Method CRM vs Samepage

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Samepage

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

FREE

$0

Standard

$7.50

Per user, billed monthly.

PRO

$9

Per user, billed monthly.

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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 Samepage

Very positive and their customer support team goes above and beyond my expectations.

Kim

About Samepage

Samepage makes collaboration software to help teams get work done. Chat, share files, and manage tasks – all in real-time and in one app. Samepage simplifies the way teams work. We’ve built all the productivity and communication tools you need to create, discuss, and complete projects in one place. Create content, organize files, and discuss ideas without having to switch apps. Our Livepage architecture enables teams to work together at the same time, and see every action in realtime. It's team collaboration the way it's meant to be – simple, fast, and completely transparent.

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

Samepage reviews

Overall, this has been a great tool for a couple of small organizations I work with using Samepage. It has the core features small teams need to get organized and is very cost effective (with their generous free plan).

- Kevin

Team members found this product particularly quick and easy to learn how to use.

- Carolyn

Teams in my organization collaborate on the same document and projects from a single platform.

- Derek

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."

Samepage

Pros
Combines both online project management and cloud file storage abd synchronization in one same page
User friendly
Easy to use.
Cons
Doesn't feel or look as slick/intuitive as some of the competitors
Does not have the ability to chat in a group video calls and conferences
High cost per user in comparison to some other tools.

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