BILL vs. Method:CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BILL
Score 7.8 out of 10
N/A
BILL is an online service for SMBs which provides a central dashboard for managing Accounts Receivable, Accounts Payable, and cash flow management. It syncs with all major accounting systems like QuickBooks, Sage, Intaact, and NetSuite.
$45
per month
Method:CRM
Score 9.1 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
Pricing
BILLMethod:CRM
Editions & Modules
Essentials
$45
per user/per month
Team
$55
per user/per month
Corporate
$79
per user/per month
Enterprise
Custom Pricing
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Offerings
Pricing Offerings
BILLMethod:CRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
BILLMethod:CRM
Considered Both Products
BILL

No answer on this topic

Method:CRM
Chose Method:CRM
I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was …
Top Pros
Top Cons
Features
BILLMethod:CRM
Payment Management
Comparison of Payment Management features of Product A and Product B
BILL
6.2
6 Ratings
14% below category average
Method:CRM
-
Ratings
Customizable Approval Policies7.34 Ratings00 Ratings
Financial Document Management5.96 Ratings00 Ratings
Payment Status Tracking5.66 Ratings00 Ratings
Payment Audit Trail6.56 Ratings00 Ratings
Duplicate Bill Detection9.24 Ratings00 Ratings
Advanced OCR4.32 Ratings00 Ratings
Electronic Funds Transfer4.45 Ratings00 Ratings
Accounts Payable
Comparison of Accounts Payable features of Product A and Product B
BILL
5.4
3 Ratings
15% below category average
Method:CRM
-
Ratings
Automated Accounts Payable Processes6.72 Ratings00 Ratings
Vendor Management8.53 Ratings00 Ratings
Tax Form Preparation1.01 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
BILL
-
Ratings
Method:CRM
8.3
22 Ratings
7% above category average
Customer data management / contact management00 Ratings9.022 Ratings
Workflow management00 Ratings9.020 Ratings
Territory management00 Ratings1.81 Ratings
Opportunity management00 Ratings9.020 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.520 Ratings
Contract management00 Ratings8.711 Ratings
Quote & order management00 Ratings9.518 Ratings
Interaction tracking00 Ratings9.019 Ratings
Channel / partner relationship management00 Ratings10.012 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
BILL
-
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
BILL
-
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
BILL
-
Ratings
Method:CRM
8.0
20 Ratings
5% above category average
Task management00 Ratings9.518 Ratings
Billing and invoicing management00 Ratings10.015 Ratings
Reporting00 Ratings4.517 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
BILL
-
Ratings
Method:CRM
7.7
18 Ratings
1% above category average
Forecasting00 Ratings8.09 Ratings
Pipeline visualization00 Ratings9.017 Ratings
Customizable reports00 Ratings6.017 Ratings
Customization
Comparison of Customization features of Product A and Product B
BILL
-
Ratings
Method:CRM
8.0
19 Ratings
6% above category average
Custom fields00 Ratings7.519 Ratings
Custom objects00 Ratings7.518 Ratings
Scripting environment00 Ratings9.212 Ratings
API for custom integration00 Ratings8.014 Ratings
Security
Comparison of Security features of Product A and Product B
BILL
-
Ratings
Method:CRM
8.7
19 Ratings
4% above category average
Single sign-on capability00 Ratings8.517 Ratings
Role-based user permissions00 Ratings9.019 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
BILL
-
Ratings
Method:CRM
10.0
2 Ratings
31% above category average
Marketing automation00 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
BILL
-
Ratings
Method:CRM
8.5
15 Ratings
14% above category average
Mobile access00 Ratings8.515 Ratings
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BILLMethod:CRM
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Score 8.7 out of 10
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User Ratings
BILLMethod:CRM
Likelihood to Recommend
5.4
(66 ratings)
9.0
(24 ratings)
Likelihood to Renew
8.9
(13 ratings)
10.0
(3 ratings)
Usability
1.0
(6 ratings)
9.0
(18 ratings)
Availability
8.3
(6 ratings)
-
(0 ratings)
Performance
10.0
(2 ratings)
-
(0 ratings)
Support Rating
1.0
(17 ratings)
9.1
(18 ratings)
Online Training
9.0
(2 ratings)
-
(0 ratings)
Implementation Rating
8.0
(5 ratings)
9.0
(1 ratings)
Ease of integration
10.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
BILLMethod:CRM
Likelihood to Recommend
BILL
It depends, Bill.com certainly has a strong reputation and I agree it can be a great solution in the right scenario but I think the implementation and initial setup are critical and need to be well thought out based on the setup of the organization you are a part of.
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
BILL
  • The fact that bill.com automatically processes most information on the invoice is really helpful - leads to quicker processing
  • The "to do list" feature ensures you see the tasks that need to be completed ASAP
  • The reports section is very helpful in year end prepping for audits
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
BILL
  • Currently, our company uses a different platform to submit expenses, we only use bill.com to receive them. So perhaps this isn't actually a place where bill.com could improve, but the expense submission process may not have been robust enough for our company.
  • The bill.com platform wasn't the most beautiful or pleasing to use, but this is a minor fault.
  • I'd love a way to set up recurring payments (e.g., my phone bill is reimbursed each month).
Read full review
Method Integration Inc.
  • 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.
Read full review
Likelihood to Renew
BILL
While our firm does not use Bill.com internally, we know many customers that use Bill.com and are very happy with it. Based on the feedback from current users, I would say that the product should have a strong renewal forecast. Once customers move their AP to the cloud, they would be unlikely to move it back given a choice.
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
Read full review
Usability
BILL
Bill.com continues to raise the bar with new features and improved interface. The Fast Pay option is another innovation that reduces administrative time when you have to get an overnight check out. The new Chat Support interface, powered by Zopim, which is world-class, adds to the responsiveness of Bill.com's support team and makes getting real-time answers that much easier.
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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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Reliability and Availability
BILL
The only time Bill.com was ever "unavailable" was then the Sync to Quickbooks function failed. That happened a time or two but was usually quickly remedied. I'm not sure if that's an issue with newer online versions of Quickbooks Enterprise -- at the time we were using a remotely hosted Quickbooks instance accessed via terminal server (vs a cloud offering like Bill.com is)
Read full review
Method Integration Inc.
No answers on this topic
Performance
BILL
pretty fast usually
Read full review
Method Integration Inc.
No answers on this topic
Support Rating
BILL
I could not explain to them how I was trying to remove an old email account from my company page while granting the new email account access to the bank account that the first email account had added. The "set a bank account as inactive" button is labeled delete, but they don't seem to recognize that. I requested my Bill.com account be deleted on Wednesday so I could start all over with a fresh account; this seemed to be completed Wednesday night, but when I tried to create a new Bill.com account from the same email, it took me to my old bill.com account.
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Method Integration Inc.
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.
Read full review
Online Training
BILL
The online training provided by Bill.com is concise and since the firm consistently improves the platform functionality, users are able to select the training for the modules they specifically need.
Read full review
Method Integration Inc.
No answers on this topic
Implementation Rating
BILL
I heard from my leadership that it went very well.
Read full review
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.
Read full review
Alternatives Considered
BILL
top solution out there to simplify accounting and finance tracking. Only negative note: they started charging for every single client ACH payment done through Quickbooks. Originally this feature was free, but then it grew to up to $10 per transaction. Reason for which we had to look into alternate solutions
Read full review
Method Integration Inc.
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.
Read full review
Return on Investment
BILL
  • After receiving an offer to 'finance' outstanding invoices, I was enticed by the promise of a 3% total cost for a 60-day period, with the possibility of extending the financing for an additional 10 months (for an additional fee). Eager to access funds, I decided to finance an invoice worth $17,160.00. Within 24 hours, BILL deposited $16,645.20 (97% of the invoice amount) into my account.
  • However, when the customer paid their $17,160 invoice four days later, instead of the funds being deposited into my checking account as I expected, BILL chose to retire the loan and retain my $514.80 fee for the 4 day advance period. This unexpected turn of events resulted in an effective interest rate of a staggering 273.75%. It was clear that this arrangement was far from what I had initially understood, and the financial impact was outrageously high.
  • Frustratingly, my attempts to resolve this issue through customer service were in vain, as I spoke with three agents who provided no satisfactory solutions. To anyone contemplating using BILL's services, I strongly urge you to carefully scrutinize the fine print and consider opting for a more reputable finance company."
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

BILL Screenshots

Screenshot of BILL’s central dashboard, which displays upcoming bills, invoices, and ingoing and outgoing payments.Screenshot of BILL automatically pulls in bills via email and automatically starts the process. It also checks for duplicate invoices by looking at the invoice numbers and payment amounts to flag questionable invoices.Screenshot of BILL's desktop and mobile applications so users' teams can review invoices and send payments on-the-go.Screenshot of BILL’s mobile app, which can be used to review invoices, add comments, and approve from anywhere.Screenshot of The overview screen, where the status of invoices can be reviewed to get a bird’s eye view of tasks.

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.