What users are saying about
17hats vs Method:CRM
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.5 out of 100
Based on 3 reviews and ratings
17 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.9 out of 100
Based on 17 reviews and ratings
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Marketing Communications Coordinator
Home Improvement Systems, IncBuilding Materials, 11-50 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.2
Method:CRM
7.0
Customer data management / contact management
17hats
9.0
Method:CRM
9.1
Workflow management
17hats
9.0
Method:CRM
6.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Method:CRM
5.2
Contract management
17hats
10.0
Method:CRM
9.4
Quote & order management
17hats
10.0
Method:CRM
7.8
Interaction tracking
17hats
8.0
Method:CRM
7.4
Territory management
17hats
—
Method:CRM
1.8
Opportunity management
17hats
—
Method:CRM
9.1
Channel / partner relationship management
17hats
—
Method:CRM
7.4
Customer Service & Support
17hats
8.0
Method:CRM
10.0
Case management
17hats
8.0
Method:CRM
10.0
Call center management
17hats
—
Method:CRM
9.9
Help desk management
17hats
—
Method:CRM
10.0
Marketing Automation
17hats
8.0
Method:CRM
7.9
Lead management
17hats
8.0
Method:CRM
9.3
Email marketing
17hats
—
Method:CRM
6.4
CRM Project Management
17hats
9.5
Method:CRM
7.7
Task management
17hats
9.0
Method:CRM
8.6
Billing and invoicing management
17hats
10.0
Method:CRM
9.4
Reporting
17hats
—
Method:CRM
5.2
Customization
17hats
8.0
Method:CRM
6.8
Custom fields
17hats
8.0
Method:CRM
7.8
Custom objects
17hats
—
Method:CRM
9.3
Scripting environment
17hats
—
Method:CRM
5.2
API for custom integration
17hats
—
Method:CRM
4.9
Security
17hats
9.5
Method:CRM
9.3
Single sign-on capability
17hats
10.0
Method:CRM
9.3
Role-based user permissions
17hats
9.0
Method:CRM
9.3
Integrations with 3rd-party Software
17hats
8.0
Method:CRM
10.0
Marketing automation
17hats
8.0
Method:CRM
10.0
Compensation management
17hats
—
Method:CRM
10.0
Platform
17hats
8.0
Method:CRM
8.7
Mobile access
17hats
8.0
Method:CRM
8.7
CRM Reporting & Analytics
17hats
—
Method:CRM
5.2
Forecasting
17hats
—
Method:CRM
5.2
Pipeline visualization
17hats
—
Method:CRM
6.2
Customizable reports
17hats
—
Method:CRM
4.2
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Method:CRM
- 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.
Mobile Website Developer | WordPress
Denise D. BAMarketing and Advertising, 1-10 employees
Cons
17hats
- Cheaper credit card charges
- Ability to tweak their questionnaires a bit more
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Method:CRM
- 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.

Verified User
Administrator in Marketing
Accounting Company, 1-10 employeesLikelihood 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

Verified User
Consultant in Finance and Accounting
Accounting Company, 1-10 employeesUsability
17hats
No score
No answers yet
No answers on this topic
Method:CRM
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.
Marketing Communications Coordinator
Home Improvement Systems, IncBuilding Materials, 11-50 employees
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Method:CRM
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.
Special Projects and VP of Operations
Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees
Implementation Rating
17hats
No score
No answers yet
No answers on this topic
Method:CRM
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.
Special Projects and VP of Operations
Mobile Med Inc. and Plastic Surgery StudiosHospital & Health Care, 11-50 employees
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.

Verified User
Account Manager in Sales
Chemicals Company, 1-10 employeesReturn on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.

Verified User
General Manager in Other
Construction Company, 11-50 employeesScreenshots
Pricing Details
17hats
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
—Method:CRM
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