Method CRM vs ProntoForms

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

ProntoForms

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

Essentials - $15 per month

Advanced - $45 per month

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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 ProntoForms

Easy to configure, create forms, create users, create roles, give access, feeding data, API Overall: Signing up the member without using paper form. That avoid the data re-entry. Pros: I have been supporting the ProntoForms Application from 4 years. All features are very easy to use and manage. All features are very effective. Users iPad might have different forms. Even a forms that has 7 pages, no issue at all. I worked on API to push data for the forms into iPad. Users submit the records and will back to the server to automatic feed into database. Customize whole cycle was great and success. Creating Users, Creating roles, security access, creating form space and forms are very easy. All features to create form are there. Customize forms can be create easily. Cons: As a software engineer, I don't see any cons on this application. But I see that a user can use either iPad or iPhone. One user cannot use both. If user want to use both there will be two license and two user. If a user can use at least two devices from same license and same user name that will great.

Rajendra M.

About ProntoForms

Need safety, maintenance, or quality management apps? ProntoForms is the leading mobile forms solution for aftermarket services. Put custom mobile form apps in the hands of your field teams fast with a no-code platform. Cut asset downtime with proactive maintenance and keep customers happy with proof of service reports. Use analytics dashboards to track KPIs like inventory turnover, QA, and asset health. These capabilities come built-in along with integration with back-office and cloud systems.

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

ProntoForms reviews

Overall: There isn't many positives I can convey. I have developed safety audits for several companies, using both Predictive Solutions and iAuditor, both of which I prefer. Pronto Forms was a program that our parent company went to and wanted to be consistent and pushed it out to all of it's subsidiary companies; so I had no choice. Creating the form was no problem, however we aren't a company that is at a site for multiple months at a time, we may only be at a project for 2-3 days, and we are constantly moving employees around, which means every time you do this, you have to update your form, then ensure all the users sync the data for it to show up before they use it again. When trying to use the data, it's pointless. You enter data on the Pronto Forms site, then you have to go to a different website to get your data. Predictive Solutions is obviously the Cadillac of Safety auditing software, the one fault with them I have is that if you have to make changes, it isn't as easy as making the changes yourself, you send them into your contact for them to make the changes. Pronto Forms gives you that freedom, I will give them that, but still, as the administrator of these forms as well as having my main job function, unless you are a company that hires someone specifically to manage the Pronto Forms entry and collection, I would steer clear. As soon as our contract is up, we will be going back to iAuditor, which is far less expensive, allows up to three user devices per user (being an admin, I have to change devices regularly, and each time, it locks me out of the other device I am using). I hate giving a company a bad review, but what we were sold on and what the final product was, is light years away from each other.

- Glenn S.

Overall: It's good, I consider for keep for a time. Pros: So, It's very interesting this software, the colors, the frame position. I like because, first, we can use in a smartphone and develop advanced surveys. Also, I love that we can connect with a differents type of cloud for example G suit (I personally use) or even Dropbox, organizing and obtaining the analysis hoped. Finally, It's too easy for start and I consider essential for a SEO plan, marketing, advertising and all is in real time. Cons: It can be better, for example the settings option need be more visible. Sometimes, the connection is gone.

- Fred C.

"ProntoForms is a critical Field Service data capture tool" Pros: The form builder is very intuitive, and their support documentation site is full of useful tools to assist the form building process. Adoption was easy as well because the mobile apps are intuitive to the user. If needing additional support from their support team, they reply out quickly and follow up with support requests to ensure a positive experience is met. If we have suggestions we can submit them and they are often implemented down the road as new features--what more could you ask for? Cons: There is nothing that I don't like about this software and company as a whole.

- Lisa Z.

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."

ProntoForms

Pros
The ProntoForms is an amazing tool and very useful for different types of businesses
The use of the platform is simple, agile and with excellent benefits for the daily operation of the company
Customers love to see images / photos of the jobs we do
We can also drill down into the types of jobs we are completing and therefore focus on the most profitable areas of the business
I love the amount of flexibility to operate and ability to create any end product you desire."
Cons
Behind the scenes when setting up destinations, etc
can be confusing
Recover lost revenue through lost job tickets and service reports
During transition times of heavy updates, problems and errors can arise within the mobile app and the web based portal."

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