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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
View Details
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82% 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
View Details
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Featured
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 Bigin by Zoho CRM |
Featured
85% 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
EngageBay Sales CRM |
| 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 | Businesses are always on the lookout for productivity-boosting tools. For this, top-tier Customer Relationship Management (CRM) software like Appointment Booking Widget and Bulk Email Verification are indispensable. These features streamline operations by reducing manual workload and ensuring resource allocation remains efficient. The ability to create and manage team tasks without the need of a contact and the integration of Payments and customer Lifetime Value (LTV) into the Contacts page significantly simplify day-to-day operations, while the Engagement Score provides a richer understanding of customer interactions. Moreover, the implementation of 2-way text and email conversations enhances customer communication on a more familiar channel, while the Bulk Email Verification tool ensures that all contact is maintained with real and current addresses. The software's provision of 50 personalized guided tours solidifies its user-friendliness, ensuring that every team member can reap the benefits of this comprehensive tool swiftly and effectively. Read more | Bigin by Zoho CRM is a refreshingly simple CRM built with small businesses, startups and growing teams in mind. It is designed to be intuitive and easy to use, helping you bring all your customer-facing operations—including sales, marketing, onboarding, delivery, and support—all into one place. Bigin lets you manage every important interaction and customer relationship with ease—no more switching between spreadsheets or dealing with overly complicated tools. Over 30,000+ businesses globally trust Bigin to simplify their processes and strengthen their customer relationships. Whether you are just starting out or scaling up, Bigin gives you the features you need to keep growing! Read more | EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more |
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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
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82% 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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85% 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 | # 7 Highly Rated # 20 Highly Rated |
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# 11 Most Popular # 14 Highly Rated |
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| Total Features |
24 Features
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20 Features
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26 Features
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23 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 |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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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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| 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 |
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Ease of Use, Affordable Pricing, Effective Sales Pipeline Management, Seamless Gmail Integration Limited Integrations with third-party apps, Limited Customization Options, Occasional Software Bugs/Glitches, Inadequate Customer Support |
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| 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. |
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Many users appreciate Bigin's simplicity and ease of use, citing its user-friendly interface and intuitive design as key strengths. The software's customizable features and ability to integrate with other business tools are also frequently praised. However, some users have encountered challenges with the system's limited reporting capabilities and occasional technical issues. Additionally, a few reviewers have expressed concerns about the software's pricing structure and the lack of certain advanced features found in competing products. |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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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 |
Top Tier CRM $80.83 $97.00 per month |
Free Free Express $7.00 $9.00 per user / month Premier $12.00 $15.00 per user / month Bigin 360 $18.00 $21.00 per month |
Free Free Basic $10.39 $12.99 per user / month Growth $19.99 $24.99 per user / month Pro $39.99 $49.99 per user / month |
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| Company Details | Located in: Ontario, Canada Founded in: 2010 | Located in: Dartmouth, NS - B2W 6C4 | Located in: Pleasanton, California | Located in: Mountain House, California |
| Contact Details |
+1 888-925-6238 |
(888) 546-8810 |
+1 888-900-9646 |
+1 877-509-3570 |
| Social Media Handles |
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