Method:CRM vs. Travelize

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

Travelize allows users to
save time for travel claims, leads management, manpower management, and leaves processing. Geobased employee tracking is an awesome feature for the sales team along with sales data analysis. Its automated distance calculation feature works well although it needs bit of accuracy. Overall this software actually saves time and user efforts, resulting in more productivity.

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

• Online approvals
• Travel data history
• Provision for additional analytics
• Automated reports
• Tracking location of the user

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

• Employee GPS tracking should be improved, as sometimes location information differs from actual locations in rural areas
• Lead management needs more customization with respect to the different product ranges and customer segments
• Support option and features could be bit easier to use in mobile app user interface

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

Webexpenses is bit of affordable software compared to Travelize's pricing. Travelize has more features, such as leads management, leave management, etc. whereas Webexpenses is for travel expenses and online booking only. Geotracking of employees is available with Travelize only, not with Webexpenses.

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

• Its saves time and effort, resulting in employee productivity
• Pricing is bit on the higher side per user for the premium version
• Mobile app provides almost all the web features, which is travel friendly and saves time

Incentivized