Method CRM vs Cirrus Insight

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Cirrus Insight

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$10.00 /month

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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.

Most popular feedback for Cirrus Insight

We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!

Jennie D.

About Cirrus Insight

You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple. That's why we bring Salesforce into the inbox. To save you time and make you more productive. Now you can see and update Salesforce as you work. Sync emails to Salesforce, track email opens, create and update Salesforce records, schedule calls and much more. Try Cirrus Insight free for 14 days!

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

Cirrus Insight reviews

I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need.

- Brian T. Regional Manager

This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records. It helps do everything within inbox than logging in SF, mostly everything!

- Nitin M. Manager, Sales Operations

Technical support is good at sending 'canned' responses. I find myself frustrated that cirrus hasn't improved its usability. Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options.

- Bob S. VP Innovation

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."

Cirrus Insight

Pros
It helps sync meetings, emails and contacts to Salesforce directly through gmail and google calendar
Which is a system that all our Reps already used
We love how it can create an event or task right there in Gmail
I love Cirrus Insight so much, that I gladly put up with its issues
Because it does this automatically, and is managed from within Gmail, it makes it super easy to review contacts/accounts/opps and track emails, phone calls and meetings."
Cons
I have always had a hard time with Cirrus not working
For instance, when you restart your browser, CI will fail to load in Gmail
There is nowhere to "turn it on
" you just have to refresh the tab and wait for it to appear
No fault of Cirrus Insight
It is simply a suitability comment
Recently, for over a week they had some really bad connectivity issues where we had to login in several times per day."

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