Our analysts compared Insightly vs Method CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Analyst Rating
User Sentiment
Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.
Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.
among all CRM Software
Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.
Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 recognized software review sites.
Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.
Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback. What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships. Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.
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