Average Ratings 4 Ratings

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Description

Methvin is a Collaborative Portal that connects Clients and Contractors. Change from an adversarial approach to managing clients to open communication. This will improve and foster relationships and result for both sides. This will create a foundation for a motivated team, and encourage individual contributions to the goal of delivering your project on time and within budget. Methvin Agile allows you to organize your project visually in a way that is more intuitive than other software packages. Methvin Agile will offer you a place to store and use important drawings and documents. These documents cannot be deleted once they are loaded. However, they can be retired and replaced by a newer version. Agile will also facilitate the management and closure of incidents on-site, including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register RFIs for Clients

Description

Project-SalesAchiever stands out as the top CRM software tailored for the construction sector, offering a cloud-based platform that streamlines the intricate sales processes associated with construction projects. This comprehensive tool integrates key CRM functionalities with effective management features for activities and project leads, enabling teams to optimize their performance and attain superior business results. With versatile deployment options, Project-SalesAchiever is accessible both in the cloud and on local servers, ensuring that users can connect through their smartphones or tablets, making it a flexible choice for modern teams. This adaptability enhances collaboration and efficiency in managing construction-related sales activities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

@RISK Yes 
Oracle API Management Yes 
QuickBooks Online No 
ViewPoint Yes 
Workbench Construction Yes 
Xero Yes 

Integrations

@RISK No 
Oracle API Management No 
QuickBooks Online Yes 
ViewPoint No 
Workbench Construction No 
Xero No 

Pricing Details

Free for single users
Single user - Free
Business - $27.00/month
Enterprise - $179/month
Free Trial No 
Free Version Yes 

Pricing Details

$49.00/month/user
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Methvin

Founded

2002

Country

New Zealand

Website

www.methvin.org

Vendor Details

Company Name

SalesAchiever

Founded

1989

Country

United States

Website

www.salesachiever.com

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff Yes 
Version Control Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Estimating

Accounting Integration Yes 
Audit Trail Yes 
Bid Management Yes 
Billing & Invoicing No 
Building Product Database No 
Calculators Yes 
Change Orders Yes 
Contract Management Yes 
Cost Database Yes 
Customer Management Yes 
Customizable Templates Yes 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing Yes 
Plumbing Estimating Yes 
Price Data / Price Books Yes 
Project Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management Yes 
Takeoff Yes 
What-if Analysis Yes 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating Yes 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access No 
RFI & Submittals Yes 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Construction Scheduling

Bid Management Yes 
Change Orders Yes 
Gantt Charts Yes 
Job Scheduling Yes 
Project Scheduling Yes 
Rescheduling Yes 
Staff Calendar Yes 
Task Management Yes 

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial Yes 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking No 
Work Order Management No 

Electrical Estimating

Billing & Invoicing No 
Change Orders Yes 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff Yes 

Home Builder

Accounting Management No 
Bid Management Yes 
CRM Yes 
Contract Management Yes 
Job Costing Yes 
Job Scheduling Yes 
Permit Management Yes 
Quotes / Estimates Yes 
Subcontractor Management Yes 
Supplier Management Yes 
Warranty / Service Management Yes 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management Yes 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Plumbing Estimating

Change Orders Yes 
Commercial / Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Fitting Management Yes 
For General Contractor Yes 
Overhead Costs Estimating Yes 
Prebuilt Assembly Yes 
Quotes / Proposals Yes 
Takeoff Yes 

Punch List

Collaboration Yes 
Commenting / Notes Yes 
Document Management Yes 
Drag & Drop Yes 
Drawings Integration Yes 
Include Photos In Reports Yes 
Issue Tracking Yes 
Quality Control Checklist Yes 
Task Management Yes 

Remodeling Estimating

Cost Database No 
Quote Management No 

Residential Construction Estimating

Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Change Orders No 
Customer Management No 
Project Management No 
Quote Management No 
Scheduling No 
Takeoff No 

RFI

Roofing

Aerial Measurement Yes 
Billing & Invoicing Yes 
Checklists & Inspections Yes 
Commercial / Industrial Yes 
Dispatch Management Yes 
Lead Management Yes 
Photo Capture Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Takeoff

3D View No 
Assembly Takeoff No 
Cross Section Creation Yes 
Electronic Plans Yes 
Elevation Checking Yes 
Error Checking Yes 
Site Balancing Yes 
Slope Routines Yes 
Subcontractor Management Yes 

Product Features

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting Yes 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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