Method CRM vs Highrise

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Highrise

Category: Task Management Tool

Industries: Marketing, Business

Pricing

Starting From:

$24.00 /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 Highrise

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

Bismark D.

About Highrise

Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful way to track leads, manage follow ups, and build relationships. Start with a free no risk 30 day trial - follow up, close deals, and spend the rest of your day doing the things only you can do.

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

Highrise reviews

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

- Blake B. Ecommerce & Consumer Products Manager

This is a brilliant CRM tool. Reminders and task list relating to contacts is great but having emails 'bcc' everything through the CRM is a time saver!

- Alex R. Account Manager

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

- Kyle L. S. Founder & President

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."

Highrise

Pros
You can send mass emails, store databases, assign tasks to employees, set reminders, and more
Great task manager in my opinion
Highrise has been a tremendous help when it comes to organizing and improving my freelance business
The alerts and notification emails highlighting recent events is useful as well
I highly recommend using Highrise
Good contact data base management where I can refer back to important conversation threads which might go amiss in a busy inbox
Also good for a Virtual Assistant to be able to access remotely."
Cons
Countless controls and functions and sections and definitions and miserable standard of support meant it was shelved within a few months
The search option is weak, needs work - results are difficult to read and undrestnd
They can be tagged however you imagine
The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them
It used to interface with gmail but has now stopped that and will no longer receive upgrades, which is a shame."

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