TrustRadius: an HG Insights company

Method:CRM vs. Surfe

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Method:CRM

35 Reviews and Ratings

Surfe

4 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Method:CRM

    Score8.4 out of 10
    		N/AMethod:crm is a QuickBooks-integrated, cloud-based CRM platform.

    $25

    per month per user

    Surfe

    Score7.4 out of 10
    		N/ASurfe is a lead gen tool used to add contacts, manage deals and pipelines straight from LinkedIn, and move this data into a CRM. Without tab-switching or manual data entry, Surf makes CRM fields accessible on LinkedIn, and users can input information, create new fields, and edit existing ones, while syncing this to a connected CRM in real-time. Surfe also helps users to save time by adding prospects from LinkedIn with a click of a button directly from their profile, and it does that without…

    $23

    per year per seat

    Pricing
    Method:CRMSurfe
    Editions & Modules
    Contact Management
    $25
    per month per user
    CRM Pro
    $44
    per month per user
    CRM Enterprise
    $74
    per month per user
    CRM Multi-Entity
    Custom Quote
    Free
    $0
    Basic
    $23
    per year per seat
    Professional
    $29
    per year per seat
    Business
    $59
    per year per seat
    Offerings
    Pricing Offerings
    Method:CRMSurfe
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Prices are for annual subscriptions. Monthly subscriptions are available. No credit card is needed for the trial and free.
    More Pricing Information
    Features
    Method:CRMSurfe
    Sales Force Automation
    Comparison of Sales Force Automation features of Method:CRM and Surfe
    Feature
    Method:CRM
    8.0
    22 Ratings
    Surfe
    -
    Ratings
    Customer data management / contact management8.322 Ratings00 Ratings
    Workflow management8.320 Ratings00 Ratings
    Territory management1.81 Ratings00 Ratings
    Opportunity management8.320 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.920 Ratings00 Ratings
    Contract management8.711 Ratings00 Ratings
    Quote & order management9.118 Ratings00 Ratings
    Interaction tracking9.019 Ratings00 Ratings
    Channel / partner relationship management10.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Method:CRM and Surfe
    Feature
    Method:CRM
    10.0
    2 Ratings
    Surfe
    -
    Ratings
    Case management10.01 Ratings00 Ratings
    Call center management9.92 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Method:CRM and Surfe
    Feature
    Method:CRM
    8.9
    19 Ratings
    Surfe
    -
    Ratings
    Lead management8.817 Ratings00 Ratings
    Email marketing9.014 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Method:CRM and Surfe
    Feature
    Method:CRM
    7.5
    20 Ratings
    Surfe
    -
    Ratings
    Task management9.118 Ratings00 Ratings
    Billing and invoicing management10.015 Ratings00 Ratings
    Reporting3.417 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Method:CRM and Surfe
    Feature
    Method:CRM
    7.7
    18 Ratings
    Surfe
    -
    Ratings
    Forecasting8.09 Ratings00 Ratings
    Pipeline visualization9.017 Ratings00 Ratings
    Customizable reports6.017 Ratings00 Ratings
    Customization
    Comparison of Customization features of Method:CRM and Surfe
    Feature
    Method:CRM
    7.5
    19 Ratings
    Surfe
    -
    Ratings
    Custom fields6.419 Ratings00 Ratings
    Custom objects6.418 Ratings00 Ratings
    Scripting environment9.212 Ratings00 Ratings
    API for custom integration8.014 Ratings00 Ratings
    Security
    Comparison of Security features of Method:CRM and Surfe
    Feature
    Method:CRM
    8.2
    19 Ratings
    Surfe
    -
    Ratings
    Single sign-on capability8.117 Ratings00 Ratings
    Role-based user permissions8.319 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Method:CRM and Surfe
    Feature
    Method:CRM
    10.0
    2 Ratings
    Surfe
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Method:CRM and Surfe
    Feature
    Method:CRM
    7.4
    15 Ratings
    Surfe
    -
    Ratings
    Mobile access7.415 Ratings00 Ratings
    User Ratings
    Method:CRMSurfe
    Likelihood to Recommend
    8.3
    (24 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (18 ratings)
    -
    (0 ratings)
    Support Rating
    9.1
    (18 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (1 ratings)
    -
    (0 ratings)