Method:CRM
NOAWARDS
YET
Pricing:
Starting from $30
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead management
- Queue-based lead routing
- Activity dashboard (real-time)
- Logical branch scripting
- Customized web reporting
- Mass emails (separate purchase)
- Customized email templates
- Multi-level, team based selling
- Web lead integration
- Appointment setting
- Call results and monitoring
- Lead capturing, distribution, nurturing and scoring
Pricing Info
Pricing Info
VanillaSoft Sales CRM offers several enterprise pricing options to meet the needs of different users. Here are the details:
- Base Sales CRM Platform: $80/user/month (first user costs $100)
- Dialing: $30/user/month
- Recording: $30/user/month
*35% discount on these products if paid annually
- VoIP: $30/user/month + USF taxes
- SmartCaller ID: $2/area code/month (minimum 6 area codes, with 20+ codes)
Integrations
Integrations
At the moment, VanillaSoft Sales CRM offers a streamlined integration with Salesforce Sales Cloud.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Colt Powertrain, Millikin University, Cogent Analytics
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
Sales CRM with powerful features that allow businesses to enhance productivity, sales accountability and contact rates.
Company Email
sales@vanillasoft.com
Contact No.
Company's Address
5600 Tennyson Parkway, Suite #250
Plano, TX 75024
USA
VanillaSoft Sales CRM Comparisons
Popular VanillaSoft Sales CRM 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 doubts about which app will be best for your company it may be a sensible idea to examine each service’s social metrics. Such metrics are frequently a way to see how popular each service is and how big is its online presence.For instance, if you look at VanillaSoft Sales CRM LinkedIn account you’ll find out that they are followed by 461 users. In case of Method:CRM the amount of followers on their LinkedIn page is 889.
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