Method CRM vs Freshsales: 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.

Conor M.: My name is Conor. I'm the CEO of my company. We have 15 employees, and I give Freshsales five out of five. We had HubSpot, but it was too hard to manage. Freshsales was also better value, in terms of entry points, so that's why we changed. I read some blogs on the internet that recommended Freshsales. They had the good points, the bad points, and everything in between. I did a trial demo, and I quite liked it, and the support was really quick, and the intro video call was really smooth, as well. So I started uploading my data and became a bit easier to use then. Relatively easy. There's kind of figuring out where to upload your Excels or migrate information from other systems over. That takes a bit of work, but the system has a great help desk and email chat that you get response within 15, 20 minutes. So if you have questions, you go ask them. With any new system, you're always going to be bamboozled the first while, but you get up to it after some time. And make sure it fits your company. It's very good for small companies starting out, but if you want to grow at scale and have more access, you may want to look at other tools. Freshsales can grow with you, but I think it really works well for small and medium-sized companies like ourselves.