Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Task Management
- Project Planning and Scheduling
- Resource Management
- Real-Time Charts and Data Visualization
- Personalized Dashboard
- Audit Trails
- Budget Management and Tracking
- Shared Inbox
- Ticket Management
- To-Do Lists
- File Management
- Version Tracking
- Smart File Review
- Calendar Management
- Leave Management
- Announcement
Pricing Info
Pricing Info
WorkMarshal offers the following packages for users to choose from. Give the details a look, and select the bast plan for your business.
Free – $0
- 3 Users
- 3GB Storage
- Project
- Task
- Tickets
- File
- To-Do
- People
Standard – $7/month per user or $67/year per user
- All Free features
- Unlimited Users
- 5GB Storage per user
- Announcement
Pro – $13/month per user or $125/year per user
- All Standard features
- Unlimited Users
- 10GB Storage per user
- Access Limit By IP
- Leaves
- Client
Enterprise – Custom Enterprise Pricing
- All features
- Unlimited Users
- Unlimited Storage per user
Integrations
Integrations
WorkMarshal integrates with the following business systems and applications:
- SharePoint
- Dropbox
- Google Drive
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
A complete Project Management tool designed to help small to large enterprises to manage work in an inclusive manner.
Company Email
support@workmarshal.com
Company's Address
61, Der Deutsche, Raycon IT park
Next to Nahur Station, Bhandup (w)
Mumbai, Maharashtra
WorkMarshal Comparisons
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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
Every time you pick a software that you believe will work best for your team you shouldn’t only focus on what professionals have to say about it. Quite frequently individual experience with the service will vary, depending on your own preferences and work processes. That’s why in our reviews we also provide our User Satisfaction Rating for every app to give you a quick impression of how real users of WorkMarshal and Method:CRM evaluate their experience with the software. Our system is built around complex analysis of product mentions on other sites, social media and blogs, so you will receive a full and reliable picture of what other users think about each software. In this case WorkMarshal has a total satisfaction rating at N/A% while for Method:CRM 99% of users say they had an enjoyable experience with it.
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