Summary

Method CRM

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Method CRM

What is Method CRM?

Method:CRM is a cloud-based customer relationship management(CRM) system that allows organizations to manage sales data, see customer history, create email campaigns, and track customer interactions.

E-mail marketing, contact management, lead management, document storage, sales pipeline management, forecasting, segmentation, and workflow management are just a few of the key features.

Teams that use CRM systems can be used to add customer or sales information, generate estimates, payments, bills, and receipts, and accept secure online payments from customers.

Method: CRM is a two-way interface with QuickBooks that allows businesses to set up recurring or one-time check-in reminders, transmit customer lists to Mailchimp, and generate reports to gain sales insights.

Users can also utilize self-service platforms to automate lead collecting by embedding forms into websites to capture new leads, see and change estimates through the mobile app, and allow leads to confirm estimates.

Method:CRM allows staff to keep track of every discussion at each point of the purchase cycle, sync contact lists with Mailchimp, and send email campaigns to clients. Support is provided by live chat, documentation, phone, and an inquiry form, and pricing is available on an annual and monthly subscription basis.

Method CRM Pricing

  • Free Plan: Available
  • Free Trial: Available
  • Starting Price: $25.00 per month

View Full Pricing and Plans of Method CRM ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop – Mac
  • Desktop – Windows
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

TRAINING

  • Live Online
  • Webinars
  • Documentation
  • Videos

Method CRM Features

  • Task Management
  • Team Assignments
  • Activity Dashboard
  • Alerts/Notifications
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Support
  • Data Import/Export
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • Forecasting
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Mobile Access
  • Performance Metrics
  • Prospecting Tools
  • Quotes/Estimates
  • Relationship Tracking
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking

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