Method:CRM vs. Wingmate Simple CRM

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

Despite being a professional software, there is the possibility of using it also at an educational level (demo version). The ability of Wingmate to access it also on the mobile platform allows interaction among students and the teaching staff 24 hours a day. Thanks to its ease of use, it can also be used during teaching lessons and short-term simulations.

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

• The perfect customer mapping and lead management makes the tool powerful.
• The simple CRM solutions with robust discussion formulas.
• Finally, Wingmate has the contact managing power, very proficient.

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 interface is not complicated to use but there is potential to improve it and make it more friendly.
• Wingmate does not give the possibility to edit product photos.
• Wingmate does not give the possibility to export the information entered to the CRM.

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

It doesn't have too many features anyway. But those it has [been] very easy to use.

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.

Wingmate has all forms of support, from the online solution, where there is the chat option, very responsive, and no lining or wait time. Also, the deployment team is very accessible and concerned regarding the nature of the application and the assistance they require. Finally, Wingmate releases constant updates, and the team offers the guide on any change made.

Incentivized

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

Wingmate has realtime communications, which is an outstanding way that foster engagement and support CRM. Further, Wingmate has genuine contact list managing power, very stable, and makes direct communications. The demands that business have regarding the customer mapping and journey modelling have been attained by Wingmate.Finally, all the analytical demands have permanent solution from Wingmate.

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

• Very cheap!
• You wouldn't need to spend much time using the app, meaning you can allocate your time to other activities
• Easy to learn and use, meaning we can offer support easily

Incentivized