Method CRM vs Bookly
See the best product reviews, compare products, read reviews, and more.
See the best product reviews, compare products, read reviews, and more.
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Sir Richard BransonI 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.
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.
I really like the simplicity and ease of use for any user, both frontend and back. My main niggle is the calendar for day to day use. I would suggest looking at some of the good (Property Management Softwares) for an example of how calendars can be clear with lots of information at a glance and on hovered states etc.
Alex C.
Appointment scheduling software for WordPress with fully customizable booking form and online payments, reminders, CRM and more. Bookly is designed to grow your online sales and simplify appointment. This is a one-stop shop for any businesses from hair salons or photography to wealth management and transportation. You can start with the free version of Bookly and once your business scales you can upgrade to ultimate scheduling software with the paid Bookly Pro add-on.
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
Great product when it works but as mentioned above, plugin updates which break existing functionality should not be the customers cost to fix. I would rather an annual charge for using the plugin which includes support rather than this after purchase support at twice the price annually.
- Brett D. Digital Marketing Manager
The overall experience has been good. Sometimes it does take some creative thinking to do what I want, but I've always managed to get it figured out.
- Jim W. Owner
We are a re-marketing company, we needed clients to book our services which include, marketing, social media optimization, SEO and websites developing and designing, Bookly had been good for us to meet our customers through bookings. The customer receives Text whenever they book and we confirm their booking with us
- Josephine K. Customer Care
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 |
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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." |
Pros |
---|
The Best WordPress Appointment Booking Plugin |
I am really happy and satisfied with the features and options of this WordPress Plugin |
Bookings and reservations are now so easy just because of this incredible plugin |
Another beautiful feature about the application is the choice of sounds to be played while you read - the sounds ranges from a running stream to a rainy day, it is so soothing." |
Cons |
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Bookly fails in some way |
You call or email to get it fixed |
You can go weeks without knowing that your clients are just stuck at a screen |
No warning or log to tell you |
When Wordpress updates, and it updates a lot, Bookly stops |
No after sales support and all round a very unethical company." |
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