Method CRM vs Copper
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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 Copper
Salesforce clunky, very expensive and the team hated it. As a small business we didn't use 30% of it. Pipedrive was ok, but very simple and seemed to suit a very small team. It lacked multiple pipelines and didnt have the integration to Gsuite that Copper provided. Hubspot free was very simple and the full paid version of hubspot was super expensive. I didn't need the marketing features at all. Copper also had a better user experience and gsuite integration.
Scott G.
About Copper
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
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
Copper reviews
Cloud based application allowing access anyplace. Visually show where customers located in pipeline. Can record infromation and notes on customers that is accessable to anyene at company.
- Michael B. Associate
Copper syncs well with our G-mail. Allowing all communication to be captured. It also gives each user to create follow-up tasks within their calendars to track projects that they are working on.
- Jim J. VP Sales
Seamless integration with GMail, enabling new contacts to be loaded easily and without tedious manual input. Good Customer support. Ability to import/export data easily and API integration with other apps such as Linked In. A great product for those of us who never learned touch typing.
- James C. BDM
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." |
Copper
| Pros |
|---|
| My favorite feature is the ability to link with Gmail |
| It is also very easy to filter through contacts, opportunities, and leads to help gain sales |
| I like the visibility that copper provides when onboarding new accounts |
| I specifically enjoy sorting through opportunities |
| What I most liked about this software is that it can help me with my necessities and it's complete in all aspects |
| I love that there's an app that works smoothly on my iPhone and iPad |
| This makes us super easy to work on the go or to be able to access info when away from the office." |
| Cons |
|---|
| We wanted email tracking |
| While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site |
| When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it |
| TERRIBLE customer service |
| DECEPTIVE cancellation policy |
| When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped." |
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