Home/CRM Software/Method CRM vs SalesCRMUpdated on: March 1, 2024

Compare Method CRM vs SalesCRM

91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Method CRM
Method CRM CRM Software (255 Ratings)
76% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
SalesCRM
SalesCRM CRM Software (1 Ratings)
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM
Pipedrive CRM CRM Software (2742 Ratings)
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshsales
Freshsales CRM Software (882 Ratings)
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91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Method CRM

Method CRM

CRM Software (255 Ratings)
76% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
SalesCRM

SalesCRM

CRM Software (1 Ratings)
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM

Pipedrive CRM

CRM Software (2742 Ratings)
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Freshsales

Freshsales

CRM Software (882 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

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Overview

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

SalesCRM software is a platform used to gain insights with customers and projects to streamline your agency. The software offers tools to manage accounts and their relevance to the vendor through our CRM application. Manage conversations with recurring reminders prior to milestones or deadlines for your executive or sales team. Generate reports with leads to automate opportunities for business. Marketers, Small and Medium companies make use of the software. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..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

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

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

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

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

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

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

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

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

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Ontario, Canada / +1 888-925-6238

Sofia, Bulgaria

New York, New York

San Mateo, California / +1 650-513-0514

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Contact Management
$28 /User/Month

Simple lead and customer management to help you close deals and drive repeat business.

Features

  • QuickBooks integration
  • Lead management
  • Contact management
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
CRM Pro
$49 /User/Month

Powerful QuickBooks CRM to help you simplify your sales process and get paid faster.

Features

  • QuickBooks integration
  • Lead management
  • Financial management
  • Contact management
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
CRM Enterprise
$85 /User/Month

For growing businesses who want to automate every workflow from sales management to customer service.

Features

  • QuickBooks integration
  • Lead management
  • Financial management
  • Contact management
  • Sales pipeline
  • Online portals
  • Communication & productivity
  • Reports
  • Customization
  • Integrations
  • Support
  • Administration & extras
  • Professional customization services (Additional Cost)
View Price Page
Free
Free

Features

  • Up to 300 records
  • Up to 5 Users
  • Companies - manage companies details
  • Customers - having your customer's profiles
  • Projects - manage projects
  • Reporting system
  • Access to our support system
Small Business
$19 /Month

Features

  • Includes features of Free plan, plus
  • Up to 3,000 records
  • Up to 10 Users
  • Nicer UI add-on for the editing of your records
  • Advanced Reporting System
  • Custom Reminders for different actons (coming soon)
  • Opportunities (coming soon)
Large Business
$99 /Month

Features

  • Includes features of Basic plan, plus
  • Up to 15,000 records
  • Up to 100 Users
  • Nicer UI add-on for the editing of your records
  • Activity Log
  • Priority Support
  • Custom Domain (coming soon)
  • Chrome Extension (coming soon)
Enterprise
$299 /Month

Features

  • Includes features of Large Business plan, plus
  • Up to 100,000 records
  • Up to 600 Users
  • Nicer UI add-on for the editing of your records
  • VIP Support
  • Additional scale on demand
  • Full access to exciting new features
  • Outreach with your own email (coming soon)
  • Zapier Integration (coming soon)
View Price Page
Essential
$11.9 /User/Month

Get organized and set up simple sales processes quickly

Features

  • Lead, deal, contact, calendar and pipeline management
  • Seamless data import and 400+ integrations
  • 24/7, multi-language support
Advanced
$24.9 /User/Month

Never miss the next step with easy-to-use email and automations

Features

  • Includes features of Essential plan, plus
  • Full email sync with templates, open and click tracking and group emailing
  • Automations builder, including email sequences
  • Meeting, email and video call scheduling
Professional
$49.9 /User/Month

Optimize performance with more customizations and reporting

Features

  • Includes features of Advanced plan, plus
  • Streamlined lead routing and account access controls for teams
  • Document and contract management with e-signatures
  • Revenue forecasts and deeper reporting capabilities
  • Extra deal and field customization options
Power
$59.9 /User/Month

Empower larger teams with flexible collaboration and support

Features

  • Includes features of Professional plan, plus
  • Project planning, tracking and delivery
  • Phone support and CRM onboarding
  • Scalable control of account permissions and visibilities
  • Ideal for increasingly busy pipelines and complex team structures
Enterprise
$74.9 /User/Month

Experience Pipedrive without limits and have ultimate peace of mind

Features

  • Includes features of Power plan, plus
  • Enhanced security preferences
  • Complete access to all features
  • Unlimited reports and customizations
  • Double the number of automations per user
View Price Page
Free
Free

For Upto 3 Users

Features

  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Sales Dashboard
  • Mobile App
  • 24x5 Support
Growth
Others

₹1,199 Per User Per Month Billed Monthly

₹999 Per User Per Month Billed Yearly

Features

  • Includes features of Free plan, plus
  • AI-powered Contact Scoring
  • Sales Sequences
  • Workflows
  • Custom Sales Activities
  • Product Catalog
  • 1 CPQ License

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Pro
Others

₹3,399 Per User Per Month Billed Monthly

₹2,799 Per User Per Month Billed Yearly

Features

  • Includes features of Growth plan, plus
  • Multiple Sales Pipelines
  • Time-based Workflows
  • Auto-assignment Rules for Contacts, Accounts, Deals
  • Sales Teams & Territory Management
  • AI-powered Deal Insights & Next Best Action

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Enterprise
Others

₹5,999 Per User Per Month Billed Monthly

₹4,999 Per User Per Month Billed Yearly

Features

  • Includes features of Pro plan, plus
  • Custom Modules
  • AI-based Forecasting Insights
  • Audit Logs
  • Field-level Permissions
  • Dedicated Account Manager
  • Sandbox

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
View Price Page

SCREENSHOTS

Method CRM Screenshots
View 5 screenshot(s)
SalesCRM Screenshots
View 6 screenshot(s)
Pipedrive CRM Screenshots
View 6 screenshot(s)
Freshsales Screenshots
View 40 screenshot(s)

INTEGRATIONS

  • Authorize.Net
  • Gmail
  • PayPal
  • Quickbooks
  • Zapier
  • MailChimp
  • Xero
    NA
  • Intercom
  • Gmail
  • Microsoft Teams
  • Asana
  • Slack
  • Trello
  • Google Drive
  • HubSpot CRM
  • Google Meet
  • PandaDoc
  • Quickbooks
  • Zapier
  • Zoom
  • Gmail
  • Freshchat
  • Freshdesk
  • Dialpad Talk
  • Slack
  • Segment
  • MailChimp
  • DocuSign
  • Gong
  • PayPal
  • TeamViewer
  • Front
  • Freshdesk Contact Center (Formerly Freshcaller)
  • PandaDoc
  • Quickbooks
  • Zapier
  • Shopify
  • Zoom
  • Xero

ALTERNATIVES

Top alternatives to Method CRM

HubSpot CRM
HubSpot CRM
Salesforce
Salesforce
Zoho CRM
Zoho CRM
SugarCRM
SugarCRM
Pipedrive CRM
Pipedrive CRM

Top alternatives to SalesCRM

Zoho CRM
Zoho CRM
Salesforce
Salesforce
SugarCRM
SugarCRM
Pipedrive CRM
Pipedrive CRM
Thryv
Thryv