Method CRM vs HubSpot CRM Comparison

the memo notes, because it doesn't require endless dropdowns to use

dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same the slowness of the system

Hey Adam, thanks for taking the time to share your feedback with us. I'll make sure to share your thoughts on dropdowns with our Product team.

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Hi Cedric, my name is Lynda and I¿m Method¿s Loyalty Marketing Manager. I¿m so sorry to hear you have had a poor experience with Method. We are a team that strives to provide customers with great service, so thank you for your honest review. Your feedback will be addressed by the team so we can diagnose the root problem of your issue and ensure this is not a repeated experience. Again, my deepest apologies for not meeting your needs, Cedric. I wish your team much success in finding a solution that suits you and helps you grow your business. Sincerely, Lynda Byrne

Very friendly CRM software with integration to QBO.

Takes a lit time to customize and learn .

Thanks for your review Rui!

User friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location

Switching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them

Thanks for reviewing our CRM, Erika. I will be sure to pass along your feedback to our product team, as we're always looking to improve. Thanks again, Lynda

User Friendly and customizable, I would recommend this CRM.

Would be nice to timestamp and save notes automatically

*The best QuickBooks sync engine I've seen in 14 years of QB consulting. *The ability to build custom solutions for any business. No more trying to develop complicated QuickBooks workarounds for clients that don't fit the standard mold.

Due to the nature of QuickBooks Online, Method CRM has more limited syncing abilities with that version.

Good starter CRM out of the box. Definitely use the 1 hour free consultation to discuss your companies needs.

After a period we still decided to choose an alternative CRM's that had a better cost-value ration in our opinion.

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. 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. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

I really enjoy having tools that would make my job organized, dynamic and up to the flow of my customer needs. I really enjoy this CRM!

Every feature is well designed from database to opportunities.

Thank you for your feedback and we're glad to hear you're enjoying Method:CRM!

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I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Honestly, I haven't found anything I don't like about this software.

Hi Wanda, Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at hello@method.me. Best, The Method Team

The Method team has been so helpful in our transition to this CRM software. They have helped to streamline our business!

There are a lot of customization limitations that you can't do yourself but the Method team is responsive when you need something outside your expertise.

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the best part of of Method is that it syncs with Quick books

the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.

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I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.

Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.

Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review. Lynda

Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable.

Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules.

The engine that syncs the data between Method CRM and QuickBooks and the web site uptime are very reliable. My clients rarely contact me for support issues.

Most people don't know how much customization you can do with this app. So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens.

Their comprehensive approach to CRM was very cool and helpful. They focused on actions and resulting actions for every contact update. Their customization, including their DB engine was a big selling point.

Half of everything we painstakingly made in the DB basically fell apart after it was tested and tweaked. It was very hard to navigate, requiring extensive videos and documentation.

We are particularly impressed by the ease of use and adaptation throughout our organization while implementing Method CRM. The QB sync function allows us to work proficiently from anywhere. Support is Top Notch.

Each person has their "wish it did this list" to increase efficiency accommodate their own personal style of working. No show stoppers and at this point and we are trimming down that list weekly.

Thanks for the review, Tyler! That's great to hear that your team is adopting Method:CRM and getting help from our team. Be sure to check out the customization capabilities for further efficiency gains. Thanks again, Lynda

Ease of setup - sync with Quickbooks so you do not have multiple entries.

Customization is a little more technical and requires some knowledge.

This product is easy to use. It syncs well with Quickbooks. I like the mobile app. Customer Service has been great from sales to support. By far the best CRM that I have found for the value.

I haven't found anything just yet that would count as a con. I have only had the typical issues a novice user would encounter. This being on the user end.

Hi Javier, thanks for reviewing Method:CRM. It's great to hear that you've had such a positive experience so far with our app and our team. Let us know how we can continue to serve your small business, and if your team is still learning, I recommend our great video tutorials. https://www.method.me/help/253322-list-of-video-tutorials Thanks again, Lynda

The best part about Method CRM is the dual integration with Quickbooks. There's no need to worry whether or not you enter a recent sale/donation. Once entered in Quickbooks, you'll see it in Method, and vice versa!

The one thing I would like to see Method CRM improve would be the options when sending donation receipts. It would be exceptional to have the option of emailing not only a donation receipt for the most recent donation, but a year-to-date giving report as well from the same page on which you enter the donation details. Also, it would be great to see a visual chart or graph for non-profits (or even businesses) who'd like to see their yearly donations/sales to date.

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.

I did not have near the experience in programming needed to make this software work for my purposes. I found that the canned CRM systems (where the programming and forms are already set up) were a much better fit with FAR less work and time in set up.

An intuitive platform that enables to connect with marketing, sales and service, puts you a course in order to spread its culture, fast and reliable

Scalability for one package to another something the price gap is very big if you compare with other software vendors, still it is ahead by far of many CRM

Practical software for CRM management. It is very easy to use and there isn't a huge learning curve for new users switching from another software.

Not as good as Zoho CRM for cost. Zoho CRM includes more options and more complete CRM tools.

The best part is it's ease of use and set up. Easy to sell to customers because HubSpot CRM is free.

Difficult to see that it is a full crm compared to Salesforce . Customers can't really understand that a free crm can be a full crm

The functionality of HubSpot CRM is excellent and allows our team to filter, sort, and generate prospecting lists fast so that we can get through more contacts per day! Mobile access is a huge benefit!

HubSpot CRM is the best CRM we've used in years, you can't find anything you don't like!

Following exercises. Regardless of whether it's an outbound/inbound call or email - HubSpot CRM tracks it, and it's logged. Detailing. The custom dashboard is custom-made to show our KPIs and income objectives, showing our advancement on where we're at for the afternoon, week, quarter, and year. This isn't actually an element yet HubSpot CRM has a kickass client care group. At the point when we have issues, we can live talk with a help rep or contact our client achievement supervisor. We can generally find the solutions we're searching for. They are continually enhancing and trying out new highlights, and they are a magnificent group to work with.

Portable App is restricted. Doesn't give admittance to Service where tickets are put away. Preparing and Self-Service can be improved. Observing answers isn't generally instinctive or simple. More prominent adaptability in making extraordinary properties, some like Lifecycle Stage are secured. Might want to make some special properties that utilization our phrasings.

This CRM does Everything, from tracking emails, to keeping all the contacts for one company, as well as keeping track of every phone call and email that is sent to a potential client

There is a lot contained in this CRM, it takes some time to learn and mast the use of this CRM

HubSpot is born out of the inbound methodology, a highly effective approach to lead generation. They have built an end-to-end marketing and sales platform based on that methodology. Nobody else comes close. I trust them immensely to continue to innovate along that mission.

SMS in the CRM, android CRM app has limited functionality, not a fan of the wait time between product announcements and rollout

Easy and practical. Very good when it comes to follow up with tasks and call customers

nothing to complain about about hubsport CRM

We find the interface to be amazingly user friendly and their constant advice really helpful

Nothing. It provides the whole CRM package

Easy to navigate for the most part, able to search contact by e-mail, phone number, and name

Communication between CRM system and ticketing software