eXert CRM vs. MethodCRM

eXert CRM

MethodCRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
eXert CRM	Score 0.0 out of 10	N/A	N/A	$5,000 one-time fee
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

eXert CRM

MethodCRM

Editions & Modules

Basic: $5,000
one-time fee

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
eXert CRM	MethodCRM
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

—

Discount available for annual billing.

More Pricing Information

Community Pulse
	eXert CRM	MethodCRM
Considered Both Products	eXert CRM No answer on this topic	MethodCRM Verified User Anonymous 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. … Incentivized Helpful? Verified User Anonymous Chose MethodCRM Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT! Incentivized Helpful? Verified User Anonymous 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. Incentivized Helpful? 🔷 Sean Turconi, CPRW, CPCC 🔷 Certified Professional Resume Writer (CPRW) Chose MethodCRM Method:CRM is somewhat easier to work with than Salesforce Essentials. Incentivized Helpful? JD Joey Diaz Warranty Admin 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 … Incentivized Helpful? HS Heather Sharbutt Director of Product Marketing 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 … Incentivized Helpful? DS Dorothy Sela Owner 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. Incentivized Helpful? Verified User Anonymous Chose MethodCRM I am not familiar with any other products Incentivized Helpful? Verified User Anonymous 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 … Incentivized Helpful? Verified User Anonymous 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. Incentivized Helpful? Verified User Anonymous 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 … Incentivized Helpful? John Lucas Sales Development Consultant Chose MethodCRM I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons: It is scalable and affordable. It doesn't take an engineering degree to learn how to use it. Incentivized Helpful? Verified User Anonymous Chose MethodCRM I have not used other similar products. Incentivized Helpful? Verified User Anonymous Chose MethodCRM It's highly customizable and user friendly. Incentivized Helpful? Denise D. BA Website Developer Mobile Website Developer \| WordPress 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. Incentivized Helpful? Verified User Anonymous 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 … Incentivized Helpful? Denice Castillo Special Projects and VP of Operations 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. Helpful? Verified User Anonymous 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 … Helpful?

Features

eXert CRM

MethodCRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 8.1 Ratings 3% above category average
Customer data management / contact management	00 Ratings	8.30 Ratings
Workflow management	00 Ratings	8.30 Ratings
Territory management	00 Ratings	1.80 Ratings
Opportunity management	00 Ratings	8.30 Ratings
Integration with email client (e.g., Outlook or Gmail)	00 Ratings	8.80 Ratings
Contract management	00 Ratings	8.70 Ratings
Quote & order management	00 Ratings	9.20 Ratings
Interaction tracking	00 Ratings	9.00 Ratings
Channel / partner relationship management	00 Ratings	10.00 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 10.0 Ratings 26% above category average
Case management	00 Ratings	10.00 Ratings
Call center management	00 Ratings	9.90 Ratings
Help desk management	00 Ratings	10.00 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 8.9 Ratings 13% above category average
Lead management	00 Ratings	8.80 Ratings
Email marketing	00 Ratings	9.00 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 7.5 Ratings 3% below category average
Task management	00 Ratings	9.20 Ratings
Billing and invoicing management	00 Ratings	10.00 Ratings
Reporting	00 Ratings	3.50 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 7.7 Ratings 1% below category average
Forecasting	00 Ratings	8.00 Ratings
Pipeline visualization	00 Ratings	9.00 Ratings
Customizable reports	00 Ratings	6.00 Ratings

Customization

Comparison of Customization features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 7.5 Ratings 3% below category average
Custom fields	00 Ratings	6.50 Ratings
Custom objects	00 Ratings	6.50 Ratings
Scripting environment	00 Ratings	9.20 Ratings
API for custom integration	00 Ratings	8.00 Ratings

Security

Comparison of Security features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 8.2 Ratings 3% below category average
Single sign-on capability	00 Ratings	8.20 Ratings
Role-based user permissions	00 Ratings	8.30 Ratings

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 10.0 Ratings 28% above category average
Marketing automation	00 Ratings	10.00 Ratings
Compensation management	00 Ratings	10.00 Ratings

Platform

Comparison of Platform features of Product A and Product B
	eXert CRM - Ratings	MethodCRM 7.5 Ratings 2% below category average
Mobile access	00 Ratings	7.50 Ratings

Best Alternatives
	eXert CRM	MethodCRM
Small Businesses	Salesmate Score 10.0 out of 10	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.3 out of 10	Creatio Score 9.3 out of 10
Enterprises	Creatio Score 9.3 out of 10	Creatio Score 9.3 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	eXert CRM	MethodCRM
Likelihood to Recommend	- (0 ratings)	8.3 (0 ratings)
Likelihood to Renew	- (0 ratings)	10.0 (0 ratings)
Usability	- (0 ratings)	9.0 (0 ratings)
Support Rating	- (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
	eXert CRM	MethodCRM
Likelihood to Recommend	No answers on this topic	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 LH Lauren Hamby Marketing Communications Coordinator Read full review
Pros	No answers on this topic	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 DS Dorothy Sela Owner Read full review
Cons	No answers on this topic	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.) Incentivized HS Heather Sharbutt Director of Product Marketing Read full review
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 Verified User Anonymous Read full review
Usability	No answers on this topic	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. Incentivized Katie Martine Marketing Manager Read full review
Support Rating	No answers on this topic	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. Verified User Anonymous Read full review
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. Denice Castillo Special Projects and VP of Operations Read full review
Alternatives Considered	No answers on this topic	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 Incentivized JD Joey Diaz Warranty Admin Read full review
Return on Investment	No answers on this topic	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 Verified User Anonymous Read full review
ScreenShots		MethodCRM Screenshots