Software Alternatives, Accelerators & Startups
Register | Login

Method:CRM VS Insightly

Compare Method:CRM VS Insightly and see what are their differences

Flowlu
All-in-one work management platform for team collaboration. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Method:CRM logo Method:CRM

#1 CRM for QuickBooks Users

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • Method:CRM Landing page
    Landing page //
    2023-09-16
  • Insightly Landing page
    Landing page //
    2023-07-14

Method:CRM features and specs

  • Customization
    Method:CRM offers a high level of customization, allowing businesses to tailor workflows, screens, and reports to fit their unique needs without extensive coding.
  • QuickBooks Integration
    Seamlessly integrates with QuickBooks, syncing data in real-time to ensure that financial information is always up-to-date and eliminating double data entry.
  • User-Friendly Interface
    Designed with a user-friendly interface, making it easy for users to navigate and perform tasks efficiently.
  • Customer Management
    Offers robust customer management features including lead tracking, customer information storage, and interaction history.
  • Mobile Access
    Provides mobile access, enabling users to manage customer relationships and data from anywhere, increasing flexibility and responsiveness.

Possible disadvantages of Method:CRM

  • Cost
    Subscription can be expensive for small businesses or startups, especially considering additional costs for add-ons and customizations.
  • Learning Curve
    Due to its extensive customization capabilities, there can be a steep learning curve for new users, requiring time and effort to fully utilize all features.
  • Limited Out-of-the-Box Functionality
    While highly customizable, the software may lack some out-of-the-box functionality that competitors offer, requiring additional customization or third-party integrations.
  • Support Availability
    Customer support availability can sometimes be limited, particularly for smaller businesses that may not have access to higher-tier service plans.
  • Integration Complexity
    While integration with QuickBooks is a strength, integrating with other tools or software can sometimes be complex and may require technical expertise.

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Analysis of Method:CRM

Overall verdict

  • Method:CRM is generally considered a good choice for small to medium-sized businesses seeking a CRM solution with strong accounting integration. Its user-friendly interface and adaptability make it a strong contender in the CRM market, especially for those utilizing QuickBooks.

Why this product is good

  • Method:CRM is often praised for its deep integration with QuickBooks, making it an ideal choice for businesses already using Intuit's accounting software. It helps streamline customer management, automate workflows, and improve team collaboration. The platform is customizable, allowing users to tailor it to their specific business needs, and it offers features such as lead tracking, contact management, and sales pipeline management.

Recommended for

    Small to medium-sized businesses using QuickBooks looking for a customizable and user-friendly CRM solution that enhances customer relationship management and operational efficiency.

Method:CRM videos

+ Add

Method:CRM user review from a sales representative

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to Method:CRM and Insightly)

Method:CRM

Insightly

CRM
2 2%
CRM
98% 98
Business & Commerce
100 100%
Business & Commerce
0% 0
Sales
1 1%
Sales
99% 99
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

Share your experience with using Method:CRM and Insightly. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare Method:CRM and Insightly

Method:CRM Reviews

We have no reviews of Method:CRM yet.
Be the first one to post

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing Method:CRM and Insightly, you can also consider the following products

Evoliz - Evoliz is a new all-in-one business management tool that has been developed by a team of entrepreneurs, designers, and developers.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

SuiteCRM - SuiteCRM, Open Source CRM for the world Fully featured Open Source CRM, as powerful as Salesforce and Dynamics. Try the online demo! Online Demo Sign up for the SuiteCRM Master Classes. First class on June 6! Download

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Base CRM - Customer relationship management (CRM) & sales software geared towards making your small business, mid-market or enterprise sales team 10x more productive.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Loading...