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Compare Zoho CRM vs Method CRM

What is better Zoho CRM or Method CRM? There are lots of CRM Software products out there these days. The ideal way to find out which app fits your needs best is to check them side by side. For example, here you can examine Zoho CRM and Method CRM for their overall score (9.4 vs. 6.9, respectively) or their user satisfaction rating (92% vs. 99%, respectively).

It’s also possible to review their individual modules and pricing terms as well as other valuable details below. When matching products make sure to compare their related advantages and mark their differences to have a clearer picture of both deals. Likewise, bear in mind to evaluate other features like security, backup, usability, and customer service.

In case you you would like to quickly find the best CRM Software according to our experts we recommend you examine the following solutions: HubSpot CRM, Salesforce CRM, Freshsales.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Sales Force Automation

  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management

Lead Management

  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)

Account Management

  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs

Effective Follow-up

  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year

Website Integration with Forms

  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM

CRM Workflow Management

  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks

Sales Tracking

  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition

Pulse

  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity

Sales Forecasting

  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards

Productivity

  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields

MailMagnet

  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders

Document Library

  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document

Social CRM

  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM

Mobile CRM

  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone

CRM for Google Apps

  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Pricing Info

Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and Enterprise pricing plans to choose from.

 

Free – Up to 3 users, No credit card required.

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) or $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month (billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone

Integrations

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

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

Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.

Company Email

sales@zohocorp.com

Contact No.

Company's Address

4141 Haciendra Drive
Pleasanton, CA 94588
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE 99%

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

In case you are still having second thoughts about which solution will work best in your case it might be a sensible idea to take a look at each service’s social metrics. Such metrics are frequently a sign of how popular each service is and how big is its online presence. For instance Zoho CRM Twitter account has currently 18662 followers. At the same time Method CRM Twitter is followed by 1107 users.

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