Method CRM vs Infinity
See the best product reviews, compare products, read reviews, and more.
See the best product reviews, compare products, read reviews, and more.
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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.
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.
We organize a hundred things with it: media galleries, software overview, social media & content marketing plans, CRM, digital resources, etc. I also like the team as they're always listening to us and improving the tool. Highly recommended.
Infinity is a fully flexible work management platform where you can organize all of your projects and tasks in one place, customize all your work to your liking, and easily collaborate with your team. Thanks to its flexibility and customization, anyone can use Infinity: marketing agencies, project managers, entrepreneurs, development teams, accountants, educators, freelancers, real estate companies, etc.
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
I just have to say, Infinity is INVALUABLE in helping me manage 50-75 projects at any given time at different stages of the sales process. I would be lost without it and so glad I purchased it!!!
- Charlie Ryan
Hey, my name is Koen. I'm a Vegan Health Coach, and I'm giving Infinity a four out of five rating. For more reviews just like this, click below. So before I started using Infinity, I literally had a ton of different apps, and I still do, but I'm downsizing. So I was using, I think Plutio, I was using Trello, I was using Notion. I was using all of the different organizers and billing apps, and I was just like, "Man, there has to be a way how I can do that easier." And a friend actually introduced me to Infinity. I started using it, and it made my life so much easier. All the reasons why I chose Infinity definitely had to do with just having all of these different apps that I would normally use, or all of these different software tools, like a project manager and a billing app and just a way to organize my workflow better, all in one place. And before, like I said, I had all of these different softwares that were doing basically parts of what Infinity is doing as well, but I had to shift the whole time between three or four different software tools, and it caused me to lose where all my information was. So that's the one thing that I really like about Infinity, is that I don't need to use all of the different tools anymore. And I can just have all my information, everything that I need to work and stay organized, in one place. Let me say, it was easy to get started with it. However, Infinity is very broad. There are so many different features, so many different things to figure out, that it can take a little while for you to really get going with it and really start the full scope of what it is all capable to do. However, what I really liked in the beginning is that it has all of these pre-made templates, or different boards and different projects, for you to see how are those features all working. And what you can do is basically just copy them and start implementing into your own workflow. So that makes it definitely a lot easier, especially if you're not as tech savvy as I am, to start to use working with Infinity. But like I said, it has a lot of features, so it can take a little while for you to get to know all of them. My best recommendation for people that are considering getting Infinity would be to look at your own workflow, look at how your organization or how your work in general is structured and what are all the different tools that you're using right now in order to do your job. Right? Maybe you have a project manager, maybe you have a tool that you can use for your task, or maybe you have a place where you write and store your content, and maybe you have something for billing. Well, if you have all of those different tools, it might be much more convenient for you to actually start looking into a tool like Infinity to organize that all in one place and just have a much smoother workflow in general. And yeah, not like I do, lose information in the process of having it stored everywhere.
- Koen V.
Lots to learn about how to use it, but now that I'm up and running, I feel pretty good about being able to keep track of a lot of things at once.
- Michael S.
|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."
|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."
|I like that it's like Airtable and an interactive spreadsheet
|Really customizable to your needs.
|There are a lot of things that only the account owner can do, which creates a bottleneck for us sometimes
|The bugs were outrageous and it loads so slow
|Selecting and de-selecting fields for use is a bit awkward, but not a deal-breaker at all.
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