TrustRadius: an HG Insights company

Method:CRM vs. Workiz

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Method:CRM

35 Reviews and Ratings

Workiz

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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

    Workiz

    		N/AN/AWorkiz is a field service management application created to improve the workflows being implemented by field service businesses. It provides users complete control and visibility over various aspects of their operations. These include creating customizable job forms, preparing schedules for jobs on a drag-and-drop and color-coded calendar, dispatching jobs to the right field technicians, monitoring the status of assigned jobs, streamlining payment collection, and enhancing engagements with…

    $225

    per month per user

    Pricing
    Method:CRMWorkiz
    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
    Kickstart
    $225
    per month 1-3 members
    Standard
    $275
    per month 1-5 members
    Pro
    $325
    per month 1-5 members
    Ultimate
    Let’s talk
    per month
    Offerings
    Pricing Offerings
    Method:CRMWorkiz
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Workiz charges $30 per additional user. A 17% discount is available for annual pricing.
    More Pricing Information
    Features
    Method:CRMWorkiz
    Sales Force Automation
    Comparison of Sales Force Automation features of Method:CRM and Workiz
    Feature
    Method:CRM
    8.0
    22 Ratings
    Workiz
    -
    Ratings
    Customer data management / contact management8.322 Ratings00 Ratings
    Workflow management8.320 Ratings00 Ratings
    Territory management1.81 Ratings00 Ratings
    Opportunity management8.320 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.920 Ratings00 Ratings
    Contract management8.711 Ratings00 Ratings
    Quote & order management9.118 Ratings00 Ratings
    Interaction tracking9.019 Ratings00 Ratings
    Channel / partner relationship management10.012 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Method:CRM and Workiz
    Feature
    Method:CRM
    10.0
    2 Ratings
    Workiz
    -
    Ratings
    Case management10.01 Ratings00 Ratings
    Call center management9.92 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Method:CRM and Workiz
    Feature
    Method:CRM
    8.9
    19 Ratings
    Workiz
    -
    Ratings
    Lead management8.817 Ratings00 Ratings
    Email marketing9.014 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Method:CRM and Workiz
    Feature
    Method:CRM
    7.5
    20 Ratings
    Workiz
    -
    Ratings
    Task management9.118 Ratings00 Ratings
    Billing and invoicing management10.015 Ratings00 Ratings
    Reporting3.417 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Method:CRM and Workiz
    Feature
    Method:CRM
    7.7
    18 Ratings
    Workiz
    -
    Ratings
    Forecasting8.09 Ratings00 Ratings
    Pipeline visualization9.017 Ratings00 Ratings
    Customizable reports6.017 Ratings00 Ratings
    Customization
    Comparison of Customization features of Method:CRM and Workiz
    Feature
    Method:CRM
    7.5
    19 Ratings
    Workiz
    -
    Ratings
    Custom fields6.419 Ratings00 Ratings
    Custom objects6.418 Ratings00 Ratings
    Scripting environment9.212 Ratings00 Ratings
    API for custom integration8.014 Ratings00 Ratings
    Security
    Comparison of Security features of Method:CRM and Workiz
    Feature
    Method:CRM
    8.2
    19 Ratings
    Workiz
    -
    Ratings
    Single sign-on capability8.117 Ratings00 Ratings
    Role-based user permissions8.319 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Method:CRM and Workiz
    Feature
    Method:CRM
    10.0
    2 Ratings
    Workiz
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Method:CRM and Workiz
    Feature
    Method:CRM
    7.4
    15 Ratings
    Workiz
    -
    Ratings
    Mobile access7.415 Ratings00 Ratings
    User Ratings
    Method:CRMWorkiz
    Likelihood to Recommend
    8.3
    (24 ratings)
    -
    (0 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (18 ratings)
    -
    (0 ratings)
    Support Rating
    9.1
    (18 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (1 ratings)
    -
    (0 ratings)