Method CRM vs Shelf

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Shelf

Category: Task Management Tool

Industries: Education, Marketing, Business, Financial

Pricing

Knowledge Management

$20

Per user

Per month

Contact Center

$30

Per user

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 Shelf

My overall experience with SHELF has been incredibly positive. First and foremost the customer service and personal attention has been wonderful. I never go more than a few hours without answers to my questions and they are always ready to listen and work on any issues I am having no matter how minor. I really feel like they take their clients wants and needs into account as they develop updates and the response that I have gotten from my own organization has been overwhelmingly positive.

Jordanne O.

About Shelf

Shelf helps companies get things done and avoid costly mistakes by providing the best document search in the Industry. Used by organizations like Gerber, Amazon and Nielsen, Shelf was designed by a Harvard knowledge management expert to have best in class search and findability. Shelf also has enterprise level security and is an award winner in usability. Our customer love us because we make document management easy. Contact us for a free demo.

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

Shelf reviews

SHELF has been great! Before SHELF I created a website knowledge base for us to use, noting my website didn't have a good search feature, the ability to create folders, nor the real feel of a knowledge base. Getting SHELF helped us finally step into the real world of knowledge bases, and the work they have put into this web based software is superior. I am enjoying my time with it, and the ease of use of SHELF has made it an outstanding product.

- Jared O. WFO Supervisor

Very good. I'd definitely recommend it

- Rudy C. Knowledge Content Specialist

We wanted a product that would help us manage our knowledge better. The product is good , but the overall speed / refresh rate is poor in-spite of us using more than 50 mbps.

- Don D. Head of Operations

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."

Shelf

Pros
I enjoy how easy it is for me (admin/content creator) to be able to set up a module in Shelf, and make it accessible for my team to easily search
Shelf has been a huge asset to our overall organization of content and process documents
It has improved consistency and efficiency across all the teams that leverage this tool
They show a true willingness to help and have amazing expertise in knowledge management and provide best practices to ensure success
The ease of loading/updating a document and making it accessible to our agents."
Cons
Lack of a rating system is pretty unfortunate
Although I think that's coming in the future
Inability to download and tag multiple files/gems at once
I can't say anything about negative sides of Shelf, because I have not seen it yet
Even knowledge managers at our firm have trouble keeping track of information across teams and departments so no solution is going to be a one size fits all."

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