Method CRM vs Zola Suite
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Sir Richard BransonMost 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 Zola Suite
We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.
Michael G.
About Zola Suite
With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting.
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
Zola Suite reviews
Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area.
- Barbara G. Attorney
The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation.
- Kevin L. Attorney
I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file.
- Nelle S. Paralegal
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." |
Zola Suite
| Pros |
|---|
| Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend |
| I also love the support Zola provides with real humans who are knowledgable about the product |
| Their follow up is outstanding |
| Zola Suite allows me to manage both the clients side and the business side of my practice with ease |
| This is great product for solo and small firms." |
| Cons |
|---|
| Since the company is unable to correct the problem, I must move on to the different product |
| In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold |
| Zola does integrate with Law Pay which has that feature, but the process gets clunky |
| There is very little that we dislike about Zola Suite |
| Anything that we have concerns about, they try to address and show us a proper way to manage." |
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