Method:CRM vs. Mhelpdesk

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

Mhelpdesk is perfect for smaller companies and mid-sized companies I would say. Larger companies may need something a little more advanced for lack of better words or able to handle thousands upon thousands of constant work orders, etc. Smaller companies or companies that are mid-size would benefit from this program the most as it provides the necessary programming to succeed along with its ease of 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

• mHelpDesk can be used to initiate work orders, track them, update them, and know when they have been completed without a log of phone calls or emails being necessary.
• mHelpDesk allows administrators to see an overview of the workorders which have been placed or are in progress to analyze the efficiency of the operation.
• mHelpDesk permits mobile updates, questions, comments, or completion notes to be entered and immediately seen by all involved parties (tech, dispatcher, tech supervisor, administrators, and originators of workorders).

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.

• mHelpDesk grew VERY fast during the time we used them. I think as a result of trying to cater to many industries and customers, they weren't able to add new features and fix bugs as quickly as they could have if they would have spent a little less on advertising and more on perfecting the product first.
• Nesting layout. Looks very much like Quickbooks Online. If you open a customer, then a ticket, then an invoice, etc., - you have all these windows open and have to close out one at a time. When you're in a hurry and time is critical, this becomes annoying quickly.
• Speed. mHelpDesk 1 was really fast. mHelpDesk 2 was SLOW! It's improved over time, but as pretty as it was, we ended up sticking with mHelpDesk 1 because it was so much faster.
• Want to send your client a statement of all their invoices? Too bad! If you integrate with Quickbooks, you can do this - but mHelpDesk didn't have an option to simply send a statement of all invoices. This is such a simple thing that was needed and no great solution to do it. You could export to CSV, but how many customers want to get that?
• Invoice/Commission tracking. Say you create an invoice and you want to track the sales person that created it - maybe for a quick purchase without creating a ticket. You can't do that in mHelpDesk 2. You HAVE to create a TICKET first, assign a staff member, THEN create an invoice. That's a lot of work to make a quick sale and track the commission. With mHelpDesk 1, we were at least able to make the invoice - it would automatically create a ticket, and then we could assign the ticket to the tech afterward. With Version 2 - creating an invoice stopped generating a ticket automatically. This was very frustrating and another reason we stuck with version 1.

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

The staff at Mhelpdesk have been incredible. They are consistently adding new features and are willing to work with us to meet our company's needs

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

It works well for most of what we need. It integrates well w/ quickbooks. We would like to see it integrate w/ outlook.

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.

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.

This tool is very affordable, easy to use and to adopt than any of its competitors. Since we purchased this tool our field services feels smooth, seamless and professional. This has highly promoted to productivity in the company.

According to my experience Mhelpdesk offers more robust inventory tracking, integration, automation and streamlined workflow than any of its competitor.

• 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

• We are 6 months into it with a 50% rollout completed. We need more time to pass and full rollout to be completed before making a hard statement as to the ROI.
• We have already seen greater efficiency in dispatching techs in regards to how many projects per day may be handled (we know of their downtime) and travel time mangement (by being able to map the locations and track them easier).
• No negative impacts on ROI have yet to be seen nor are they projected.

Incentivized