Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Time Tracking by Project
- Time Tracking by Client
- Reimbursement Management
- Project Tracking
- Multiple Billing Rates
- Invoice Processing
- Expense Tracking
- Billing Rate Management
- Billable Hours Tracking
- Activity Tracking
Pricing Info
Pricing Info
Tradify has one simple pricing plan with the inclusions listed below. The vendor supports all customers and users globally. The below pricing outlines the main currency majority of their customers pay in. If your currency is not listed below, contact the vendor and they can let you know the price in your own currency.
Lite – $47/user/month
- Job Management, Notes & Tracking
- Scheduling & Google Calendar Sync
- Quoting & Invoicing
- Pricing & Markups
- Online & Credit Card Payments
- Email Tracking
- Accounting Software Sync
Pro – $51/user/month
- Everything in Lite +
- Custom Branding
- Inquiry Form & Email Inbox
- Customer Communications History
- Job Photos & Files
- Recurring Jobs & Custom Statuses
- Job Templates
- Personal To-Do List
- Appointment Reminders
- Quote Options & Online Acceptance
- Progress Invoicing
- Quote & Invoice Reminders
- Quote & Invoice Templates
- Costing & Bill Tracking
- Timesheets
- Subcontractor Scheduling
- Optional Add-Ons: Instant Website – $12 per month
Plus – $61/user/month
- Everything in Pro +
- SmartRead for Bills
- SmartWrite
- Service Reminders
- Job Tasks
- Purchase Orders
- Bulk Invoicing
- Kit Bundles
- Staff Activity History
- Job Service Reports
- Reporting
Custom – By quote
- Everything in Plus
Integrations
Integrations
Tradify integrates with the following business apps:
- Xero
- MYOB AccountRight
- MYOB Essentials
- Quickbooks Online
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Tedward Refrigeration & Air conditioning, JBS Electrical, No Bull Gas & Plumbing, GVH Constructions
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
Tradify is an easy to use job management software designed for service and trade businesses, available to use on PC, Mac, mobile, and tablet.
Company Email
michiko.myint@tradifyhq.com
Contact No.
Company's Address
117, 125 St Georges Bay Rd,
Parnell, Auckland 1052,
New Zealand
Tradify Comparisons
Popular Tradify 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
You don’t want exclusively a wide range of features and scalable pricing plans from a reliable Project Management Software. Almost as crucial as core features is a quality customer support. You want to ensure that when you have any questions about Tradify or Method:CRM, or you face some problems, or maybe you’ll need to request a certain change or functionality useful to your business you can trust in a responsive and helpful customer support. See whether services such as phone support, tickets or live chat are provided. What is more, it’s a significant advantage if you can profit from personal training or at least a knowledge base you can use.
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