Method CRM vs Optimy

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Optimy

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

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 Optimy

Overall: The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.

Lindsay C.

About Optimy

Optimy helps users receive applications, sort them, and then manage the projects and report on those. From a single dashboard, users can follow all the projects and their processes. Recurring tasks will be automated, saving the user a lot of time. Gather and centralize all contacts in one place.

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

Optimy reviews

Through Optimy we handle our complete commitment. The hopes that we as a company had for the software have so far been fully fulfilled. It turned out that we can use the tool to integrate further processes that we did not have in mind in advance. With this integration, further processes are streamlined, interfaces and sources of error are reduced.

- Roy H.

My experience has been very positive and filled with great customer service and support at every stage.

- Chelsey W.

Overall: We are ruling all partnership events (commercial and non commercial) through this tool. Pros: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.

- Allain H.

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."

Optimy

Pros
Easy to use
Being able to make personal edits to the software is a huge improvement in our efficiency
Customer service available and very professional.
Cons
There are some automated features that were available in our previous solution which are not available in the Optimy tool
Server response too slow
Some changes are set up without correct information of the client.

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