Connecteam vs. Method:CRM

I have actually recommended this platform 3 times to fellow contractors and one farmer within the last month. It is easy to set up and intuitive for employees. Our team begged us to keep in after our initial trial and requested we never return to paper time cards. Once you approve time cards it is so easy to run your payroll report and do payroll

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

• Daily team productivity with time clock feature
• Easy of running weekly payroll reports
• Employees to manage and own their time before being approved for payroll
• Easy to add absences and PTO
• Free until you need more than 10 users
• It is great that you can tell where your employees are logging in from ie the office, home or in the field

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

• Adding the ability for employee to be able to set up their own reminders would be beneficial for those that seem to forget to clock in or out

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.

Our team like the product and uses it so there is no reason to change. It works, it is easy, saves us time and headaches

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

My team is not tech savvy and they were able to implement immediately without issues. Even new team members after a brief education on what app to download they get it

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

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

It's easy don't stress just do it

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.

We looked at Homebase and talked to a few organizations that were using it but after reviewing the features and easy of implementation Connecteam won

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.

• Before Connecteam I hated "Payroll Mondays" because it took a few hours to do everyone's time and upload it for the accountant. Now it takes maybe 15 mintues to do the entire process. I feel like it is more accurate and definitely less time-consuming - saving me money in the long run.
• Connecteam has also allowed for quick glance time management to reduce overtime. Having accurate info allowing us to redeploy team members as needed and get other off the clock sooner. Or if we are having OT it is not a surprise - we can plan for it
• Our accountant has love the reporting and has even recommended it to other small business because it provides all the info needed.

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