Method CRM vs CosmoLex
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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 CosmoLex
One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.
Eric D.
About CosmoLex
Thousands of law firms have switched to CosmoLex as it is the only cloud-based practice management software with built-in compliant legal accounting (no QuickBooks® required). The one price, one login CosmoLex system eliminates the constant struggle of juggling multiple platforms to handle law practice management, billing, and accounting. CosmoLex also includes built-in LawPay with no fixed monthly fee. CosmoLex offers everything you need to run your entire law practice. Try free today!
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
CosmoLex reviews
It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.
- Pete W. Attorney
Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.
- Nikki M. Legal Assistant
We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.
- Jennifer K. Attorney
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." |
CosmoLex
| Pros |
|---|
| Outstanding- great upgrade and great support from the CosmoLex team |
| The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA |
| I love how it is continuously updated to better the program |
| It is very user-friendly and I love how customizable it is |
| I also LOVE the upgrade with the new spell check |
| As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex) |
| At another firm, I have used Clio with QBs for about 7 years with lots of success." |
| Cons |
|---|
| I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney |
| Usually my questions are not urgent, but if we ever needed something immediately, my worry is that it might not happen in time |
| Nothing seems to be a problem for me with this software |
| No way to track date of loss and statutes of limitation |
| Takes a great deal of time to manage task lists." |
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