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88% 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
View Details
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94% 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
View Details
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| Description | Companies depend on C2CRM to monitor cordial relationships with their clients throughout the entire cycle of sales. There are a variety of functions and facilities made available within the software, that can be personalised by business organisations as per individual needs. Its internal structure comes loaded with four different module types namely sales automation, relationship management, customer automation/mobility and marketing automation, facilitating great business. Out of all, the relationship management portal can be utilised to get a 360-degree view of business accounts, activities and contact-related information. The sales automation part can be relied upon to streamline the entire sales pipeline, while the marketing automation module takes care of the campaign-related opportunity and beyond. Finally, it is the customer service module that looks after the entire ticketing system, knowledge base and customer concerns. Other services made available within C2CRM are real-time help with implementation, online training, role-based access and 24 x 7 dedicated support over calls. Read more | 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 |
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| SW Score & Breakdown |
88% 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
|
94% 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 |
Not Available
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# 20 Highly Rated # 11 Fastest Growing |
| Total Features |
22 Features
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24 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
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
Dedicated Phone Line Integration
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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| Platforms Supported |
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| Modes of Support |
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| User Rating |
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| User Sentiments |
User Friendly Interface, Customizable Features, Excellent Customer Support, Robust Reporting Capabilities Slow Software Performance, Limited Mobile App Functionality, Confusing Calendar and Reminder System, Lack of Extensive Integrations |
Seamless QuickBooks Integration, Excellent Customer Support, Highly Customizable Platform, Mobile App Functionality Steep Learning Curve, Occasional Syncing Issues, Limited Email Functionality , Outdated User Interface |
| Review Summary |
C2 CRM receives overwhelmingly positive feedback for its user-friendliness, intuitive interface, and customizable features. Users praise its ease of use, especially for sales-related tasks, and appreciate the robust reporting capabilities. While some users mention minor drawbacks like occasional slowness or limited customization options, the overall consensus is that the software is highly effective and beneficial for managing customer relationships, sales processes, and marketing campaigns. Furthermore, users consistently highlight the exceptional customer support provided by C2 CRM, emphasizing responsiveness, willingness to assist, and a strong partnership mentality. |
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. |
| Read All User Reviews | 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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Core Package $37.00 $37.00 per user / month Core Package (On-Premise) $500.00 $500.00 per user |
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 |
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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: Coppell, Texas Founded in: 1993 | Located in: Ontario, Canada Founded in: 2010 |
| Contact Details |
+1 972-304-7100 |
+1 888-925-6238 |
| Social Media Handles |
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