Method CRM vs UpKeep

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

UpKeep

Category: Task Management Tool

Industries: Education, Marketing, Business, Financial

Pricing

Starter

$45

Per user/month

Professional

$75

Per user/month

Business Plus

$120

Per user/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 UpKeep

Overall, this is the best CMMS we have used. I did sample the top 10 for a year before deciding and upKeep was the best because of easy of use in the field. This software saves time by reducing paperwork and admin tasks.

Jonathan B.

About UpKeep

Upkeep is an Asset Operations Management solution that helps businesses scale by giving every Maintenance and Reliability team the tools and information they need to run Operations efficiently and effectively. UpKeep gives you a central command center to efficiently manage all your work orders, assets, and maintenance to deliver fast resolutions. UpKeep enables you to create one front door for all your technicians to go through for all services and 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

UpKeep reviews

This creates the foundation for extensive maintenance records, historical tracking of problems, inventory, and more. It allows you to monitor your entire portfolio on a macro and micro level.

- Dirk K. Director of Operations

Using Upkeep has been an easy process, and it helps keep everything in one place. I also like the fact that our Operations Manager sees everything that I do, from creation of work orders, to updates, and completion of work orders.

- Rick D. Facility Manager

We all like it, but the glitches are too slow at being corrected. I really don't want to switch companies but it has come up recently. I like working with the support team, they always seem very willing to help. Unfortunately the solutions they provide are hardly ever agreeable with me. I think that is usually no fault of theirs, but rather that we keep reaching the end of the program's capabilities. That is frustrating for me.

- Jamie P. Grounds & Buildings 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."

UpKeep

Pros
I love the ease of using this software, the clean organization, and simple functionality
The group of individuals that helped us set up UpKeep were amazing, supportive, and informative throughout the whole process
Setting up a PM schedule was easy, fast and logical
I am still learning more about the product, but at this point, I'm a huge fan
The product is extremely easy use and responses are almost immediate
One the initial password is saved you can just store it in your favorites and fill out the firm."
Cons
I just risk that it was available to all departments without having to pay additional user fees
When filling out the tasks on the app if you make a mistake and have typed to much you can't go back and correct it because it doesn't do it in paragraph form
If there is no service then the app is useless to use
Requester's sometimes log out of it and forget what their password is."

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