Bigin by Zoho CRM vs. Method:CRM

Startups Needing Quick Setup with Low Overhead
Startups that need a CRM quickly and don’t have the time or resources to onboard heavy tools can set up Bigin in a matter of hours. It covers all the basic CRM needs out of the box, making it ideal for teams just getting started.

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.

Incentivized

• Zero-friction onboarding
• Imported 200 Google-Sheet leads in under 5 min via copy-paste wizard; field mapping was drag-&-drop, no CSV-headache.
• Email templates – yes, but the editor is limited.
• Merge-tags work, yet you can’t drop in advanced HTML; our logo had to be linked from an external URL. On the plus side, a bulk send of 25 emails went through without a hitch and none landed in spam – big win for us.
• Reports – fast but shallow.
• The dashboard quickly shows “deals closed” and “average stage duration,” yet you can’t pull conversion rates by lead source without digging into an export. Good enough for the board, too thin for an analyst.
• Automation – paywalled only.
• We wanted Bigin to auto-send a survey when a deal moved to “Won,” but workflows are a paid feature. You can test them during the trial; once it expires it’s back to manual clicks.

Incentivized

• The customization team is brilliant!
• The various integrations, QBO & Gmail, help me keep track of all customer interactions.
• The more organized I am, the more time I have to take care of my clients!
• I have nothing but praise for the support team and the rest of the crew at Method.

Incentivized

• I would like to link the same contact to more than one company.
• I would like to be able to use only the name field, but I need to use first and last name
• I would like to have a plan where there is no limit on the number of customizable fields

Incentivized

• I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
• The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)

Incentivized

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Incentivized

The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

Incentivized

I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.

Incentivized

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.

Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.

Simplicity, usability, and a modern, intuitive UI.
Easy to learn and simple to guide customers through. Flexible enough to fit diverse business scenarios with seamless integration. Enables managing marketing, operations, customer service, sales, and even assets all in one place. Smooth connections with external services.
Delivers huge value at a fair price.

We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants

Incentivized

• Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation).
• Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications.
• The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account.

• Method:CRM has probably saved me about 6-10 hours per week over the past few years.
• It has likely saved our company several hundred hours in the last 10 years.
• It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.

Incentivized