Method:CRM vs. Picsello

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

Picsello helps you stay on task. I have struggled with being too nice to clients in regards to when they pay for my services but Picsello fixed that. A payment schedule is included in the proposal process so when you send the email to your client, they'll get their contract, questionnaire, pricing details and a request for payment to secure booking. That's one less item on my to-do list and I can move forward with my workflow.

• 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

• Smart Profit Calculator helps you make money from your business!
• Photo Galleries are already linked to a world class printer so your clients can start ordering right away.
• Control over pricing allows you to set the profit you earn from print and product sales.
• An embed lead form is available so you can get new clients directly from your website started as a lead in Picsello.

• 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.

• People like flexibility and being able to work with previously established vendors that are different from the print vendor currently available in Picsello. I know additional partnerships are forthcoming and once they do I think this product will only increase in popularity.
• One feature that would be helpful is to be able to block off time in the calendar so potential clients can view your availability.
• I'd like to be able to enter multiple contacts under a single client. If you have a large group and you have their email addresses you could send the gallery to more than one person but from the same job.

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

Picsello is a 10 because it has everything I need to successfully run my photography business. I can communicate with my client, get them booked and paid all in one location. I don't need a separate gallery manager, I don't need to remember gallery passwords, I don't have to worry if I remembered to send a contract to a client, I don't have to worry if I don't hear back from a client about their gallery because Picsello will tell me when they logged in to view it. And best of all, I know what I need to charge in order to earn the goal I set for myself and at the end of the day, it's all about earning money doing something you love!

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

The people at Picsello are genuinely interested in seeing you succeed! Are you having trouble deciding what to charge? They have a Mastermind Facebook group, and they have business coaching available. Are you frazzled and just need a little extra help, Customer Success is there to listen and dive into the app with you. Are you new and just need some guidance? Customer Success is there to walk you through the process or send links to demo videos or to sign you up for a one-on-one meeting. These people have been truly nice to me as I've gotten help and learned the product. Customer Service is a big deal to me and this company is going to have my business for a long time.

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.

Against Pixieset: I like Picsello better for a client experience and managing pricing and galleries. Pixieset is too complicated and cumbersome. Setting up the store is required before you can sell products on Pixieset and that's one large step more than Picsello. Against Honeybook: This is a product that's too generic and doesn't have even half the features of Picsello. It might work for freelance type work but a photographer needs way more than what is offered. It's just not made for photographers so it fails to hit the mark. Shootproof is another I tried but it's just not robust enough. There aren't enough features to help you successfully run your business, but if you'd like to add music to a photo montage, they've got you covered. That's fun to have but it's more important to earn a livable income and Picsello has them all beat with the Smart Profit Calculator!

• 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

• By incorporating everything I need in a single email to my client, it saves me time. The contract, questionnaire, pricing details and payment are all sent over in one email and the automation takes over from there as the client signs everything and returns it with payment. So much time saved!
• Having all my clients saved in this platform is a space saver for my Contacts app and so easy for me to contact them on the go since Picsello is mobile-ready. I can use it's full features anywhere!
• The questionnaires are a godsend! I use to have word documents saved all over my laptop from clients but having everything in the Picsello app is way move convenient!
• The photo galleries are given a password and it's automatically entered into the email you send your clients when you share the gallery. I used to have to come up with a password and keep track of it in case a client lost it. Such a pain! This is so much easier and I literally don't even think about this anymore since Picsello does it for me!