Method CRM vs DaySmart Appointments

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

DaySmart Appointments

Category: Task Management Tool

Industries: Business, Marketing, Education

Pricing

Bronze

$49/ month

Silver

$69/ month

Gold

$99 / Month

Platinum

$249

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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 DaySmart Appointments

I loved Appointment Plus and all the flexibility it offered. Working with Lia was a pleasure. She was so informative and very professional. She ironed out so many questions we had and was extremely helpful in getting our schedules up and running. She always gave suggestions and helped to make Appointment Plus work for our needs. She did some workarounds that made it customized to what we wanted.

Penny S.

About DaySmart Appointments

DaySmart has been providing business management solutions for over 20 years. Thousands of businesspeople let their day start with DaySmart. Our solutions are for businesses just getting started, or looking to jump start their growth. Our entire team strives to ensure that every customer has a great experience. Everyone on our team knows that without your business, we don’t have a business.

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

DaySmart Appointments reviews

It was so helpful scheduling clients in different rooms, different times, with different therapists. A+ for the scheduling software.

- Jennine E. Marriage and Family Therapist, Supervisor, and Owner

I keep my weekly schedule on it too make sure I get there reminders and get to my appointments on time.

- Lisa B. Owner

It does have a scheduling system that caters for multiple people and multiple events within the same appointment. I can drag and drop to move appointments around (only in week view)

- Tracey Lipnicki I. CEO & Director of National Sales

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."

DaySmart Appointments

Pros
This software helped us eliminate wait times at our plasma donation center by being so effective with our staff, donors, and desired time slots
Overall it has been a very great product
I think it a great tool for the line of work I used it for
When we ran into issues, they were able to help dive into details with us in order to help find the root cause and escalate issues when necessary
Our overall experience in working with Appointment Plus has been very positive."
Cons
Getting the problems solved is a slow process that is costly when clients are unable to schedule appointments
I am searching for a replacement
A lot of details in setting up the scheduling
It is hard to read through the instructions to know if we are benefiting from all it has to offer
There are SO MANY glitches that make this difficult to use
Its all together was very simply slightly frustrating."

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