Buildertrend vs. MethodCRM

Buildertrend was made for a specific industry (building) and so I would recommend it to anyone in that industry, with the exception of Sales and Marketing. But for everything else from the financing to the permitting to the construction and all else, Buildertrend is exactly what our team has used and will ALWAYS use. Even with our decision to use other systems for Sales and Marketing, we have never given one thought to taking Buildertrend out of our process. We will always be with Buildertrend.

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

• Manages in one place - crucial for organization.
• Professional, across the board it provides companies with a seamlessly organized and flawless presentation - to subs/vendors/owners/etc.
• Time Saver - you don't have to dig around through files/create templates/flip through your contact binder - it's all there.
• Practical tools- designed for contractors. You get what you need - period.

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

• Onsite consultants. There is a demand for this service that is great enough to allow outside BuilderTrend Super-Users like me to partner with BuilderTrend and make this a reality.
• As their company grows, their support needs to grow as well.
• Provide incentives for Super Users that are helping BuilderTrend acquire new business. Advocates should be their best friend.

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

Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.

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 highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.

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.

The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this software as well, giving them the ability to view daily logs, photos, schedules, etc.

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.

• The prior year cost me roughly $4300, which was barely reasonable for my volume. Some clients liked the format, some hated it and didn't participate. In my experience, few subcontractors or suppliers embraced the program, severely limiting the effectiveness.
• For the coming year the fees would have exceeded $17,000, far too much for a program with limited client, employee, and subcontractor appeal with as small a volume as I have.
• Honestly, for the last year, I feel they've been a burning tire hung around my neck and I regret not cancelling them in early 2019, I'd have $10,000 more in my pocket and no significant negative impact.
• I did appreciate the daily log as a way to report on progress, but less than half my clients made use of this option.

• 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