Method CRM vs Square for Retail

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Square for Retail

Category: Task Management Tool

Industries: Marketing, Business, Financial

Pricing

Plus

$29+/mo.

+ processing fees

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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 Square for Retail

We have been using square for a very long time. I have always found it to be very user friendly. I really like the reports and the daily email of what we collected. If you use the entire system you will find that you can run a lot of your business with square products.

Wayne H.

About Square for Retail

Long Description (Customized) Square for Retail is a platform of software, hardware, and payments for retail businesses. Its built for your storefront and back office. Its built for boosting sales and cutting costs. Its built for making the complicated stuff simple. Ring up a sale in seconds by scanning a bar code or searching with a keyword. Attach a customer or card on file to the sale for a seamless and fast checkout. Add inventory from your point of sale and instantly create customer profile

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

Square for Retail reviews

It is very easy to use and convenient for my customers

- Chase M. IT Sales

Overall it is easy for all of our team members to use!

- Shanna N. CEO

Its what we needed in a pinch to get sales orders working on the field at events. It worked well for conferences and venues.

- Eric S. IT Manager

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."

Square for Retail

Pros
I hold many pop up events for my shop and the square is fantastic for this
Adding inventory and processing payments is fantastic
It's been a great experience
I was able to implement it easily
Overall, it was a great beginning software to introduce our team and staff to setting up and developing a POS system and how to best organize and categorize their inventory
As a customer I appreciate the ease, speed, and efficiency of this product."
Cons
Their fees are insane, and they will close accounts without warning
Probably not at fault of the application, but sometimes would have to reconnect or close/reopen if internet connection was lagging
This could have led to customer upset in speedy checkout
It requires internet connection, so it cannot be used is there is poor or no network/wifi or you cannot hotspot
Fees can sometimes be pricey on the business
I try Squareup.com and it takes me to my Weebly dashboard
Very confusing and frustrating."

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