Method CRM vs Laserfiche

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Laserfiche

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 Laserfiche

The only positive thing I've experienced with Laserfiche is that it's reliable for storing documents and I can automatically see recently saved items without having to constantly refresh, but that's about it. It can store a lot but so can a lot of other data storage softwares that I've used in previous years. There are definitely better and more user-friendly programs out there.

Nathalie M.

About Laserfiche

Laserfiche is the leading global provider of intelligent content management & business process automation. Through powerful workflows, electronic forms, document management & analytics, Laserfiche eliminates manual processes & automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning & AI to enable organizational transformation.

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

Laserfiche reviews

Overall great experience. Would highly recommend!

- Joel H. Business integration Manager

Once I learned how to use this software, I loved it! It took a bit of time, but now that I know it, it is great.

- Kathy Q. HR Generalist

Being able to find records at your fingertips, not having to get up and search through old dusty file cabinets, and locate records quickly. I love that the public can also search weblink and get the documents they are looking for. Weblink has made our Public Records requests go down tremendously. Laserfiche has been an excellent tool for us, saving time, money and space.

- Roxanne P. Archives and Records Technician

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."

Laserfiche

Pros
I have been using Laserfiche in some form for over 12 years
I appreciate that it allows the user to organize information in a way that is meaningful to them
I like how much memory and capacity for storing information this program has
It is also very easy to add and rename documents in each client file
We had several paper based processes and the piles of paper was taking up a huge amount of our office space
Laserfiche has been able to store all our paper documents in digital format
Great way to distribute documents for signature authorization
Also great for document control and access."
Cons
Doing ediscovery from Laserfiche and it is a terrible products
I have had troubles with inserting a document in the finished file in the destination folder
It will not allow me to scan from there and add more pages
I've had Laserfiche for 2 years now, and I'm still struggling to get it fully operational
Sometimes hard to come up with a consistent process
Not a Laseriche issue, more of a company issue."

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