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

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.

Some confusion in what applications involve extra monthly cost. Some difficulty personalizing different views.

No current integration with Voice over IP phone systems.

We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes.

It's easy to use and a great way to stay organized. The customer support team is responsive and eager to help.

But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).

But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks.

Product is very flexible and the support has been great.

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks.

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.

My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

Best integration with QBO and Gmail for Free Trial/Great Price.

Customer Service has been great from sales to support. By far the best CRM that I have found for the value.

Excellent CRM to customize with Great Customer Support.

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

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

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

Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.

I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me.

Difficult setup process. Integration with Quickbooks is difficult with the app they provide.

We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought  multi user QB.

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options.

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.

They focused on actions and resulting actions for every contact update. Their customization, including their DB engine was a big selling point.

Database Platform Unreliable, CRM based on it Very Cool.

Their comprehensive approach to CRM was very cool and helpful.

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price.

I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered.

I can bill my customer but have to pay to have an integration for allowing my customer to repurchase the same product.

Overall I like this program and the integration with quickbooks.

From day one MethodCRM gave us the synchronization we were missing.

I liked the activities because it helps remind me and holds me accountable to finish tasks.

I like the Instant Meeting function the most. It is so easy to invite a colleague to join a meeting quickly, which really improves the efficiency.

It is a comfortable experience, as user and IT help desk doing troubleshoot to this application, easy to use and easy for the user.

This is best software for communication. It is highly recommend for video calls because the video quality is higher than other softwares.

I was very happy with the customer service we received as we were deciding to upgrade our account, and I love that I can use it on my phone but also as an app on my computer.

What I like most about this software is that it is reliable and provides a much better user experience than the competition.

It offers better quality in video calls. Cloud storage for recordings is an awesome feature of the software.

It's amazing what a clean, clear interface can do to provide clarity before a meeting or conference call. That is not what Zoom offers.

Great and easy to use overall. Love the ability to integrate it into Outlook and use that as a means to book meetings and join them.

This could be very frustrating as some attendees are disruptive whether that is on purpose or not. This makes it very hard for some people to learn and to teach etc.

Everyone knows how to use it, you can use it on any device because you have specific apps and it works seamlessly. So it's kind of the most popular meeting software which everyone knows how to use it.

I think its a great software to facilitate meetings and  feel like you are in the same room as others. I love using the different backgrounds.

It is easy to use, the quality is always good, the security is good, and it has enabled us to continue doing our work. The discount for non-profit groups is also VERY much appreciated.

I love he fact that its free for 40 minute meetings. I love gathering my team for training on this lovely app.

The integration with Outlook and Slack is a game-changer. The ease of use for our customers and other folks (like our board members!) helps us look professional and reliable.

It has been very helpful in conducting meetings during the pandemic. The voice and video clarity is great.

They make it super easy to use, the video and audio quality are great, and the chatbox to type in is a great additional feature.

BUT with 2020 and organizing remote events for large audiences, Zoom has been great and a life-saver.

When we switched to online learning at the beginning of the pandemic, I was so thrilled that this software was easy to use.

The ability to seamlessly involve hundreds of participants at the same time  as well as easy UI makes Zoom an amazing alternative to other competitors.

I think we were so overwhelmed by the zoom at this bad time that there is nothing to worry about.

We love being able to hold meetings and the ease of inviting and logging on is worth the money spent on this service.

My favorite thing about this software is the price: FREE. You can't beat that, but not only is the software free the basic functionality that come with the free account are great.

Nothing so much to complain about the tool but sometimes the integration with google calender does not work properly.

I love how user friendly this application is. It was a breeze to purchase and sign up, the customer service is amazing.

This is the most user friendly platform of its kind and it is very reliable to work all throughout the day.

The experience was great and good product but the price isn't where it needs to be for small and medium-sized businesses to take advantage.

If you have set it to 9.30am, if somebody has technical problems at their end they will miss it because one cannot change the time from 9.30am to later.

Calls were often hacked and weird things would occur. This was hands down scary, created paranoia, and just an overall bad vibe.

Ease of use (even my elderly mom can use it!), no fee for 40 min option, good quality, well-known & respected; screen share option is nice; polls are nice.

The integration to select browsers has been a life-saver and I'd say the price is more affordable than other software in its category.

It's very easy to use, I just literally just click a button to start and that was it, the quality was great.

Was simple to integrate into Outlook so scheduling meetings is a breeze. Connection quality is superb even internationally.

I love that I can give my students the ability to write and draw on the screen, which can create more of a sense of community within the class as well.

Recently I read that Zoom had a security vulnerability, I'm worried about that and about the info hackers could get from my computer.

The ability to integrate external video devices is great for connecting broadcast equipment and have better quality meetings.

If your wifi connect is bad it can cut in and out. Whenever someone enters the meeting a sound plays that can be very annoying when your trying to listen to a presentation and someone joins late.

I honestly am not sure if it is one of the users in the meeting or if it internet related or what. However, the sound sometimes echos really bad and then the delay can be frustrating.

US Dollar

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management, email marketing, lead management, document storage, forecasting, sales pipeline management, segmentation and workflow management. 


Teams using Method:CRM can add customer or sales details, create estimates, payments, invoices and receipts in the system and receive secure online payments from customers. Method:CRM offers two-way integration with QuickBooks, which allows organizations to schedule recurring or one-time reminders to check-in, send lists of customers to Mailchimp and create reports to gain insights that help drive more sales. Additionally, users can automate lead collection by embedding forms into websites to capture new leads, view and update estimates via the mobile app and allow leads to approve estimates through self-service portals. 


Method:CRM enables employees to record details of each client interaction, keep track of every conversation at each stage of the buying cycle, sync contact lists to Mailchimp and send email campaigns to customers. Pricing is available on a monthly and annual subscription basis and support is extended via live chat, documentation, phone and an inquiry form. 



LongDescription

Forecasting

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Sales Pipeline Management

Task Scheduling

Calendar/Reminder System

Relationship Tracking

Lead Distribution

Knowledge Management

Customer Database

Team Assignments

Calendar Management

Customizable Fields

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Real-Time Data

Performance Metrics

Shared Contacts

Role-Based Permissions

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Event Triggered Actions

Visual Analytics

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

Data Visualization

Reminders

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Expense Tracking

Web Forms

Real Time Reporting

Customizable Branding

Reporting/Analytics

Contact Database

Lead Qualification

Client Management

Quotes/Estimates

Drag & Drop

Pipeline Reports

Tagging

Third-Party Integrations

Appointment Scheduling

Task Management

Sales Forecasting

Prospecting Tools

Email Response Control

Search/Filter

For Mac Devices

For iPad Devices

Web-based Deployment

Single Sign On

Rules-Based Workflow

Pipeline Management

Alerts/Escalation

Appointment Management

Customer History

For Financial Institutions

For Small Businesses

For Startups

Support Ticket Management

Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

Method CRM

Live Online

Webinars

Documentation

Videos

Zoom Workplace brings communication, employee engagement, spaces, and productivity solutions together on a single platform with Zoom AI Companion capabilities woven throughout. Streamline communications with AI-powered tools that work together effortlessly through solutions like Meetings, Team Chat, Phone, Mail & Calendar, and Scheduler. Elevate a chat to a meeting or phone call to get to a resolution faster. Improve productivity with products that are built for modern work through solutions like Whiteboard, Clips, Notes, Surveys, and Docs.

Optimize office experiences and hybrid work collaboration with flexible workspace solutions like Rooms, Workspace Reservation, Visitor Management, and Digital Signage. Whether you’re reserving your desk with Workspace Reservation, preparing for a client visit with Visitor Management, or finding your workstation with our wayfinding feature, you can do it all from the Workspaces tab.

Reimagine how your teams work with your AI-powered collaboration platform. Streamline communications, improve productivity, optimize in-person time, and increase employee engagement, all with Zoom Workplace. Fueled by AI Companion, included at no additional cost.

File Management

Commenting/Notes

Whiteboard

Split/Multi-Screen

User Management

Meeting Management

Real Time Screen Sharing

Two-Way Audio & Video

Presentation Tools

On-Demand Webcasting

Session Recording

Video Chat

SSL Security

Real Time Editing

Multistreaming

Attendance Management

Communication Management

Screen Recording

Social Media Streaming

Collaboration Tools

On-Demand Recording

Targeted/Locked Screen Sharing

Presentation Streaming

Private Chat

Scheduling

File Transfer

Recording

Content Management

Basic - for personal meetings: Free 

Pro - for small teams: $14.99/month/host

Business - for small & medium sized businesses: $19.99/month/host (min 10 hosts)

Enterprise - for large enterprises: $19.99/month/host (min 100 hosts)

Method CRM vs Zoom Workplace

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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