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Compare BookSteam vs Method CRM

What is better BookSteam or Method CRM? To successfully get the most efficient and productive CRM Software for your firm, you should compare products available on the market. For instance, here it is possible to match BookSteam’s overall score of 8.0 against Method CRM’s score of 6.9. You can even compare their general user satisfaction: BookSteam (100%) vs.

Method CRM (98%). In addition, you can review their strengths and weaknesses feature by feature, including their offered terms and prices. By comparing products you are improving your chances to pick the best software for your requirements. It goes without saying you should know your particular requirements to realize which service meets those needs.

We are aware that not all people have the time to try out dozens of various products, so we created a list of recommendations that you may find useful. Our top choices for the Appointment Scheduling Software category are: Calendly, Square Appointments, Checkfront.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19.95

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 24/7 booking
  • Advanced business stats
  • Appointment scheduling
  • ‘Book now’ button
  • Calendar synchronization
  • Class scheduling
  • Client database builder
  • Client management tools
  • Client payments
  • Color-coded time blocks
  • Customer reviews
  • Easy-to-use calendar
  • Email and SMS notifications
  • Facebook integration
  • Free business web page
  • Multiple locations
  • Security and privacy
  • Separate staff access

Pricing Info

BookSteam offers 4 plans:

Solo

  • $19.95/month
  • 1 staff member
  • 1 location

Small

  • $29.95/month
  • Up to 5 staff members
  • Up to 5 locations

Medium

  • $39.95/month
  • Up to 10 staff members
  • Up to 10 locations

Large

  • $69.95/month
  • Up to 25 staff members
  • Up to 20 locations

Features of all the plans:

  • All premium features
  • Class/group scheduling
  • Unlimited administrators
  • Unlimited appointments
  • Unlimited customers
  • Unlimited services
  • Website integration

Start your Booksteam free trial here

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

You can integrate BookSteam’s scheduling widget with your existing website and start accepting bookings.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

BookSteam is a cloud-based online appointment scheduling and management app for appointments, classes, and services online.

Company Email

sales@booksteam.com

Contact No.

Company's Address

BookSteam, 10520 Yonge St, Unit 35B, Suite 108, Richmond Hill, ON L4C3C7, Canada

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Contact Management

  • Keep real-time activity history
  • Unlimited contacts per record
  • Customer service tickets
  • Automatic “lead status only”
  • Share opportunities
  • Share calendars
  • Share documents with assigned roles

QuickBooks Sync

  • Method Integration Engine allows easy integration
  • Real-time sync for invoices, time track entries and customer data
  • Access CRM in web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place

Supported Editions

  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher.
  • QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia supports Pro, Premier 2008/2009 and higher.
  • QuickBooks Online USA: All editions supported.
  • International versions of QuickBooks Online not yet supported.
  • Remote hosting via RightNetworks and Insynq

Fully customizable

  • Invoice customization (logo and colors)
  • Drag-and-drop tools
  • Custom fields and tables
  • Custom screens
  • Custom buttons and actions
  • Custom reports, charts and graphs

Web payment

  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal

Pricing Info

Here are the Method CRM cost details:

Contact Manager Plan – $25/user/mo (annual) or $28/user/mo (monthly)

  • Contact Management
  • Custom App Services
  • Customer Self-Service Portals
  • Mobile App
  • Patented QuickBooks Sync

CRM Pro Plan – $44/user/mo (annual) or $49/user/mo (monthly)

Includes all Contact Manager plan features, plus:

  • Online Payment Portals
  • QuickBooks Sales Transactions
  • Sales Pipeline Manager
  • Web-To-Lead Forms

Add-Ons

  • Purchase Transactions – $10/user/mo (annual) or $12/user/month (monthly)
  • Email Campaigns – $10/user/mo (annual) or $12/user/month (monthly)
  • Case Management – $10/user/mo (annual) or $12/user/month (monthly)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

HME Mobility & Accessibility, GTM Landscaping, Dean Markley, Textbook Painting, Remis Power systems

Integrations

Add-Ons

  • AERO Workflow Management for QB Desktop
  • AERO Workflow Management for QB Online
  • Method Expense Reports for QB Desktop
  • Method Field Services for QB Desktop
  • Method Professional Services for QB Desktop
  • Method Scheduling & Invoicing for QB Online
  • NEXT, Practice Management Tool for QB Desktop
  • SaaSphalt for QB Desktop
  • You Rang for QB Desktop

Integrations

  • Gmail
  • Outlook
  • MailChimp
  • SmartVault
  • Method API for third-party app integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Nurture leads, stay on top of what each customer needs and grow your sales.

Company Email

method@method.me

Contact No.

Company's Address

57 Spadina Ave. Suite 210
Toronto, ON
M5V 2J2, Canada

SimplyBook.me

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.1

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • POS System
  • Invoice printing
  • Cash and credit card payment
  • Coupon codes
  • Gift card
  • Web or mobile booking interface
  • Email/SMS Confirmations and reminders
  • Customizable booking page
  • Flexible settings
  • Payment system
  • Recurring tasks
  • Easy administration
  • Deep insights and statistics
  • Group booking
  • Multiple booking
  • Google Calendar sync
  • Unit location
  • News
  • Custom terms and conditions
  • Name, description and an image representing the class
  • Maximum number of attendees
  • Name and details of teacher/provider
  • Flexible class duration
  • Use start times to set when class starts
  • Use schedule to set periods when class takes place
  • Set class up as event based, so it only happens once or few times on selected days
  • Group classes into categories
  • Use intake forms to ask clients questions when they book a class
  • Include class in one or more memberships
  • Name, description and an image representing the class
  • Flexible membership duration period
  • Can be set automatically recurring
  • Client credit card can be auto charged upon renewal when selected credit card processors are used
  • Clients are reminded before expiry and warned before fee is deducted from credit card
  • Clients are notified on successful renewal of membership
  • All notifications can be manually changed too contain message that better suits each business
  • Messages can be sent as email, SMS or both
  • Client first payment can be set different from recurring months. This can be useful when businesses charge inscription fee.
  • Membership can be set as one time fee only
  • Membership fee can be charged, while keeping discounted fees on class upon each booking
  • Admin/employees can manually accept payments not paid via credit card
  • Limit how often client can book during the subscription period to avoid abuse
  • Sell limited number of sessions as packs
  • Support for 23 Payment Processors

Pricing Info

SimplyBook.me offers a free package and three paid plans. There is also a free trial month available that includes all features and 50 bookings.

All plans include:

  • Booking Website
  • Booking Widget
  • Unlimited Staff

Free

  • 50 Bookings
  • 1 Custom Feature

Basic – $9.90/month (2 months free if paid annually)

  • 100 Bookings
  • 3 Custom Features
  • Promotion System

Standard – $29.90/month (2 months free if paid annually)

  • 500 Bookings
  • 8 Custom Features
  • Promotion System
  • White Label
  • HIPAA

Premium – $59.90/month (2 months free if paid annually)

  • 2000 Bookings
  • Unlimited Custom Features
  • Promotion System
  • White label
  • HIPAA

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Glasgow Caledonian University, MPH Softball, 2 Geek Tech Support Services

Integrations

SimplyBook.me was designed to integrate seamlessly with a number of business systems and applications:

  • Bitcoins
  • Dwolla
  • Facebook
  • Facebook Messenger
  • Google AdWords
  • Google Analytics
  • Google Calendar
  • Gruveo
  • Joomla
  • PayPal
  • Skrill
  • Stripe
  • Tens of other payment processors
  • Wordpress
  • Transactional Email
  • Your Website
  • Zapier

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

SimplyBook.me is an online booking system that is accessible from mobile devices or desktop PCs for 24/7 bookings from anywhere.

Company Email

support@simplybook.me

Contact No.

Company's Address

Armuli 4, 105 Reykjavik, Iceland

Both BookSteam and Method CRM were evaluated by a group of independent SaaS experts who conducted a detailed examination of all core aspects of each service. Their total rating was calculated with unique SmartScore model that calculates a separate partial score to each factor such as: main functionalities, client support, mobile device support, security, customer satisfaction as well as market presence. Here at FinancesOnline we know useful features are not the only thing crucial to a business so we make an effort to pay attention to all sides of a software prior to giving it a final rating.

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