Bitrix24 vs. MethodCRM

Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.

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

• Huge opportunities for customization, integration with other services. Easy search for solutions to setup questions.
• The ability to write letters directly from the system with the help of a binding for working mail.
• The presence of an application for Android. This helps to get access anywhere.

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

• It's user interface can use some work. Although it doesn't take as long as some other software to learn, there is still a bit of a learning curve when it comes to day to day usage.
• Bitrix offers a lot of features. It would be nice to have those features laid out in an easier-to-read layout, versus the long list at the side of the page.
• It's mobile app functionality is quite limited. It can be difficult to work with other team members, solely off of their mobile app.

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.

It has become the central nervous system of the business and has constantly proven to be of value. We are not just renewing but might even upgrade to advanced Bitrix24 plans and will be adding more user licenses in the next 3 months. Bitrix24 has a sharper learning curve initially. However once it is surpassed, it opens doors to a range of creative deployment strategies

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

It is a time-saving CRM that will help save time by using one application for all your business needs. Our brain sees colors, images, drawings, it is very visual, and so is Bitrix24. You can plan visually and easily see how everything is progressing. It has tasks, projects management, chat and video, CRM (as you know), visual staff structure, calendar, shared drive, mobile app. You can't ask for anything better out on the market for what you get with their free version and also their step-up plan is $20/month, all the way up to $200, they have a plan for your business. Get your free account and try it out for a few weeks.

Incentivized

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

I can't recall any instance of unplanned outages over the past 1 year of use. Likewise for application errors. However note that, advanced users will have a learning curve

Incentivized

Technical performance is 10/10 so far. Cannot comment about integrations since we currently haven't tested those

Incentivized

The absolute worst! Your only contact method is via the paid version and via a chat window. They will take days to answer and when they finally do answer, they will provide nothing but a half baked canned help file.

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

Overall the training was very comprehensive. The trainer did provider necessary additional reading materials as well. However the general approach at Bitrix24 is to divert users to self-help documentation and videos. It is recommended that atleast 1-2 personnel in the organization be "Bitrix24 experts" so that lower phases of training requirements are covered internally itself. Also the best part about Bitrix24 is that not all users need to go very deep while using it. We have multiple counsellors who started using it on day 2 without any major hiccups

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.

In fact, I use both, but in different ways, monday to control the internal agenda, Bitrix for all other parts within the company, such as task control, chat with employees and with calendar also for control in two systems. Bitrix is ​​more complete and has many more features, but its purpose is also different from monday.

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 scalability and reliability is almost 9.5/10 to be honest. We istarted with Bitrix24 for just 2 functions and now have expanded its usage to 2 more. In terms of users, every full-time employee (FTE) now uses Bitrix24 without fail. We are also working on giving limited/partial access to external service providers

Incentivized

• It definitely has a positive impact as it helps with collaboration and improves data health.
• Overall it reduces time and speeds up the processes and helps achieve more in the less time.
• It has helped target the right customers and the success ration or the success rate has gone up when we have sent out marketing campaigns.

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