MethodCRM vs. VerticalResponse

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

For businesses requiring advanced email marketing features like sophisticated automation, in-depth analytics, and extensive customization, VerticalResponse might fall short due to its limited featuresVerticalResponse is ideal for small businesses or freelancers who need a simple, straightforward email marketing tool. Its ease of use and basic features make it suitable for those without extensive technical expertise in email marketing

Incentivized

• 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

• I love the ease of list builder because we often times have a lot of data to import. It would be simply impossible without this tool, considering the amount of customer data we have for any one given email.
• We really enjoy the ease of use of the HTML wizard as well. It helps even a novice be able to make a beautiful and attention grabbing email.
• The dashboard is functional and easy to find when you need with a quick search.

Incentivized

• 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.

• The type face is small. Not sure if this is to avoid overwhelming the reader, but I could see this being an issue with vision-impaired people or people who don't see small print well.
• Sometimes I find it takes multiple clicks to make one simple change. I wish there was a search field at the top of the screen that allowed me to jump directly to a client's entry to update it there.

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

Product is easy for both technical and non-technical people to use. A cost effective solution for sending out large number of messages. We can manage unsubscribes by individual accounts, so we can have multiple multiple accounts combined to maximize our buying power on credits. Effective API for sending/receiving data makes tool a valuable asset.

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

I truly love this product. We are moving to an all-in-one system next year and my greatest fear in doing so is how much I will miss this platform. Although we are excited for things ahead, I will always keep Vertical Response in my back pocket incase I don't love the new platform as much

Incentivized

Never had an issue with uptime

No issues

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

At Vertical Response the help desk associates are courteous, knowledgeable and helpful. You can tell they enjoy what they do. And clearly, they are well trained because most times, the first point of contact is able to resolve any issue you may have. There have been very few times where an associate has needed to get back to me or escalate me to a supervisor

Incentivized

Basic functions and online help...we used what was needed, at the time, and will continue to explore other online trainings as our functional needs expand

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.

Salesforce integration never worked right. We had to abandon.

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.

In addition to using Vertical Response personally I also manage email marketing for clients that already use Mailchimp, Robly and Constant Contact. While most of these platforms all offer similar features I choose Vertical Response first if the client does not have a platform in place. Typically I am also teaching the client how to use this tool and the Vertical Response visual interface is very easy for me to teach a client how to navigate and create their own campaigns.

Incentivized

• 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

• We were able to blast out promotions our company was having to customers which created an increase in business.
• By blasting out any service issues, it keeps our customers informed so that they are not wondering what is going on.
• Allows us to store unsubscribed emails so that we are not constantly pestering people who do not want to be emailed.

Incentivized