Dispatch vs. Method:CRM

Dispatch is well suited for teams looking to improve their delivery notification process. The ability to notify customers via automated phone call or text is invaluable and takes the burden away from the drivers and delivery team on the ground, who can be unreliable and inefficient at times depending on the situation.

Incentivized

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

• Easy to set up
• Good integration with customer notification
• Streamlined set up process and support

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

• Buggy desktop app interface
• Mobile app needs a lot of improvement
• Login for vehicles can be a bit tricky

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

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

Dispatch has timely customer service and set up support. Unfortunately, they are only able to assist via phone and do not have a chat option. Chatting would be much easier for being able to answer simple questions or software issues instead of having to wait on hold over the phone.

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 used Route4Me but surprisingly there are very few alternatives and companies on the market that are well suited for performing this kind of tracking. I am somewhat disappointed that Dispatch is the only option, only because the desktop and mobile applications can be so buggy and, at times, unreliable. But, the other existing options on the market are much worse.

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

• Dispatch gives us the ability to track orders that have shipped locally
• Digital footprint
• Reduction of carbon emissions using paper products

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