Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Integration with over 400 apps
- Process management
- Process capture, control & analysis
- Management of lifecycle
- Management of enterprise assets
- Compliance management
- Forms management
- Audit trail
- Event tracking
- Data mapping
- Approval process control
- Two-way authentication
- Master process builder
- Notifications, alerts & escalations
- Content & process library
- Dashboard creation
- Advanced permissions
- Conditional & decision logic
- Activity streams
- Checklists
- Steps deadlines
- Intuitive interface
- Collaboration platform
- Customization
Pricing Info
Pricing Info
Tallyfy offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:
Basic – $15/user/month
- Most features included
- Limited Storage (5GB)
- Basic deadlines
- No analytics
- No decision trees
Professional – $30/user/month
- All features
- Unlimited storage
- Personal help for pilots and process mapping
Enterprise – By quote
- All features
- Unlimited storage
- Full customization
- Tailored SLA
- Professional services
Integrations
Integrations
Tallyfy is an open API system, which means you can easily connect it to any third-party app or business systems. Prominent integrations include:
- HotDocs
- Amazon S3
- Zapier
- Webhooks
- Dropbox
- MailChimp
- PayPal
- Teambox
- Salesforce.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Intel, Nestle,HP
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
Tallyfy is a simplified business process management solution that simplifies critical approval and decision workflows and allows tracking, measuring and improving processes.
Company Email
hello@tallyfy.com
Contact No.
Company's Address
911 Washington Avenue, Suite 420
St. Louis, MO 63101
USA
Tallyfy Comparisons
Popular Tallyfy 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
In case you continue having second thoughts about which app will be 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 software is and how big is its online presence. For instance, in case of Facebook Tallyfy has 37 likes on their official profile while Method:CRM profile is liked by 0 people.
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