CFN Insight

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Method CRM

(80)
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CFN Insight is a web-based customer experience solution for businesses of all sizes that provides features such as a customer journey map, data visualization, scorecarding, and training courses to ensure teams are up to date on all aspects of a customer's experience with their product.
CFN Insight is a web-based customer experience solution for businesses of all sizes that provides features such as a customer journey map, data...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View more details
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View more details
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Starting from

US$99,00/month

  • Subscription

Starting from

US$25,00/month

  • Subscription

Overall rating

3 /5
(1)
Ease of Use
3/5
Features & Functionality
2/5
Customer Service
5/5
Value for Money
2/5
Read all reviews

Overall rating

4,2 /5
(80)
Ease of Use
3,7/5
Features & Functionality
4/5
Customer Service
4,1/5
Value for Money
3,8/5
Read all reviews

Total features 42

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Behavioral Analytics
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Tracking
  • Categorisation/Grouping
  • Charting
  • Client Management
  • Collaboration Tools
  • Commission Calculations
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Complaint Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Forecasting
  • Health Score
  • Historical Reporting
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Knowledge Management
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Channel Data Collection
  • Multi-Currency
  • Negative Feedback Management
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Progress Reports
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring Tasks
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retention Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Single Sign On
  • Social Media Monitoring
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Text Analysis
  • Third Party Integrations
  • To-Do List
  • Training Management
  • Trend Analysis
  • Usage Tracking/Analytics
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management

Total features 120

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Behavioral Analytics
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Tracking
  • Categorisation/Grouping
  • Charting
  • Client Management
  • Collaboration Tools
  • Commission Calculations
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Complaint Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Management
  • Customer Profiles
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Forecasting
  • Health Score
  • Historical Reporting
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Knowledge Management
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Channel Data Collection
  • Multi-Currency
  • Negative Feedback Management
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Progress Reports
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring Tasks
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retention Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Single Sign On
  • Social Media Monitoring
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Text Analysis
  • Third Party Integrations
  • To-Do List
  • Training Management
  • Trend Analysis
  • Usage Tracking/Analytics
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • Gmail
  • Google Calendar
  • Google Workspace
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • Quickbooks Online
  • Zapier
  • Gmail
  • Google Calendar
  • Google Workspace
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • Quickbooks Online
  • Zapier

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