BIGContacts vs. Method:CRM

BigContacts has helped us automate and personalize our marketing campaigns, which has resulted in an improvement in our bottom line. We have been able to create and deliver highly personalized experiences for our customers, which has contributed to improved satisfaction and reduced churn.

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 track the performance of email campaigns with the help of detailed reports and analytics
• BigContacts also allows us to define custom triggers for delivering emails

• 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

• There have been some issues with the speed of the software after the upgrade.
• Looking up contacts could be made easier.

• 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

BigContacts has stood out from all of them since it offers customization to a great extent. It is easy to customize the sales pipeline, reports, layouts, workflows, etc., to get the most out of them.

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

. By eliminating repetitive activities such as follow-ups or data entry, BIGContacts saves a lot of time for us. Did not faced any difficulties while using the software . It is the perfect software to go for

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.

As a small business, we have benefitted significantly from the implementation of this easy-to-use CRM application. With all relevant data and tasks in one place, it is easier to meet deadlines and customer expectations. We also use the tool to assign tasks to team members and monitor their progress routinely. Moreover, the tool integrates with a number of business applications, enabling us to manage everything from the same platform.

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.

• The performance of the mobile version is one area that BigContacts can improve upon to become the most reliable CRM for small businesses.

• 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