Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Goal Setting
- Learning Content/Exercise Resources Upload
- 2-way Calendar Sync
- Psychometric Assessment
- Data Analytics and Reports
- Legal Contracts
- Customized Email Templates
- Invoicing
Pricing Info
Pricing Info
uExcelerate offers two main bundles of enterprise pricing plans – Platform Subscription and Marketplace Subscription.
Platform Subscription Starter Plan – $9/month
- Users Profile Upload
- Scheduling
- 2 way – Calendar Synchronization
- Goal Setting
- Action Planning
- Feedback
- Chat
- Notes
- Basic Data and Reports
- Virtual Meeting – one to one Coaching
- Up to 10 Active Engagement
- Storage Capacity (Upto 20 MB)
Platform Subscription Growth Plan – $29/month
- All Features of Platform Subscription Starter Plan +
- File transfer option
- Learning content/exercise resources upload
- Data Analytics and Reports
- Virtual Meeting – Group Coaching
- Virtual Assessment
- Up to 50 Active Engagement
- Storage Capacity (Up to 1 GB)
Platform Subscription Premium Plan – $59/month
- All Features of Platform Subscription Growth Plan +
- Legal Contracts
- Customized Email Templates
- Invoicing
- LMS / Data / Tool Integration
- White Labelling (Branded Colour, Logo, Login Page)
- Unlimited Engagement
- Unlimited Storage (Up to 5 GB)
Marketplace Subscription Value Plan – By quote
- Users Profile Upload
- Scheduling
- 2 way – Calendar Synchronization
- Goal Setting
- Action Planning
- Feedback
- Chat
- Notes
- Basic Data and Reports
- Virtual Meeting – One on One Coaching
- Transferable User License
- 2 Coaching sessions / month
- Storage Capacity (Up to 20 MB)
Marketplace Subscription Growth Plan – By quote
- All Features of Marketplace Subscription Value Plan +
- File transfer option
- Learning content/exercise resources upload
- Data Analytics and Reports
- Virtual Meeting – Group Coaching
- Non-transferable User License
- Unlimited Coaching sessions
- Storage Capacity (Up to 1 GB)
Marketplace Subscription Premium Plan – By quote
- All Features of Marketplace Subscription Growth Plan +
- Legal Contracts
- Customized Email Templates
- Invoicing
- Internal & External Engagement
- LMS / Data / Tool Integration
- White Labelling (Co. Branded)
- Unlimited Storage (Up to 5 GB)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
St. Jude India ChildCare Centres, MetrixLab, UniqCoach
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
uExcelerate is a cloud-based platform that provides a Coaching-as-a-Service solution to different types of organizations.
Company Email
support@uexcelerate.com
Contact No.
Company's Address
UEX Learning Technology Pvt Ltd.,
IST, Kondapur, Hyderabad,
India
uExcelerate Comparisons
Popular uExcelerate 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
Please keep in mind that even though both uExcelerate and Method:CRM may have a top quality array of features each product might be created for a different company size. If you are studying different apps you should focus on a business type they are catering to. Specific elements might scale up well for huge enterprises but if you have a small or medium business it’s often more sensible to avoid paying for complex features that you might never actually use.
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