Method CRM vs True Client Pro Comparison

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

CRM Software

4.2 42 user ratings

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81% 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

True Client Pro

CRM Software

4.9 12 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	True Client Pro is a versatile, user-friendly wedding arrangement and plan management solution for small company owners and freelancers that enables you to get on top of your bookkeeping, invoicing, payments, and receipts, so that you'll never have to worry about missing a deadline again. It helps you concentrate on what matters most: expanding your company. With True Client Pro, you can create gorgeous, eye-catching templates for all of your flower guidelines, contracts, invoices, and proposals. You and your team can save time and be more productive while maintaining a polished and professional appearance. You can save and create all of your desired floral recipes, along with generating new ones from True Client’s huge pre-populated floral library. You can manage many events at once and keep an eye on the ground without having to physically be there. You can create professional flower orders for many customers and plot guidelines for any plan using a single click. Additionally, you can keep track of vendor progress and maintain complete control over every aspect of your project from any location. Read more
Pricing Options	Free Trial Available Starts at $25.0.	Free Trial Available Starts at $39.00.
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%	81% 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 76% Reviews 72% 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 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 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	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals 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	4.9/5 12 user ratings
Rating Distribution	Excellent 45.2% Very Good 42.9% Average 4.8% Poor 2.4% Terrible 4.8%	Excellent 91.7% Very Good 8.3% Average 0% Poor 0% Terrible 0%
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	Not Available
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.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $25.0.	Free Trial Available Starts at $39.00.
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	Standard $39.00 $49.00 per month Premium $79.00 $99.00 per month
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All Method CRM Alternatives	View All True Client Pro Alternatives