Method CRM vs HoudiniESQ

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

HoudiniESQ

Category: Task Management Tool

Industries: Communication, Marketing, Business, Education

Pricing

In-house Practice

Less than 30 Users

All Inclusive

$248 year/user

In-house Enterprise

Unlimited Users

All Inclusive

$464 year/user

The Cloud & Beyond

Unlimited Users

All Inclusive

$64 month/user

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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 HoudiniESQ

Peace of Mind. My information is secure and isn't going anywhere. It is always available to me. I have a very good rapport with my Houdini IT Department.

Nathan D.

About HoudiniESQ

Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google.

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

HoudiniESQ reviews

The ease of having everything in one place that does everything a firm needs. I haven't found anything that our firm needs that Houdini does not already do!

- Christopher M. Litigation Specialist

After evaluating Clio, LexisNexis' Firm Manager, MyCase and then settling on RocketMatter. We now use HoudiniEsq to efficiently manage our law practice.

- Peter Briskin Esq. Fishbeyn & Briskin P.C.

Head and shoulders above any other package on the market.

- Alexander Gilburg Esq. Gilburg Law

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."

HoudiniESQ

Pros
We are happy with the program and its learnability
We'd just like some fine tuning to be done
Working with the Houdiniesq team has been wonderful, they will help you in whatever manner he can
It really helps me and my staff stay on top of all our cases
It has an uncanny ability to streamline our workflow
I am very impressed with the robustness of the application and the ability to maximize billable hours and tracking."
Cons
What I have found frustrating in learning to use the system which I am by no means an expert is that the customer service I have found to be hasty and sometimes a bit rude
In the end, my final verdict on it is this: Houdini was, once, on-par with the other practice management options
But Houdini has failed to keep up with the times, and it shows in many ways
The database will, occasionally delete or lose entries on its own but when you call tech support they blame you for it
I really had to scratch my head to identify any faults or weaknesses in Houdini."

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