MethodCRM vs. WhatsApp Business

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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By using WhatsApp Business, I can now respond to customers faster, keep them updated about new deals, and even send out surveys to understand their needs. The ability to send stickers and photos makes the app more interactive and engaging. It easily beats other social networks in terms of the quality and quantity of messages sent, which is a good thing for businesses.

• 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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• Easy to use by registering a phone number as your personal WhatsApp number and attaching your company profile by opening and closing your image to your product.
• Fast and accurate connection.
• It allows you to split chat between business and personal as WhatsApp Business and Personal can be downloaded on the same smartphone by registering a different number.

• 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.

• UI/UX of WhatsApp has room for improvement. The goal should be to add more features for business interactions outside of the everyday messenger. (interface wise, not feature wise)
• Multi-device use is added but it's still not as flexible and fast as other messengers like Telegram
• File transfer is time consuming and troublesome. It also has limits.

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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

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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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

Most reliable app for business and personal use. I rely on it with any hesitation. Its encrypted chatting system impresses me a lot. Easy file transfer is also appreciated. Maximum people use this app, so I can communicate with most people through this. It makes my life more comfortable.

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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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

There were some issues in the beginning when the app used to get hanged. We had emailed customer support, and we received a response promptly. There was an issue with the phone where some updates had to be downloaded. You can also complete a form online to contact customer support. The staff can speak many languages

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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

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.

In a business organisation communication is the main factor for the development. And WhatsApp Business is the most perfect software for it. The software is designed with full of perfect features for the better communication. It performs very effectively than other software. I am fully satisfied with the features of the software. A superb software to me.

Incentivized

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

• 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

• With WhatsApp Business help, productivity has risen while email and text messages continue to be used.
• It’s helpful to adapt, have a positive business return, and use WhatsApp Business groups to manage communication with specific people.
• Integrating the company and the improvement of its visibility allowed for better optimization of customer engagement.

Incentivized

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