Method CRM vs Nutshell: Which is a better fit?

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.

Andrew B.: Hi, my name is Andrew and I work in strategy and business development for a handful of consulting clients, mostly small businesses up to 50 to 75 employees. And I would give Nutshell a strong five-star rating, primarily because it's been a stellar resource in helping these companies get up and running to formalize their lead gen and sales and marketing processes and helping them stay on top of leads, not letting them fall through the cracks. We tried a few other software products, for example, HubSpot CRM and Salesforce and Pipeline and SugarCRM. And those tools were, although they were good tools, they were overly complex. They were overly too deep and too many bells and whistles, too many features and functionality that we really didn't need as a small company. The reason I chose Nutshell and then my clients chose Nutshell, and the reason that we've stuck with them is really because they not only helped us get up and running very quickly with very high-touch support, but they have a great ramping up process where they really help you get deeper and wider with the product as you grow and as your needs grow. It was incredibly easy, far easier than I thought, to get started with each of my clients. From getting their data in to massaging that data to get it to where we wanted it, to creating reports, to setting up notifications and reminders, it was all very, very easy and intuitive. For companies that are considering using Nutshell versus other software products, I would probably take a hard look at what you really need today and what you might need in six months or up to 18 or 24 months. I think that Nutshell has everything that a small company needs for really the foreseeable future, unless you're on a serious rocketship growth trend. But I think that most other software products probably have too much and you end up paying for a lot of that that you never use. So I would consider what you need today, and whether Nutshell has what you need for the foreseeable future. I think you'll find that Nutshell has what most companies need for that period of time.