Method:CRM vs. Sage CRM

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

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

• 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

• Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
• The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
• Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.

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

• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

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

There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

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

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

Incentivized

Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all

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.

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

Incentivized

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

Incentivized

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.

The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.

Incentivized

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

Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business

Incentivized

• 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

• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

Incentivized