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.
Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.
Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.
SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
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
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
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.
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.
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
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.
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
I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.
Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with
