Method:CRM vs. WORKetc

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Method:CRM
Score 7.5 out of 10
N/A
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$25
per month per user
WORKetc
Score 7.0 out of 10
Small Businesses (1-50 employees)
WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks Online, Outlook, Dropbox, and Evernote.
$78
per month
Pricing
Method:CRMWORKetc
Editions & Modules
Contact Management
$25
per month per user
CRM Pro
$44
per month per user
CRM Enterprise
$74
per month per user
Starter Edition
$78
Per Month for up to 2 Users
Team
$195
Per month for up to 3 Users (Each extra user + $49/month)
Foundations
$395
Per month for up to 5 Users (Each extra user + $59/month)
Offerings
Pricing Offerings
Method:CRMWORKetc
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Method:CRMWORKetc
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Method:CRM
8.2
20 Ratings
7% above category average
WORKetc
7.9
13 Ratings
3% above category average
Customer data management / contact management9.920 Ratings8.613 Ratings
Workflow management8.318 Ratings8.312 Ratings
Territory management1.81 Ratings00 Ratings
Opportunity management8.618 Ratings7.810 Ratings
Integration with email client (e.g., Outlook or Gmail)8.818 Ratings7.913 Ratings
Contract management8.711 Ratings7.31 Ratings
Quote & order management9.916 Ratings8.18 Ratings
Interaction tracking8.717 Ratings7.82 Ratings
Channel / partner relationship management9.011 Ratings7.31 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Method:CRM
10.0
2 Ratings
29% above category average
WORKetc
8.3
12 Ratings
10% above category average
Case management10.01 Ratings9.011 Ratings
Call center management9.92 Ratings7.31 Ratings
Help desk management10.01 Ratings8.512 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Method:CRM
8.4
18 Ratings
11% above category average
WORKetc
7.4
11 Ratings
2% below category average
Lead management8.817 Ratings7.710 Ratings
Email marketing7.913 Ratings7.19 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Method:CRM
8.8
18 Ratings
15% above category average
WORKetc
8.1
13 Ratings
7% above category average
Task management9.016 Ratings8.713 Ratings
Billing and invoicing management8.814 Ratings7.810 Ratings
Reporting8.515 Ratings7.912 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Method:CRM
8.7
16 Ratings
13% above category average
WORKetc
7.3
11 Ratings
4% below category average
Forecasting8.98 Ratings00 Ratings
Pipeline visualization8.715 Ratings7.59 Ratings
Customizable reports8.316 Ratings7.211 Ratings
Customization
Comparison of Customization features of Product A and Product B
Method:CRM
9.7
17 Ratings
25% above category average
WORKetc
8.0
13 Ratings
5% above category average
Custom fields10.017 Ratings8.413 Ratings
Custom objects10.016 Ratings8.22 Ratings
Scripting environment9.212 Ratings00 Ratings
API for custom integration9.813 Ratings7.310 Ratings
Security
Comparison of Security features of Product A and Product B
Method:CRM
9.2
17 Ratings
10% above category average
WORKetc
8.9
11 Ratings
7% above category average
Single sign-on capability9.315 Ratings9.11 Ratings
Role-based user permissions9.117 Ratings8.811 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Method:CRM
10.0
2 Ratings
33% above category average
WORKetc
-
Ratings
Marketing automation10.02 Ratings00 Ratings
Compensation management10.02 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Method:CRM
9.1
13 Ratings
19% above category average
WORKetc
7.5
13 Ratings
0% above category average
Mobile access9.113 Ratings7.513 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Method:CRM
-
Ratings
WORKetc
7.3
1 Ratings
1% above category average
Social data00 Ratings7.31 Ratings
Best Alternatives
Method:CRMWORKetc
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Method:CRMWORKetc
Likelihood to Recommend
9.1
(22 ratings)
7.8
(40 ratings)
Likelihood to Renew
8.0
(2 ratings)
8.2
(30 ratings)
Usability
8.5
(17 ratings)
8.2
(5 ratings)
Availability
-
(0 ratings)
9.1
(3 ratings)
Performance
-
(0 ratings)
8.2
(4 ratings)
Support Rating
9.1
(18 ratings)
8.2
(5 ratings)
Online Training
-
(0 ratings)
8.2
(2 ratings)
Implementation Rating
9.0
(1 ratings)
9.1
(2 ratings)
Configurability
-
(0 ratings)
9.1
(1 ratings)
Ease of integration
9.0
(1 ratings)
4.5
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
8.2
(1 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(1 ratings)
User Testimonials
Method:CRMWORKetc
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.
Read full review
WORKetc
If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
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.
Read full review
WORKetc
  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Read full review
Cons
Method Integration Inc.
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
Read full review
WORKetc
  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
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
WORKetc
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
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
Read full review
WORKetc
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Read full review
Reliability and Availability
Method Integration Inc.
No answers on this topic
WORKetc
It never let me down. The support team never let me down.
Read full review
Performance
Method Integration Inc.
No answers on this topic
WORKetc
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
Read full review
Support Rating
Method Integration Inc.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Read full review
WORKetc
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
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Online Training
Method Integration Inc.
No answers on this topic
WORKetc
They know their stuff. They listen to your use cases. They get back to you.
Read full review
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
WORKetc
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
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Alternatives Considered
Method Integration Inc.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Read full review
WORKetc
We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Read full review
Scalability
Method Integration Inc.
No answers on this topic
WORKetc
Everything is related. You can scale up your team rapidly.
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.
Read full review
WORKetc
  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
Read full review
ScreenShots

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.

WORKetc Screenshots

Screenshot of WORKetc's customizable dashboard - gives an instant bird's eye view of data. A summarized widget for all of WORKetc's modules can be added to the dashboard, while those that are not needed can be hidden and the most important can be dragged to the top.Screenshot of WORKetc contacts - organized in a single location. Every item created, every activity worked on, and all email correspondence can be traced back to a contact. These automatically become accessible and trackable from that contact's activity history stream, a filterable, customizable list that tracks the relationship with that contact.Screenshot of WORKetc's projects - the bins for everything related to a client including tasks, sub-projects, discussion, files, timesheets, expenses, and other items. WORKetc allows unlimited nesting of sub-projects within projects and an unlimited number of tasks within each sub-project. Multiple project views are available, including project tree view and a Gantt Chart.Screenshot of one of WORKetc has over 40 "out of the box" reports, giving access to needed stats and information. The reports that are used most often can be kept in the "My Reports" tab to keep them at the forefront of the reporting area. Reports can also be bookmarked.