Method CRM vs Integrify

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Integrify

Category: Task Management Tool

Industries: Education, Marketing, 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 Integrify

Our first experience was great using a simple workflow/process but once we built our custom workflows specific to our company we soon outgrew the capabilities of the system. Our management elected to move on with other products so our full potential with Integrify was most likely not realized. Seeing that they are still providing a product makes me wonder if the shortcomings have been overcome. Support was great and that was one of the key items that kept us using it for the extended period that we did.

Dana H.

About Integrify

Integrify's low-code workflow management platform focuses on ease of use, rapid deployment, and powerful features. With Integrify, organizations can turn manual processes into user-friendly applications. Unlimited Forms, Unlimited Processes, Unlimited File/Document Storage, Unlimited Transactions/Requests, Unlimited Audit Trails, Unlimited Reports/Dashboards, Self-Service Portal, API Integration, Free Workflow App Starter Templates, Dedicated Account Manager

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

Integrify reviews

We never successfully used the software, due to a combination of factors both relating to Integrify and our own situation.

- Wayne E. Manager, Software Development

I am waiting for the next release for upgrade -if possible - You guys -Integrify- changed my life and saved my time in managing things and staff

- Ahmed H. Business Process Manager

I've been using Integrify for almost a year now, and one of the greatest things it has going for it is just how user friendly it is. It's an incredibly intuitive and easy to learn tool that's also tremendously flexible and powerful too. We use it company-wide for many different automated processes, and it's a great efficiency boost for the whole company.

- Matt Y. Business Process Analyst

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."

Integrify

Pros
Easy to implement, easy to manage
On-screen workflow diagrams provide excellent overview of processes as well as the ability to easily reset requests back to previous steps
Customer support is extremely responsive and available and most important willing to work with you to come to a solution
I have enjoyed working with this product thus far
Contains lot of good features such as you can create and modify process at ease
You can track your progress as well which provides lot of details
Support was great and that was one of the key items that kept us using it for the extended period that we did."
Cons
The more complex the process, the more flow specifications would need to be re-entered
For example, given the lack of a publishing process, copying a flow was the only way to simulate one
I should note that factors within our company also contributed to the failure with Integrify
However, copying a flow lost some types of data which needed to be entered (repeatedly)
This was also very awkward as most browsers have limited printing support."

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