FloorSchedule vs Method CRM
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Sir Richard BransonMost popular feedback for FloorSchedule
Once I learned the basics of using it, the software is easy. I just have to figure out the logistics of the cumbersome properties I mentioned above, and I'm not sure how to do that. But from the standpoint of creating a schedule at the click of a button, it's been a great help!
Andrea L.
About FloorSchedule
Brokers and Managers: It's time to do your floor time / phone time schedule and everyone has a different request. Create a fair and balanced schedule in minutes. Includes Requests Off, Holidays, Vacations, Automatic and Manual Scheduling, Editing, Unlimited Shifts, One or more per Shift, 99+ agents. On Line Viewing, Printing, Email, Reports, Multiple Locations, Export, Custom events, Full Support! Free to try. No credit card required. $12/month or $10/month prepaid. Read our Realtor reviews.
Most popular feedback for Method CRM
I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.
Chitta Ranjan D.
About Method CRM
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
FloorSchedule reviews
I like that I can add request off for agents and change it each month. I like that it auto saves what I am doing. I like that when I have added special requests in and I go to make a change, it reminds me that the agent has asked for that off but will also still let me override that and still put them in. I like that I can print the reports and have it in front of me while I make changes to the schedule. Easy to pdf and save copies in my computer.
- The overall experience has been positive. It is a helpful tool for a large office.
The overall experience has been positive. It is a helpful tool for a large office.
- Tamera H. Administrative Manager
When I change a shift to Available that the system sent out an automatic email to everyone letting them know or show in red on the agent/participant's view.
- Lauren B. Office Manager
Method CRM reviews
It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.
- Ryan T.Owner
We like the sales order feature the best it integrates with quickbooks.
- Taylor B.Admin
We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.
- Jet L.IT Manager
Pros & cons
FloorSchedule
| Pros |
|---|
| Being able to enter the parameters into the software for each agent's schedule, and have the software create the schedule was the reason I reached out to my Corporate office for help |
| We've been able to save man hours every month on what is sometimes a complicated schedule, which more than pays for using the program |
| FloorSchedule does a better job at distributing shifts evenly than an individual does |
| I have found this software to be very use friendly." |
| Cons |
|---|
| I also find it strange that when I go to print the calendar pdf, that there is no actual "print" button and that I have to right click to open my printers |
| I solve the problem of unfairness and also scheduling on days people aren't available |
| The option buttons should be larger |
| Also, I find it difficult to work in a backwards way of thinking: 'What shifts can't people do |
| With multiple locations, the calendar orders the shifts in an odd way |
| However, it gets the job done." |
Method CRM
| Pros |
|---|
| Their comprehensive approach to CRM was very cool and helpful |
| I love the ability to keep a record of each activity and opportunities |
| Being able to customize things has been great for our company |
| This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file |
| It has many powerful customizable features, including a powerful new template designer |
| We have been very pleased with how we have been able to use it to solve our sales needs." |
| Cons |
|---|
| Jobs were no longer being overlooked because of human error |
| Sales tracking was non-existent before Method |
| Before that everything was done manually very hard to follow and keep track of the work |
| But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it |
| I wasn't handed off to someone else, just dropped |
| Method appears to subscribe to the same LACK of service, the service industry has morphed into." |
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