MethodCRM vs. StreamWork

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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1) I like that "Approvals" are on the main nav as this expedites my workflow as I'm QA for all our projects. I save time by not delving down into each project workspace 2) The Approval widget on the dashboard is also a time saver! 3) The "Review Approvals" section - I like being able to see the status of each user's approval process so I can send reminders 4) The "Skip Decision" feature is helpful as we're entering holiday season with folks being OOO.... we want to avoid gatekeeping/blockers. 5) While I haven't yet used the split review process, I can see how it will be helpful on my large-scale, long-term projects.

• 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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• Centralizes feedback so comments and approvals aren’t scattered across emails or docs
• Integrates with Asana, keeping tasks aligned without extra duplication
• Simple, intuitive interface that makes setup and adoption quick

• 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.

• Allow for more subfolders to better organize large campaigns
• Create a new layout for the main workspace to allow for better organization for large agencies with many simultaneous projects
• Allow changes to be made to approval process after initiated, and allow external users (clients) to be added to approval process

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

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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

Once set up, StreamWork is very easy to use! Since I started using the platform, the team has pushed several key updates that have further improved user experience and usability.

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

Invited by the Vendor

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 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.

StreamWork's Asana integration was the stand-out. I could not find any other platform that integrated so seamlessly into our existing process and automations.

• 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

Invited by the Vendor

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

• StreamWork has made our creative review process far more efficient. It’s reduced turnaround times, minimized miscommunication, and helped us deliver assets to clients faster... all of which translate into better project outcomes and a clear ROI.

Incentivized

Invited by the Vendor

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