Compare Method CRM vs eWay-CRM

Summary

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

eWay-CRM software is a platform that allows you to keep track of and exchange information about all of your customers and clients. The software includes features for keeping track of sales through emails, notes, and documents. With eWay-CRM, you may cooperate with your team to automate your sales pipeline for business workflows by collaborating on follow-up tasks. Your team has access to all of your contacts and businesses. It contains categories and custom fields, and it syncs with your smartphone. It has a built-in email tracking system. You get all deals and leads in one spot for your sales-related support. It works with Power BI, QuickBooks, and other programmes. It is compatible with Android and iOS mobile devices. It also provides you with reminders and automated workflows. You can keep track of your delivery and manage your tasks. A summary view of projects displays individual management goals, project profitability, invoicing and human resource planning, as well as financial results based on request type.. You can also control your company's marketing objectives. You can split your database and then quickly select a respondent list based on particular criteria. ..show more

Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment. ..show more

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. ..show more

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking Track and manage your referred customers.

• Authorize.Net
• Gmail
• PayPal
• Quickbooks
• Zapier
• MailChimp
• Xero

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• Tableau
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• Adobe Sign
• Poll Everywhere

• MailChimp

• Gmail
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• Gong
• PayPal
• Freshdesk Contact Center (Formerly Freshcaller)
• PandaDoc
• Quickbooks
• Zapier
• Freshconnect
• Zoom
• Xero

Top alternatives to Method CRM

Salesforce

Zoho Books

HubSpot CRM

Zoho CRM

Pipedrive

Top alternatives to eWay-CRM

Zoho CRM

Salesforce

Pipedrive

SugarCRM

Keap