Close vs Method CRM: কোনটায় আসল খরচ কত

CClose

• 01Unified communication inboxEmail, calls and SMS in one inbox.
• 02Power dialerDials through a Smart View list and connects you when someone answers.
• 03AI call notesCaptures what is said on every call and meeting.
• 04AI agentsAgents run assigned jobs by your rules and log the work in Close.
• 05WorkflowsAutomated follow-up sequences for every lead.
• 06Visual pipelineSee every deal by stage and value with a suggested next step.
• 07ReportingPipeline, activity and forecasting reports.
• 08AI assistant ChloeAsk about pipeline, meetings or calls and get answers from your data.

MMethod CRM

• 01Two-way QuickBooks syncReal-time two-way sync eliminates double entry.
• 02Customizable workflowsAdd invoice fields, adjust job stages and update workflows.
• 03Quote-to-cashCreate a quote, convert to a job, send an invoice, collect payment.
• 04Field service schedulingSchedule jobs, dispatch crews, track work and invoice.
• 05Customer portalsCustomer portals with 24/7 access.
• 06Web and mobile accessAccess the CRM through the web or a mobile app.
• 07Email integrationCommunicate with customers from the CRM using Gmail or Outlook.