Method CRM vs GoVisually

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

GoVisually

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Solo - $25 per month

Team - $60 per 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 GoVisually

GoVisually's online proofing system is clearer and faster. The clarity is one of the strongest points for me. The ability to reply to comments from others, attach links & documents for reference is amazing and efficient.

Kim Calloway

About GoVisually

Hey there Nice to meet you. At GoVisually™, our mission is to empower creative teams deliver their best work, by providing a simple way to review creative assets and videos quickly and easily. Since launching in 2011, GoVisually now powers over 50,000 users in over 140 cities. Our software is used and trusted by creative teams of every shape and size. We’re a passionate and ambitious team based in beautiful Sydney, Australia.

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

GoVisually reviews

"It delivers what it promises, speeding up design collaboration and feedback. GoVisually saves you time and energy. I really appreciate the simplicity of use and easy on-boarding for myself but also for other collaborators. Design and functions are intuitive, so it's easy to jump to working in no time!"

- Boris Z. BUSINESS DEVELOPMENT DIRECTOR

“I feel like GoVisually took our company out of the dark ages of leaving edits marked up on a printout. It really is very user-friendly and easy to use. I also really enjoy that multiple individuals can review at the same time. It cuts editing and reviews time making our agency more productive.”

- Lauren H. MARKETING STRATEGIST

"We chose GoVisually because of the minimum steps our clients have to do to see their proofs. It can send a link to the project without signing up and the proofing functionality is comprehensive. It’s an easy system to grasp and respects our clients’ time!”

- Garry S. ART DIRECTOR

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."

GoVisually

Pros
The commenting and approval feature is the best aspect of this software
It's pretty easy to share projects and tell which reviewers have gotten into a project to review it
Honestly this program can do just about anything you want it to and clients love being part of the process
Its very easy to share designs and proofs with other people with a simple link, rather than having to ask them to create an account
It's very intuitive for our clients."
Cons
Login / pw and viewing can sometimes be confusing for clients
Too many emails so people ignore them, but then don't receive a notification when a comment has a question posted to it and conversation is then stalled
The organization of the project structure
The features are quite limited, there needs to be more functions to the proofing."

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