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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Method CRM logo
CRM Software

4.4 497 user ratings

Get Free Quote

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

DigitalCRM.com logo
CRM Software

4.4 12 user ratings

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Sponsored

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipedrive CRM logo

Pipedrive CRM

CRM Software

4.5 4,781 user ratings

Try for Free
Sponsored

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ClickUp logo

ClickUp

Project Management Software

4.7 4,624 user ratings

Free Forever ➔

Overview

Description 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. Read more DigitalCRM.com software is a platform used to automate workflow process. The software offers tools to manage sales funnel, lead status on a interactive graphical dashboard. Manage status of lead from various sources like Website, Forms to categories them as per lead status. Generate reports to measure the sales and marketing activities. Read more Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. Read more ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.00.
  • Free Trial Available
  • Starts at $500.00.
  • Free Trial Available
  • Starts at $14.00.
  • Free Trial Available
  • Starts at $7.00. Offers Free-forever and Custom plan.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    87%
  • Momentum
    71%
  • Popularity
    82%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    77%
  • Momentum
    60%
  • Popularity
    73%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    95%
  • Momentum
    78%
  • Popularity
    88%

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    93%
  • Momentum
    69%
  • Popularity
    95%
SaaSworthy Awards # 20 Highly Rated # 11 Fastest Growing
Not Available
# 3 Most Worthy # 2 Highly Rated # 2 Highly Rated # 5 Fastest Growing

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
  • Available
  • Available

Reviews & Ratings

User Rating
4.4/5 497 user ratings
4.4/5 12 user ratings
4.5/5 4,781 user ratings
4.7/5 4,624 user ratings
Rating Distribution
  • Excellent

    70.4%
  • Very Good

    17.1%
  • Average

    3.6%
  • Poor

    3.6%
  • Terrible

    5.2%
  • Excellent

    58.3%
  • Very Good

    25%
  • Average

    16.7%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    64.3%
  • Very Good

    25.2%
  • Average

    5.1%
  • Poor

    1.9%
  • Terrible

    3.5%
  • Excellent

    75.9%
  • Very Good

    20%
  • Average

    2.3%
  • Poor

    0.4%
  • Terrible

    1.4%
User Sentiments

    Seamless QuickBooks Integration, Excellent Customer Support, Highly Customizable Platform, Mobile App Functionality

    Steep Learning Curve, Occasional Syncing Issues, Limited Email Functionality , Outdated User Interface

    Not Available

    Ease of Use, Intuitive Interface, Extensive Integrations, Customizable Pipelines

    Unreliable Email Syncing, Inadequate Mobile App, Limited Reporting Capabilities, Under-Qualified Support Staff

    Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management

    Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality

Review Summary

Method CRM stands out for its user-friendly interface, ease of customization, and robust reporting capabilities. Users appreciate its intuitive design, allowing for quick onboarding and seamless navigation. The software's extensive customization options enable businesses to tailor it to their specific needs, while its reporting features provide valuable insights into sales performance and pipeline health. Additionally, Method CRM integrates seamlessly with various third-party applications, enhancing its functionality and overall usability. However, some users have reported occasional glitches and issues with data syncing, suggesting room for improvement in stability and reliability.

Not Available

Pipedrive is a popular CRM system praised for its user-friendly interface and intuitive design. Users appreciate its ease of use, customizable features, and ability to manage sales pipelines effectively. Pipedrive integrates well with other popular business tools and offers a range of helpful features like activity reminders, email integration, and project management capabilities. However, some users have criticized the pricing structure as being expensive or confusing, and there are occasional complaints about customer service responsiveness and technical issues.

Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $25.00.
  • Free Trial Available
  • Starts at $500.00.
  • Free Trial Available
  • Starts at $14.00.
  • Free Trial Available
  • Starts at $7.00. Offers Free-forever and Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Contact Management $25.00 $28.00 per user / month

CRM Pro $44.00 $49.00 per user / month

CRM Enterprise $74.00 $85.00 per user / month

Digital CRM $500.00 $500.00 One-Time Payment

Essential $14.00 $24.00 per user / month

Advanced $29.00 $39.00 per user / month

Professional $49.00 $64.00 per user / month

Power $64.00 $79.00 per user / month

Enterprise $99.00 $129.00 per user / month

Free Free

Unlimited $7.00 $10.00 per user / month

Business $12.00 $19.00 per user / month

Enterprise Custom

 
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Screenshots & Videos

Screenshots Contact List
+ 4 More
Dashboard screenshot
+ 29 More
Deals
+ 5 More
Project Management
+ 4 More
Videos Video Thumbnail
+ 5 More
Video Thumbnail
+ 2 More
Video Thumbnail
+ 2 More
Video Thumbnail
+ 4 More

Vendor information

Company Details Located in: Ontario, Canada Founded in: 2010 Located in: Delhi, India Founded in: 2017 Located in: New York, NY Founded in: 2010 Located in: San Diego, CA Founded in: 2016
Contact Details

+1 888-925-6238

https://www.method.me/

+91 9810336906

https://digitalcrm.com/

Not available

https://www.pipedrive.com

Not available

https://clickup.com/

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