TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Method:CRM

    Score8.4 out of 10
    N/AMethod:crm is a QuickBooks-integrated, cloud-based CRM platform.

    $25

    per month per user

    WORKetc

    Score7 out of 10
    Small Businesses (1-50 employees)
    WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks Online, Outlook, Dropbox, and Evernote.

    $78

    per month

    Pricing
    Method:CRMWORKetc
    Editions & Modules
    Contact Management
    $25
    per month per user
    CRM Pro
    $44
    per month per user
    CRM Enterprise
    $74
    per month per user
    CRM Multi-Entity
    Custom Quote
    Starter Edition
    $78
    Per Month for up to 2 Users
    Team
    $195
    Per month for up to 3 Users (Each extra user + $49/month)
    Foundations
    $395
    Per month for up to 5 Users (Each extra user + $59/month)
    Offerings
    Pricing Offerings
    Method:CRMWORKetc
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    Method:CRMWORKetc
    Sales Force Automation
    Comparison of Sales Force Automation features of Method:CRM and WORKetc
    Feature
    Method:CRM
    8.0
    22 Ratings
    WORKetc
    7.9
    13 Ratings
    Customer data management / contact management8.322 Ratings8.613 Ratings
    Workflow management8.320 Ratings8.312 Ratings
    Territory management1.81 Ratings00 Ratings
    Opportunity management8.320 Ratings7.810 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.920 Ratings7.913 Ratings
    Contract management8.711 Ratings7.31 Ratings
    Quote & order management9.118 Ratings8.18 Ratings
    Interaction tracking9.019 Ratings7.82 Ratings
    Channel / partner relationship management10.012 Ratings7.31 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Method:CRM and WORKetc
    Feature
    Method:CRM
    10.0
    2 Ratings
    WORKetc
    8.3
    12 Ratings
    Case management10.01 Ratings9.011 Ratings
    Call center management9.92 Ratings7.31 Ratings
    Help desk management10.01 Ratings8.512 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Method:CRM and WORKetc
    Feature
    Method:CRM
    8.9
    19 Ratings
    WORKetc
    7.4
    11 Ratings
    Lead management8.817 Ratings7.710 Ratings
    Email marketing9.014 Ratings7.19 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Method:CRM and WORKetc
    Feature
    Method:CRM
    7.5
    20 Ratings
    WORKetc
    8.1
    13 Ratings
    Task management9.118 Ratings8.713 Ratings
    Billing and invoicing management10.015 Ratings7.810 Ratings
    Reporting3.417 Ratings7.912 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Method:CRM and WORKetc
    Feature
    Method:CRM
    7.7
    18 Ratings
    WORKetc
    7.3
    11 Ratings
    Forecasting8.09 Ratings00 Ratings
    Pipeline visualization9.017 Ratings7.59 Ratings
    Customizable reports6.017 Ratings7.211 Ratings
    Customization
    Comparison of Customization features of Method:CRM and WORKetc
    Feature
    Method:CRM
    7.5
    19 Ratings
    WORKetc
    8.0
    13 Ratings
    Custom fields6.419 Ratings8.413 Ratings
    Custom objects6.418 Ratings8.22 Ratings
    Scripting environment9.212 Ratings00 Ratings
    API for custom integration8.014 Ratings7.310 Ratings
    Security
    Comparison of Security features of Method:CRM and WORKetc
    Feature
    Method:CRM
    8.2
    19 Ratings
    WORKetc
    8.9
    11 Ratings
    Single sign-on capability8.117 Ratings9.11 Ratings
    Role-based user permissions8.319 Ratings8.811 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Method:CRM and WORKetc
    Feature
    Method:CRM
    10.0
    2 Ratings
    WORKetc
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Method:CRM and WORKetc
    Feature
    Method:CRM
    7.4
    15 Ratings
    WORKetc
    7.5
    13 Ratings
    Mobile access7.415 Ratings7.513 Ratings
    Social CRM
    Comparison of Social CRM features of Method:CRM and WORKetc
    Feature
    Method:CRM
    -
    Ratings
    WORKetc
    7.3
    1 Ratings
    Social data00 Ratings7.31 Ratings
    User Ratings
    Method:CRMWORKetc
    Likelihood to Recommend
    8.3
    (24 ratings)
    7.8
    (40 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    8.2
    (30 ratings)
    Usability
    9.0
    (18 ratings)
    8.2
    (5 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (3 ratings)
    Performance
    -
    (0 ratings)
    8.2
    (4 ratings)
    Support Rating
    9.1
    (18 ratings)
    8.2
    (5 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (2 ratings)
    Implementation Rating
    9.0
    (1 ratings)
    9.1
    (2 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Ease of integration
    9.0
    (1 ratings)
    4.5
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.2
    (1 ratings)