What users are saying about
1 Ratings
11 Ratings
1 Ratings
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Score 9 out of 100
11 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

MethodCRM

This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
Denice Castillo | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
MethodCRM
9.1
Customer data management / contact management
17hats
9.0
MethodCRM
10.0
Workflow management
17hats
9.0
MethodCRM
9.9
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
MethodCRM
9.9
Contract management
17hats
10.0
MethodCRM
10.0
Quote & order management
17hats
10.0
MethodCRM
10.0
Interaction tracking
17hats
8.0
MethodCRM
10.0
Territory management
17hats
MethodCRM
1.8
Opportunity management
17hats
MethodCRM
10.0
Channel / partner relationship management
17hats
MethodCRM
10.0

Customer Service & Support

17hats
8.0
MethodCRM
10.0
Case management
17hats
8.0
MethodCRM
10.0
Call center management
17hats
MethodCRM
9.9
Help desk management
17hats
MethodCRM
10.0

Marketing Automation

17hats
8.0
MethodCRM
10.0
Lead management
17hats
8.0
MethodCRM
9.9
Email marketing
17hats
MethodCRM
10.0

CRM Project Management

17hats
9.5
MethodCRM
10.0
Task management
17hats
9.0
MethodCRM
10.0
Billing and invoicing management
17hats
10.0
MethodCRM
9.9
Reporting
17hats
MethodCRM
10.0

Customization

17hats
8.0
MethodCRM
10.0
Custom fields
17hats
8.0
MethodCRM
10.0
Custom objects
17hats
MethodCRM
10.0
Scripting environment
17hats
MethodCRM
10.0
API for custom integration
17hats
MethodCRM
10.0

Security

17hats
9.5
MethodCRM
10.0
Single sign-on capability
17hats
10.0
MethodCRM
10.0
Role-based user permissions
17hats
9.0
MethodCRM
10.0

Integrations with 3rd-party Software

17hats
8.0
MethodCRM
10.0
Marketing automation
17hats
8.0
MethodCRM
10.0
Compensation management
17hats
MethodCRM
10.0

Platform

17hats
8.0
MethodCRM
9.9
Mobile access
17hats
8.0
MethodCRM
9.9

CRM Reporting & Analytics

17hats
MethodCRM
10.0
Forecasting
17hats
MethodCRM
10.0
Pipeline visualization
17hats
MethodCRM
10.0
Customizable reports
17hats
MethodCRM
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

MethodCRM

  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
Denise D. BA  Website Developer | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

MethodCRM

  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

MethodCRM

MethodCRM 8.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
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.
Marli Espinales | TrustRadius Reviewer

MethodCRM

MethodCRM 9.0
Based on 1 answer
They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
Denice Castillo | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

MethodCRM

MethodCRM 9.0
Based on 1 answer
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.
Denice Castillo | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

MethodCRM

We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.
Denise D. BA  Website Developer | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

MethodCRM

  • This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

MethodCRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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