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
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89% 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
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94% 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 Act!
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94% 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 Freshsales
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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 | Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software. Read 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. Read more | Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. Read more |
Pricing Options |
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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
|
89% 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
|
94% 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
|
94% 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
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SaaSworthy Awards | # 20 Highly Rated # 11 Fastest Growing |
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# 11 Most Popular # 9 Most Popular | # 3 Highly Rated # 3 Highly Rated |
Total Features |
24 Features
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25 Features
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24 Features
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27 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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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 |
User-friendly interface, Excellent customer support, Extensive integrations, Effective automation features Limited UI customization, Steep learning curve for automation features, Occasional slow loading times, Potentially complicated phone system setup |
Ease of Use, Comprehensive Contact Management, Excellent Customer Support, Customizable Database Software Glitches/Bugs, Outlook Integration Issues, Outdated User Interface, Limited Third-Party Integrations |
User-Friendly Interface, Comprehensive CRM Features, Excellent Customer Support, Effective Sales & Marketing Automation Limited Third-Party Integrations, Occasional Software Bugs & Glitches, Mobile App Functionality, Confusing Pricing Structure |
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. |
Overall, users praise Shape Software for its user-friendly interface, ease of use, and comprehensive functionality. Its robust features, such as project management, time tracking, and reporting, are particularly lauded. Users also appreciate its customization options and integration capabilities. However, some users have expressed concerns about the occasional glitches and lack of certain features. Additionally, its pricing plans may not be suitable for all businesses. |
ACT! is a CRM platform that has been around for a long time and offers a wide range of features. Users praise its ease of use, customizable fields, and integration with Microsoft Outlook. However, some find the interface outdated and complain about occasional slow performance or syncing issues. ACT! remains a popular choice for small businesses who need a simple CRM that helps them stay organized and manage customer information effectively. |
Freshsales is praised for its user-friendliness and ease of use, particularly for beginners. Users appreciate its intuitive interface, clear navigation, and quick learning curve. It’s often cited as a valuable tool for managing customer data, tracking sales progress, and streamlining workflows. Freshsales integrates well with other Freshworks products, making it a comprehensive solution for small and medium businesses. However, some users report slow loading times, limited customization options, and occasional bugs. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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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 |
Shape Software $99.00 $99.00 per user / month |
Act! Premium Cloud $30.00 $30.00 per user / month Act! Premium Desktop $37.50 $37.50 per user / month AMA Select (Marketing Automation Plan) $79.00 $79.00 per user / month |
Free Free Growth Others Pro Others Enterprise Others |
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Salesforce Sales Cloud
4.6 Based on 305 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: Ontario, Canada Founded in: 2010 | Located in: Irvine, CA | Located in: Denver, Colorado Founded in: 2001 | Located in: San Mateo, California |
Contact Details |
+1 888-925-6238 https://www.method.me/ |
+1 888-762-7211 https://setshape.com/ |
+1 866-873-2006 https://www.act.com/ |
+1 650-513-0514 https://www.freshworks.com/crm/sales/ |
Social Media Handles |
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