Method CRM vs FranConnect: 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.

Rachel: My name is Rachel. I'm a freelancer in marketing. I give FranConnect a one. For more reviews, click down the link below. The software we used before was Salesforce. Salesforce was something that the company had used predominantly for everything. We switched over to FranConnect specifically from Salesforce. And we honestly didn't look at any other CRMs. It was specifically because we were enfranchised specifically. FranConnect was a specific software we looked toward directly and wanted to use directly because of that. We chose FranConnect specifically because of the leads that were coming in and the different plugins we could use with different softwares across the company that we used. FranConnect worked a little bit with our email marketing, our social media marketing. And when we were driving in leads that way specifically, it was able to come together under one house. And that's why we were looking at FranConnect specifically. Onboarding and integration was a hot mess, and that's putting it lightly. It was extremely hard to pull everything from Salesforce over to FranConnect. There was a lot of back and forth between the team of how we wanted to do things. A lot of it was internal specifically of how we wanted to do things, but it was also the software itself. The more we dug into FranConnect specifically, we realized that the software was not something that was easy to maneuver for not only ourselves, but the leads that were coming in specifically. So if you're looking for advice of getting FranConnect, I would suggest honestly, looking at other CRMs. Us moving from Salesforce to FranConnect, in my opinion, was detrimental. So if you already have a really good Salesforce specifically that you use and the software that you really understand and you use all around, stick with it. FranConnect, there are just other better options, CRM systems out there. I don't think FranConnect is good for franchising specifically because I think it's such a hot mess of a software.