Compare Bigin by Zoho CRM vs Method CRM

Summary

Bigin is a pipeline-focused CRM software designed particularly for small businesses. The software’s design is minimal and comes with a clean dashboard that shows all the relevant information to the user. It gives an all-round view of all the contacts along with every bit of relevant information organized in one place. This 360-degree overview helps the users to connect with the prospects easily through email, phone, Twitter, and other web forums as well. Users can have better pipeline visibility with the application’s user-friendly pipeline management tools. Being customizable, it enables the addition of relevant fields to get specific results easily. Besides, there is also a smart filter tool that can quickly sort data so that one does not have to go through the entire record every time. Easy to create workflows can automate many routine tasks, help inefficient tracking of deals, etc. Bigin by Zoho CRM allows the creation of product lists and gives the option to associate new deals with them and all these without leaving the platform. The feature set, along with data management and security systems like import/export, role management, audit logs, and GDPR compliance, make Bigin one of the best CRM solutions for small firms. ..show more

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. ..show more

Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment. ..show more

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking Track and manage your referred customers.

• Microsoft Teams
• Zoho Desk
• Zoho Flow
• Zapier
• Zoho Meeting
• Zoom
• Zoho Campaigns

• Authorize.Net
• Gmail
• PayPal
• Quickbooks
• Zapier
• MailChimp
• Xero

• Gmail
• Google Calendar
• DocuSign
• Zoom

• MailChimp

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Top alternatives to Method CRM

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