MethodCRM vs. QuickBooks Online Advanced

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

I’ve been able to utilize functions within QuickBooks Online Advanced to serve purposes that were not the original intent. For example, when project management was first introduced, I saw the opportunity to use it for grant management, and as the functions have evolved, so have the possibilities. The unlimited use of classes allowed me to track income and expenses across 3 separate EIN entities, with a total of 28 departments, and produce clear, efficient, and reliable reports for internal use and federal and state reporting without having to have 3 separate accounting systems. When the State of Maine approved 10 public charter schools, I was able to introduce and implement QuickBooks Online Advanced to 8 of the 10 schools in a way that met State and Federal reporting requirements and needs. This allowed the schools to have affordable accounting systems that met the complexities of Maine State Department of Education reporting. In my current CFO role, I learned we have a need to manage shared customers across five entities and our current IES system does not meet our customer management needs.

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

• It allows us to link to bank accounts in order to get up-to-date, real-time information, which is so important in today's lightning speed work world.
• The "canned" reports are excellent and allow for extreme customization also. This makes them very helpful to both me and my clients.
• The user interface for QuickBooks Online Advanced is easy to navigate and is intuitive for novices. The screens are well laid out and have cohesiveness on each screen to match tasks with others that match up well.

Incentivized

• I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
• The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)

Incentivized

• Proper advice in QuickBooks Online Pro for the usage if QuickBooks Online Advanced will be more efficient.
• More features and space in the app for organization of the self-created workflows.
• The stability of QuickBooks Online Advanced can still be better.
• There are still file-size issues and limitations on transactions and attributes of transactions.

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

QuickBooks has a few things that still need worked out. As they have grown the software has become more functional and robust. This growth has allowed QuickBooks to remain our main software because it has grown and advanced with us. I look forward to seeing more changes and upgrades as the years go on

Incentivized

I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.

Incentivized

I find it incredibly easy to use. I own a bookkeeping company, and all of my clients use QBO. I like the reports that are available and the ability to customize reports. I gave it a 9 instead of a 10 because some of my employees (who are not tech-savvy) find the changing platform difficult to use.

In the 5 years I have been using it, I cannot recall there ever having been an outage or not being able to access the system. Sure, there are issues with internet speeds sometimes that are unrelated to Intuit but it is a very reliable system.

Incentivized

Since we do not integrate the software with other systems, I do not have any issues with speed related to that. Pages tend to load pretty quickly, but there are times when reports or other pages take a little longer to load than usual. It is not an overly frustrating amount of time, though, and it happens infrequently.

Incentivized

The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.

The online training is good enough.

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.

10 – We were very satisfied with the implementation process. It was straightforward, required minimal change management, and did not disrupt our operations. The platform was easy to set up, and our team was able to adopt it quickly without extensive training. Overall, the implementation was efficient and aligned well with our expectations.

Incentivized

We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants

Incentivized

After using QBO, QBDP is marvelous. Take a cue from the desktop version. Vendor, Customer and Employee centers are great. Reporting is okay, but I can live with that. Payroll is excellent and I even file and pay my own taxes. I like that control. The fact that you can open multiple windows at one time is a God send. I do post mortems on all of the jobs and I may have 5 reports open at one time. (This would not be necessary if your reporting was better, linking more of QBDP database.) Everyday I am interrupted in a task to do a new one and I can go to exactly where I was in the previous task because I have multiple windows open. I am not going to stop harping on this until you do something about it. ALSO, I am not using your AI in QBOA

Incentivized

Software is very flexible

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

• Moving from QuickBooks Desktop where there was only an upfront one-time software acquisition cost to an annual subscription of $2,500 per entity is costly for two non-profit organizations.
• In over a year using QuickBooks Online Advanced, we have not had to pay anything for support.

Incentivized