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Compare W3B Management Solutions vs. Method CRM

We are here to streamline the whole process of comparing CRM Software products for you. For example, on this page you can look at the overall performance of W3B Management Solutions (8.0) and compare it with the overall performance of Method CRM (6.9). You can also match their overall user satisfaction rating: W3B Management Solutions (97%) vs. Method CRM (98%). Likewise, research their services carefully to determine which product can better address your company’s needs. Generally, any business app has to let you to immediately see the big picture, at the same time offering you immediate access to the details. Right now, the most popular products in our Accounting Software category are: FreshBooks, Infor ERP Distribution, Sage 50cloud.
Comparison

W3B Management Solutions

VS

Method CRM

VS

W3B Management Solutions screenshot Method CRM screenshot
Pricing Details

Our Score

Our Score

8.0 ?

Our Score

6.9 ?

Customer Experience

Customer Experience

Customer Experience

97% ?

Customer Experience

98% ?

Cost

Cost

$10

$25

Pricing Type

Pricing Type

Monthly payment Free | Annual Subscription
Detailed Review

Detailed Review

General Info

General Info

W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.
Nurture leads, stay on top of what each customer needs and grow your sales.
Useful Links
Prominent Clients

Prominent Clients

Z'Onion Creative Group, Enfusen, Qual Chem LLC, Markle Design Group HME Mobility & Accessibility, GTM Landscaping, Dean Markley, Textbook Painting, Remis Power systems
Company's Address

Company's Address

34 Merz Blvd, Suite D
Fairlawn, OH 44333
United States
57 Spadina Ave. Suite 210
Toronto, ON
M5V 2J2, Canada
Pricing Info

Pricing Info

W3B Management Solutions offers 2 pricing plans:

Basic – $10/user/month

  • Customer Relationship Management
  • Contact Management
  • Lead Management
  • Customer Management
  • Quotes / Proposals
  • Document Management
  • Campaign Management
  • Landing Pages / Web Forms
  • Product Catalog
  • Territory Management
  • Opportunities Management
  • Activities and Calendar
  • Lead / Source / Opportunities Funnel
  • Unique Dashbboard & Widgets
  • Customizable Dashborad / per user
  • Groups and Users Management
  • Employee Hierarchy Management
  • Mobile – iOS & Mobile – Android
  • Complete Project Management
  • Online Invoice Automation
  • 24/7 Email Support
  • Video Tutorials
  • Online Training

Premium – $49/user/month

  • All features of the Basic plan
  • Lead Distribution System
  • Time Keeping
  • Custom web development

Here are the Method CRM cost details:

Contact Manager Plan – $25/user/mo (annual) or $28/user/mo (monthly)

  • Contact Management
  • Custom App Services
  • Customer Self-Service Portals
  • Mobile App
  • Patented QuickBooks Sync

CRM Pro Plan – $44/user/mo (annual) or $49/user/mo (monthly)

Includes all Contact Manager plan features, plus:

  • Online Payment Portals
  • QuickBooks Sales Transactions
  • Sales Pipeline Manager
  • Web-To-Lead Forms

Add-Ons

  • Purchase Transactions – $10/user/mo (annual) or $12/user/month (monthly)
  • Email Campaigns – $10/user/mo (annual) or $12/user/month (monthly)
  • Case Management – $10/user/mo (annual) or $12/user/month (monthly)
OS Supported

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows
Mac
Languages

Languages

English English
Contact Email

Contact Email

sales@web3box.com method@method.me
Pricing Details

Pricing Details

Learn more about W3B Management Solutions pricing Learn more about Method CRM pricing
Types of Customers

Types of Customers

Small Business | Large Enterprises | Medium Business Small Business | Medium Business
Phone No.

Phone No.

(800) W3B-4166 1.888.925.6238
Available Integrations

Available Integrations

  • GMail (for the calendar)
  • MailChimp (for the newsletters)
  • QuickBooks (retrieve products, clients, invoices)
  • HubSpot (retrieve contacts and lists)

Add-Ons

  • AERO Workflow Management for QB Desktop
  • AERO Workflow Management for QB Online
  • Method Expense Reports for QB Desktop
  • Method Field Services for QB Desktop
  • Method Professional Services for QB Desktop
  • Method Scheduling & Invoicing for QB Online
  • NEXT, Practice Management Tool for QB Desktop
  • SaaSphalt for QB Desktop
  • You Rang for QB Desktop

Integrations

  • Gmail
  • Outlook
  • MailChimp
  • SmartVault
  • Method API for third-party app integration
Available Features

Available Features

W3B Management Solutions FEATURES

  • 24/7 Email Support
  • Activities and Calendar
  • Campaign Management
  • Complete Project Management
  • Contact Management
  • Customer Management
  • Customizable Dashboard / per user
  • Document Management
  • Employee Hierarchy Management
  • Groups and Users Management
  • Landing Pages / Web Forms
  • Lead / Source / Opportunities Funnel
  • Lead Management
  • Mobile – iOS and Mobile – Android
  • Online Invoice Automation
  • Online Training
  • Opportunities Management
  • Product Catalog
  • Quotes / Proposals
  • Territory Management
  • Unique Dashbboard and Widgets
  • Video Tutorials

Method CRM FEATURES

Contact Management
  • 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
QuickBooks Sync
  • Method Integration Engine allows easy integration
  • Real-time sync for invoices, time track entries and customer data
  • Access CRM in web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place
Supported Editions
  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher.
  • QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia supports Pro, Premier 2008/2009 and higher.
  • QuickBooks Online USA: All editions supported.
  • International versions of QuickBooks Online not yet supported.
  • Remote hosting via RightNetworks and Insynq
Fully customizable
  • Invoice customization (logo and colors)
  • Drag-and-drop tools
  • Custom fields and tables
  • Custom screens
  • Custom buttons and actions
  • Custom reports, charts and graphs
Web payment
  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal
Support Types

Support Types

Phone
Training
Phone Live Support
Ticket Training
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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No CRM Software will be able to cater to all the requirements of a company. While key features of W3B Management Solutions and Method CRM are obviously a priority you should also carefully examine the integrations supported by a given app. In many cases your team will already be making use of some other SaaS software in your company and it’s much more beneficial to choose software that integrate well with one another. That way you will be able to be certain of a reliable transfer of information between your teams and services, which can considerably reduce time wasted on migrating between one solution and the other.