amoCRM vs. Method:CRM

Where amoCRM is extremely beneficial is with sales teams needing to find a cloud platform that can be easily learned and implemented. At the high school, college and small business level it is fairly priced and easy to work with. The automated pipeline to track calls, sites visits and online chats makes it fast and quick to connect with potential customers. In a day like today where it is crucial to make sales as fast as possible, because any hesitate could result in a loss of a sale, this platform makes it pretty simple. Web forms implemented on our website really helps to connect all of our communication. I would highly recommend it as a means for small businesses to track sales, clients and data. I think as the business grows there may be software that does the sales, marketing tracking side, as well as payroll and HR services as well to not need multiple providers.

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

• Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
• Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
• Rich API. You can easily export all leads from amoCRM to different services and work with this data.
• Customization. You can add your own fields to lead card to fit your needs.
• Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export 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

• Room for improvement would be that you need to manually integrate some of the apps for use.
• Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform.
• Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms?

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.

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

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.

Reasons why we chose amoCRM: 1. It's customizable, we can add custom fields and processes. 2. It has a lot of ready integrations with services we use. 3. Rich API that allows building completely custom analytics based on data from CRM. 4. UI can be customized too. We show our internal users all the data they need to work with the client.

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.

• Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills.
• Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money.
• Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do.

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