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Method CRM vs OpenCRM: Which is a better fit?

Updated on February 9th, 2025
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What's your intended use case?
Summary
Key features rated by users
Features selected based on 14,174 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.5
Lead Management
4.5
Sales Pipeline Management
3.9
Reminders
--
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.5
Lead Management
4.2
Sales Pipeline Management
4.2
Reminders
--
User satisfaction
4.2
User reviews115
Ease of use
3.9
Functionality
4.0
Value for money
3.9
Customer support
4.1
4.5
User reviews284
Ease of use
4.4
Functionality
4.4
Value for money
4.6
Customer support
4.7
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

QuickBooks users, meet Method: the smarter way to manage leads, track sales, improve customer service, and automate tasks. Say goodbye to double data entry and hello to more time for what matters.

Mid market businesses. Companies that want to manage their sales, grow the business and make more profit - plus a lot more.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-0fa5ae83-87ed-4203-ed72-08d911b44095
Joe C
Sales Operations
3.0

Speaker 1: Hi, my name is Joe. I work in healthcare and sales operations. I give Method a three out of five, for more reviews like this click below. So before we looked into using Method CRM, we were using Infusionsoft CRM, currently that's actually now called Keaps CRM. And the reason why we actually made a move was because we needed something that had better integrations with some of our other softwares, mainly QuickBooks for accounting. And that was one of Method's biggest strong suits. So the biggest reason we chose Method CRM was the fact that it had a really great integration with QuickBooks. We were already using QuickBooks at the time, and so it was just perfect to be able to have a really fluid integration with QuickBooks. Also, the entire customization of the Methods CRM dashboard is actually really great. You can add custom fields, custom objects, the entire layout can be totally customized. You can also customize all the automation. That being said, there are a few issues with it, that we ran into glitches that should be resolved. So getting started with Method CRM was actually pretty difficult. There's definitely a learning curve in terms of building the automation yourself. Now Methods CRM does offer their own consulting services, where you can hire a consultant to do some of the automation and customization for you. However, I felt it was overpriced. And so, a lot of the customization fell on my sales operations team to build out. So I would say it was pretty difficult. So I would recommend considering Methods CRM only if you require it for QuickBooks integration or you have a very simple business without a lot of complexity. I think that it's a great CRM, as long as you don't have tons of complexity that you need to throw at Method CRM. It's great for QuickBooks and accounting, but it's a little bit more difficult as far as integrations. In order to integrate you have to use... go through Zapier, or there's maybe a slew of others that might be actually integrated, but without doing a Zapier integration, you're kind of out of luck. So that's one thing that you should really consider, is how many integrations do I need to do? And am I willing to go through Zapier to get to those. Otherwise, I think that's really all of the considerations you should have.

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Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Method CRM

29/37
  • Campaign Management
  • Customer Journey Mapping
  • Data Security
  • Lead Scoring
  • Marketing Automation
  • Multi-Channel Communication
  • Referral Tracking
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Mobile Access
  • Quotes/Estimates
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

OpenCRM

Top Features
33/37
Show CRM Software Features +

Method CRM

--

OpenCRM

  • Best Value CRM
    Software (2022)
Method CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
OpenCRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Method CRM
  • By Method Integration
  • Located in Canada
  • Founded in 2010
OpenCRM
  • By OpenCRM
  • Located in United Kingdom
  • Founded in 2005
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