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79% 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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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 | FreshLime is a customer engagement and retention platform that automates the engagement process and drives more customers to local and service-oriented businesses. Users can capture real-time customer data and send automated messages to the right people through the right devices. With advanced customer analytics, they can also understand customer behaviour and preferences with the help of powerful detailed reports. By segmenting customers into target groups, they can understand the frequency with which customers are likely to buy. Customer groups are termed as Single-Purchase Sallys, Occasional Ollies, and Loyal Larrys to grade their retention states. Businesses can boost their online reputation with automated request for customer reviews and notifications of real-time responses. Users can also easily measure service scores and track the performance of team members. All this makes it easy for customers to find the business on all leading platforms such as Google, Yelp, Facebook, etc. 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 |
79% 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 |
5 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
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
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
Referral Tracking
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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| User Rating |
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| User Sentiments |
Not Available
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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 |
Not Available
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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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FreshLime Custom |
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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| Company Details | Located in: Lehi, UT - 84043 | Located in: Ontario, Canada Founded in: 2010 |
| Contact Details |
(800) 266-8960 |
+1 888-925-6238 |
| Social Media Handles |
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