Method CRM vs Shoeboxed

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Shoeboxed

Category: Task Management Tool

Industries: Education, Marketing, Business, Financial

Pricing

STARTUP

$18/mo*

PROFESSIONAL

$36/mo*

BUSINESS

$54/mo*

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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 Shoeboxed

Overall, I was looking for a way to stop keeping receipts in a literal shoebox in my filing cabinet. This fit the bill. Ultimately, I used the mail-in service only once, and the app occasionally. My primary usage was for digital receipts. Because of my minor annoyance with forwarding emails, I do think the app is mostly useful for those with paper receipts, so I would probably only highly recommend it for that purpose.

Nyla S.

About Shoeboxed

Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and categorizes everything into a secure, searchable online account that is accepted by the IRS. Plans start at $29 per month.

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

Shoeboxed reviews

I like it. It saves me a lot of time. It's the best service like this that I know of (and I'm not likely to want to switch at this point anyway).

- Richard H. Software Consultant

Maybe there are other solutions out there that compete, but I haven't found them. Shoeboxed has been my go to application for a couple years now and I tell everyone about them. It's the simplest concept that I cannot live without. You take pictures of your receipts and it directly imports them into my accounting software. It let's you know in the phone app when it cannot read certain data but otherwise it's pretty dependable. I cannot live without this app.

- Jessica A. Owner / Creative Director

Time and cost effectiveness!

- Jacquleen C. Ohio Office Coordinator

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."

Shoeboxed

Pros
I like that I can easily photograph and log my receipts and keep track of them for my taxes
Overall I am happy to have a place to put my receipts and to make things easier for when I am doing my taxes
I like how this is an app specifically for tracking receipts
It is very easy to lose receipts if you're not careful
We like this as it keeps all of our invoices in one place and easy to upload."
Cons
I finally lost it, they have no live chat which they say they do
I sent an online message, I emailed them again and called and left a message threatening them
I have left several messages and email
No one ever answers the phone and never return calls
It's not easy to keep up with all our Business receipts and the headache of scanning all our documents then storing them was a nightmare
There are scanning errors and inconsistencies
Sometimes when I search for an amount, the invoice doesn't show up."

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