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
|
75% 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
89% 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 ![]() Sage CRM
Visit Website
|
Description | 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 | Wyvern Magic software is a platform used to analyze data with business. The software offers tools to automate ad booking system used to book and track ads with dynamic targeting rules. Collaborate with teams to create dynamic campaigns with template builder as per requirements. Marketers, Small and Medium companies make use of the software. 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 | By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. Read more |
Pricing Options |
|
|
|
|
SW Score & Breakdown |
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
|
75% 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
|
89% 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 | # 20 Highly Rated # 11 Fastest Growing |
Not Available
|
Not Available
|
Not Available
|
Total Features |
24 Features
|
5 Features
|
24 Features
|
23 Features
|
Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
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
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
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
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 |
|
|
|
|
Rating Distribution |
|
|
|
|
User Sentiments |
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
|
Not Available
|
Review Summary |
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
|
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
|
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 |
Wyvern Magic Custom |
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 |
Sage 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 | Not Available |
Videos |
![]()
+ 5 More
|
Not Available |
![]()
+ 1 More
|
![]() |
Company Details | Located in: Ontario, Canada Founded in: 2010 | Located in: Cambridgeshire | Located in: Walnut Creek, California | Located in: New Castle, Delaware |
Contact Details |
+1 888-925-6238 https://www.method.me/ |
+44 1353 665576 https://www.wyverndm.co.uk/CRM-Software |
Not available https://freeagentcrm.com/ |
+1 866-996-7243 https://www.sage.com/en-us/products/sage-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.