Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Advanced project scheduling
- Advanced resource scheduling
- Approval stages with automatic routing
- Budgeting, cost tracking, and estimates
- Create and distribute brand libraries
- Custom creative briefs
- Custom smart forms
- Digital asset management
- Financial management
- Gantt charts
- Hosted and on-premise deployment options
- Online proofing and reviews
- Out-of-the-box and custom reporting
- Project management
- Rest API
- Time tracking
- Visual dashboards
- Workflow automation
Pricing Info
Pricing Info
Workgroups DaVinci offers the following cloud hosted and on premise systems:
Cloud Hosted System: starts at $49 per user
- Ability to move database on-premise anytime
- Automatic installation and configuration
- Budgetable payments
- No hardware and IT costs
- Reliable and consistent performance and scalability
- Schedule your system upgrades
- Use your own custom URL
On Premise System: one-time fee
- Ability to move to a hosted system at anytime
- Complete customization and integration
- Full control over your system
- Great for handling large file uploads
- High level of privacy
- Utilize your own security infrastructure and policies
Integrations
Integrations
Workgroups DaVinci supports the following integrations:
- Salesforce.com
- Adobe Creative Cloud
- Microsoft Office
- Mac OS X
- Accounting systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Sony, Pfizer, Staples, Merck, Bridgestone
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
Workgroups DaVinci is an all-in-one project management app for managing your projects, campaigns, products, brands, and designs.
Company Email
support@meta-comm.com
Contact No.
Company's Address
MetaCommunications Headquarters, 201 E. Washington St., Iowa City, IA 52240, USA
Workgroups DaVinci Comparisons
Popular Workgroups DaVinci 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
If you continue having doubts about which app will perform best for your business it might be a sensible idea to analyze each service’s social metrics. These metrics are frequently a way to see how popular each app is and how wide is its online presence. For example Workgroups DaVinci Twitter account has currently 2842 followers. At the same time Method:CRM Twitter is followed by 1107 users.
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