Method CRM vs Bookafy
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Sir Richard BransonMost 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.
Most popular feedback for Bookafy
I use Bookafy to allow my clients to choose their own appointments, directly from my website, without the hassle of back-and-forth emails on days/times. Since my google calendar integrates with it, I know that I can't be double-booked: two clients at the same time or by a personal conflict. I love that I can collect payments at the time of booking and have my Zoom meeting info sent out automatically.
Jeremy F.
About Bookafy
Three Customer Groups: Enterprise - Fully branded version of our software (YourCompanyBooking vs Bookafy) sales and support teams. Integrator - White label scheduling integration into an existing product offering. Example: CRM adding scheduling. Implement in days, not years. Small business - Our product is robust... we have 2-way sync w/ Google, Ical, Outlook, Office 365 and Outlook Exchange, an Open API, Payments, Classes, unlimited users, unlimited appointment types, and more.
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
Bookafy reviews
This tool has tons of features but most of them leave a lot of room for improvement.
- Bhavesh N. Founder/Creative Director
simplicity, user interface and price plans ofcourse.
- Deniz D. Info Marketing Coach
Not sure. The demo given by the CEO was disappointing and not very helpful. Casey seemed to be more annoyed that questions were being asked and seemed eager to get us off the phone.
- Scott J. Information Technology Manager
Pros & cons
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." |
Bookafy
| Pros |
|---|
| I use Bookafy to allow my clients to choose their own appointments, directly from my website, without the hassle of back-and-forth emails on days/times |
| Also, I love the fact that I can adjust my availability so that my available booking hours are compatible with my school hours |
| It's comprehensive, offers great, personal user support, and it's not expensive |
| It is relatively easy to install on your web and it is free. |
| Cons |
|---|
| The lack of PayPal integration and the branding design customisation wasn't quite as sleek as Acuity's |
| Since my google calendar integrates with it, I know that I can't be double-booked: two clients at the same time or by a personal conflict |
| Difficult note entry upon the appointment level |
| About 6 months ago, we became frustrated with the other solutions we were using and their support was terrible.. |
| they literally did not have a phone number to reach a real person in any circumstance." |
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