What users are saying about
7 Ratings
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32 Ratings
7 Ratings
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Score 9.1 out of 100

Method:CRM

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32 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

Feature Set Ratings

  • 17hats ranks higher in 4 feature sets: Sales Force Automation, CRM Project Management, Customization, Security
  • Method:CRM ranks higher in 3 feature sets: Customer Service & Support, Integrations with 3rd-party Software, Platform
  • 17hats and Method:CRM are tied in 1 feature set: Marketing Automation

Sales Force Automation

9.5

17hats

95%
7.9

Method:CRM

79%
17hats ranks higher in 5/9 features

Customer data management / contact management

9.9
99%
2 Ratings
9.9
99%
20 Ratings

Workflow management

9.9
99%
2 Ratings
7.8
78%
18 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.0
90%
1 Rating
7.7
77%
18 Ratings

Contract management

10.0
100%
2 Ratings
8.7
87%
11 Ratings

Quote & order management

10.0
100%
1 Rating
9.9
99%
16 Ratings

Interaction tracking

8.0
80%
1 Rating
8.1
81%
17 Ratings

Territory management

N/A
0 Ratings
1.8
18%
1 Rating

Opportunity management

N/A
0 Ratings
8.5
85%
18 Ratings

Channel / partner relationship management

N/A
0 Ratings
8.3
83%
11 Ratings

Customer Service & Support

8.0

17hats

80%
10.0

Method:CRM

100%
Method:CRM ranks higher in 3/3 features

Case management

8.0
80%
1 Rating
10.0
100%
1 Rating

Call center management

N/A
0 Ratings
9.9
99%
2 Ratings

Help desk management

N/A
0 Ratings
10.0
100%
1 Rating

Marketing Automation

8.0

17hats

80%
8.0

Method:CRM

80%
Method:CRM ranks higher in 2/2 features

Lead management

8.0
80%
1 Rating
8.7
87%
17 Ratings

Email marketing

N/A
0 Ratings
7.2
72%
13 Ratings

CRM Project Management

9.5

17hats

95%
8.4

Method:CRM

84%
17hats ranks higher in 2/3 features

Task management

9.0
90%
1 Rating
8.5
85%
16 Ratings

Billing and invoicing management

10.0
100%
2 Ratings
8.9
89%
14 Ratings

Reporting

N/A
0 Ratings
7.9
79%
15 Ratings

Customization

9.9

17hats

99%
9.0

Method:CRM

90%
Method:CRM ranks higher in 4/4 features

Custom fields

9.8
98%
2 Ratings
9.9
99%
17 Ratings

Custom objects

10.0
100%
1 Rating
10.0
100%
16 Ratings

Scripting environment

N/A
0 Ratings
8.0
80%
12 Ratings

API for custom integration

N/A
0 Ratings
8.0
80%
13 Ratings

Security

9.5

17hats

95%
9.1

Method:CRM

91%
17hats ranks higher in 1/2 features

Single sign-on capability

10.0
100%
1 Rating
9.1
91%
15 Ratings

Role-based user permissions

9.0
90%
1 Rating
9.1
91%
17 Ratings

Integrations with 3rd-party Software

8.0

17hats

80%
10.0

Method:CRM

100%
Method:CRM ranks higher in 2/2 features

Marketing automation

8.0
80%
1 Rating
10.0
100%
2 Ratings

Compensation management

N/A
0 Ratings
10.0
100%
2 Ratings

Platform

8.0

17hats

80%
8.8

Method:CRM

88%
Method:CRM ranks higher in 1/1 features

Mobile access

8.0
80%
1 Rating
8.8
88%
13 Ratings

CRM Reporting & Analytics

17hats

Feature Set Not Supported
N/A
7.6

Method:CRM

76%
Method:CRM ranks higher in 3/3 features

Forecasting

N/A
0 Ratings
7.4
74%
8 Ratings

Pipeline visualization

N/A
0 Ratings
8.2
82%
15 Ratings

Customizable reports

N/A
0 Ratings
7.3
73%
16 Ratings

Attribute Ratings

  • 17hats is rated higher in 2 areas: Likelihood to Recommend, Usability
  • Method:CRM is rated higher in 1 area: Support Rating

Likelihood to Recommend

9.9

17hats

99%
2 Ratings
9.6

Method:CRM

96%
22 Ratings

Likelihood to Renew

17hats

N/A
0 Ratings
8.0

Method:CRM

80%
2 Ratings

Usability

9.0

17hats

90%
1 Rating
8.6

Method:CRM

86%
17 Ratings

Support Rating

8.0

17hats

80%
3 Ratings
10.0

Method:CRM

100%
19 Ratings

Implementation Rating

17hats

N/A
0 Ratings
9.0

Method:CRM

90%
2 Ratings

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.
Erika Tebbens | TrustRadius Reviewer

Method:CRM

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.
Lauren Hamby | TrustRadius Reviewer

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Method:CRM

  • 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.
Dorothy Sela | TrustRadius Reviewer

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.
Erika Tebbens | TrustRadius Reviewer

Method:CRM

  • 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.)
Heather Sharbutt | TrustRadius Reviewer

Pricing Details

17hats

General

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

Starting Price

$45 per month

17hats Editions & Modules

Edition
Starting Price$45.001
  1. per month
Additional Pricing Details

Method:CRM

General

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

Starting Price

$25 per month per user

Method:CRM Editions & Modules

Edition
Contact Management$251
CRM Pro$441
CRM Enterprise$741
  1. per month per user
Additional Pricing Details

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 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

Usability

17hats

17hats 9.0
Based on 1 answer
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.
Erika Tebbens | TrustRadius Reviewer

Method:CRM

Method:CRM 8.6
Based on 17 answers
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
Joey Diaz | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 3 answers
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

Method:CRM

Method:CRM 10.0
Based on 19 answers
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.
Anonymous | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 9.0
Based on 2 answers
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

Method:CRM

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.
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

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

Method:CRM

  • 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.
Anonymous | TrustRadius Reviewer

Screenshots

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