Method CRM vs Zen Planner

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Method CRM

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$25.00 /month

Zen Planner

Category: Task Management Tool

Industries: Business, Marketing, Education

Pricing

Software

$121

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 Zen Planner

I was really impressed on how well they understand how martial art schools work. The software takes into account everything you need to keep your school running - from scheduling out classes students reserve for, to taking payments and setting up merchant accounts, to desk check-in software, to students having their own portal to track their membership and status. Customer support was very helpful during the onboarding.

Itzak L.

About Zen Planner

Zen Planner is the #1 martial arts software in the world designed to meet martial arts schools' unique needs. Our custom software features billing, automations, attendance and belt tracking, reporting, retail, simplified family management & more. We also offer lead-generating Integrated Websites specifically designed to help grow your school.

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

Zen Planner reviews

Zen Planner software has enabled our company to introduce a program to our customers in a seamless fashion. Their customer service was vital in helping us with this process.

- Jody B. Head Teaching Professional

The best feature is the Zenplanners calendar can be embedded on our website along with the ability for new prospects to reserve a trial class

- Michael R. director and founder

Anytime you need something they provide support zoom, call email, chat, etc. Service is huge for me and the software works great. The integrations with other softwares is also a huge bonus.

- Justin W.

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."

Zen Planner

Pros
I also use it to bill my customers and record all my expenses
It is a perfect solution for a gym of sport facility, we are a fencing club with over 100 active members
It is not only about issues but also about functionality questions
They are super friendly and useful
I like the having the chat for help
They were patient and solved my issues
I truly have been very excited with this software and I enjoy interacting with it in a daily basis."
Cons
I use ZP on my laptop in a web browser and I've found it confusing to try the staff app on my phone or tablet
This old dog struggles with learning new tricks So we can't blame ZP for that
This comes at a particularly bad time for us because we are building a new website and our web designer needed to have a phone conversation with a "live" staff member
Overall we would not recommend this software
It seems as if the team behind it has lost heart for the program and isn't keeping up with the competition
I could do just about anything from my admin account, but my fellow coaches who spent less time in it had a harder time working with it
Customers also struggled a lot."

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