Assistive CRM vs. MethodCRM

Sharing some of the use cases where Assistive CRM is best suited, Best for Funnel tracking 0% Lead leakage BFSI Best Mobile CRM for Reports and insights FMCG Healthtech Field first CRM Edutech I'm personally using Assistive CRM for managing my leads and improving sales productivity, earlier I was using excel and was not able to track the sales person and manage the funnel but Assistive CRM has streamlined our sales process and increased our revenue

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

• Lead Management
• Advance Analytics
• Workflow automations
• Streamlining the sales funnel

• 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

• Marketing
• OCR
• No improvement as such

• 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.)

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

Ease of Use Easy to configure Simple, Light and Fast UI Loved by the team No coding needed Helped us streamline our sales Process Automated tasks and reminders through prompt notifications Helps to close deals and no lead leakage Better customer support team who helped us in every step Reduce time spent on manual tracking and helped to get actionable insights

I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.

Incentivized

The team is super responsive and helped us in every step. We contacted their support team whenever we face any kind of queries while using the web or application, every query raised is tracked and TAT is shared. The CS team is even available on weekends if there is any requests from our end, and for any extended support.

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.

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.

Customization Easy to use offline UI/UX Better Customer Support Services Infinitely configurable Streamlined sales process through effective pipeline management Automated workflows for increased efficiency Provided valuable insights into deals, sales team performance, and revenue Enabled engagement with prospects across multiple channels Sales Pipeline Management In-Depth Insights and Reports for Sales Geo-Awareness feature to increase sales Productivity

We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants

Incentivized

• Assistive helped us automating multiple processes
• Increasing the ROI
• Increased Business productivity

• 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