Vincere vs. MethodCRM

The training videos are a great tool for someone new to the system, and lines up really well with the ease of use that the system demonstrates overall - my team all watched these over the course of a week and became fairly proficient in using the system before we had it rolled out. Previously systems i have used haven't allowed for the extraction of financials in enough detail from the system. Vincere allows us to break our data down by contingent and retained, then by stage in order to truly see our pipeline in detail.

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.

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• Pipeline management: the system gives a $ value for every part of the recruiting pipeline so I can accurately forecast what revenue is coming in. I've never seen this in a recruitment CRM, I believe it's quite a unique feature.
• Price: although pricing was not the #1 criteria for me when I am choosing software, we are saving big with Vincere. I am paying $39/licence each month. This is a saving of 70% on our previous vendor yet the quality of the system is much better.
• Search: this is probably the feature that our consultants appreciate most. The advanced search allows you to search contextually across everything in the system and really refine and drill down into the nitty gritty.

• 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.

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• While Vincere has spell check correcting keyboard, spelling and grammatical errors is more difficult than it should be. This is somewhat mitigated by ongoing development in other areas.
• Vincere invoicing systems could be improved. This is not a huge problem if you don't have multiple accounts with parent company access group but we do and this can be confusing at times. Not a deal breaker by any standards so more a general comment than a complaint.

• 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.

We just implemented Vincere and the chance of changing to a different soon is limited

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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

Great candidate management. A UI that could do with further visual development. Easy to use functions and great support from the Vincere team. Slightly clunky process for making a placement. Great candidate pics and star ratings. Overall easy of use that drives good adoption from my team

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

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Our Implementation Consultant Alan is super helpful 10/10 recommend!! If I have a question he gets in contact super fast. If he does not have an answer right away he talks to other departments and gets back in thouch within 48 hours. He was definitely the most helpful person out of everyone we talked to

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.

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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 selected Vincere as it offered everything (on paper and in the demo) that Bullhorn did for half the price (the market leader at the time). I should have realised not every deal is a deal. The product from month one displayed performance issues with the speed of the product they remain and have been constantly a point of complaint from my team, we had multiple bugs from day one, these bugs remain now or have been replaced with other bugs. The demo, the literature all claimed one thing and we received another. In comparison we have received excellent service from Zoho and their best in breed, rather one product for all approach offers a far more powerful offering for genuinely half the price without the need for us to spend further money on 3rd party products because those built into Vincere did not work as advertised.

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.

• Accountability: Vincere has helped us shift the way we manage consultants. Everyone can see what they've done inside Vincere, the system is quite transparent so even your junior consultants can see where they need to pick things up.
• ROI was fast for us. You move from an old system to a modern platform like Vincere and it's like turning on the lights. Just having the mobile app was a revelation to us! Then you add on the dashboards, the LinkedIn integration, the constant upgrades.
• Analytics: we used to track everything on Excel and whiteboards. We've since shifted that to the automated reporting inside Vincere.

• 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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info