Method:CRM vs. WorkWave PestPac

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

If all of your data is entered 100% correctly (per WorkWave PestPac standards) and you only need basic functionality, then WorkWave PestPac is great. The more functionality you need, the more they charge (EVERY module is an additional per-user cost, which can get very expensive very quickly). If you are bringing your data from another system, then be prepared to have heartburn (or hire someone to go through and fix all the data). If data is not 100% accurate, then many features don't work as smoothly as you'd like.

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

• Easy to search for a customer by many different data points
• Has a lot of customization features, such as naming service types and preset notes

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

• Not very user friendly
• Reports are difficult to create and figure out
• Not easy to find the correct place to go for things such as settings or data points

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

• 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

• WorkWave PestPac has certainly improved our time management by getting us off of paper scheduling. It allows us to map and easily move appointments which makes our techs more efficient
• Having all documentation stored digitally and be locked to the correct account helps us stay compliant

Incentivized