Whelm
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Invoices
- Digital Payments
- Media Reviews
- Legal Contract Template Library
- eSignatures
- Project Management
- Large File Transfers
- Perks and Discount
Pricing Info
Pricing Info
Whelm offers users the convenience of a free account and three unique pricing plans available for monthly and yearly subscriptions. Below are available Whelm pricing options to choose from:
Free
- 1% service fee on all on all card payments (total of 3.9% + $0.30)
- No ACH payments
- Custom invoices
- 1.5 GB of File Storage Space
- Access to Exclusive Perks and Discounts
- Media Reviews
- Contract Template Library Access
- Up to 1 client profiles
- Up to 2 projects
- Customer support via email and Discord
Starter – $3/month or $36/year
- Everything in Free+
- No service fees on card payments (only the 2.9% + $0.30 from the payment processor)
- 1% fee on all ACH payments (up to $8)
- 15 GB of Media Storage Space
- Up to 20 client profiles
- Up to 40 projects
- Eligible for referral payouts
Growth – $7/month or $77/year
- Everything in Starter+
- Add custom templates to our templates library
- 150 GB of Media Storage Space
- Up to 50 client profiles
- Up to 100 projects
- Add team members to projects
Pro – $18/month or $180/year
- Everything in Growth+
- 500 GB of Media Storage Space
- Unlimited Client Profiles
- Unlimited Projects
- Priority Access to New Feature Releases
- Priority Customer Support
- Eligible to purchase additional storage space
Integrations
Integrations
Whelm streamlines workflows and enhances productivity by integrating with third-party software solutions. As of this writing, the platform can connect with Stripe and Google.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Whelm is a free all-in-one platform for freelancers with multimedia reviews, digital invoicing, legal contracts, and project management tools.
Company Email
info@whelm.app
Company's Address
Whelm LLC
Salt Lake City, Utah
United States
Whelm Comparisons
Popular Whelm 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 are still having second thoughts about which solution will perform best for your company it may be a good idea to examine each service’s social metrics. These metrics are usually an indicator of how popular each service is and how wide is its online presence. For instance Whelm Twitter profile has currently 0 followers. At the same time Method:CRM Twitter is followed by 1107 users.
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