Method:CRM vs. Zoho Invoice

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

Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears. I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature)

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

• Time tracking. Zoho invoice makes it super easy to track time and hours against specific clients and specific tasks.
• Unbilled / billed time reporting. Zoho Invoice gives a dashboard view of hours yet to be billed, which helps keep on top of invoicing so nothing is missed.
• Reporting. Zoho Invoice offers a robust reporting module for the price point. Canned reports can be customized easily.
• Invoice sending and tracking. Zoho Invoice makes it easy to create and send invoices. Invoices are easy to clone, which makes creating regular, repeatable invoices a snap.

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

• Zoho Invoice can be complicated if you want to create a more advanced custom invoice or custom recurring invoice.
• Zoho Invoice does not provide all of its functionalities on the mobile version of its platform.
• Zoho Invoice is expensive for some small business owners especially if they don't plan on using it often.

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

Ease of access of using the dashboard the buttons I mean like if it is taught in 10th I would have worked it. Simple and minimal hi give good entry to be more transparent and sharable to clients in seconds. The client also get shocked by saying it's fast.

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

Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time and money for companies. Zoho Invoice integrates with Stripe Payments, enhancing settlement processes and promoting digital payment adoption.

• 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

• The biggest ROI for my business is that Zoho Invoice reduced the cost of invoicing so much, that I was able to invest that savings back into the business development allowing us to grow.
• Zoho Invoice provides the option of giving your clients a client portal through which they have access to their own accounts and can see and print their own reports as needed. That helps to create a transparency that our clients love.
• Zoho Invoice has been dependable. I have not had one issue with using the platform or its functions since I switched to it a few years ago.

Incentivized