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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Method CRM logo
CRM Software

4.2 42 user ratings

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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

BigContacts logo
CRM Software

4.5 180 user ratings

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Overview

Description Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. Read more BigContacts is an advanced CRM platform that provides all of the functionality of big CRM companies without the complexity or cost. It streamlines your sales process by allowing you to handle leads and customers in one place, helping your sales staff to land more potential clients and boost their productivity. BigContacts solution is a user-friendly CRM that allows sales activity to be tracked. It aids businesses in staying in touch with consumers, streamlining operations, and increasing income and efficiency. You can consolidate your sales information, involve your dynamic team, prioritize key leads, and ultimately increase sales using this powerful software. Users can send intelligent and engaging marketing campaigns to contacts via integrated email marketing that helps in driving them through the sales funnel and close more deals. It additionally offers features like calendar reminders, social media integration, and complete mobile access that further guarantees smooth functioning of operations. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.0.
  • Free Trial Available
  • Starts at $5.00.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    85%
  • Momentum
    64%
  • Popularity
    77%

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    75%
  • Reviews
    75%
  • Momentum
    64%
  • Popularity
    73%
SaaSworthy Awards # 7 Highly Rated # 20 Highly Rated
Not Available

Features

Total Features
24 Features
6 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 16 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 3 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.2/5 42 user ratings
    4.5/5 180 user ratings
    Rating Distribution
    • Excellent

      45.2%
    • Very Good

      42.9%
    • Average

      4.8%
    • Poor

      2.4%
    • Terrible

      4.8%
    • Excellent

      60.6%
    • Very Good

      31.7%
    • Average

      6.1%
    • Poor

      0.6%
    • Terrible

      1.1%
    User Sentiments

      Seamless QuickBooks Integration, Excellent Customer Support, Highly Customizable Platform, Mobile App Functionality

      Steep Learning Curve, Occasional Syncing Issues, Limited Email Functionality , Outdated User Interface

      Ease of Use, Effective Customer Support, Customization Options, Automated Workflows

      Mobile App Functionality, Limited Integration Functionality, Search Functionality, Reporting Functionality

    Review Summary

    Method CRM stands out for its user-friendly interface, ease of customization, and robust reporting capabilities. Users appreciate its intuitive design, allowing for quick onboarding and seamless navigation. The software's extensive customization options enable businesses to tailor it to their specific needs, while its reporting features provide valuable insights into sales performance and pipeline health. Additionally, Method CRM integrates seamlessly with various third-party applications, enhancing its functionality and overall usability. However, some users have reported occasional glitches and issues with data syncing, suggesting room for improvement in stability and reliability.

    Big Contacts is praised for its user-friendly interface, intuitive design, and robust contact management features. Users appreciate the ease of organizing contacts, tracking interactions, and scheduling tasks. Its automation capabilities, particularly for tasks and email reminders, are highly valued for boosting efficiency. While the mobile app is deemed less functional than the desktop version, users generally find the platform helpful and recommend it for its value. However, some users have expressed concerns regarding limited search functionality, potential duplicate entries, and the need for improved reporting tools.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $25.0.
    • Free Trial Available
    • Starts at $5.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Contact Management $25.00 $28.00 per user / month

    CRM Pro $44.00 $49.00 per user / month

    CRM Enterprise $74.00 $85.00 per user / month

    Big $5.00 $10.00 per user / month

    Bigger $15.00 $20.00 per user / month

    Biggest $25.00 $30.00 per user / month

     
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    Screenshots & Videos

    Screenshots Contact List
    + 4 More
    Calendar screenshot
    + 4 More
    Videos Video Thumbnail
    + 5 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Ontario, Canada Founded in: 2010 Located in: +1 855-776-7763
    Contact Details

    +1 888-925-6238

    https://www.method.me/

    Not available

    https://www.bigcontacts.com/

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