Method CRM vs Schedulista
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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 Schedulista
I love Schedulista! As a small business, the price is right, the features awesome. I have referred many a student and colleague to Schedulista as it has streamlined my business and lets me focus on the therapy side of my practice. Brava, Schedulisa!
Kayla Garnet R.
About Schedulista
Schedulista is the easiest way to accept and schedule appointments online. Clients book directly from your website, Facebook page, or from a link in email / SMS. You get a beautiful booking page that you can customize to match your website or your personal brand. Features include calendar sync, embed scheduler right in your website, unlimited SMS, charge for no-shows, payments, classes, Mailchimp integration, and friendly support!
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
Schedulista reviews
We are a e-learning company based in London, UK and we deliver online language classes to clients based several in North America, Europe, Africa and Asia. Before Schedulista, the scheduling process for our classes was so painful, so time consuming. Schedulista is cost effective, easy to use. The integration with Zoom save us a lot of time and energy. All in all we are very satisfied.
- André F. Managing Director
Used to be great. Now appears to be abandoned business just collecting fees
- Jean K. Fitness trainer
It does have some limitations, like not being able to take credit card numbers. It's also not linked with EHR, so when I do switch over from paper to electronic files, I will have to use a different software.
- Kathryn N. Acupuncturist/Business Owner
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." |
Schedulista
| Pros |
|---|
| My clients love the reminders, both text and emails, plus the ease of changing an appointment iof necessary |
| This allowed me to help my customers, as if they were actually in the boutique with me, and I could offer solutions to their gift needs |
| Overall my experience with Schedulista has been excellent, I highly recommend this product |
| My clients love it on their end and I love having a virtual assistant to send out appointment reminders and to take appointments for me after hours which saves me tons of time." |
| Cons |
|---|
| That messes everything up, and when you go to change an appointment, it sometimes won't let you because it thinks you are making an illegal google change |
| I no longer need to spend time on scheduling |
| Clients book and pay for lessons |
| Had one bad moment when IOS13 caused the app to not function on the iPhone |
| This solved a really problem I had in competing with MANY other businesses who were selling online over the lockdown period due to Covid-19." |
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