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.
Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all features accessible to the user and there is an option if you want it included for all staff.
Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive.
I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was the ease of use. I did not have to spend a plethora of time teaching staff about the program. With Method, it took a very long time to get an employee up to speed within it and there was no way I could teach them how to develop solutions for clients within it.
I love the infinite customization available in Method CRM. No other CRM offers as much ROI and flexibility of design of the user interface. However Method's built-in feature set doesn't include many of the extras that might be found in a more niche product. Furthermore, while Method's deep integration with QuickBooks is a strength, it is also a limitation because so much customization may be necessary to add features that go beyond the accounting & CRM-centric buildout of Mehtod.
Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.
Integrations Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.
Customization Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.
Lead management Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Streamline sales process by managing estimates, invoices, and opportunities in one place with Method:CRM.
Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business.
Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer.
Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.
