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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 ![]()
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77% 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 ![]()
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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 | Introducing Doplac CRM, the CRM (Customer Relationship Management) solution that gives businesses the edge in managing their customer relationships and building a successful business. Doplac CRM is a robust and affordable suite designed to provide insight that helps companies to build relationships with their customers over time. With Doplac's tools, businesses can easily manage sales, marketing, customer service, and relationships to drive sustainable growth and success. Doplac's intuitive dashboard makes it easy for professionals to track activity across all of their relations - from leads to customers - within one comprehensive dashboard. Customer can also gain valuable insights about team's activity with automated performance tracking and reporting tools. By having this insight into customer behavior at fingertips can optimize customer acquisition process by optimizing channels like email campaigns or social channels for maximum impact. Furthermore, with pivot tables and visualizations for powerful analytics combined with the ability to create custom fields that support segmentation criteria such as usage or purchase patterns means details about customers are always right at fingertips. This makes it easier to provide relevant communications tailored just for them, helping build long-term loyalty. When it comes to marketing efficiency, automated processes like lead scoring make sure targeting the right prospects at the right times throughout the buying process. Utilizing customizable dashboards allows users within organization the right level of visibility at all times so they can act on information quickly allowing them greater control over sales and marketing strategies for optimal results. In conclusion, Doplac CRM provides businesses with an all-in-one solution that takes CRM efforts and day-to-day operations to the next level of performance – offering all necessary components needed to drive successful operations today and in the future. Read more |
Pricing Options |
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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
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77% 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
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SaaSworthy Awards | # 7 Highly Rated # 20 Highly Rated |
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Total Features |
24 Features
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6 Features
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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
Reporting (Analytics)
Sales Force Automation
Territory Management
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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
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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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 |
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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. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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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 |
CRM Plan Free Social Media Management $29.00 $29.00 per month Email Marketing $34.00 $34.00 per month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Ontario, Canada Founded in: 2010 | Located in: Sheridan, Wyoming Founded in: 2023 |
Contact Details |
+1 888-925-6238 |
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Social Media Handles |
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