17hats vs Method:CRM | TrustRadius

Likelihood to Recommend

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Lauren Hamby

Marketing Communications Coordinator

Home Improvement Systems, IncBuilding Materials, 11-50 employees

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Feature Rating Comparison

17hats

Method:CRM

Customer data management / contact management

Workflow management

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

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Method:CRM

Case management

Call center management

Help desk management

17hats

Method:CRM

Lead management

Email marketing

17hats

Method:CRM

Task management

Billing and invoicing management

Reporting

17hats

Method:CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Method:CRM

Single sign-on capability

Role-based user permissions

17hats

Method:CRM

Marketing automation

Compensation management

17hats

Method:CRM

Mobile access

17hats

Method:CRM

Forecasting

Pipeline visualization

Customizable reports

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Denise D. BA Website Developer

Mobile Website Developer | WordPress

Denise D. BAMarketing and Advertising, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Verified User

Administrator in Marketing

Accounting Company, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Verified User

Consultant in Finance and Accounting

Accounting Company, 1-10 employees

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Usability

No score

No answers yet

No answers on this topic

Method:CRM 8.5

Based on 6 answers

I would really like for them to add more features to their emails. I would like to be able to create emails with graphics and color more easily from here rather than paying for another service such as Mail Chimp or Constant Contact. The email campaigns are lacking current technology.

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Lauren Hamby

Marketing Communications Coordinator

Home Improvement Systems, IncBuilding Materials, 11-50 employees

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Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

Method:CRM 9.0

Based on 7 answers

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.

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Denice Castillo

Special Projects and VP of Operations

Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

Method:CRM 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.

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Denice Castillo

Special Projects and VP of Operations

Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees

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Alternatives Considered

No answers on this topic

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.

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Verified User

Account Manager in Sales

Chemicals Company, 1-10 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Verified User

General Manager in Other

Construction Company, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

Method:CRM Editions & Modules

Edition

Contact Management	$25¹
CRM Pro	$44¹

per user per month

Additional Pricing Details

—

Rating Summary

17hats

Method:CRM

17hats

Method:CRM

17hats

Method:CRM

17hats

Method:CRM

17hats

Method:CRM

Likelihood to Recommend

17hats

Method:CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

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

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Pros

17hats

Method:CRM

Cons

17hats

Method:CRM

Likelihood to Renew

17hats

Method:CRM

Usability

17hats

Method:CRM

Support Rating

17hats

Method:CRM

Implementation Rating

17hats

Method:CRM

Alternatives Considered

17hats

Method:CRM

Return on Investment

17hats

Method:CRM

Screenshots

17hats

Method:CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Method:CRM Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison