Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
UKG Ready
Score8.2 out of 10
N/A
The UKG Ready® software suite is a centralized HCM solution designed for small to mid-sized businesses. It automates and streamlines HR, payroll, benefits, time, talent, and scheduling processes. UKG Ready's suite of tools offer actionable insights while helping to ensure compliance. Using AI, it draws on work, people, and culture data to boost efficiency and productivity. For example, UKG Ready streamlines core HR functions by centralizing…
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
UKG is great for storing personal information and is easy to use for clocking in and out. And you can easily find the next payday at the bottom, your calendar with requested time off, and the available hrs. UKG is less user-friendly and more difficult when editing your personal information, like your phone number, and requesting time off is a little confusing to me.
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
The mobile app experience is terrific. Once the employees figured out the navigation, they now prefer the app over the web version. The app mirrors the web version, although the navigation is somewhat compressed due to the mobile view. Other than that, the tools in the app work exactly as the web.
Reporting - there hasn't been a time when I couldn't run a report on the information I needed. And the reports dashboard is very robust - my most important reports were already built in the system. I saved so much time because I didn't have to cobble together the data from multiple reports or contact support to build the report for me.
Community page - I log into UKG's Community page daily. I learn so much from experienced UKG users and the UKG moderators are quick to provide answers and best practices. When I have a question about how to use a feature in UKG Ready, my first stop is the Community - I almost always find what I need without the need to submit a ticket/case or call Support. When I can't find what I need using Community, I can trust that Support will be responsive and helpful. For example, I needed help learning how our onboarding process was configured and submitted a case for assistance. The representative scheduled multiple meetings with me to help me not only navigate the onboarding setup but also to teach me how to revise the associated workflows and test the changes. I was also able to ensure our onboarding was set up correctly as well as modify it as needed.
Employee Self-Service - Once employees were trained to find their HR Actions tool, they quickly adapted to submitting their requests through UKG Ready rather than asking for help from an admin. Now, they readily submit change requests to update their direct deposit, address, and withholding. Sure, they still need a little help from time to time, but employees are initiating these changes without the need for payroll or HR to chase down signatures or paperwork.
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
Learning and training is poor and has not provided our team with a way to approach our problems in a cost-effective and meaningful way
Consistent glitches in some areas result in errors that persist through multiple payrolls despite a thorough review of all settings
Reports don't live in the same place, multiple types of reports exist in multiple places with little explanation of the difference. We often build custom reports only to have them disappear or have to spend a long time trying to find them.
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. TR verified that a representative sample of customers was invited. 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
We plan to renew our support and use of UKG Ready each year unless it becomes unavailable or the district seeks another vendor. As of now, there are no plans to changes vendors. The district staff is now familiar with using UKG. Another vendor will need to meet the same expectations we have come to enjoy with using UKG
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. TR verified that a representative sample of customers was invited. 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
We have been very happy with the product. Occasionally, there are things we run into that do not seem so clear, yet the customer service provided by UKG community and service cases is unparalleled. Their specialists have been great to take the time to walk us through how to properly set up open enrollment and we appreciate the written follow up from the service cases so we can save the instructions.
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 system seems very stable. Being hosted in the cloud, we are vulnerable to internet speeds and busy times. The system has been down a couple times over the 3 months we have been live, but Kronos resolved the issues very quickly. To have access from a desktop, tablet, time clock, or phone app is one of the best features....users have almost NO REASON they can't clock in.
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. TR verified that a representative sample of customers was invited. More Info
We were always told that Kronos was the best, but there are reports that we got out of ADP and other payroll providers that we cannot get out of Kronos. One example is a report of Productive/Non-productive hours by department. We also need the dollar amount associated with the hours. This is information that is required on our cost report and we were told that that report is unavailable. It is very frustrating when I can't get what I need.
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. TR verified that a representative sample of customers was invited. 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
If I was only rating support itself that would be a 10. Every support case I have entered has been addressed efficiently and with the desired result. On the implementation and transition to support there were multiple issues that those doing the implementation or transition could not answer or workflows and various settings left undone only to be discovered later. We implemented 3 different modules and the expertise we got for each one varied widely.
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. TR verified that a representative sample of customers was invited. More Info
Our in-person training was a hybrid. Live online training with an instructor. They were very knowledgeable of the product & the area they were training on. I asked several specific questions and if they didn't know the answer immediately they followed up after class.
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. TR verified that a representative sample of customers was invited. More Info
Pretty good online training, you have many how to options and can watch them several times. It can be hard at times to dig through the amount of data online but can usually find what you are looking for. Also you can download documentation for setting up the profiles and policies.
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. TR verified that a representative sample of customers was invited. 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.
Make sure the people who are doing the build have extensive knowledge on employment law and asking the right questions. I would bet that the people who helped with our builds did not read any of our employment contracts or ordinances; and when I asked questions about how other companies handled certain basic dictates from federal employment laws, they didn't have any idea what FMLA, FLSA, etc were.
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. TR verified that a representative sample of customers was invited. 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.
UKG is much easier to use and customize for our business needs. I enjoy that the time piece is directly connected with the payroll function. This is something that we didn't see when working with Paylocity. There was a manual time data upload that we needed to process into the Payroll function to process payroll. UKG has this setup and it's just a click of a button, so simple!
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. TR verified that a representative sample of customers was invited. 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. TR verified that a representative sample of customers was invited. 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
