Hiveage vs. MethodCRM

For a very small business or a freelancer this is an excellent billing/invoicing system. Easy to get set up and configured quickly so you can get paid online quickly. It works very well for what it is intended. But for a growing small business it doesn't have the more complex accounting/bookkeeping features you might need. There is some limitation to customization as well.

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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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• Setting up to receive online payments from a number of payment processors was quick and easy, and the range of processors was excellent.
• Invoicing and recurring invoicing were easy and straightforward to use, and clients liked it as well.
• The entire system is user-friendly and very easy to use for anyone. It has all the basics you need for billing/invoicing for a small business and is especially ideal for freelancers.

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• 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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• Mobile app still needed some work, but they were going in the right direction.
• Would like to see them add more accounting/bookkeeping functions.
• Preferred the old pricing structure vs the current one.

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• 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 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

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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.

Hiveage and FreshBooks are actually pretty comparable. I tested both before choosing Hiveage. At the time that I chose Hiveage, the reason for choosing it was that the pricing was cheaper with their old pricing structure (you could select what features you did and didn't need as "modules" and just pay for what you used). The pricing is now comparable and both offer the same features, and similar ease-of-use.

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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.

• Hiveage was perfect for my small business when I was smaller, and it worked well to get invoices paid online from clients quickly and easily.
• The invoices were professional-looking, and the ease of use to make payments made clients happy.
• Keeping track of time for billing to specific projects was advantageous as well.

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• 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.

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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