Method CRM vs When I Work

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

When I Work

Category: Task Management Tool

Industries: Education, Marketing, Business, Financial

Pricing

Standard

$2.50 / user

Advanced

$6.00 / user

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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 When I Work

I've been using this software for 5 years, first as an employee then as an employer. Ease of use for both parties is fantastic and it's well worth paying for to save the time. When I change places of business, if I have a choice, I will choose When I Work again and again.

Trish C.

About When I Work

When I Work is an easy way for businesses to schedule, track time and attendance, and communicate with their hourly employees. Put the schedule and time clock in every employee's pocket with free iOS and Android apps. Keep track of time off, employee availability, and manage shift swaps with just a few clicks. Integrate with your payroll provider to streamline the process and avoid human error. Get started with a 14-day free trial now.

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

When I Work reviews

I love this product. Greatly improves several aspects of our workplace, both management and employees.

- Ryan M. Principal

It's a really good sheduling work software to use.

- Kristen A. Customer Service representative

Overwall the software works great for time keeping, scheduling shifts and dropping shifts.

- Deanna B. Business 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."

When I Work

Pros
Out of all the scheduling apps or processes I've been a part of, this has definitely been the smoothest
I would recommend this app to any employer looking for good software
It is a really nice way especially if you have a significant number of employees to figure how best to configure everyone's schedule to meet the needs of the office
I love using when I work because it's super easy to view your schedule for the week and also week to come
When I Work allows me to keep track of my work schedule seamlessly
I have recommended it to a few of my friends who are not the greatest with time management."
Cons
Often, this process is tedious, but it doesn't come up often as the initial mistake is human error
Sometimes on the android app its signs you out or completely fails to load
Re-opening the app usually fixes it but it can be frusterating
They change features that are detremental and don't give an option to opt out
You can't speak to a person you have to email them with problems
You have to pay for unused users portion- e.g you have only 5 users but you still have to pay for 10 users
It is misleading that they list a price per user."

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