Method CRM vs Freshworks CRM

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Our analysts compared Method CRM vs Freshworks 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

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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Freshworks CRM is a comprehensive software solution designed to streamline customer relationship management tasks. It is particularly well-suited for small to medium-sized businesses seeking to enhance their sales processes and customer interactions. The platform offers a range of features, including lead management, contact management, email tracking, and workflow automation, which collectively help businesses manage their customer data more efficiently.

One of the standout benefits of Freshworks CRM is its user-friendly interface, which allows for easy navigation and quick adoption by teams. Users often highlight the software's robust reporting and analytics capabilities, which provide valuable insights into sales performance and customer behavior. Additionally, the integration with various third-party applications enhances its functionality, making it a versatile tool for diverse business needs.

In terms of pricing, Freshworks CRM offers several tiers, typically ranging from $9 to $59 per user per month, billed annually. This flexible pricing structure makes it accessible to businesses with varying budgets. Compared to similar products, users appreciate its affordability and the balance it strikes between cost and feature set, often noting its superior customer support and ease of use.

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$25/User, Monthly
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Tailored to your specific needs
$9/User, Monthly
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Tailored to your specific needs
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Android
Chromebook
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Android
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Cloud
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Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
Webinars
Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
Email
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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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  • Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting tools.
  • Improved Sales Efficiency: Automate repetitive tasks and streamline sales processes, allowing your team to focus on closing deals.
  • Seamless Integration: Connect with other essential business tools like email, calendars, and social media platforms to create a unified workflow.
  • Personalized Customer Engagement: Use segmentation and targeted communication to deliver personalized experiences that resonate with individual customers.
  • Real-Time Collaboration: Facilitate better teamwork with shared access to customer information and collaborative tools, ensuring everyone is on the same page.
  • Scalable Solutions: Adapt the CRM to grow with your business, offering flexible plans and features that can be customized to meet evolving needs.
  • Enhanced Data Security: Protect sensitive customer information with robust security measures and compliance with industry standards.
  • Increased Customer Retention: Utilize tools for tracking customer satisfaction and proactively addressing issues to foster long-term loyalty.
  • Actionable Insights: Leverage AI-driven analytics to uncover trends and make data-driven decisions that enhance business performance.
  • Cost Efficiency: Reduce operational costs by automating workflows and minimizing the need for manual data entry and management.
  • Mobile Accessibility: Access CRM features on-the-go with mobile apps, ensuring your team can work efficiently from anywhere.
  • Enhanced Lead Management: Track and nurture leads through the sales funnel with tools designed to optimize lead conversion rates.
  • Customizable Dashboards: Create personalized dashboards that display key metrics and insights relevant to your specific business needs.
  • Improved Customer Support: Provide timely and effective customer service with integrated support tools and ticketing systems.
  • Streamlined Marketing Campaigns: Plan, execute, and analyze marketing campaigns within the CRM to ensure cohesive and effective marketing strategies.
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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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  • Contact Management: Centralized repository for storing and managing customer information, including interaction history and social profiles.
  • Lead Scoring: Automated scoring system to prioritize leads based on their engagement and likelihood to convert.
  • Sales Pipeline Management: Visual representation of sales stages, allowing for easy tracking and management of deals through customizable pipelines.
  • Email Integration: Seamless integration with popular email services like Gmail and Outlook, enabling email tracking, scheduling, and template usage directly within the CRM.
  • Workflow Automation: Automate repetitive tasks and processes using a drag-and-drop interface to create custom workflows.
  • AI-Powered Insights: Freddy AI provides predictive analytics and actionable insights to help sales teams make data-driven decisions.
  • Customizable Dashboards: Tailor dashboards to display key metrics and performance indicators relevant to your business needs.
  • Mobile App: Access CRM functionalities on-the-go with a fully-featured mobile app available for both iOS and Android devices.
  • Collaboration Tools: Built-in features like team inboxes and shared calendars to enhance team collaboration and communication.
  • Reporting and Analytics: Generate detailed reports and analytics to monitor sales performance, track KPIs, and identify trends.
  • Third-Party Integrations: Integrate with a wide range of third-party applications such as Slack, Zapier, and QuickBooks to extend CRM capabilities.
  • Customer Support Module: Integrated support features including ticketing, knowledge base, and live chat to manage customer inquiries efficiently.
  • Territory Management: Define and manage sales territories to optimize resource allocation and improve sales coverage.
  • Custom Fields and Modules: Add custom fields and modules to tailor the CRM to your specific business requirements.
  • Data Import and Export: Easily import and export data in various formats to ensure seamless data migration and backup.
  • Security and Compliance: Robust security measures including role-based access control, data encryption, and compliance with GDPR and other regulations.
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Product Ranking

#38

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#265

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User Sentiment Summary

Great User Sentiment 158 reviews
Excellent User Sentiment 19 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.

100%
of users recommend this product

Freshworks CRM has a 'excellent' User Satisfaction Rating of 100% when considering 19 user reviews from 1 recognized software review sites.

4.6 (42)
5.0 (19)
4.0 (42)
n/a
4.0 (63)
n/a
4.7 (11)
n/a

Awards

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Freshworks CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Ease of Use: Freshworks CRM is praised for its intuitive interface, making it easy for users to navigate and find the information they need. Many users find it simple to set up and customize, even for those without extensive CRM experience.
Affordable Pricing: Freshworks CRM offers a variety of pricing plans, making it accessible to businesses of all sizes. Users appreciate the value for money, especially compared to other CRM solutions.
Strong Customer Support: Freshworks CRM provides responsive and helpful customer support, both through online resources and direct contact. Users appreciate the quick resolution of issues and the availability of knowledgeable support staff.
Integration Capabilities: Freshworks CRM integrates seamlessly with a wide range of popular business applications, such as email marketing platforms, social media tools, and payment gateways. This allows users to streamline their workflows and manage all their customer interactions in one place.
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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: Some users have found the customization options to be limited, making it difficult to tailor the CRM to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.
Steep Learning Curve: The interface can be complex and overwhelming for new users, requiring significant time and effort to learn the system. This can be particularly challenging for smaller businesses with limited resources.
Integration Challenges: While Freshworks offers integrations with various third-party applications, some users have reported difficulties in setting up and maintaining these connections. This can lead to data inconsistencies and workflow disruptions.
Customer Support Issues: Some users have expressed dissatisfaction with the responsiveness and quality of customer support. They may experience long wait times or receive unhelpful responses to their inquiries.
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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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Is Freshworks CRM actually refreshing, or does it leave a bad taste in your mouth? Recent user reviews paint a somewhat mixed picture. While many appreciate its user-friendly interface and affordability, some find its features less robust compared to competitors like Salesforce. For instance, users praise Freshworks CRM's intuitive layout, which makes navigating and managing contacts a breeze, especially for smaller businesses. However, larger enterprises might find its reporting and customization options limited. Its value for money is a major plus, particularly for startups and growing businesses, as it offers a good balance of features at a competitive price point. Yet, some users have expressed frustration with occasional glitches and limited third-party integrations, hindering seamless workflows. Essentially, Freshworks CRM emerges as a user-friendly and budget-friendly option, ideal for businesses seeking a straightforward CRM solution. Its simplicity, while a strength for some, can be a limitation for those requiring advanced features.

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