Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Source Tracking
- Lead Management
- Campaign Management
- Track, Log, and Store Lead Conversions
- Store and Track Phone Calls, Web Form Leads and Chat Sessions
- Detailed Business Reports Based on Metrics
- Keyword and Campaign Data appended to each call received
Pricing Info
Pricing Info
WhatConverts offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:
WhatConverts Plus Plan – $30/month
- $35/month usage credit
- Call tracking
- Phone numbers – local and toll-free
- Web Form and Transaction Tracking
- Keyword, Campaign, and Visitor Tracking
- Marketing Channel and Keyword Reporting
- Lead Management and Reporting
- Google Analytics and Adwords Integration
- API and Third Party Integrations
WhatConverts Agency Plan – $100/month
- $125/month usage credit
- Phone numbers – local and toll-free
- Call tracking
- All WhatConverts Plus features
- Unlimited accounts
- White-labeled subdomain
- Custom branded reporting & notifications
- Client management
- Account setup service
WhatConverts Enterprise Plan – by quote
- High volume customers with enterprise service and support
Integrations
Integrations
Lead data from WhatConverts can be used for other applications to any purpose depending on the functionalities of the integrated app. Call Tracking data for example can be integrated with Google Analytics and imports keyword tracking into Google AdWords. Integration with Google Analytics is recommended for those who would want a deeper analysis of lead data from call, web form and chat tracking. For Google AdWords integration, this will analyze the traffic in a website that are coming from AdWords.
Other integrations include:
- Zapier
- Salesforce
- Zoho CRM
- Webhooks
- WordPress
- LiveChat
- Bing Ads
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bright Think Marketing, Studio98, Cybermark
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 well-supported customer relationship management (CRM) software that tracks leads generated from multiple channels, sources, and campaigns to implement better marketing strategies.
Company Email
support@whatconverts.com
Contact No.
Company's Address
8000 Corporate Center Drive, Suite 214
Charlotte, NC 28226
USA
WhatConverts Comparisons
Popular WhatConverts 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 choose a product that you believe will work best for your team you shouldn’t only pay attention to what professionals have to say about it. Very often personal experience with the software will vary, depending on specific goals and needs. This is why in our reviews we also provide our User Satisfaction Rating for each app to give you a quick overview of how actual users of WhatConverts and Method:CRM estimate their experience with the app. Our algorithm is built around detailed analysis of product appearances on other sites, social networks and blogs, so you will get a comprehensive and credible landscape of what other customers think about each service. In this example WhatConverts got a total satisfaction rating at N/A% while for Method:CRM 99% of users express they had an enjoyable experience with it.
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