll HR
- SurePayroll
- ZenPayroll
- STAR
- CHH
- Thomson Reuters
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Claudia Rodriguez, Amy Price, Carlos Benson Martinez
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
An automated expense report software solution that delivers robust features for reshaping how you capture, manage, and report business-related expenses.
Company Email
support@usetallie.com
Contact No.
Company's Address
Tallie
SpringAhead, Inc.
525 2nd St, San Francisco,
CA 94107,
USA
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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
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Almost as crucial as features and client support quality are pricing plans offered by Emburse Tallie and Method:CRM. Even though pricing should not be a deciding factor it’s without a doubt a key thing to consider. You should try to find a flexible pricing plan that can be adjusted to your company size and painlessly scaled up every time your team grows. Be sure that you don’t pick plans that include complex functionalities that you won’t find useful and always make an effort to get in touch with the vendor directly as big companies can usually count on more affordable prices. You should also try out a free trial or demo of each solution to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t need you to spend any money and offers a reliable overview of what it’s like to work with Emburse Tallie and Method:CRM.
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