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For small and medium-sized businesses on Google Workspace looking for a CRM that automates repetitive tasks and integrates with the tools they already use, such as Gmail, Mailchimp, and Slack.
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.
An excellent tool to optimize opportunity management and strengthen customer relationships.
When I contact customer service, they said that per their policy, not only was that charge valid, but that I would be charged AGAIN next month before charges stopped.
I love that it syncs to our G-Suite environment. Having all of that information on a record is truly helpful to gain insight on our relationship with a customer.
TERRIBLE customer service. DECEPTIVE cancellation policy.
I'm very very glad Google pushed ProsperWorks when signing up for Google Business Apps. The seamless integration with Gmail is amazing.
We wanted email tracking. While Copper offers rudimentary and amateurish tracking, they have completely abandoned the feature, despite continuing to describe it on their site.
Great functionality right out of the box, easy to customize, great reporting functionality, excellent Chrome extension, seamless integration with Gmail.
When I asked about a refund for the past 10 months, they said that I should have cancelled and when I said that I did, they said prove it.
I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method.
I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.
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.
It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports.
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.
I love the customizeability of the application and the support to get those things done has been great.
The integrations can be somewhat confusing when you first approach them.
Jo B.: Hi, I'm Jo. I'm the CEO of a tech company. My rating for Copper is four out of five stars, and you can click below for more reviews. Before Copper, my company was actually using Freshdesk to manage its CRM, but we just didn't find that it was really so user friendly, and we wanted to see what else was on the market. And then we found Copper, and that integrates with Gmail. And that just absolutely was so much better than the system that we were using before. The main reason we chose Copper was the seamless Gmail integration. It really just means that there's so much less admin, and there's a real certainty for the team that everything has been updated. So, that for us was the major ticket item. We also really liked the user interface. We find it very intuitive. When we did the testing, very quickly the whole team was able to understand the system and navigate around it. So, that was also a big plus for us. Because we're a tech company, we also wanted to integrate Copper into our own software and how our clients were logging in. And so we were able to link with Zapier, and the fact that we could set that up in a really smooth way was also very important for us. Our team found getting started with Copper really, really simple. We just exported all of our contacts and all of the data that we had in our previous CRM, put it into the Copper templates, and uploaded it all. So, we were up and running within an hour or so. It was also great because our team didn't need any training. They found the system very intuitive, and before long, we had people setting up templates, creating custom fields, and we'd really customized the whole system to fit exactly for our business. If someone was looking for a CRM and they were considering Copper, I would definitely say you should give it a go. I think the way that it can integrate with other tools, for us with the G suite and with Gmail, but also the fact that we've managed to integrate it with our software as a service subscription system and our own app has really made it just completely essential in our company. And I would highly recommend giving it a go, and checking out how easy it is to use as a user tool.
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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