Method CRM vs Membrain

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Our analysts compared Method CRM vs Membrain 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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Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics.

Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
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$25/User, Monthly
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Tailored to your specific needs
$65 Monthly
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Tailored to your specific needs
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Product Assistance

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24/7 Live Support
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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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  • Seamless Operations:  Users can streamline their sales operations, benchmark their processes and track activities and goals from a central platform, making it easier to keep everyone on the same page. 
  • Improve Sales Effectiveness:  With well-defined sales processes and coaching, users can build and scale their sales strategy for effective and sustainable growth. 
  • Increase Win Rates:  Sales playbooks, coaching and integrated sales content ensure that sales executives follow a logical yet personalized approach to sales with each assigned lead, improving their win rates. 
  • Increase Revenue:  With continual optimization of sales processes, improving win rates, faster ramp-up times and larger deal sizes, Membrain helps users boost their revenue. 
  • Team Collaboration:  The platform facilitates team communication and coordination between sales team members from a central system. 
  • Mobile App:  Membrain has fully-featured Android and iOS apps for users to manage work on-the-go. 
  • Integrations:  Apart from pre-built integrations with key players, Membrain offers hundreds of third-party integrations through Zapier. 
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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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  • Accounts and Contacts:  Users can store and manage their individual contacts as well as organize contacts belonging to an organization into accounts. They can also leverage global search tools for quick access to information about any contact or account. Users can also create smart lists with filters, groups and inline edits. 
  • Data Enrichment:  Membrain offers automated data enrichment for contacts and accounts and fills in details like addresses, phone numbers and social media accounts with a single click. Users just have to add the website or email address for a given account or contact. 
  • Custom Fields:  Users can add custom fields to their contacts and accounts to add specific information as required. Custom fields are automatically added to filtering and grouping parameters for better segmentation and targeted communication. 
  • Sales Pipeline Overview:  This system offers a flexible and visual overview of the sales pipeline to its users, along with drill-down details on each opportunity and actionable guidance to close a given deal. Users can manage multiple pipelines and filter and group through different stages of each pipeline to find relevant information. 
  • Customizable Sales Process:  Users can define their sales process from first communication to winning and managing a deal. Custom benchmarks, actionable steps, KPIs and best practices can be added with a simple drag-and-drop feature to build a workflow. 
  • Integrated Sales Content:  Managers can embed sales enablement content like templates, collateral, training and coaching materials within workflows, to ensure that their sales executives take the right action at the right time, and improve their performance. 
  • Membrain Guide:  With Membrain Guide, users can access real-time intelligence and actionable guidance for any given opportunity, using a set of pre-defined to complete their goals. 
  • Sales Performance Management:  Managers can configure important KPIs for individual and team-level sales goals such as quota, sales cycle, deal size, win rates and more. It can also track performance against these metrics in real-time with a visual interface. 
  • Membrain Meet:  Membrain Meet is a scheduling feature within the platform that helps users set up meetings and sync them with their calendars with a single click. 
  • Email Management:  Membrain integrates with all major email providers to organize incoming mails, offer pre-written and customizable email templates for specific purposes, and track recipient engagement. It also highlights important emails by Prospects and Opportunities, so that sales executives can follow up as required. 
  • Task Management:  Membrain offers an intuitive task management system that curates meetings and other important tasks from the workflow and calendar and sets up automated reminders and notifications. 
  • Prospect Management:  Users can define and identify their ideal customer profiles to identify high-value prospects that fit their criteria in multiple prospective campaigns to build an active stream of leads. These leads can be further qualified and scored based on data. 
  • Sales Playbook:  Managers can build multiple customized sales processes and create situational playbooks to assist their sales team through various sales situations. Similarly, managers can also map out deal-level strategies and manage stakeholders involved in the decision-making team for a given deal or account. 
  • Sales Analytics+::  Once important metrics pertaining to an individual or team level are defined, the Sales Analytics+ feature tracks them and provides a real-time visual representation of data. It also offers actionable insights, helping users identify trends and patterns while adjusting their strategy to improve performance. 
  • Dashboard:  This solution offers a customizable drag-and-drop dashboard that presents all relevant sales information in an intuitive visual manner. The live dashboard can also be shared with external stakeholders directly or used to pull reports and create presentations for external sharing. 
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Product Ranking

#38

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#80

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User Sentiment Summary

Great User Sentiment 158 reviews
Excellent User Sentiment 20 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.

96%
of users recommend this product

Membrain has a 'excellent' User Satisfaction Rating of 96% when considering 20 user reviews from 2 recognized software review sites.

4.6 (42)
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4.0 (42)
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4.8 (10)
4.0 (63)
4.8 (10)
4.7 (11)
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Awards

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Membrain 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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Visual Sales Pipeline: Users praise Membrain's visually intuitive sales pipeline, which allows them to easily track deals and understand their progress at a glance.
Sales Process Enforcement: Membrain helps enforce consistent sales processes by guiding salespeople through each stage and ensuring they complete necessary tasks, leading to improved sales execution.
Actionable Insights: Users appreciate Membrain's ability to provide actionable insights into sales performance, allowing them to identify bottlenecks, track key metrics, and make data-driven decisions to optimize their sales strategies.
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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 over the inflexibility of Membrain's customization options, particularly when it comes to sales process templates. They feel restricted by the pre-defined templates and find it challenging to tailor them to their specific workflows.
Steep Learning Curve: The platform's complexity and non-intuitive interface have been cited as major drawbacks. New users often find it difficult to navigate and utilize the software's full potential without extensive training and support.
Reporting Limitations: Generating comprehensive and insightful reports can be cumbersome in Membrain. Users desire more flexibility and granularity in reporting options to gain deeper insights into their sales performance and pipeline.
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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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User reviews from the last year suggest that Membrain is a powerful tool for businesses looking to streamline their sales processes, but it may not be the right fit for everyone. Users praise Membrain for its robust features, particularly its ability to visualize the sales pipeline and automate tasks, which helps sales teams stay organized and focused on closing deals. For example, users highlight the platform's intuitive drag-and-drop interface for managing deals and its customizable sales process templates as major strengths. However, some users find Membrain's pricing to be a significant barrier, especially for smaller businesses or startups with limited budgets. Additionally, some users have reported a steep learning curve, suggesting that Membrain may not be the most user-friendly platform for those new to CRM. While Membrain offers comprehensive customer support, some users have expressed frustration with the platform's lack of a mobile app, which can hinder productivity for teams on the go. Ultimately, Membrain seems best suited for established businesses with complex sales processes and the resources to invest in a sophisticated CRM solution. Its focus on sales pipeline management and automation makes it a valuable asset for sales-driven organizations looking to optimize their performance and drive revenue growth.

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