Method CRM vs ProcessBliss
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Sir Richard BransonMost 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 ProcessBliss
The intuitive and easily setup templates, which connects documentation with the actual guided and recorded execution of the standard processes. The ease of use and the small effort needed to setup the process whether they as straight forward, conditioned or have multiple steps. Great and fast support.
Katrine G.
About ProcessBliss
Process Bliss eliminates the chaos of running a business, enabling teams to get it right, every time. Process Bliss allows you to create simple yet powerful workflow process, which transforms into checklist execution of business tasks. Business operations are easily viewed to track success and opportunities for process improvement. Now all the information about the way you run your business is in one place, its easy to share, and you have a full audit trail every time a task has been run.
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
ProcessBliss reviews
Just began testing Project Bliss for Workflow and QMS. I'm shocked at the flexibility and price - in a good way. A great deal of power in an easy-to-view product.
- Dianne P.
In setting up Process Bliss we are considering all aspects of the services we deliver to clients and as a result of this review we are refining and streamlining our workflow which I know will generate more capacity and profit in our business. Additionally the plan is that I will not have to carry the team's tasks in my head and Process Bliss will give and overview of what is outstanding with any team member or client.
- Georgie C.
Really positive - it has made a real difference to our business by enabling us to work smarter and to allocate more time to strategy and planning.
- Melissa 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." |
ProcessBliss
| Pros |
|---|
| Easy to use |
| The processes are easy to customise and user-friendly |
| The ease of setting up a template. |
| Cons |
|---|
| Slow to load |
| Needs more integrations with other platforms |
| Limited functionality in designing templates. |
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