What is better Xtiva or Method:CRM? Different businesses want different types of Sales Tools. To find out which service suits you, think about reviewing various solutions feature by feature along with their conditions and costs. Furthermore, you will get a quick idea of their general performance and customer feedback by having a look at our smart scoring system.
The results are: Xtiva (8.0) vs. Method:CRM (8.8) for overall quality and efficiency; Xtiva (N/A%) vs. Method:CRM (99%) for user satisfaction rating. Analyze their strong and low points and decide which software is a better choice for your company. An effective, simple way is to note down the strengths and weaknesses of both services next to each other and find out which solution has more benefits.
We did our best to review all popular Sales Management Software products available out there, but among all the ones we reviewed these three deserved our special attention: HubSpot Sales Hub, monday.com sales CRM, Freshsales.
Xtiva supports integration with tools and systems offered by leading financial service, clearing service, and B2B solution providers, which include the following:
Pershing & Fidelity
DTCC
DST
Salesforce
Workday
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
American Portfolios, Hilliard Lyons,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
A sales management platform that enables financial service organizations to create strategic incentive compensation plans aimed at enhancing business performance.
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.
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
email
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.
No Sales Tools will manate to cater to all the requirements of a business. While core features of Xtiva and Method:CRM should matter you should also thoroughly examine the integrations supported by every app. Very often you will already be working with various kinds of SaaS software in your company and it’s definitely more beneficial to opt for products that integrate well with one another. With that approach you can be certain of a reliable exchange of information between your teams and services, which can considerably reduce time wasted on migrating between one product and the next.
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