Method CRM vs SuiteCRM

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Our analysts compared Method CRM vs SuiteCRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Method CRM Software Tool
SuiteCRM Software Tool

Product Basics

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.

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SuiteCRM is a customer relationship management (CRM) software that helps businesses of all sizes manage customer interactions and data throughout the customer lifecycle. It's a great choice for businesses wanting to improve customer relationships and integrate their CRM with other business applications. SuiteCRM is known for being easy to use, flexible, and affordable, making it a popular choice for businesses with varying levels of CRM experience.

Some of the popular features of SuiteCRM include contact management, lead management, opportunity management, and sales forecasting. SuiteCRM also offers integrations with other business applications such as email, marketing automation, and accounting. Users appreciate the flexibility and dependability of SuiteCRM, often using it as a central hub for customer care and sales automation. While SuiteCRM offers many useful features out-of-the-box, it's highly customizable to meet specific business needs.

SuiteCRM is open-source and free to use, with no limitations on users. This makes it a cost-effective alternative to other CRM solutions on the market. However, businesses should consider the potential costs of implementation, customization, and ongoing support when evaluating the total cost of ownership.

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$25/User, Monthly
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$100 Monthly
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Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only). 
  • Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company. 
  • Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks. 
  • Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more. 
  • Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead. 
  • Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET. 
  • Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more. 
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  • Reduced Costs:  Add-ons are available for extra charges. The premium plan can cut costs by over 80% when compared to other CRM software available in the market. 
  • 360-Degree View:  Get complete visibility business operations, important customer information and insightful data to improve selling, marketing and service. 
  • Customer Self-Service:  SuiteCRM offers a premium customer service package. The free version offers a community-based customer support forum and documentation for troubleshooting. 
  • Flexible Modeling of Business Processes:  Businesses can create flexible and customizable process models to help employees adhere to tested execution and decision-making methods. 
  • Integrations:  RESTful API allows third-party integrations as required. 
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  • Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields. 
  • Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports. 
  • Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time. 
  • Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents. 
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  • Contact and Account Database:  Store details of all contacts, including leads, opportunities and customers centrally. Contacts can be grouped, segmented and searched using tags, custom fields and filters. Contacts belonging to a single organization can be organized as Accounts. 
  • Document Management:  Store, review, revise and share documents for internal references and client-facing usage. 
  • Call Management:  Schedule, log and record inbound and outbound calls associated with any contact. Call records can be used to review and improve customer communications. 
  • Email Management:  Teams can leverage shared inboxes and integrate individual email accounts to compose, send, receive, view and store emails. 
  • Campaign Management:  Manage, track and evaluate marketing campaigns at each stage of the pipeline. Get a detailed view of all marketing campaigns related to a contact, along with engagement rates. 
  • Catalog and Quote Management:  Create catalogs with product prices and availability of all products and services. Catalogs can be used to create, share and track professional quotes, including product specifications and estimated delivery times. 
  • Invoice Management:  Create, issue, share and track invoices using quotes as a baseline. 
  • Workflow Automation:  Set up flexible and customizable rule-based workflows that automate activities and tasks. Reminders and notifications can be set wherever required. 
  • Activity Management:  Managers can assign tasks to team members and track their execution. Users can also maintain to-do lists to ensure tasks are completed. 
  • Contract Management:  Create, share and manage contracts related to an account or a case, with details about SLAs, warranties, and renewals. 
  • Case Management:  Record and manage customer interactions regarding product or service issues, bugs and other concerns to improve customer experiences. 
  • Knowledge Base Management:  Create, store and share support documents, guides and template responses for use with the Case Management module. 
  • Reports:  Standard reports for all modules help keep users on top of business activities. With data-based insights, users can evaluate their strategies, goals, and execution in an informed manner. 
  • User Access Control:  Admins can define organizational hierarchies and configure role-based access. 
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Product Ranking

#38

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#59

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CRM Software

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User Sentiment Summary

Great User Sentiment 158 reviews
Great User Sentiment 93 reviews
84%
of users recommend this product

Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 recognized software review sites.

84%
of users recommend this product

SuiteCRM has a 'great' User Satisfaction Rating of 84% when considering 93 user reviews from 3 recognized software review sites.

4.6 (42)
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4.2 (44)
4.0 (63)
4.2 (44)
4.7 (11)
4.2 (5)

Synopsis of User Ratings and Reviews

Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.
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Open-Source Flexibility: SuiteCRM's open-source nature empowers users to tailor the platform to their specific workflows and preferences, fostering greater control and customization compared to proprietary solutions.
Cost-Effectiveness: As a free and open-source CRM, SuiteCRM eliminates licensing fees, making it an attractive option for budget-conscious businesses and startups seeking a robust CRM solution without significant upfront costs.
Community Support: SuiteCRM boasts a vibrant and active community of users and developers who contribute to its ongoing development, provide support, and share knowledge, fostering a collaborative environment for troubleshooting and optimization.
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Limited Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.
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Usability Challenges: The user interface can feel outdated and clunky, leading to a steeper learning curve compared to more modern CRM solutions. Navigating through the various modules and features may require additional training or support, especially for users who are accustomed to intuitive interfaces.
Customization Complexities: While SuiteCRM offers extensive customization options, implementing these changes often requires technical expertise or the involvement of developers. This can be a barrier for small businesses or teams with limited technical resources who need to adapt the CRM to their specific workflows.
Mobile App Limitations: The mobile app's functionality is not as comprehensive as the web-based version, which can hinder productivity for users who rely on mobile access to manage customer relationships and access data on the go.
Reporting Limitations: Generating complex or customized reports may require additional plugins or integrations, as the built-in reporting tools might not offer the level of flexibility and depth needed for advanced data analysis and visualization.
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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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SuiteCRM has garnered a reputation as a robust and adaptable CRM solution, particularly among small and medium-sized businesses seeking an affordable alternative to pricier options like Salesforce. Users frequently highlight its open-source nature, extensive customization capabilities, and active community support as standout features. The ability to tailor the platform to specific business needs without breaking the bank is a major draw for organizations with unique workflows or industry requirements. However, some users note that the learning curve can be steeper compared to more user-friendly interfaces like HubSpot, and the lack of seamless integration with certain third-party applications can pose challenges. Additionally, while SuiteCRM offers a solid foundation, achieving advanced automation or complex reporting may require additional modules or custom development. SuiteCRM's sweet spot lies with businesses that value flexibility and cost-effectiveness over out-of-the-box simplicity. Its open-source architecture empowers organizations to mold the platform to their exact specifications, fostering a sense of ownership and control over their CRM system. The active community and readily available resources further contribute to its appeal, providing a support network for troubleshooting and knowledge sharing. However, for businesses prioritizing ease of use and seamless integrations, exploring options like Zoho CRM or Pipedrive might be a better fit. Ultimately, SuiteCRM's value proposition hinges on its ability to empower businesses to build a CRM solution that aligns perfectly with their unique needs and budget.

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