Affinity vs. Method:CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity
Score 9.1 out of 10
N/A
Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging the relationship strength salespersons are developing or to uncover the next best lead to contact.N/A
Method:CRM
Score 9.5 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
Pricing
AffinityMethod:CRM
Editions & Modules
No answers on this topic
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Offerings
Pricing Offerings
AffinityMethod:CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
AffinityMethod:CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Affinity
-
Ratings
Method:CRM
8.6
21 Ratings
11% above category average
Customer data management / contact management00 Ratings10.021 Ratings
Workflow management00 Ratings10.019 Ratings
Territory management00 Ratings1.81 Ratings
Opportunity management00 Ratings10.019 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.019 Ratings
Contract management00 Ratings8.711 Ratings
Quote & order management00 Ratings10.017 Ratings
Interaction tracking00 Ratings9.018 Ratings
Channel / partner relationship management00 Ratings10.012 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Affinity
-
Ratings
Method:CRM
10.0
2 Ratings
28% above category average
Case management00 Ratings10.01 Ratings
Call center management00 Ratings9.92 Ratings
Help desk management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Affinity
-
Ratings
Method:CRM
8.9
19 Ratings
16% above category average
Lead management00 Ratings8.817 Ratings
Email marketing00 Ratings9.014 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Affinity
-
Ratings
Method:CRM
8.7
19 Ratings
14% above category average
Task management00 Ratings10.017 Ratings
Billing and invoicing management00 Ratings10.015 Ratings
Reporting00 Ratings6.116 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Affinity
-
Ratings
Method:CRM
8.0
17 Ratings
5% above category average
Forecasting00 Ratings8.98 Ratings
Pipeline visualization00 Ratings9.016 Ratings
Customizable reports00 Ratings6.017 Ratings
Customization
Comparison of Customization features of Product A and Product B
Affinity
-
Ratings
Method:CRM
8.8
18 Ratings
15% above category average
Custom fields00 Ratings9.018 Ratings
Custom objects00 Ratings9.017 Ratings
Scripting environment00 Ratings9.212 Ratings
API for custom integration00 Ratings8.014 Ratings
Security
Comparison of Security features of Product A and Product B
Affinity
-
Ratings
Method:CRM
9.5
18 Ratings
13% above category average
Single sign-on capability00 Ratings9.016 Ratings
Role-based user permissions00 Ratings10.018 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Affinity
-
Ratings
Method:CRM
10.0
2 Ratings
33% above category average
Marketing automation00 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Affinity
-
Ratings
Method:CRM
10.0
14 Ratings
28% above category average
Mobile access00 Ratings10.014 Ratings
Best Alternatives
AffinityMethod:CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Clari
Clari
Score 8.1 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AffinityMethod:CRM
Likelihood to Recommend
9.1
(7 ratings)
10.0
(23 ratings)
Likelihood to Renew
10.0
(1 ratings)
10.0
(3 ratings)
Usability
10.0
(1 ratings)
8.5
(17 ratings)
Support Rating
9.3
(4 ratings)
9.1
(18 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
Ease of integration
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
AffinityMethod:CRM
Likelihood to Recommend
Affinity
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.
Read full review
Method Integration Inc.
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.
Read full review
Pros
Affinity
  • Almost all of Adobe Photoshop's features for a fraction of the cost. It was an easy decision for our organization.
  • The interface and most of the features are an almost mirror image of Photoshop. Flat fees instead of high yearly fees are much more desirable for our small team.
  • They have a great support forum for the little one-offs that aren't quite like the Photoshop app, or don't have the same exact name as Photoshop. The forum really helps when this happens. The YouTube support from the company and other users has been very helpful as well.
  • I use Sketch as my primary vector design tool. Affinity allows me to take a .ai, .eps, or other proprietary format and convert it to .svg for use/manipulation with Sketch and back. I can't say enough for this feature. It has helped me stay less pigeon-holed into Adobe products, which have lacked innovation for a long time in my opinion.
Read full review
Method Integration Inc.
  • 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.
Read full review
Cons
Affinity
  • Sometimes interacting with a large data set is a little buggy, i.e. choppy when navigating the page.
  • It would be nice to have a feature, where the status of an opportunity changes automatically when a certain thing happens. For instance, when I send a cold email, the status of a prospect would change from "identified" to "contacted."
Read full review
Method Integration Inc.
  • 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.)
Read full review
Likelihood to Renew
Affinity
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.
Read full review
Method Integration Inc.
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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Usability
Affinity
For a regular user of Photoshop, Affinity is a very easy transition. It has all the same features and once you adapt to it, and it provides a quick return on investment.
Read full review
Method Integration Inc.
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
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Support Rating
Affinity
I have not had much opportunity to go directly to support, but the training modules that are employed by the company are fantastic. I also find that if I need to understand something, there is always another user ready and willing to share their secrets. As this tool becomes more accepted local communities will also start to organize
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Method Integration Inc.
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.
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Implementation Rating
Affinity
No answers on this topic
Method Integration Inc.
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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Alternatives Considered
Affinity
Affinity is the bridge that links our communication through our software workflow.
Read full review
Method Integration Inc.
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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Return on Investment
Affinity
  • Helps me best manage my relationships, which is a high ROI.
  • Saves me time on data entry which is important to me.
Read full review
Method Integration Inc.
  • 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.
Read full review
ScreenShots

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.