86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Get Free Quote
|
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Get Free Quote
|
Sponsored
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more FreeAgent CRM
Visit Website
|
Sponsored
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more monday sales CRM by monday.com
Get started ➔
|
Description | OnCourse is a Customer Relationship Management system that helps you to confidently face business challenges like efficient planning, making reliable reports, and improving reporting systems and processes. The app assists its users in establishing a better understanding with their clients. OnCourse consists of an integrated set of the sales tool kit that accelerates the sales effort with powerful automation. It results in a balanced increase in the productivity levels of the team. You can prioritise your tasks as High, Medium and Low, depending on their level of urgency. The users can migrate all the data into the software to save time and effort. These data can also be modified or polished to make them ready to import by removing annoying duplicates. OnCourse comes with in-built calling and SMS-sending facilities, meeting scheduler, multi-layer reporting, email templates and sequencers, email and activity tracking and an easy-to-use CRM. You can view your account histories in a simple and linear timeline view, thereby providing your team with a clear idea of all the conversations that took place with your clients. The app helps the team to start with a boost with its powerful task management system. Read more | 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. Read more | FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management. Read more | Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. Read more |
Pricing Options |
|
|
|
|
SW Score & Breakdown |
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
SaaSworthy Awards |
Not Available
|
# 20 Highly Rated # 11 Fastest Growing |
Not Available
|
Not Available
|
Total Features |
19 Features
|
24 Features
|
24 Features
|
20 Features
|
Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
|
|
Platforms Supported |
|
|
|
|
Modes of Support |
|
|
|
|
API Support |
|
|
|
|
User Rating |
|
|
|
Not Available
|
Rating Distribution |
|
|
|
Not Available
|
User Sentiments |
Not Available
|
Seamless QuickBooks Integration, Excellent Customer Support, Highly Customizable Platform, Mobile App Functionality Steep Learning Curve, Occasional Syncing Issues, Limited Email Functionality , Outdated User Interface |
Not Available
|
Not Available
|
Review Summary |
Not Available
|
Method CRM stands out for its user-friendly interface, ease of customization, and robust reporting capabilities. Users appreciate its intuitive design, allowing for quick onboarding and seamless navigation. The software's extensive customization options enable businesses to tailor it to their specific needs, while its reporting features provide valuable insights into sales performance and pipeline health. Additionally, Method CRM integrates seamlessly with various third-party applications, enhancing its functionality and overall usability. However, some users have reported occasional glitches and issues with data syncing, suggesting room for improvement in stability and reliability. |
Not Available
|
Not Available
|
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
|
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Oncourse CRM $49.99 $49.99 per user / month |
Contact Management $25.00 $28.00 per user / month CRM Pro $44.00 $49.00 per user / month CRM Enterprise $74.00 $85.00 per user / month |
Contact Management $35.00 $42.00 per user / month B2B Sales $75.00 $90.00 per user / month B2B Full Funnel Sales $100.00 $120.00 per user / month Help Desk $50.00 $60.00 per user / month B2B Customer Service $75.00 $90.00 per user / month Project Management $25.00 $30.00 per user / month Agile PPM $50.00 $60.00 per user / month IT Management $75.00 $90.00 per user / month |
Basic CRM $12.00 $15.00 per user / month Standard CRM $17.00 $20.00 per user / month Pro CRM $28.00 $33.00 per user / month Enterprise CRM Custom |
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
|
Salesforce Sales Cloud
4.6 Based on 305 Ratings |
|||
Screenshots |
+ 4 More
|
Not Available |
+ 2 More
|
|
Videos |
+ 5 More
|
+ 1 More
|
+ 2 More
|
Company Details | Located in: Draper, Utah Founded in: 2009 | Located in: Ontario, Canada Founded in: 2010 | Located in: Walnut Creek, California | Located in: Tel Aviv, Israel |
Contact Details |
+1 801-895-2894 https://www.tryoncourse.com/ |
+1 888-925-6238 https://www.method.me/ |
Not available https://freeagentcrm.com/ |
Not available https://monday.com/crm |
Social Media Handles |
|
|
|
Not available |
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.