Apptivo vs Method:CRM Comparison

Overview

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$25.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

245

163

38

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.1

(65)

5

4

3

2

1

35

15

6

1

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
74%
would recommend this app

Pros

It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Pros

They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation.
I love the customizeability of the application and the support to get those things done has been great.
This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.

Cons

Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.
Method increased my productivity exponentially. Jobs were no longer being overlooked because of human error.
The integrations can be somewhat confusing when you first approach them.
  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review9 days ago

Key features

  • Total features68
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Audit Trail
  • Auto-Responders
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Client Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features112
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Audit Trail
  • Auto-Responders
  • Automated Sales
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Client Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations29
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations12
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation