Method CRM vs LeadMaster

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Our analysts compared Method CRM vs LeadMaster 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
LeadMaster 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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LeadMaster is a cloud-based solution that enables organizations to manage their leads, customers and sales pipeline. Its capabilities include lead management, email marketing, web integration, analytics and a virtual call center. Businesses can track their leads and customers from beginning to end and identify the most effective marketing campaigns. Additionally, it helps automate sales processes and close more deals.
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$25/User, Monthly
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$10 Monthly, Freemium
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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
Knowledge Base
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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  • Increased Customer Satisfaction: Customer service professionals can drive customer satisfaction with analytical reports that help them manage workflows, identify overdue cases, and track progress and performance metrics. The ability to spot cases that need attention enables users to act promptly. 
  • Enhanced Performance: Streamlining and automating manual tasks and measuring campaign outcomes improves performance. Process automation allows sales reps to manage sales funnels efficiently, focus on closing sales and acquire new leads. 
  • Sustained Customer Loyalty: Users can nurture leads and cultivate long-term prospects with personalized emails. They can decide the appropriate frequency, send mass emails, stay informed and manage targeted campaigns. The system supports receiving notifications or call backs for email opens. 
  • Smooth Pipeline Management: It’s possible to manage pipelines efficiently by leveraging analytical reports and dashboards. It only takes 10 minutes to set up the opportunity management feature. 
  • Free Trial: LeadMaster offers a 30-day free trial, ensuing complete use so users can test out the software before committing. Capabilities during the trial include integration with other applications, sales funnel and lead distribution, email marketing automation, lead nurturing scheduling and report generation. 
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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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  • Lead Management: Users can evaluate and classify leads, log and track their status, update lead score and access data. Real-time notifications let them act fast on hot leads, and actionable reports enable them to evaluate marketing and sales strategies. 
  • Opportunity Management: LeadMaster allows users to ensure long-lasting relationships and repeat sales with personalized communications. They can track leads, judge win probability and check recommended solutions using forecasts. It’s also possible to access real-time data, opportunity notes and detailed customer histories. 
  • Case Management: This feature assists with tracking and solving customer service issues quickly and efficiently. Users can associate new cases with customer records, assign tickets to the most appropriate staff members, customize fields to capture specific business information, automate processes using workflows and respond to common questions using built-in templates. 
  • Integrated Telephony: The system offers a range of softphone features including pre-recorded messages, conversation recording on web storage or hard drive, IVR and sophisticated call routing, and call holds. Other capabilities include a click dialer to convert phone numbers into live links, call monitoring and coaching, three-way call transfer, and complete phone switch. 
  • Campaign Management and Analysis: A built-in campaign management system helps drive better results, letting users analyze ROI and measure the effectiveness of marketing campaigns in real time. 
  • Landing Pages: Landing page templates, equipped with several fields such as company, phone, contact and email, gather information to build up the database without the need for a technical expert. 
  • Outlook Integration: Integration with Outlook allows users to track activities in real time, as well as sync email, calendar and contacts between the platform and Outlook. The email marketing system helps track ROI, nurture leads and record communications. 
  • Smart Queue: This tool helps improve sales reps productivity without any training. They can manage call centers and inside sales efficiently, as the system can choose high priority call records automatically. It supports predefined lead scoring, combines call dispositions and workflows, assigns top calls to agents and organizes call records from different sources. Integration with different cloud dialing solutions ensures cost-effective click-to-call and power dialing. 
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Product Ranking

#38

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#56

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User Sentiment Summary

Great User Sentiment 158 reviews
Great User Sentiment 49 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.

82%
of users recommend this product

LeadMaster has a 'great' User Satisfaction Rating of 82% when considering 49 user reviews from 2 recognized software review sites.

4.6 (42)
n/a
4.0 (42)
4.1 (13)
4.0 (63)
4.1 (36)
4.7 (11)
n/a

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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Price: LeadMaster is known for being budget-friendly, especially when compared to similar options.
Customizable: Users can tailor the platform to match their specific business processes.
Usability: The system is designed to be straightforward and easy to use, even for those new to CRM.
Customer Support: LeadMaster is recognized for its responsive and helpful customer service team.
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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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Outdated Interface: Some users have reported that the LeadMaster platform feels outdated and sluggish compared to newer CRM solutions.
Occasional Data Duplication: The system's data entry process has been criticized for sometimes requiring redundant entries, potentially leading to data duplication issues.
Limited Customization: Users have expressed frustration with the limited customization options available, particularly regarding dropdown menus and scaling features.
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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 LeadMaster CRM truly a master of managing customer relationships? User reviews from the past year paint a somewhat mixed picture of this CRM solution. On the one hand, LeadMaster is frequently praised for its robust features, particularly its comprehensive approach to lead management, sales tracking, and marketing automation. Users highlight its ability to streamline workflows and improve efficiency, with some even claiming that tasks that once took days now take minutes. The platform's adaptability to different business needs and its strong customer support are also frequently cited as major advantages. However, LeadMaster isn't without its drawbacks. A recurring criticism is the platform's somewhat outdated interface, which some users find clunky and sluggish. This, coupled with a steep learning curve, can make it challenging for beginners to get the hang of the software. Additionally, while some users find LeadMaster's pricing reasonable, others point out that it can be more expensive compared to other CRM options available. This is particularly relevant for smaller businesses or startups that might be working with tighter budgets. In conclusion, LeadMaster CRM seems best suited for established businesses with dedicated resources for training and implementation. Its comprehensive features and customization options make it a powerful tool for managing complex sales processes and large customer databases. However, businesses looking for a more modern, intuitive, and budget-friendly CRM solution might find better alternatives in the market.

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