Clear C2 C2CRM vs. Method:CRM

It
allows the best sales with our customers. It is the best CRM software in the
market. If customers need help then it allows their users to contact them
directly and they give good feedback in a short time.

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

• An incredible application in making sales and marketing in a single go.
• Good to comprehend business opportunities and to protect the product’s promotion in the market.
• It's a very simple and easy application. Once installed [it] can give the maximum benefits. Nothing can stop this tool from making wise decisions and providing ways to implement and observe the process further.
• Its mobile version helps us to watch the business detail for 24-hours and is a good way to communicate with clients on demand.
• Its managing abilities are not underestimated because of its to-the-point business overview.

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

• Unsure, as I have not seen issues that weren't resolved quickly and professionally.

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

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.

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

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.

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.

I HIGHLY recommend Clear C2 C2CRM above any other platform.

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.

• It has been [designed] for sales reps. They can focus on sales and building relationships with clients. It is best for businesses from all sectors who want good results. They give training online and through webinars.
• Its features are very advanced and good. It gives users lots of documentation storage, assists achieve, retail machine integration, [and] task management.
• The next step is to win customers from other tools over profitable sales. And then retaining these customers with their services and support. The new interface has [been] launched for a better understanding of users as it increases day-to-day productivity due to lesser complexity.

• 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