MethodCRM vs. Odoo Invoicing vs. UpToDate

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

• On patient rounds (working with the medical team and providing them updates on various therapies
• Answering drug information questions (MDs questions that may need further review and response)
• Updating lecture material (ensuring upToDate data)
• Patient education utility (ensuring appropriate and up to date patient information)
• Not useful for a comprehensive clinical review e.g. writing a paper, but it is not designed for that function

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

• List relevant information on various diseases and conditions.
• Summarize pertinent information.
• Easy navigation across information and subjects.

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.

• The app is sometimes a bit hard to use

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

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 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

UpToDate provides evidence-based, currently relevant medical information in an easy and clear method. The software has directly helped me stay up to date in medical treatments and new information on etiology of diseases. This information has directly and positively improved my care and treatments for various musculoskeletal conditions and diseases.

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.

UpToDate offers a much more comprehensive tool when compared with Epocrates. Although both provide good drug references UpToDate goes far beyond the Epocrates tool in terms of clinical disease diagnostic data.

Incentivized

• 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

• Improves patient care.
• Improves provider treatment plans.
• Updates clinical standards and treatment options.

Incentivized