Method:CRM vs. WorkWave PestPac

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 any route heavy organization, PestPac is a great choice due to the route optimization. It is great for businesses that are moving more online and into the digital space. For smaller organizations, you can make PestPac work but the complexity and training would be a barrier to entry. PestPac does more modular pricing so the cost can be affordable if you aren't needing many of the add-on features, but things can add up quick if looking to incorporate basic service functions when it comes to customer service.

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

• Easy to search for a customer by many different data points
• Has a lot of customization features, such as naming service types and preset notes

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.

• Cost structure
• Support
• Complexity

Incentivized

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

Incentivized

Due to the customizability of the software, the usability is not the easiest to pick up and especially train on. We find that office staff take the longest to train due to the steeper learning curve. It is not a plug and play and every company uses PestPac a little differently so sometimes it can be difficult to get support because what works for one organization may not work for another due to how they set up and use PestPac internally

Incentivized

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

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.

Ultimately we went with PestPac due to the reporting but also at the time other softwares had limits to API integration and that was something that was important to us with our business model. The route optimization tool in PestPac was also far better than anything else we had seen out there

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

• WorkWave PestPac has certainly improved our time management by getting us off of paper scheduling. It allows us to map and easily move appointments which makes our techs more efficient
• Having all documentation stored digitally and be locked to the correct account helps us stay compliant

Incentivized