Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
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

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
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

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
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?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
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

4.1
3.8

Support

4
4.1

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
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