
Method CRM
7.8#60 in crm softwareFrom $35 a monthAndroidiOSWebAPI
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| Fact | Method CRM | Zoho CRM |
|---|---|---|
| Customization | Method says users can customize workflows, dashboards, invoices, tasks, and other parts of the CRM with help from Method experts. | Canvas, Client Script, layouts, and portals let organizations customize the CRM and provide access to customers, partners, and vendors. |
| Email sync | Yes | Yes |
| Free plan | No | Yes |
| Free trial | Yes | Zoho CRM offers a flexible free trial. |
| Integrations | Method lists Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, Zapier, and an API among its integrations. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Marketing automation | Yes | Yes |
| Mobile | Method says its iOS and Android mobile app lets users access contacts, log activities, and update sales opportunities. | The mobile app works offline with later synchronization and is distributed through Apple's App Store and Google Play. |
| Mobile app | Yes | Yes |
| Paid from | 35 | 14 |
| Support | Method’s help center says mobile users can open chat with the customer success team from the app’s Help panel. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Method CRM suits small businesses that want customizable customer and business workflows, especially those using QuickBooks or Xero. The mobile app can support users who need to update contacts and sales activity away from a desktop, provided they have connectivity.
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.