Empower vs. Method:CRM

It is well suited for mid- to large enterprises, whereas it might be overwhelming for small organizations with fewer headcounts to manage. Overall, it's a good tool for employee profile management.

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

• Keep track of all our employee's 401K accounts
• They take care of all notices for account holders
• They take care of all tasks in a timely manner.

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

• Sometimes the tiles are removed automatically or stop working.

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

We have had no problems and will stay with Empower for our 401k needs.

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

Employees can log in and access their 401k accounts. They can make changes, check their balance or take out loans, with confidentiality. I give it an 8 because it takes 10 days to 2 weeks for those changes to get to me (the administrator) so I can make the necessary changes to their payroll profiles. I think a 5 day waiting period would be more reasonable.

Incentivized

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

Had a past participant from 20 years ago, receive a letter from the government saying they might have a retirement account. Empower helped this employee and I didn't have to play detective concerning this person. They back tracked to Merrill Lynch to find this former participant and help her. I was impressed.

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.

It stood out when compared for features, legacy, customer support, and on-premises deployment.

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

• It has improved employee experience and is a good tool for management to track things.

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