Method CRM vs UpWave

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

UpWave

Category: Task Management Tool

Industries: Education, Marketing, Business, Fianncial

Pricing

Basic

$ 4

Per user per month

Business

$ 8

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 UpWave

Survata is one the nice app for Marketing and promoting business. It provides many features regarding marketing and advertising the business. It advertise our products and business more far then we except. It is easy to use and provides us great promotions of our business and products. And most important thing about this is costomers satisfaction. Although, it is effective way to promote business and marketing.

Subrat P.

About UpWave

Upwave is a visual platform for collaborating on projects, portfolios, and daily tasks. Visualize your projects with different views, including board, table, timeline and calendar. Monitor status and progress on all your projects from the portfolio overview. Track time, set estimates and create timesheets. Easily and securely involve outside collaborators. The intuitive and user-friendly interface makes it easy to get everyone onboard - no extra training needed.

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

UpWave reviews

Upwave became the one stop shop for collaboration and tracking progress on projects. Also, the customer service team has been very helpful, offering tips so we are able to maximize functionality and productivity.

- Tom K. Senior Manager

Easy to set up, great support throughout the process and quick results.

- Howard P. President and CEO

feature of this product like workload maintain user wise. connect with each other other staff for timely manner

- Ganpat L. Software developer

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."

UpWave

Pros
It is really greater to have everything in one app, vivid and organized online, than to buy millions of notebooks or write long messages in chats with tasks for your team members
The idea with ticks and columns to show the progress makes users feel satisfied with the results and observe the completion level of the work
Smart design, a wide range of photos for your boards, stylish colours and tinctures help to create a unique workspace, which is esthetically enjoyable
Especially the singular combination of the following features makes Upwave that strong in my eyes
Full color cards, not just tiny tags as usual."
Cons
I am having problems with archiving
This could be on my end and not software limitations
I avoided buying a software from a software company as upwave is very simple
We used it for about a week then abandoned it
We're very stuck in our way though, so it was mostly us
Every time I had a problem I wrote to customer service and they solved it quickly."

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