Method CRM vs Rethink CRM

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Our analysts compared Method CRM vs Rethink 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
Rethink 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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Rethink CRM is a sophisticated software solution designed to streamline customer relationship management tasks, particularly for real estate professionals. It offers a comprehensive suite of features including lead management, deal tracking, and automated workflows, which enhance productivity and client engagement. The platform is particularly well-suited for commercial real estate brokers and agents due to its industry-specific functionalities, such as property and transaction management tools.

Users appreciate the intuitive interface and robust analytics capabilities, which provide actionable insights into client interactions and market trends. The software's integration with other business tools further amplifies its utility, making it a versatile choice for firms looking to consolidate their operations. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for both small teams and larger enterprises.

Compared to similar products, Rethink CRM stands out for its tailored approach to real estate, offering a more specialized experience that resonates well with its target audience. This focus on industry-specific needs, combined with positive user feedback, underscores its effectiveness in enhancing CRM processes.

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$25/User, Monthly
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Tailored to your specific needs
$120/User, Monthly
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
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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.
  • Improved Sales Efficiency: Streamline sales processes with automated workflows, reducing manual tasks and freeing up time for more strategic activities.
  • Better Customer Retention: Utilize targeted communication and personalized follow-ups to maintain strong relationships and reduce churn rates.
  • Centralized Data Management: Store all customer information in one place, ensuring easy access and reducing the risk of data silos.
  • Increased Collaboration: Foster teamwork with shared access to customer data and collaborative tools, enhancing coordination across departments.
  • Scalable Solutions: Adapt the CRM to grow with your business, accommodating increasing data and user needs without compromising performance.
  • Enhanced Decision-Making: Leverage real-time data and predictive analytics to make informed business decisions and identify new opportunities.
  • Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing a clear overview of performance at a glance.
  • Seamless Integration: Integrate with existing tools and platforms, such as email and marketing automation software, to create a cohesive tech ecosystem.
  • Cost Savings: Reduce operational costs by automating routine tasks and minimizing the need for manual data entry and management.
  • Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and regulations.
  • Mobile Accessibility: Access CRM features on-the-go with mobile-friendly interfaces, allowing for greater flexibility and responsiveness.
  • Personalized Customer Experiences: Deliver tailored interactions based on comprehensive customer profiles, enhancing satisfaction and loyalty.
  • Streamlined Onboarding: Simplify the onboarding process for new employees with intuitive interfaces and comprehensive training resources.
  • Proactive Issue Resolution: Identify and address potential issues before they escalate, improving overall customer satisfaction and trust.
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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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  • Customizable Dashboards: Tailor your dashboard to display key metrics and data points relevant to your business needs.
  • Advanced Reporting: Generate detailed reports with customizable parameters to gain insights into sales performance and customer interactions.
  • Lead Management: Efficiently track and manage leads through the sales pipeline with automated workflows and reminders.
  • Contact Management: Maintain a comprehensive database of customer information, including communication history and personal details.
  • Integration Capabilities: Seamlessly integrate with popular tools like Outlook, Gmail, and various marketing automation platforms.
  • Mobile Access: Access your CRM data on-the-go with a fully functional mobile app, ensuring productivity from anywhere.
  • Email Campaigns: Create, send, and track email campaigns directly from the CRM, with built-in analytics to measure effectiveness.
  • Task Automation: Automate repetitive tasks such as follow-up emails and data entry to save time and reduce human error.
  • Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality to easily update deal stages.
  • Role-Based Access Control: Ensure data security by assigning specific access permissions based on user roles within the organization.
  • Customer Support Integration: Integrate with customer support platforms to provide a unified view of customer interactions and support tickets.
  • Analytics and Insights: Utilize built-in analytics tools to gain actionable insights into customer behavior and sales trends.
  • Custom Fields: Add custom fields to capture unique data points specific to your business processes and requirements.
  • Collaboration Tools: Facilitate team collaboration with shared calendars, task assignments, and internal messaging features.
  • Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and integration.
  • API Access: Leverage API access to build custom integrations and extend the functionality of the CRM to meet specific business needs.
  • Real-Time Notifications: Receive real-time alerts and notifications for important events, such as new leads or deal updates.
  • Document Management: Store and manage documents within the CRM, linking them to relevant contacts, deals, or projects.
  • Social Media Integration: Connect with social media platforms to track customer interactions and gather additional insights.
  • Training and Support: Access comprehensive training resources and customer support to ensure successful CRM adoption and usage.
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Product Ranking

#38

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#399

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User Sentiment Summary

Great User Sentiment 158 reviews
Great User Sentiment 7 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

Rethink CRM has a 'great' User Satisfaction Rating of 82% when considering 7 user reviews from 1 recognized software review sites.

4.6 (42)
n/a
4.0 (42)
n/a
4.0 (63)
4.1 (7)
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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Easy to Use: Users consistently praise Rethink CRM for its intuitive interface, making it easy to navigate and manage customer data, even for those with limited CRM experience.
Strong Reporting Capabilities: Rethink CRM provides robust reporting features, allowing users to gain valuable insights into customer behavior and sales performance, helping them make data-driven decisions.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Rethink CRM's customer support team, providing timely assistance and resolving issues efficiently.
Affordable Pricing: Rethink CRM offers competitive pricing plans, making it an attractive option for businesses of all sizes, especially those with limited budgets.
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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 that Rethink CRM's customization options are limited, making it difficult to tailor the platform 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: Rethink CRM's interface can be complex and challenging to navigate, especially for users who are new to CRM software. This can lead to frustration and a longer time to get up to speed with the platform.
Lack of Mobile App: The absence of a dedicated mobile app can be a significant drawback for businesses that require access to their CRM data on the go. This can make it difficult to manage leads, track sales, and stay connected with customers while away from the office.
Integration Challenges: Rethink CRM may not integrate seamlessly with other essential business tools, such as email marketing platforms or accounting software. This can create data silos and make it difficult to get a complete picture of customer interactions.
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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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Rethink CRM: Is it a game-changer or just a rehash of the same old CRM? User reviews for Rethink CRM paint a picture of a product that is a breath of fresh air for real estate professionals who are tired of clunky, outdated CRM systems. Users rave about its intuitive interface, which makes it easy to navigate and use, even for those who are not tech-savvy. They also appreciate the robust features that allow them to manage their contacts, deals, and tasks efficiently. Rethink CRM's ability to connect data points, such as properties, proposals, and contacts, is a major selling point for users who are frustrated with the limitations of spreadsheets. This feature allows them to gain a comprehensive view of their business and make better decisions. However, some users have expressed concerns about the lack of mobile app functionality, which can be a major drawback for those who need to access their CRM on the go. Additionally, some users have reported that the customer support could be more responsive. Despite these minor drawbacks, Rethink CRM is a powerful tool that can help real estate professionals streamline their operations and close more deals. Rethink CRM is most suited for real estate professionals who are looking for a user-friendly and powerful CRM system that can help them manage their business more effectively. It is particularly well-suited for teams that are tired of using spreadsheets and are looking for a more sophisticated solution.

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