Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Get up and running in minutes
- Intuitive and fast to use
- Access from anywhere
- Log time spent
- Set up projects and jobs
- Completely tailored to how you work
- Create invoices in your own format
- Generate invoices in seconds
- Instantly send invoices via email
- View real time reports
- Export reports in multiple formats
- Powerful analytic capabilities
- Easily log all expenses
- Store receipts electronically
- Analyse expenses in multiple ways
- All data securely backed up
Pricing Info
Pricing Info
TallyPro offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your company:
Free
- Single user/employee
- Up to 20 clients/customers
- Timesheets (weekly)
- Standard reports
- Standard data views
- Standard charts
- Export grid views to Excel/PDF
- Desktop and Mobile App
Business – £20/employee/month
- Up to 10 employees (£7 per additional employee)
- All Free Features
- Unlimited clients/customers
- Unlimited projects/jobs per client
- Up to 5 charge rates per employee
- Variable charge rates per job/employee
- Cost rate per employee
- Invoicing
- Write-offs / consolidations
- Data import/export (e.g. Sage, Xero, Kashflow)
- Document management
- Send standard emails/letters
- Initial setup and training
- Configuration of reports
- Configuration of screens
- Comprehensive support service
Enterprise – By quote
- All Business features
- Teams of 50+ employees
- Timesheet approvals
- Workflow
- On-site deployment support
Integrations
Integrations
TallyPro integrates with the following business systems and applications:
- Sage
- Xero
- Kashflow
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Strutt & Parker, CW Energy, Omega Partnership
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
TallyPro is a simple, straightforward, and sophisticated time recording software designed to assist businesses and organizations of various sizes, types, and industries.
Company Email
cslsales@commercialsoftware.co.uk
Contact No.
Company's Address
Commercial Software Limited
Units 1 & 2 (First Floor)
Bridge Road Business Park
Haywards Heath
West Sussex, RH16 1TX
United Kingdom
TallyPro Comparisons
Popular TallyPro 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
Both TallyPro and Method:CRM were evaluated by a group of independent B2B experts who prepared a full examination of all important elements of every solution. Their final score was prepared by means of unique SmartScore model that gives an individual partial score to each element like: main functionalities, client support, mobile device support, security, customer satisfaction as well as market presence. We know useful features are not the only factor crucial to a company so we make sure we pay attention to all aspects of a service before giving it a final score.
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