Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
Paymo
Score9.3 out of 10
N/A
Paymo is a collaborative work management platform that helps track team progress, collaborate in context, and make smarter decisions. It acts as a single source of truth, where project planning, resource scheduling, file proofing, time tracking, and billing feed into each other to co-exist under the same roof.
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.
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
Beautiful interface throughout, easy setup, most natural progressions are fluid and easy to use. Browser functionality allows us to use it cross-platform. Very reasonable pricing model as well. We have had a little trouble using Paymo for the entire creative process to have proofs reviewed and approved. Also, have to use external forms to have work submitted from campus.
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
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
The ability to code exactly what time I worked on a project enables me to bill clients more accurately and within different minimums, which besides more accurately tracking time, this has been extremely helpful as I negotiate contracts for services and offer different deals with potential clients. Some are billed to the minute, some in 15-minute minimums, and some in 20-minute blocks.
The live reports are great, showing time spent in the minimums that I've set, while also including as much detail as I wish to share.
I've now started just writing my notes into the tracker, which are then carried into the live reports - this eases my needing to send logs to clients, as well as helping me to keep projects on track.
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
It would be really helpful if on the timer tool, they asked you to switch projects when you stop the timer, so it could fill that time in right away for you.
I never use the 'My Tasks' because I don't fully understand how to integrate it to be useful to what our purposes are in Paymo. Some Youtube tutorials might be helpful
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
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
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
It is a complete, a bit overambitious app but with many features that are needed. I didn't need most of the features but managed to make the most of the two I was using. Also, I think it is a well-rounded app and I am considering moving some team collab there.
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
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.
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
Good! Fast, excellent, speedy responses. They always wanted to know why and how they could improve on something (good on receiving feedback, too). Not that they were much needed, but my limited experience with them is good; they were really keen to understand what the problem was really about and how they could help with it.
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
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.
We still use Trello and Slack, but Basecamp and HubSpot are too much for our operation to manage or integrate. Paymo is missing some of the tracking features of HubSpot and isn't as universally used as Basecamp but we've been with them for 8 years and they seem to know what matters most to their user base
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
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
Gives me more accurate time that I've spent on projects compared to older methods I've used.
Has data that I can pull together, for example my boss wanted to know the percentage of time I'd spent working on projects for one client compared to everything else - I was able to give them an accurate percentage.
Forces you to stay on top of jobs, which can lengthen the time to complete something
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
