Method CRM vs Dokmee DMS

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Dokmee DMS

Category: Task Management Tool

Industries: Education, Business

Pricing

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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 Dokmee DMS

Its pretty much user friendly and out in the market in several languages, quite flexible to use

Usama A.

About Dokmee DMS

Dokmee is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries.

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

Dokmee DMS reviews

It is effortless to use and so easy to implement. I like how he is storing the data in a very organized way and one place only. Due to this, it is elementary to locate the documents. and the best part is they working on to customer opinion and based on that they are proving updates in there release with that feedbacks

- Ajamil J. Software Developer

most efficient method of storing and recovering my documents. All of my documents are saved on a cloud server that can be accessed from any device and is not restricted to a single device only. The process of sharing or distributing the document may be completed by making a private link for it.

- Hasbullah A. Sales And Marketing Specialist

This software is quite easy to use and makes it easy to share documents. It integrates the valuable ability to open and edit Word, Excel and Power Point files. Easily create workflows with rules-based document routing. It has excellent customer service. It has a good level of security that allows access only to authorized users.

- Sthefany B. Financial Advisor

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."

Dokmee DMS

Pros
This simple yet powerful option can make even the most challenging workflows clean and seamless for the users, and also helps to train them on its use
This is a fantastic tool and comes highly recommended
It is a great experience and the sense of logic behind it is powerful too, makes DOKMEE a very good asset to any one using it
So far, my experience using Dokmee Document Management Solution has been positive and a great business decision for the team overall."
Cons
It appears to be totally random, which I found that you needed to ignore the color and icons, and read the descriptions closely to access what was needed
Some of the features that we struggle with are the text search of scanned documents and in the set-up of the filing nomenclature because we were new to electronic filing
The simple design of the application interface may lead to misleading perception of customers that this application is not enterprise solution."

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