Method CRM vs Lumiform

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Lumiform

Category: Task Management Tool

Industries: Education, Marketing, Business

Pricing

Professional

Comprehensive features

16€

User / month

20M+ Downloads Check

#1 in Magazines & Newspapers

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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 Lumiform

Due to the easy handling and adaptability to different situations (as well as the checklist library) an incredibly useful tool for our employees to avoid/report errors and to document them. For the management, Lumiform's analytical functions are extremely helpful in process improvement, be it quality, occupational safety, cleanliness, etc.

Pierre W

About Lumiform

Lumiform was founded with the vision to build the leading deskless worker OS that could help businesses digitize and automate workflows for frontline teams, saying goodbye to pen and paper. Thanks to our easy-to-use app, Lumiform is used by businesses all over the world to streamline processes such as hygiene documentation in restaurants, safety walks on construction sites, vehicle inspections in logistic companies, or risk assessment.

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

Lumiform reviews

I was googling for a home office specific review methodology and that's how I came across this company. I was surprised how many ready-made checklists Lumiform offered. Very practical for us, because I didn't feel like dealing with the topic forever!

- Anna W Customer Success Manager

We were thinking of developing a solution ourselves because we thought our needs are too special. With Lumiform we can tailor the checklists along the whole process to our needs.

- Axel K CEO

At the moment unfortunately no option to continue working with it.

- Jorg W Specialist for occupational safety

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."

Lumiform

Pros
: Lumiform is so intuitive and easy to use
But the best is that it is very flexible
Very easy to use and every employee can digitally fill out and document the quality checks assigned to them and take any necessary next steps.
Cons
: They are still a young company with some of the typical flaws.Bugs in the software tablet application/documents not uploading and disappearing into nirvana
Some of the document output was poor, this should not happen after the rollout.

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