Korero vs. Method:CRM

Korero would be the best choice for freelance professionals, small and medium size companies, in my opinion. It is also a great platform for those who are looking for ATS and CRM together at an affordable price. For a one man company it becomes expensive to buy software and manage relationships and recruitment process online and in that scenario Korero platform comes handy with its offerings and price. Its relatively new in the market so I would say they can bring more add-ons with time but for now I feel it has a lot of potential to support the recruiters like me and many other businesses.

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

• User friendly
• Great support
• Very affordable
• Simple to use

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

• UI and UX
• They provide good support but it can be improved

• 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

I’m pretty happy with Korero as it gives me an easy to use interface and a holistic view for my sales and recruitment requirements. It helps me keep a tab on various open opportunities and ones in the pipeline. At this point of time, my business requirements are well met.

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

The support team is open for discussions and to look into to improve the system that is suits for us. If needed they are always available and they solve problems very fast. They give us the feeling that we are important for them. They don’t charge extra for any small questions. The support is very friendly.

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

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.

Price point is a great advantage as it combines ATS and CRM . Easy to navigate and the best part is if I feel something is missing and needs improvement, I leave feedback and the company acts upon it. The support team is very responsive and my work has never been hindered.

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.

• Increased sales' achievements by considerable number

• 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