Yooz
vsMethod:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Paperless Accounts Payable (AP) Automations
- Easy-to-customize Platform
- AI-Based Smart Data Extract
- Omnichannel Capture
- Unlimited Users and Companies
- Customizable Automated Workflows
- Unlimited Workflows
- Automated GL Coding and PO Matching
- Powerful Search Engine
- Purchase Orders
- Purchase Requests
- YoozPay for Payments
- YoozStamp and YoozSmartSplit for Document Separation
- YoozFakeDetection
- Compliance
- Automatic Import and Data Update
- Real-Time Monitoring
- Analytics and Reporting
- Consultation, Configuration, and Training
- Knowledge Base
- Plug-and-Play Integrations
- More Connectors Built Everyday
- YoozMobile
- Free and Transparent Updates
Pricing Info
Pricing Info
Yooz’s software is deployed customized to your organization’s unique needs. Therefore, pricing is only offered via quote-based plans which are based on the volume of documents that Yooz will process. Yooz offers an unlimited number of users and workflows for the platform, plus a monthly payment structure which allows you to cancel your subscription at any time. Please contact Yooz for a free, no commitments, 15-day trial and your personalized pricing options.
Integrations
Integrations
Yooz integrates with a growing list of +250 financial packages and ERP solutions used around the world. Here are some of its integrations:
- Sage
- Intuit Quickbooks
- Microsoft Dynamics
- Oracle Netsuite
- CDK Global
- Acumatica
- SAP
- CEGID
Contact the vendor for inquiries about integrations.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
City of Cleburne, Ritter Communications, Peterson Auto Group
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
An intuitive cloud-based accounts payable automation solution packed with end-to-end features to help you save on manual processing. It provides users with real-time accounts payable software automation features powered by a blend of AI and Big Data technologies.
Company Email
Contact No.
Company's Address
Yooz
8951 Cypress Waters Blvd
Suite 170
Coppell, Texas 75019
USA
Yooz Comparisons
Popular Yooz 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
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
It may not always be enough to simply compare Yooz and Method:CRM with one another. Although reliable features, cost and customer comments are all crucial and should be included when making a final decision, you should also check out the recognition and awards claimed by each software. In many cases a less popular app may turn out to be a good choice that was a winner of many B2B awards such as our Supreme Software Award which reveals that in spite of smaller market popularity it’s a worthy rival to the products that rule the market.
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