Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Time tracking
- Screenshots
- Projects
- Storage
CRM
- Manage leads
- Manage prospect
- Manage opportunity
Ticketing
- Create tickets
- Issue manager
- Client tickets
HR
- User vacations
- Manage leave
- Manage holidays
Invoice
- Client invoice
- Recurring invoice
- Invoice templates
Doc-Storage
- Manage folders
- Manage files
- Share files
Knowledge Base
- Unlimited articles
- Personalized articles
- Categorize articles
Expense
- Manage expenses
- Manage trip
- Expense limit
Approval
- Project expenses
- User leave
- Time track
Report
- Advanced reports
- Business intelligence
- Detailed reports
Performance Review
- Feedback
- Goals
- Review team
Hiring
- External job posts
- Manage applicants
- Manage designation
Socialize
- Individual chat
- Group chat
- File share
Message Board
- Broadcast message
- Project wise
- User wise
Event Management
- Calendar
- Private events
- Google Calendar
Pricing Info
Pricing Info
The software is available in three plans:
Solo ($5 per month, 1 user): time-tracking including 50 projects and 0.5 GB storage, CRM, ticketing, HR, invoice, doc-storage, knowledge base, expense, approval, report, performance review, hiring, socialize, message board, event management
Team (from $50 per month/user, 2-10 users): all Solo features except in time-tracking you enjoy unlimited projects and 2 GB storage
Corporate (quote): enterprise-level features depending on your needs
An add-on package for one-time setup and live support is also available on a per user fee.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MoreHead, NetPhilo, SieMatic
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
Automate, regulate, and enforce your business processes with advanced features.
Company Email
Contact No.
Company's Address
228 Hamilton Ave
3rd floor, Palo Alto,
CA 94301
Talygen Comparisons
Popular Talygen 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
If you compare different Project Management Software apps you shouldn’t simply analyze their features list and provided pricing packages. Pay attention to the fact that the app must be matching your requirements and business so the more flexible their offer the better. Explore which platforms are supported by Talygen and Method:CRM and ensure you will get mobile support for whatever devices you work on in your company. It may also be a good idea to find out which languages and countries are supported, because this might be a key element for many firms.
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