Method:CRM

Method:CRM

Method Integration
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About

BizPlatform allows to manage online and offline bookings, make your own mobile app, create and manage loyalty programs for your customers, track all the information about them in a CRM, analyze and improve the quality of services and much more. It provides, maintains and evolves business tools modern consumer-facing business needs to be successful. Allow your customers to see availability for bookings, book visits and manage bookings in just a few finger taps. Minimize time spend on booking administration by providing powerful tools to your managers so that they can process all the bookings effectively. Store all the booking information for analysis and creation of targeted marketing campaigns. Stimulate more frequent visits and larger sales by publishing up-to-date information and hot offers.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Online booking solution for businesses

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BizPlatform
Founded: 2014
United Kingdom
bizplatform.co

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Alternatives

Categories

Categories

Appliance Repair Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Nonprofit Supported

Application Development Features

Access Controls/Permissions Supported
Code Assistance Not Supported
Code Refactoring Supported
Collaboration Tools Supported
Compatibility Testing Supported
Data Modeling Supported
Debugging Not Supported
Deployment Management Supported
Graphical User Interface Not Supported
Mobile Development Supported
No-Code Supported
Reporting/Analytics Supported
Software Development Not Supported
Source Control Supported
Testing Management Not Supported
Version Control Not Supported
Web App Development Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Not Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Not Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Nonprofit Features

Accounting Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Not Supported
Membership Management Not Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Integrations

Chat Agents Not Supported
Eventur Not Supported
Freedom Merchants Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Workspace Not Supported
Mailchimp Not Supported
Microsoft Outlook Not Supported
MindCloud Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Rambox Not Supported
SmartVault Not Supported
Vonage Business Not Supported
Wufoo Not Supported
Xero Not Supported
Zapier Not Supported
doForms Not Supported

Integrations

Chat Agents Supported
Eventur Supported
Freedom Merchants Supported
Gmail Supported
Google Calendar Supported
Google Workspace Supported
Mailchimp Supported
Microsoft Outlook Supported
MindCloud Supported
PayPal Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Rambox Supported
SmartVault Supported
Vonage Business Supported
Wufoo Supported
Xero Supported
Zapier Supported
doForms Supported
Claim BizPlatform and update features and information
Claim BizPlatform and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information