Agiline CRM is a customer relationship management (CRM) software. It is built around features like sales automation, marketing automation, customer service / help desk, and contact management.
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Method:CRM
Score 8.5 out of 10
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Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Manager, Clinical Operations, Mental Health & Substance Use
Chose Agiline CRM
Agiline CRM is a magic tool with multiple features and works so well with our business. The working of Agiline CRM. is fast but on the other hand, the speed of action of 1CRM was not so good and was clunky. Above all 1CRM wasted our time as that was so difficult tool to …
Method:CRM is a more affordable and user-friendly CRM. It is easier to manage Method:CRM without having to purchase a bunch of add-ons like you do with Salesforce. You get what you see in the demonstration without hidden costs. The ability to create custom fields is great. …
Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT!
Easier to use than Autorask or Manage. Less expensive than Salesforce while still delivering a lot of functionality, 8n a slightly less elegant fashion.
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 …
We chose Method over Salesforce because we felt as though they were not tailored to our size of the company and our specific needs overall. They offered many things that we found very appealing but at the end of the day, we knew that with most importantly we needed a CRM to …
Work is essentially a calendar and a set of tasks. Method allows me to set up recurring onboarding task lists and keep track of all customer touchpoint in one place.
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and …
Method is by far the easiest of all platforms. It brings a lot of great features that salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all …
I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was …
Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive.
Verified User
Anonymous
Chose Method:CRM
I love the infinite customization available in Method CRM. No other CRM offers as much ROI and flexibility of design of the user interface. However Method's built-in feature set doesn't include many of the extras that might be found in a more niche product. Furthermore, while …
Features
Agiline CRM
Method:CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agiline CRM
9.2
Ratings
18% above category average
Method:CRM
8.0
Ratings
4% above category average
Customer data management / contact management
9.00 Ratings
8.30 Ratings
Workflow management
9.00 Ratings
8.30 Ratings
Territory management
10.00 Ratings
1.80 Ratings
Opportunity management
9.00 Ratings
8.30 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.00 Ratings
8.80 Ratings
Contract management
9.00 Ratings
8.70 Ratings
Quote & order management
10.00 Ratings
9.20 Ratings
Interaction tracking
9.00 Ratings
9.00 Ratings
Channel / partner relationship management
9.00 Ratings
10.00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agiline CRM
9.3
Ratings
21% above category average
Method:CRM
10.0
Ratings
28% above category average
Case management
10.00 Ratings
10.00 Ratings
Call center management
9.00 Ratings
9.90 Ratings
Help desk management
9.00 Ratings
10.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agiline CRM
9.5
Ratings
22% above category average
Method:CRM
8.9
Ratings
16% above category average
Lead management
10.00 Ratings
8.80 Ratings
Email marketing
9.00 Ratings
9.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agiline CRM
9.3
Ratings
20% above category average
Method:CRM
7.5
Ratings
1% below category average
Task management
9.00 Ratings
9.20 Ratings
Billing and invoicing management
10.00 Ratings
10.00 Ratings
Reporting
9.00 Ratings
3.50 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agiline CRM
9.0
Ratings
17% above category average
Method:CRM
7.7
Ratings
2% above category average
Forecasting
9.00 Ratings
8.00 Ratings
Pipeline visualization
9.00 Ratings
9.00 Ratings
Customizable reports
9.00 Ratings
6.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agiline CRM
8.5
Ratings
13% above category average
Method:CRM
7.5
Ratings
0% above category average
Custom fields
9.00 Ratings
6.50 Ratings
Custom objects
8.00 Ratings
6.50 Ratings
Scripting environment
8.00 Ratings
9.20 Ratings
API for custom integration
9.00 Ratings
8.00 Ratings
Security
Comparison of Security features of Product A and Product B
Agiline CRM
9.0
Ratings
8% above category average
Method:CRM
8.2
Ratings
1% below category average
Single sign-on capability
9.00 Ratings
8.20 Ratings
Role-based user permissions
9.00 Ratings
8.30 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agiline CRM
9.5
Ratings
26% above category average
Method:CRM
-
Ratings
Social data
10.00 Ratings
00 Ratings
Social engagement
9.00 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agiline CRM
9.5
Ratings
26% above category average
Method:CRM
10.0
Ratings
31% above category average
Marketing automation
9.00 Ratings
10.00 Ratings
Compensation management
10.00 Ratings
10.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agiline CRM is a tool one must have installed in their company in order to manage and strengthen the bond with their clients. How cool is that to use a tool which is user-friendly and is helping you in almost everything. Its contact management feature is amazing along with the marketing automation feature. Agiline CRM is a tool that has made Customer relation management quite handy.
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.
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
Agiline CRM is [a] well-designed tool for marketing automation and for Contact management my overall experience is great with it. The customer support of Agiline is amazing. We had to get in contact with them twice and found them highly responsive and professional people having complete command of the product which eventually facilitated us in solving our problem.
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.
Its features like sales automation have helped in saving our time and with the help of this tool, we can keep the data of our loyal clients safe in one place. It has multiple features to facilitate one's experience. But its price is not good. Agiline CRM is a tool that has made customer relation management quite handy.
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.
Agiline CRM is a magic tool with multiple features and works so well with our business. The working of Agiline CRM. is fast but on the other hand, the speed of action of 1CRM was not so good and was clunky. Above all 1CRM wasted our time as that was so difficult tool to understand.
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