Method CRM vs Chime CRM

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Our analysts compared Method CRM vs Chime CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Method CRM Software Tool
Chime CRM Software Tool

Product Basics

Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.

Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.

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Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.

It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
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$25/User, Monthly
Get a free price quote
Tailored to your specific needs
$449/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
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24/7 Live Support

Product Insights

  • Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only). 
  • Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company. 
  • Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks. 
  • Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more. 
  • Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead. 
  • Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET. 
  • Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more. 
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  • Leverage Intelligent Advertising: Devise the best possible campaign strategy using data and insights from AI-assisted advertising. Calculate keywords, high-frequency bidding, creative variations, targeting and more. 
  • Optimize Lead Generation and Capturing: Know customers better via a lead capture engine that gathers optimized information through intensive testing. Eliminate guesswork using AI-enabled tools and identify and attract potential leads through intent targeting. 
  • Respond Instantly: Save time, focus on hot leads, enhance lead quality and manage bulk leads using automated tags. An AI-powered assistant ensures automatic, instant and customizable responses to inquiries from new leads. 
  • Make Smart Transactions: Create automated workflows using smart action plans. Organize and upload files smoothly through digital tools. Track transaction details with a live-updating module and get visibility into aggregated earnings. 
  • Data Insights: Real-time access to key metrics like GCI, revenue, sales data and closing data enables users to make data-driven business decisions. 
  • Enable Effective Teamwork: Strengthen teamwork and improve client relationships by customizing agent roles. Assign leads to agents, lenders and assistants based on price, location, source and type using lead routing and follow up through Blast Alert or Next Up. Agents can claim leads and boost productivity via Lead Pond, which helps share and distribute leads. 
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  • Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields. 
  • Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports. 
  • Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time. 
  • Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents. 
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  • AI Assistant: Increase lead response rate with automatic and instant responses. 
    •  Follow up with the right campaigns and workflows using Smart Plans and send automated property recommendations with Auto Property Alerts. 
    •  Reply to new leads in real time via customized script responses. 
    •  Send notifications to agents when leads are hot or require immediate attention. 
    •  Use automated tags to bulk manage leads. 
  • Operational Intelligence: Make informed decisions by measuring website traffic in a live timeline. Determine the best match for buyers with listings and streamline dialogues through communication analysis. 
  • Reporting and Forecasting: Determine business goals and track progress by closings, volume, revenue and GCI. Generate performance reports to monitor team productivity and provide helpful feedback. Track progress through updated business reports for real-time analytics. 
  • Listing Management: Add and edit property listings, and match them according to the buyer that best fits the profile. View MLS listings, including those that aren’t on the market yet. 
  • Automated Nurturing: Find the best lead matches according to search criteria, set up automatic property alerts based on customer behavior and encourage prompt actions leveraging instant market analysis and ongoing trends. 
  • Communication Management: Communicate with customers effectively using individual and mass texting and manage conversations in the system. Integrates with Gmail, iCloud, Exchange and Yahoo, and offers auto-email capabilities. Use its click-to-call feature to schedule follow-ups, leave voice messages, call clients and make conversation notes. 
  • Smart Plans: Engage short and long-term leads based on closing dates, holidays and birthdays. Streamline internal transactions and sales processes using automated action plans. Build a toolset quickly using a content library. 
  • Power Dialer: Approach leads using smart scripts, set automated text or voice messages for unanswered calls, and transfer calls to available agents. Create custom call lists or automatically generate them leveraging pipeline status and profile information. 
  • Mobile App: Contact prospects using automatic dialing and stay connected through real-time chat and instant notifications. Sort, filter and engage leads on the go. 
  • Integrations: Integrates with Realtor, Zillow, Homes, Redfin, Trulia, RE/MAX, Flipt, Bold Leads and more to ensure easy migration. Supports popular apps, such as Gmail, MailChimp, BombBomb, Google Calendar, Microsoft Exchange and Zapier, and transaction tools like Brokermint and Dotloop. 
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Product Ranking

#38

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CRM Software

#217

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CRM Software

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User Sentiment Summary

Great User Sentiment 158 reviews
Great User Sentiment 135 reviews
84%
of users recommend this product

Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 recognized software review sites.

84%
of users recommend this product

Chime CRM has a 'great' User Satisfaction Rating of 84% when considering 135 user reviews from 2 recognized software review sites.

4.6 (42)
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4.0 (42)
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4.21 (67)
4.0 (63)
4.2 (68)
4.7 (11)
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Synopsis of User Ratings and Reviews

Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.
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Smart Calling Features: Users appreciate the platform's ability to automatically log calls, record conversations, and send follow-up text messages, which streamlines communication and saves time.
AI Assistant: The AI assistant is a valuable tool for lead generation and qualification, providing insights and automating tasks to help users prioritize leads effectively.
Social Media Integration: Chime's integration with social media platforms allows users to manage interactions and engage with potential clients directly within the CRM, enhancing social media marketing efforts.
Website & Lead Form Integration: The platform seamlessly integrates with websites and lead forms, automatically capturing leads and their information, which simplifies lead management and ensures no opportunities are missed.
Team Collaboration Tools: Chime facilitates team collaboration through features like shared task lists, calendars, and communication channels, promoting efficient teamwork and project management.
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Limited Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.
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Limited Customization: Users have expressed frustration with the inability to tailor certain features to their specific workflows, such as customizing pipeline stages or adding custom fields to contact records.
Reporting Limitations: Generating custom reports or accessing granular data for in-depth analysis can be challenging, limiting users' ability to gain comprehensive insights into their sales performance and customer behavior.
Integrations: While Chime offers some integrations with popular business tools, users have noted that the range of available integrations is not as extensive as some other CRM platforms, potentially hindering seamless data flow between different systems.
Mobile App Functionality: The mobile app's functionality has been a point of contention for some users, with reports of limited features and occasional performance issues compared to the desktop version.
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Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback. What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships. Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.

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Let's dive into the world of Chime CRM and see what users have been saying about it over the past year.  Chime CRM seems to be a bit of a mixed bag, with users highlighting both its strengths and weaknesses.  One of its biggest strengths is its all-in-one nature, bringing together a bunch of different tools like a CRM, marketing automation, and even a dialer, which can be a real time-saver for busy folks.  Users also give it props for its ease of use, especially for those who might not be tech-savvy.  However, there are some downsides too.  Some users find the interface a bit clunky and outdated, and the customer support can be hit or miss.  Plus, the pricing can get a little steep, especially as you add more users or features. Now, let's see how Chime CRM stacks up against the competition.  Compared to other CRMs like Salesforce or HubSpot, Chime is often seen as the more affordable option, especially for smaller teams or solopreneurs.  It's also praised for its focus on real estate, with features like IDX website integration and lead generation tools that are tailor-made for realtors.  However, it might not be as feature-rich or customizable as some of the bigger players in the CRM game.  So, who is Chime CRM best suited for?  Well, it seems like it's a good fit for real estate professionals who want an all-in-one solution that's easy to use and won't break the bank.  But if you need a highly customizable CRM with all the bells and whistles, you might want to look elsewhere.  Keep in mind that user experiences can vary, so it's always a good idea to check out the latest reviews and maybe even try a free trial before making a decision.  The CRM landscape is constantly evolving, so staying up-to-date is key!

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