Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
Method CRM is the most popular platform among QuickBooks users. The program connects with all Quickbooks editions, allowing you to link your financial data to all company operations. Users gain the tools they need to minimize late payments, speed up sales, and find additional cross-sell possibilities.Workflows may also be easily created to automate time-consuming processes such as producing invoices, receipts, and late payment reminders. Method:CRM allows you to create your own subscription, and limitless users can take advantage of a 30-day free trial.

Ease of use

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
Method CRM is easy to use. Don't waste your precious time manually inputting sales leads. Method makes it simple to rapidly enter new prospects into your lead management software. Method CRM users who do not have access to QuickBooks can build estimates in Method using QuickBooks items.

Support

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
The Method Support Team responds quickly to inquiries and may be reached via chat. It is used on a daily basis by sales, support, and technical teams to access client information and give help. All client touch points are documented, allowing anybody in the company to view customer conversations. This enables the customer service staff to better assist consumers and be more efficient as an organization.

Who is it for?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
Users of Quickbooks Desktop or Quickbooks Online who want a CRM system to handle leads, track sales activity, and better service their customers. It may help small business owners develop by establishing a robust process and foundation and remaining up to date on client needs. Method CRM promises to make enterprise-level CRM affordable to small businesses by integrating its system with a well-known entry-level SME accounting software called QuickBooks.

Ease of Use

4.6
3.8

Support

4.6
4.1

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

no
yes

Task Management

yes
yes

Social Integration

no
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison