Corrigo is great for managing work orders and PM Schedules. Additionally, if you need to track KPIs, Corrigo's reporting is spot on—with automated reports and notifications, it is one of the strengths of this program. I don't recommend Corrigo for Asset Management, however, which is tricky since the PM Scheduling is such a strength.
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.
KPI Reporting: there are some great canned reports that you can utilize but you can also build your own reports using their very simple report writer.
Report Notifications: you can set up automatic notifications for reports. Additionally, you can set up schedules for your reports and attach notifications to those report schedules as well.
PM Scheduling: you can automate your PM schedules thru Corrigo and set up multiple schedules.
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
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
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.
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 chose Corrigo for the PM Scheduling and Reporting capabilities plus its ability to integrate into other systems and provide a customer portal. This product is superior to others for those reasons. Plus the cost is on point for our size organization. Overall Corrigo was the better choice.
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.
