Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Deliver projects on time
- Your project and portfolio at a glance
- Plan and manage your resources
- Communicate effectively
- Simple and intuitive
- Informed collaboration
Pricing Info
Pricing Info
ViewPoint VISUM offers three plans:
Basic: $9/user/month (billed annually) or $12/user/month (billed monthly)
- 1 Board
- 10 Users
- Board Functionality
- Cycle Time, Throughput
- Work Priority, Current Work Blockage
- Backlog Organizer
- Document Links
- User DashBoard
Standard: $13/user/month (billed annually) or $16/user/month (billed monthly)
Everything in Basic module +
- Process Diagnostics package
- Collaboration package
- On time package
- Information Radiator
- Backlog Organizer
- Change log
- Role Based access control
- 100 Users
- 10 Boards
Advanced: $18/user/month (billed annually) or $21/user/month (billed monthly)
Everything in Standard module +
- Resource Loading and Capacity Management
- Portfolio Information Radiator
- 250 Users
- Unlimited Boards
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Primero, Datu Health, Targetbase, RMC Reliable
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
VISUM is a visual project management software that simplifies project management by improving collaboration, communication, and decision making.
Company Email
info@Pinnacle-strategies.com
Contact No.
Company's Address
9521 B, Riverside Pkwy Suite,
330 Tulsa, OK 74137, USA
ViewPoint VISUM Comparisons
Popular ViewPoint VISUM 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
When you select a software that you believe will be an actual asset for your business you shouldn’t just focus on what reviewers have to say about it. Quite frequently personal experience with the product may be different, depending on specific preferences and requirements. This is why in our reviews we also provide our User Satisfaction Rating for each service to give you a quick impression of how actual users of ViewPoint VISUM and Method:CRM evaluate their experience with the solution. Our system is based on detailed analysis of product mentions on other sites, social media and blogs, so you are going to get a complete and reliable overview of what other users think about every solution. In this case ViewPoint VISUM has a total satisfaction rating at 100% while for Method:CRM 99% of users say they had a positive experience with it.
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