Method:CRM vs. zigihub

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

1. It helps automate your marketing campaigns - send emails, does automated follow-up, creates leads directly into the CRM
2. Helps you track the performance of your marketing campaign
3. Its a cost-effective tool
4. Their integration with salesforce and Hubspot is missing, will require you to do it manually
5. Their email editor is quite basic with many must-have designing features missing

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

• The platform navigation is very smooth.
• Easily switch from CRM to Marketing Automation tool
• I like the featured when the leads goes directly into CRM if you have run the email campaign from the tool or anyone had subscribed to the blogs.

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 email editor tool is very basic
• You cannot templatize your outreach with out-of-the-box designing
• Integrations with Salesforce and Hubspot is missing

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

1. Has a lot of scope for improvement in terms of email editor and lead management
2. Out-of-the-box reporting features should also be made available
3. Should provide integration with other software
4. The user experience could be improved
5. The tool can be made a little faster to operate
6. Workflows, land page, and form options can be improved

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

The customer support team is active and reverts promptly to support requirements. However, most of the requirements takes a lot of time to get fixed.

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.

Great powerful tool and it's in the budget of our company and can perform all the tasks compared to others.

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 just started using the tool. So far we are using it for initial purpose but looking at the platform it looks pretty good.

Incentivized