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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    MethodCRM

    Score9.1 out of 10
    N/AMethod:crm is a QuickBooks-integrated, cloud-based CRM platform.

    $35

    per month per user

    Square Online

    Score7.7 out of 10
    N/ASquare Online (formerly Weebly) is a basic content management system with blogging and eCommerce features. It can be utilized for building standard websites or specialized webpages for online stores.

    $13

    per month

    Pricing
    MethodCRMSquare Online
    Editions & Modules
    CRM Quick Start
    $35
    per month per user
    CRM Pro
    $59
    per month per user
    CRM Enterprise
    $97
    per month per user
    CRM Multi-Entity
    Custom Quote
    Personal
    $13
    per month
    Professional
    $16
    per month
    Performance
    $29
    per month
    Free
    Free
    Free
    Offerings
    Pricing Offerings
    MethodCRMSquare Online
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing.Pricing decreases when paid annually: Personal - $10/Month Professional - $12/Month Performance - $26/Month
    More Pricing Information
    Community Pulse
    MethodCRMSquare Online
    Considered Both Products
    Method Integration Inc.
    No answer on this topic
    Block, Inc (Square)
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    19 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    17 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    19 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    15 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    16 Answers
    No answers on this topic
    Features
    MethodCRMSquare Online
    Sales Force Automation
    Comparison of Sales Force Automation features of MethodCRM and Square Online
    Feature
    MethodCRM
    8.0
    22 Ratings
    2% above category average
    Square Online
    -
    Ratings
    Customer data management / contact management8.322 Ratings00 Ratings
    Workflow management8.320 Ratings00 Ratings
    Territory management1.81 Ratings00 Ratings
    Opportunity management8.320 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.920 Ratings00 Ratings
    Contract management8.711 Ratings00 Ratings
    Quote & order management9.118 Ratings00 Ratings
    Interaction tracking9.019 Ratings00 Ratings
    Channel / partner relationship management10.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of MethodCRM and Square Online
    Feature
    MethodCRM
    10.0
    2 Ratings
    26% above category average
    Square Online
    -
    Ratings
    Case management10.01 Ratings00 Ratings
    Call center management9.92 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of MethodCRM and Square Online
    Feature
    MethodCRM
    8.9
    19 Ratings
    14% above category average
    Square Online
    -
    Ratings
    Lead management8.817 Ratings00 Ratings
    Email marketing9.014 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of MethodCRM and Square Online
    Feature
    MethodCRM
    7.5
    20 Ratings
    3% below category average
    Square Online
    -
    Ratings
    Task management9.118 Ratings00 Ratings
    Billing and invoicing management10.015 Ratings00 Ratings
    Reporting3.417 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of MethodCRM and Square Online
    Feature
    MethodCRM
    7.7
    18 Ratings
    1% above category average
    Square Online
    -
    Ratings
    Forecasting8.09 Ratings00 Ratings
    Pipeline visualization9.017 Ratings00 Ratings
    Customizable reports6.017 Ratings00 Ratings
    Customization
    Comparison of Customization features of MethodCRM and Square Online
    Feature
    MethodCRM
    7.5
    19 Ratings
    2% below category average
    Square Online
    -
    Ratings
    Custom fields6.419 Ratings00 Ratings
    Custom objects6.418 Ratings00 Ratings
    Scripting environment9.212 Ratings00 Ratings
    API for custom integration8.014 Ratings00 Ratings
    Security
    Comparison of Security features of MethodCRM and Square Online
    Feature
    MethodCRM
    8.2
    19 Ratings
    2% below category average
    Square Online
    7.6
    31 Ratings
    8% below category average
    Single sign-on capability8.117 Ratings00 Ratings
    Role-based user permissions8.319 Ratings7.631 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of MethodCRM and Square Online
    Feature
    MethodCRM
    10.0
    2 Ratings
    28% above category average
    Square Online
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of MethodCRM and Square Online
    Feature
    MethodCRM
    7.4
    15 Ratings
    3% below category average
    Square Online
    -
    Ratings
    Mobile access7.415 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of MethodCRM and Square Online
    Feature
    MethodCRM
    -
    Ratings
    Square Online
    9.4
    22 Ratings
    19% above category average
    API00 Ratings9.417 Ratings
    Internationalization / multi-language00 Ratings9.418 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of MethodCRM and Square Online
    Feature
    MethodCRM
    -
    Ratings
    Square Online
    6.6
    43 Ratings
    17% below category average
    WYSIWYG editor00 Ratings5.636 Ratings
    Code quality / cleanliness00 Ratings5.339 Ratings
    Admin section00 Ratings8.739 Ratings
    Page templates00 Ratings6.143 Ratings
    Library of website themes00 Ratings6.243 Ratings
    Mobile optimization / responsive design00 Ratings8.242 Ratings
    Publishing workflow00 Ratings5.435 Ratings
    Form generator00 Ratings7.136 Ratings
    Web Content Management
    Comparison of Web Content Management features of MethodCRM and Square Online
    Feature
    MethodCRM
    -
    Ratings
    Square Online
    9.3
    40 Ratings
    21% above category average
    Content taxonomy00 Ratings8.626 Ratings
    SEO support00 Ratings9.636 Ratings
    Bulk management00 Ratings9.621 Ratings
    Availability / breadth of extensions00 Ratings9.333 Ratings
    Community / comment management00 Ratings9.430 Ratings
    Best Alternatives
    MethodCRMSquare Online
    Small Businesses
    Salesflare
    Score10 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Joomla
    Score8.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    MethodCRMSquare Online
    Likelihood to Recommend
    8.3
    (24 ratings)
    9.6
    (44 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    10.0
    (1 ratings)
    Usability
    9.0
    (18 ratings)
    9.5
    (3 ratings)
    Support Rating
    10.0
    (19 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    MethodCRMSquare Online
    Likelihood to Recommend
    Method Integration Inc.
    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
    Read full review
    Block, Inc (Square)
    If you are having students create websites or information pages about something they are studying in class, this is a great option. The fact that students can spend less time getting situated and learning the app and get right to work researching and creating their pages is great. For middle to high school, this is a fantastic app to use. However, if you want more nuanced analytics or want students to focus on blogging more than webpage building, this is limited.
    Incentivized
    Read full review
    Pros
    Method Integration Inc.
    • 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
    Read full review
    Block, Inc (Square)
    • Drag and drop interface makes it very easy to add all types of content, including images, text, video (and YouTube videos), embeddable applications and more.
    • It's very easy to set up navigation features like cascading menus and sticky navigation (where the menu stays put - may depend on the template chosen though).
    • A technical backend is fairly straight-forward for setting up a fav icon, 301 redirects, SEO, Google Analytics, etc.
    Incentivized
    Read full review
    Cons
    Method Integration Inc.
    • 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.
    Read full review
    Block, Inc (Square)
    • Weebly doesn't have a lot of templates to choose from, so if you don't have any experience with CSS or HTML, it's hard to customize your site to an extent.
    • Weebly isn't fully SEO friendly. They don't allow you to add H1 tags to pages out of the box.
    • You can't create folder structures when it comes to web page URLs. You can put web pages under a main menu dropdown, but they don't allow you to put all sub-menu items in a structured folder (like site.com/folder/page-1 and site.com/folder/page-2).
    Incentivized
    Read full review
    Likelihood to Renew
    Method Integration Inc.
    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
    Read full review
    Block, Inc (Square)
    Weebly is consistently adding features that line up with our needs. The ease of use makes it the perfect program for us since we have users of multiple age brackets and knowledge of web design. We love that we can give users access to only the pages they are affiliated with
    Incentivized
    Read full review
    Usability
    Method Integration Inc.
    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
    Read full review
    Block, Inc (Square)
    Very easy to use and intuitive to design after all of our business needs. From the website and POS system to how we represent ourselves internally and to our customers... Square is second-to-none in helping our business and others in our same boat become the kind of businesses we want to be when it comes to our inventory and sales of these kinds of products.
    Incentivized
    Read full review
    Support Rating
    Method Integration Inc.
    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
    Read full review
    Block, Inc (Square)
    No answers on this topic
    Implementation Rating
    Method Integration Inc.
    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.
    Read full review
    Block, Inc (Square)
    No answers on this topic
    Alternatives Considered
    Method Integration Inc.
    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.
    Read full review
    Block, Inc (Square)
    Weebly's designs, plugins, and customization options are a little more advanced in some cases than other similar programs. WordPress requires a different level of expertise and knowledge of code, keywording, and plugins, so I wouldn't even compare them. Wix is a little more user-friendly because you can drag and drop your design, which was very convenient for customizing your site. I didn't personally select Weebly, but it is user-friendly and nearly anyone comfortable with a computer could figure it out. Weebly support is also pretty good.
    Incentivized
    Read full review
    Return on Investment
    Method Integration Inc.
    • 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
    Read full review
    Block, Inc (Square)
    • Weebly has allowed our business to create a connection with our customers by offering home decor, cooking and styling tips.
    • Weebly gives us the chance to relay information to customers regarding merchandise, current sales and promotions, store hours and locations etc. Which has helped increase business.
    • Weebly has given our not very tech savvy business the opportunity to have a website and stay relevant with our competitors.
    Incentivized
    Read full review
    ScreenShots

    MethodCRM Screenshots

    Screenshot of a shared customer list.Screenshot of a customer profile.Screenshot of activity logging.Screenshot of a workflow visualization.Screenshot of the automated sales process.Screenshot of a testimonial.