MethodCRM vs. Sage 300

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.

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Sage 300cloud is a great option when it comes to cloud accounting/tracking software. In comparison to Sage's other products, Sage 300cloud is the only cloud/web based option with modern UI's and more intuitive interfaces. Additionally, Sage 300cloud offers an entire system of customer integrations that become available dependent on subscription level. Sage 300cloud also offers integrations between other Sage products (AP, CRM, etc) that allows for better automation and efficiency

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• 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.

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• Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
• Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
• Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.

• 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.

• Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
• A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
• More training opportunities in local areas - or nearby - would be appreciated...

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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

It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.

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

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Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.

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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.

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Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.

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.

Sage 300 cloud is much more detailed than the other. About the same in being user friendly A better layout Saves time for doing the schedules for Audits Mobile Access Sage 300cloud can manage all different industries

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• 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.

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• It allows our company to efficiently and effectively maintain and track our job cost.
• Its reliable performance allows us to function continually.
• It also provides our division managers with reports that they can use to determine where we are experiencing problems.

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Independently Invited by TrustRadius

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