Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
Sage 100cloud
Score7.2 out of 10
Small Businesses (1-50 employees)
Sage 100 (or Sage 100cloud is a business management software offering a broad range of modules designed to meet the many needs of virtually any business. It encompasses financial operations and accounting, payroll, business intelligence, CRM, eBusiness, manufacturing and distribution.
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
Sage 100 has been well suited for running the monthly accounts receivable and accounts payable aging reports. This helps us track our accounts that need to be collected and payments that need to be made. Our field operations team has been slow and unwanting to adopt the Sage Field Ops just because they're resistant to change and technology. It's less appropriate for really detailed accounting reports spanning for long periods of time with all accounts because it takes a very long time to run and process.
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
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
Sage 100 at times will simply not connect to our server, we get remote support & all is well but, that issue tends to happen 2-3X a year.
Other than the above, I really can't complain. Coming from a more custom U.V. type database that used a whole bunch of codes to navigate, I think Sage 100 is 10x easier to use.
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
I would put this out to bid, if I were at the same organization. There have been a lot of improvements and changes in enterprise software and my preference would be to find a good web-based or cloud-based tool. Lower overall cost of ownership and improved efficiency would be my target criteria for a rebid of this.
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
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
Overall Sage 100 has been pretty user friendly. If we have a question on anything, we are able to contact our implementation rep who helps us right away. Some of the Sage Field Operations may not be as intuitive for our field personnel to use. I wish the reports ran faster so that we could run and put together many reports quickly at once.
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
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 had an advantage in implementing the tool in that our director of Ops had been part of the team implementing the ERP for other users so we knew what to expect and were able to avoid a lot of the challenges people sometimes face with implementations. However, the process still took far longer than desired.
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
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.
I didn't choose Sage 100 ERP -- it was already in use when I started at the organization over five years ago. It has the same types of pros and cons as other big hulking software suites meant to power the infrastructure of corporations. It's slow, tough to customize, and doesn't connect well with other software. It does bring all the information into one place, which is great
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
Sage 100 overall had a very positive overall ROI for the business. All users were making decisions based on the same information and valuable time was no longer spent trying to analyze data from a number of sources.
Moving the warehouses to using Sage 100 reduced the operating expense of the distribution side of the business by 5% on an annual basis (~$100K).
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
