Method CRM vs ProTrak CRM

Starting Price

$25.00/month/user

Not provided by vendor

Best For

Small and mid-size businesses who use QuickBooks Desktop or QuickBooks Online.

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Rating


4 / 5
(56)


5 / 5
(3)

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


3.5 / 5

5 / 5

Customer Support


4 / 5

5 / 5

Features & Functionality


4 / 5

Value for Money


3.5 / 5

Product Features

  • close Account Alerts
  • close Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management
  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

Capterra screenshot placeholder
View 2 screenshots 99031 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of ProTrak CRM vs Method CRM

Method CRM vs ProTrak CRM

Share

share Share Your Comparison of ProTrak CRM vs Method CRM