Affinity CRM vs. Method:CRM

Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.

Incentivized

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.

Incentivized

• Organization
• Data Housing
• Exporting Data

Incentivized

• 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.

Incentivized

• More prompts to update and sort new connections
• More visual appeal on each listing on a list
• An Outlook desktop app plugin

Incentivized

• It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.

Incentivized

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

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

Incentivized

Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.

Incentivized

The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.

Incentivized

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.

Affinity is the bridge that links our communication through our software workflow.

Incentivized

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 making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.

• Hard to quantify - I know my job would be exponentially more difficult if I didn't have it.
• Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress.

Incentivized

• 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.

Incentivized