Agile CRM vs Method CRM

Agile CRM combines sales enablement, marketing automation, and customer service in one CRM platform. Sales tools cover contact and deal management, lead scoring, appointment scheduling, telephony, and sales reporting. Marketing features include campaign automation, email campaigns and tracking, landing pages, web engagement, and mobile marketing. Service tools include helpdesk ticketing, groups, labels, canned responses, views, activities, and reports. Android and iOS apps support managing contacts, sending campaigns, and making calls. Listed integrations include Twitter, Facebook, LinkedIn, Zendesk, HelpScout, and LiveHelpNow; developer resources include REST and language APIs, webhooks, and single sign-on integration. The Free plan costs nothing and allows up to 10 users and 1,000 contacts and companies. Starter costs $8.99 a month and includes 5,000 API calls per day. Higher plans add features such as two-way telephony and call recording. The pricing FAQ states a 99.5% uptime guarantee on paid plans. Agile CRM describes its offering as a sales and marketing solution for small and medium-sized businesses.

Method CRM is a customizable CRM and business management platform for small businesses. It combines lead management with tools for sales, workflows, invoices, and customer records, and it can sync in real time in both directions with QuickBooks Online or Desktop. QuickBooks integration and lead management are included in CRM Quick Start at $35 a month. CRM Pro is $59 a month and adds sales opportunities, custom opportunity stages, estimates, invoices, sales orders, and payments. CRM Enterprise is $97 a month and includes Pro capabilities, email campaigns, and advanced customer support case management. Method lists integrations including Xero, Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API. Workflows, dashboards, invoices, and tasks can be customized with help from Method experts. The service runs on web, Windows, iOS, and Android; its mobile app supports contacts, activity logs, and sales opportunity updates, but does not work offline. There is no free plan; a 10-day trial starts with Pro features, with Enterprise features available during the trial.