GreenRope vs. Method:CRM

The price point and full featured application of GreenRope makes it perfect for small and medium sized businesses. GreenRope is an excellent alternative to some of the higher priced, better known CRM systems (Infusionsoft, AWeber, Ontraport, etc.). If you have specific requirements for your industry or business, GreenRope support will help to ensure that you get set up properly with what you need

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

• Easy to get going with. They were great help in importing data from infusion soft. Great people to work with in training.
• Low cost. This program is affordable for us little guys. Does what you need. Cost less than half of infusion soft for more.
• Powerful. It lets me do all the things that I want. They are responsive to new feature requests too. When you make a suggestion you feel like it is heard and appreciated.

• 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

• The only thing I can say is that it has so many features that I do not think I have had the time to use and evaluate. I think I am probably missing out of a lot of great features.
• GreenRope has many email templates but seem to be directed to specific industries like retail, restaurants, etc. Would like to see more email templates.

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

They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.

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

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.

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

Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.

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.

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win

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.

I use some of these softwares in conjunction with GreenRope. Simply put, one software cannot do everything. So I still like to use a combination of WordPress-centric software for my ecommerce. I use Edgar to schedule my social media only because it allows me to keep a library of posts -- otherwise, GreenRope replaces HootSuite. Outlook integrates (and RingCentral will soon). My business is too big to not have separate accounting (Xero) but GreenRope would be adequate for solos. GreenRope reduced my software quite a bit. It replaced Zoho, Infusionsoft, Mail Chimp, Access, Wufoo, Basecamp and InstantCustomer. It's not a great project management software, but it serves my needs for managing the pre-engagement process and nurture processes. GreenRope is best as a CRM and it forms a central part of my overall business technology machine.

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

• GR has made our company much more organized from client details/history, sales work flow, email campaigns, website tracking and lead conversions.
• We have grown our business 60% in the last 12 months. GR definitely helped us reach that growth.
• Prior to GR we did everything the old fashioned way. I don't have anything to compare it to because we had no prior experience with another CRM provider. I can say that I am truly happy with our progress in GR and learning the program was pretty easy.

• 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