Method CRM vs Schedulicity
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See the best product reviews, compare products, read reviews, and more.
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Sir Richard BransonI 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.
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.
The business problems I am solving appear to be those created by using Schedulicity. The 'Rockstars' are friendly, but whoever is in charge really needs to think about R & D and QA. I loved Schedulicity at its inception, now I see very little benefit to using it....unless you call mindless hours clicking on appointments to determine whether or not a session has been paid for each and every session for each and every client.
Nadia D.
Schedulicity is an all-in-one scheduling software that features appointment booking, class management, digital marketing, and payment tools. Check your calendar and adjust appointments on the go, customize waivers and policies, and use our Waitlist feature for overbooked classes. Set up automatic emails and text reminders to cut down no-shows, and get paid (and tipped!) faster with built-in payment processing and our pay-by-text tech, Norm.
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
I can setup my service and have them ready for the client. It is a good start up if you need something. Plus you can set it up with Instagram and facebook pages.
- CharRon E. S. Owner
Outstanding customer service. Very helpful and resourceful staff, I always got a prompt and warm response to my inquiries. I felt supported and well cared for.
- Andreanne L. Flexibility and mobility trainer
Great experience. Great program. Excellent customer service. Just outgrew the program
- Carley C. RMT
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 |
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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." |
Pros |
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This has all but eliminated my no-shows |
Also love that my employees can check and adjust their schedules and re-book clients easily |
Loved the add-on format for selecting the services I needed, not paying for features I wouldn't use |
There are emails that can automatically be sent out to clients to remind them of their appointments and that's really helpful to me because if I had to do it manually, I know I would forget |
I'm not actually a user of this software - I was just helping a friend with getting some data out of her account." |
Cons |
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There is no option for providers such as Nail Tech to be able to pair add-ons to their services |
Becuase of this one and small reason I am unable to use this system |
I am very uncomfortable with putting this information in |
It should go back to not requiring payment info or at least integrate with PayPal |
The problem is not with THIS software, the problem is with the over abundance of salon and spa scheduling software |
There are literally hundreds to choose from and no real industry staple |
Unless you call mindless hours clicking on appointments to determine whether or not a session has been paid for each and every session for each and every client." |
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