Clear C2 C2CRM vs. MethodCRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clear C2 C2CRM
Score 9.3 out of 10
Mid-Size Companies (51-1,000 employees)
Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer relationships and automate internal processes.N/A
MethodCRM
Score 9.1 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
Pricing
Clear C2 C2CRMMethodCRM
Editions & Modules
No answers on this topic
CRM Quick Start
$35
per month per user
CRM Pro
$59
per month per user
CRM Enterprise
$97
per month per user
CRM Multi-Entity
Custom Quote
Offerings
Pricing Offerings
Clear C2 C2CRMMethodCRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsCore package starts at $37 per user/per month. Includes all features to track and manage customer and prospects (email integration, unlimited workflows, unlimited data, custom dashboards and report and much more). Additional modules of Sales, Marketing and Customer Support are $15 add-ons (per user, per month)Discount available for annual billing.
More Pricing Information
Community Pulse
Clear C2 C2CRMMethodCRM
Considered Both Products
Clear C2 C2CRM
Chose Clear C2 C2CRM
It is the best CRM software in the market because its sale area is very enjoyable. Almost all features and tools of C2CRM are good. They give good customer service.
Chose Clear C2 C2CRM
C2CRM gives us Lead Management which lets us introduce our product in front of the online world and we can get customers easily. I’m using its customized version and it is really helpful for me to make [the] customer glad and so what I need more to promote my course if I have …
MethodCRM
Chose MethodCRM
Method:CRM is a more affordable and user-friendly CRM. It is easier to manage Method:CRM without having to purchase a bunch of add-ons like you do with Salesforce. You get what you see in the demonstration without hidden costs. The ability to create custom fields is great. …
Chose MethodCRM
Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT!
Chose MethodCRM
Easier to use than Autorask or Manage. Less expensive than Salesforce while still delivering a lot of functionality, 8n a slightly less elegant fashion.
Chose MethodCRM
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 …
Chose MethodCRM
We chose Method over Salesforce because we felt as though they were not tailored to our size of the company and our specific needs overall. They offered many things that we found very appealing but at the end of the day, we knew that with most importantly we needed a CRM to …
Chose MethodCRM
Work is essentially a calendar and a set of tasks. Method allows me to set up recurring onboarding task lists and keep track of all customer touchpoint in one place.
Chose MethodCRM
I am not familiar with any other products
Chose MethodCRM
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 …
Chose MethodCRM
Method is by far the easiest of all platforms. It brings a lot of great features that salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Chose MethodCRM
Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all …
Chose MethodCRM
I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons:
  1. It is scalable and affordable.
  2. It doesn't take an engineering degree to learn how to use it.
Chose MethodCRM
I have not used other similar products.
Chose MethodCRM
It's highly customizable and user friendly.
Chose MethodCRM
We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.
Chose MethodCRM
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 …
Chose MethodCRM
Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive.
Chose MethodCRM
I love the infinite customization available in Method CRM. No other CRM offers as much ROI and flexibility of design of the user interface. However Method's built-in feature set doesn't include many of the extras that might be found in a more niche product. Furthermore, while …
Features
Clear C2 C2CRMMethodCRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
8% above category average
MethodCRM
8.0
Ratings
2% above category average
Customer data management / contact management9.00 Ratings8.30 Ratings
Workflow management8.10 Ratings8.30 Ratings
Territory management9.00 Ratings1.80 Ratings
Opportunity management8.00 Ratings8.30 Ratings
Integration with email client (e.g., Outlook or Gmail)9.00 Ratings8.90 Ratings
Contract management8.10 Ratings8.70 Ratings
Quote & order management9.00 Ratings9.10 Ratings
Interaction tracking8.00 Ratings9.00 Ratings
Channel / partner relationship management8.00 Ratings10.00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Clear C2 C2CRM
8.7
Ratings
12% above category average
MethodCRM
10.0
Ratings
26% above category average
Case management9.00 Ratings10.00 Ratings
Call center management8.00 Ratings9.90 Ratings
Help desk management9.00 Ratings10.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
9% above category average
MethodCRM
8.9
Ratings
14% above category average
Lead management9.00 Ratings8.80 Ratings
Email marketing8.10 Ratings9.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Clear C2 C2CRM
8.4
Ratings
8% above category average
MethodCRM
7.5
Ratings
3% below category average
Task management9.00 Ratings9.10 Ratings
Billing and invoicing management8.00 Ratings10.00 Ratings
Reporting8.00 Ratings3.40 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Clear C2 C2CRM
8.7
Ratings
13% above category average
MethodCRM
7.7
Ratings
1% above category average
Forecasting9.00 Ratings8.00 Ratings
Pipeline visualization9.00 Ratings9.00 Ratings
Customizable reports8.00 Ratings6.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
10% above category average
MethodCRM
7.5
Ratings
2% below category average
Custom fields9.00 Ratings6.40 Ratings
Custom objects8.00 Ratings6.40 Ratings
Scripting environment9.00 Ratings9.20 Ratings
API for custom integration8.00 Ratings8.00 Ratings
Security
Comparison of Security features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
1% above category average
MethodCRM
8.2
Ratings
3% below category average
Single sign-on capability8.00 Ratings8.10 Ratings
Role-based user permissions9.00 Ratings8.30 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
12% above category average
MethodCRM
-
Ratings
Social data9.00 Ratings00 Ratings
Social engagement8.00 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Clear C2 C2CRM
8.5
Ratings
12% above category average
MethodCRM
10.0
Ratings
28% above category average
Marketing automation9.00 Ratings10.00 Ratings
Compensation management8.00 Ratings10.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Clear C2 C2CRM
8.0
Ratings
4% above category average
MethodCRM
7.4
Ratings
3% below category average
Mobile access8.00 Ratings7.40 Ratings
Best Alternatives
Clear C2 C2CRMMethodCRM
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.3 out of 10
Creatio
Creatio
Score 9.3 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
Creatio
Creatio
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Clear C2 C2CRMMethodCRM
Likelihood to Recommend
9.0
(0 ratings)
8.3
(0 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(0 ratings)
Usability
9.0
(0 ratings)
9.0
(0 ratings)
Support Rating
9.0
(0 ratings)
10.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.0
(0 ratings)
Ease of integration
-
(0 ratings)
9.0
(0 ratings)
User Testimonials
Clear C2 C2CRMMethodCRM
Likelihood to Recommend
C2CRM has totally modified the way we used to manage our sales and marketing. We can now manage the budget and proposals using it. Also, its interface is simple and navigation through this software is very smooth. Its reporting tool is so precise and possesses all the details. What is not appealing about this software is its price which is sky-high and unaffordable for us. But if someone is looking for a tool to manage their sales, C2CRM is the perfect one for managing customer relations and satisfaction.
Read full review
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.
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Pros
  • It helps you in decision-making for every possible opportunity present according to your terms and conditions with a lesser rate of loss.
  • It can be interconnected with other tools having an amazing experience to use.
  • It also assists you in making more clientele over the analysis of sales organizations, [bringing] up potential customers, and [providing] you strategies for making better customer relationships.
Read full review
  • 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
  • It lacks customizability for some special categories, so more frequent updates would be more useful for workflow.
  • It possesses all the features we needed most, but there should be remote access and asset management too.
  • High-quality networking is required to complete the procedure otherwise its various features can be lost.
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  • 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.)
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Likelihood to Renew
No answers on this topic
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
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Usability
I like most and the features help me to manage customer details and their orders. It is very easy, I [have been] using this application for a long time and its integration with other applications is perfect for [a] fast workflow.
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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.
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Support Rating
C2CRM delivers us the best features for improving business tasks and it is very handy for launching new products in front of others. I can easily gather all the detail of customers in one place and we can discuss and increase product marketing. Its social media integration is great to advertise product features, so that's why I really like it.
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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.
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Implementation Rating
No answers on this topic
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.
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Alternatives Considered
It is the best CRM software in the market because its sale area is very enjoyable. Almost all features and tools of C2CRM are good. They give good customer service.
Read full review
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
Read full review
Return on Investment
  • Positive Management of Special Offers
  • Positive Management of Strategic Goals
  • Positive Management of Projects/Forecasting
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  • 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

MethodCRM Screenshots

Screenshot of a shared customer list.Screenshot of a customer profile.Screenshot of activity logging.Screenshot of a workflow visualization.Screenshot of the automated sales process.Screenshot of a testimonial.