17hats vs. Method:CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
17hats
Score 9.2 out of 10
N/A
17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.
$45
per month
Method:CRM
Score 7.7 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
Pricing
17hatsMethod:CRM
Editions & Modules
Starting Price
$45.00
per month
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Offerings
Pricing Offerings
17hatsMethod:CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
17hatsMethod:CRM
Considered Both Products
17hats

No answer on this topic

Method:CRM
Chose Method:CRM
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and …
Top Pros
Top Cons
Features
17hatsMethod:CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
17hats
9.5
2 Ratings
21% above category average
Method:CRM
8.2
20 Ratings
7% above category average
Customer data management / contact management10.02 Ratings9.920 Ratings
Workflow management10.02 Ratings8.318 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings8.818 Ratings
Contract management10.02 Ratings8.711 Ratings
Quote & order management10.01 Ratings9.916 Ratings
Interaction tracking8.01 Ratings8.717 Ratings
Territory management00 Ratings1.81 Ratings
Opportunity management00 Ratings8.618 Ratings
Channel / partner relationship management00 Ratings9.011 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
17hats
8.0
1 Ratings
7% above category average
Method:CRM
10.0
2 Ratings
29% above category average
Case management8.01 Ratings10.01 Ratings
Call center management00 Ratings9.92 Ratings
Help desk management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
17hats
8.0
1 Ratings
6% above category average
Method:CRM
8.4
18 Ratings
11% above category average
Lead management8.01 Ratings8.817 Ratings
Email marketing00 Ratings7.913 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
17hats
9.5
2 Ratings
23% above category average
Method:CRM
8.8
18 Ratings
15% above category average
Task management9.01 Ratings9.016 Ratings
Billing and invoicing management10.02 Ratings8.814 Ratings
Reporting00 Ratings8.515 Ratings
Customization
Comparison of Customization features of Product A and Product B
17hats
10.0
2 Ratings
28% above category average
Method:CRM
9.7
17 Ratings
25% above category average
Custom fields9.92 Ratings10.017 Ratings
Custom objects10.01 Ratings10.016 Ratings
Scripting environment00 Ratings9.212 Ratings
API for custom integration00 Ratings9.813 Ratings
Security
Comparison of Security features of Product A and Product B
17hats
9.5
1 Ratings
13% above category average
Method:CRM
9.2
17 Ratings
10% above category average
Single sign-on capability10.01 Ratings9.315 Ratings
Role-based user permissions9.01 Ratings9.117 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
17hats
8.0
1 Ratings
11% above category average
Method:CRM
10.0
2 Ratings
33% above category average
Marketing automation8.01 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
17hats
8.0
1 Ratings
7% above category average
Method:CRM
9.1
13 Ratings
20% above category average
Mobile access8.01 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
17hats
-
Ratings
Method:CRM
8.7
16 Ratings
14% above category average
Forecasting00 Ratings8.98 Ratings
Pipeline visualization00 Ratings8.715 Ratings
Customizable reports00 Ratings8.316 Ratings
Best Alternatives
17hatsMethod:CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
17hatsMethod:CRM
Likelihood to Recommend
10.0
(2 ratings)
9.1
(22 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(2 ratings)
Usability
9.0
(1 ratings)
8.5
(17 ratings)
Support Rating
8.0
(2 ratings)
9.1
(18 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
Ease of integration
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
17hatsMethod:CRM
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Read full review
Method Integration Inc.
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
Read full review
Pros
17hats
  • Invoicing
  • Creating online questionnaire
Read full review
Method Integration Inc.
  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
Read full review
Cons
17hats
  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Read full review
Method Integration Inc.
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
Read full review
Likelihood to Renew
17hats
No answers on this topic
Method Integration Inc.
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Read full review
Usability
17hats
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Read full review
Method Integration Inc.
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
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Support Rating
17hats
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Read full review
Method Integration Inc.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Read full review
Implementation Rating
17hats
No answers on this topic
Method Integration Inc.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Read full review
Alternatives Considered
17hats
No answers on this topic
Method Integration Inc.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Read full review
Return on Investment
17hats
  • ROI - Saves me time on creating invoices and questionnaires.
Read full review
Method Integration Inc.
  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Read full review
ScreenShots

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.