Method:CRM vs. Pobuca

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

Pobuca works well with small businesses. Your whole company can have access to contacts and can easily share contacts. It's easy to use and input information. It's simple to set up for all your employees. Having access to business cards with simply taking a picture is a nice feature. It's overall ease of use and simple interface makes it an effective program

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

• We can add any contact into it easily.
• It has the option to edit any contact.
• It allows us to manage our contacts in any order of our choice--either alphabetically or any other way according to our ease.

• 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

• It forces you to fill out information when you may not have it.
• It separates by organization and person which isn't useful.

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

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 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.

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

BizConnect’s customer service was not good and was a bit slow in searching contacts. But Pobuca is the best choice in this regard--from customer service to the ease with which we can add contact into it is amazing. Its flexibility is another major factor in choosing Pobuca. Finding any contact through this software is very simple, but its scanning feature is a bit slow and takes time.

• 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

• Shortened time looking for leads
• Practicality in dialing direct from the app
• Our custom fields help us a lot job-wise

Incentivized