Corrigo vs. MethodCRM vs. Oracle CRM On Demand

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.

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

I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.

Incentivized

• 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.

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

• Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
• It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
• Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.

Incentivized

• Asset Management: for such strong PM Scheduling, I would like to see better asset management within this product.
• Managing users: his isn't the most intuitive process and could be simpler.
• Support: once they get back to you, they can be very helpful but I find the wait time is too long.

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 ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
• The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.

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

Because am using oracle last 3 years and it’s great

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

Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.

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

As am using oracle very much satisfy.

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.

With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.

Incentivized

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.

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.

MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.

Incentivized

• It has helped us automate processes with multiple clients, making us (and them) more efficient
• PM Scheduling and Reporting has saved us time and resources
• We've had to figure out a way to manage assets however since Corrigo isn't really great for this. That has cost us extra time and resource.

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

• This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.

Incentivized