Method CRM vs TeamWave

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Our analysts compared Method CRM vs TeamWave 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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TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers.

It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
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$25/User, Monthly
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Tailored to your specific needs
$39 Monthly
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Tailored to your specific needs
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Mobile
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Mobile

Product Assistance

Documentation
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Live Online
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Documentation
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Email
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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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  • Comprehensive Business Management: Handle multiple business processes with comprehensive packages. Take control of project management, CRM and HR management with its unified solution while streamlining workflows and processes.  
  • Enhanced Collaboration: Foster enhanced collaboration between individual employees and teams. Converge employees or teams on a single page to brainstorm ideas or communicate. 
  • Improved Support: Support functions help sales teams perform their tasks efficiently with minimal difficulties. Provides fast access to estimates, invoices, milestones, client contact information and tasks. 
  • Boosts Productivity: Ensure data consistency by sharing information with multiple parties while removing information duplication. Boost productivity with smooth integrations and eliminate multiple logins. 
  • Integrations: Integrate with popular third-party modules like MailChimp, Dropbox, Google Drive, Google Calendar, Google Contacts, UberConference, Zapier and more to seamlessly complete workflows. Auto-sync email data with Gmail, MailChimp and Microsoft. 
  • Mobile Application: Accessible via Android or iOS devices, including smartphones and tablets, to make deals and receive information on-the-go. Quickly find tasks, deals, people or information. 
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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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  • Sales Management: Get a full picture of the company's sales deals at various stages, sort deals by their prospective closing dates and make intelligent sales decisions. Choose columns and their display order with a list view of deals. Set advanced filters, export data, sort and drag columns or edit in bulk. Focus on the right deals and activities with forecasting tools for effective sales planning. 
  • Customizable CRM: Customize CRM to accommodate a company’s unique sales processes. Prepare customized pipelines for business segments and territories while defining pipeline stages. Control employee access to each pipeline. Sort deals using powerful filters while adding data by creating custom fields. Construct custom features and integrate with external modules using APIs. 
  • Contact Management: Gain a bird’s eye view of employees and clients. Segment contacts using customized tags to add context while searching. Create custom fields to store information about each contact. Keep contacts private or share with teams to keep them updated. Import contacts from Gmail, spreadsheets, Outlook, vCard or any CSV file and add valuable contact information from Google+ or Linkedin.  
  • Project Management: Organize workflows and teams, communicate across the company and nullify the chances of things slipping through the cracks. Divide projects into manageable tasks and arrange tasks according to priority. View files, emails, conversations or any other project data in one place. Collaborate with teams to finish tasks on time. Keep project specifications, documents, wireframes or licenses for internal purposes until they need to be presented. 
  • HR Management: Focus on employees, not documentation with its intuitive HR tools. Automate processes to boost productivity while putting valuable employee feedback into action. Track vacations, leaves or time-offs smartly by creating a simple leave request and approval process. Capture national and company holidays on the team calendar, along with important events. Control employee access to internal data with advanced visibility settings and user permissions. 
  • Reporting and Dashboards: Generate ad-hoc or standard reports using company data. Forecast sales revenue using company’s historical sales information, salespersons’ estimates and analysis of market trends. Get graphical representations of historical and current trends of an organization’s KPIs for instant decision making. 
  • Campaign Management: Prepare and launch multi-channel marketing campaigns targeting individuals or groups and track initiative effectiveness. Manage and track marketing leads through a customer inquiry process while filtering leads, lead grading, distribution and qualifications. Measure the ROI of various marketing initiatives. 
  • Records Management: Store all employee data, including addresses, emergency contacts and more at a single location for easy access. Allow employees to create personalized bio pages with contact information and job descriptions to share their stories with coworkers. 
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Product Ranking

#38

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#391

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User Sentiment Summary

Great User Sentiment 158 reviews
Excellent User Sentiment 47 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.

92%
of users recommend this product

TeamWave has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.6 (42)
5.0 (1)
4.0 (42)
4.6 (24)
4.0 (63)
4.7 (19)
4.7 (11)
3.8 (3)

Awards

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TeamWave 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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Centralized platform: TeamWave provides a single platform to manage contacts, sales pipelines, projects, and team collaboration, eliminating the need for multiple tools.
User-friendly interface: Users praise TeamWave for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively.
Visual sales pipeline: The platform's visual sales pipeline allows users to track deals, identify bottlenecks, and make informed decisions to move deals forward.
Effective project management: TeamWave enables users to create projects, assign tasks, set deadlines, and track progress, ensuring projects stay on schedule and within budget.
Seamless team communication: The built-in communication features, such as discussions and file sharing, facilitate efficient collaboration among team members.
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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 express frustration over the inflexibility of the platform, particularly when it comes to tailoring the system to their specific workflows. For example, customizing sales pipelines to reflect unique business processes can be challenging.
Reporting Limitations: Generating comprehensive reports, especially for sales analytics, is cited as a significant drawback. Users desire more in-depth reporting features to gain better insights into their sales performance and customer interactions.
Mobile App Functionality: While TeamWave offers a mobile app, users report that its functionality is limited compared to the desktop version. This can hinder productivity for teams that rely heavily on mobile access to their CRM data.
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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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Over the past year, user reviews for TeamWave have been largely positive, with many praising its all-in-one approach to managing CRM, project management, and HR tasks. Users frequently highlight its intuitive interface and seamless integration capabilities as standout features. Compared to similar products like HubSpot and Zoho CRM, TeamWave is often lauded for its affordability and ease of use. One user mentioned that the software "offers a comprehensive suite of tools without the steep learning curve," making it accessible for small to medium-sized businesses. However, it's not all smooth sailing. Some users have pointed out that while TeamWave excels in providing a broad range of functionalities, it sometimes lacks the depth found in specialized tools. For instance, its project management features, though robust, are not as advanced as those offered by Asana or Trello. Another common critique is the occasional lag in customer support response times, which can be frustrating for users needing immediate assistance. What sets TeamWave apart is its holistic approach. The ability to manage CRM, projects, and HR in one platform is a significant differentiator. This integration is crucial for businesses looking to streamline operations without juggling multiple software solutions. One user noted, "The seamless transition between CRM and project management has saved us countless hours and reduced errors." TeamWave is particularly well-suited for small to medium-sized enterprises that need a cost-effective, user-friendly solution to manage various business functions. Its all-in-one nature makes it ideal for teams that prefer simplicity and integration over specialized, standalone tools. In summary, while it may not offer the depth of some competitors, its breadth and ease of use make it a compelling choice for many businesses.

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