InfoFlo
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Ratings and Reviews 196 Ratings
What is Method:CRM?
Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online.
Integrations
With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system.
Management of the leader
Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow.
Customization
Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.
What is InfoFlo?
Simplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
Integrations Supported
Chat Agents
Eventur
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
API Availability
API Availability
Has API
Pricing Information
$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 Trial Offered?
Pricing Information
$20/month/user
Pricing depends on users and features
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Method Integration
Date Founded
2010
Company Location
Canada
Company Website
www.method.me/
Company Facts
Organization Name
InfoFlo Solutions Inc
Date Founded
2004
Company Location
Canada
Company Website
infoflo.one/non-profit-free-trial/
Categories and Features
Appliance Repair
Not specified
Construction CRM
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Lead Management
Sales Pipeline Management
Segmentation
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Financial CRM
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Nonprofit
Accounting
Donor Management
Categories and Features
Construction CRM
Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management
Campaign Management
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Financial CRM
Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Foster Care
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Grant Management
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Nonprofit
Committee Management
Donor Management
Event Management
Fundraising Management
Member Database
Membership Management
Volunteer Management
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
HIPAA Compliant
Patient Records
Referral Management
Treatment Planning
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
Stakeholder Relationship Management
Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping