Compare Keap vs. Jobber vs. Method:CRM

Decide which option is the best for your business by exploring what Keap, Jobber, and Method:CRM offer!

CRM systems help your business remain agile and focused so that you can achieve:

An improved customer experience.
Higher revenue.
Increased efficiency.

Decide which option is the best for your business by exploring what Keap, Jobber, and Method:CRM offer!

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Keap vs. Jobber vs. Method:CRM

The main difference between Keap, Jobber, and Method:CRM is the types of users they serve. Due to this, their features differ.

Keap overview

Image credit: Keap

Small businesses looking to optimize basic workflows will find Keap a useful CRM.

Helping you automate simple processes at an affordable cost, you can optimize your:

Email marketing.
Electronic payments.
Billing and invoicing.
Reporting and analytics.
Sales workflows.

As a result of its ease of use, Keap is popular among freelancers, self-employed people, and small business owners.

How Keap works

With Keap, you can keep track of client information and have your daily workflows in one place.

Better yet, visualize your performance on each campaign and identify growth opportunities with the drag-and-drop campaign builder.

Using Keap’s mobile application and desktop app, users stay up to date with real-time insights.

Jobber overview

Image credit: Jobber

Jobber understands the challenges of the field service industry and caters to them.

It is abundant in its invoicing, payment, scheduling, customer communications, and task management features.

Making it easier to manage multiple contacts and jobs in real time, technicians can update information as they work and receive job payments faster through a self-service customer payment portal with Jobber.

How Jobber works

Jobber uses a simple dashboard to display essential fields like:

Requests.
Quotes.
Appointments.
Invoices.

Jobber helps you automate field service functions with the ability to create instant quotes, client portals, contract and licensing agreements, and more.

Method:CRM overview

Method:CRM’s two-way QuickBooks and Xero sync let you access detailed customer profiles and financial information from one central hub.

As a result, you track sales opportunities effectively, follow up on late customer payments, and focus on growth instead of menial tasks like data entry.

Take advantage of built-in solutions for lead management, invoicing, and more, or personalize Method:CRM to meet your specific requirements!

Small and medium businesses across various industries can create a solution that meets their unique needs with the help of a dedicated customer success manager and unlimited customization possibilities.

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How Method:CRM works

You can customize Method to make it feel like it was designed solely for your business.

Its no-code platform allows you to manage:

Client communications.
Communication and productivity.
The customer experience through online portals.
Service inquiries.

Stay on top of your data and communications in one place with powerful third-party integrations like Zapier, Mailchimp, and Outlook.

Here are some common needs that do not come automatically with a Method account that can be achieved through customization:

Commissions tracker.
Adding signatures to invoices and estimates.
Creating custom fields and tables.
Modifying templates for estimates, invoices, or other QuickBooks transactions.
Creating custom reports.
Creating brand new apps specific to your client’s business.

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Comparing Keap, Jobber and Method:CRM

Continue your CRM search with these additional resources:

Keap

Key features

Sales pipeline management.
Drag and drop campaign builder.
Email marketing,
Task management.
Marketing automation.
Appointments.
Invoicing and payments.

Primary benefits

Easy to use basic CRM.
Manage interactions with customers via email and text.
Onboarding support.
Customer success management.
14-day free trial.

Limitations

Although Keap may initially save you money, its basic version is one of the most limited CRM options available.

If you don’t want to pay for Keap’s upgraded plan, you might want to consider another option.

Jobber

Key features

Quoting and follow-ups.
Email and postcard marketing.
Online payments.
Reporting.
Job forms.
Expense tracking.

Primary benefits

Mobile application to log information on the job.
Client hub.
“On my way” text messages for clients.
Credit card processing.
14-day free trial.

Limitations

Although Jobber excels at field service management, it cannot handle the complex sales and marketing needs of businesses in other industries.

The main issue seems to lie with their QuickBooks sync.

Many users have reported data lossloss of data, inaccurate sales tax calculations, and duplicate contact lists. Due to this integration problem, project and contact list management capabilities are also very limited.

Method:CRM

Key features

Two-way QuickBooks and Xero sync.
Email campaigns app.
Unlimited customization.
Native integrations with Gmail, Outlook, Mailchimp, Zapier, and more.
Mobile app for on-the-go insights.

Primary benefits

Save time and enhance accuracy by automatically syncing your data between Method:CRM and QuickBooks or Xero.
Reusable templates for emails, reports, and transaction documents.
Use no-code technology for DIY customization.
Convert estimates into invoices with a few clicks.

Limitations

The only accounting systems that integrate with Method are QuickBooks and Xero. Ideally, you should use one of these to get the most out of this CRM.

The platform is also only available in English.

Keap pricing

Keap has two main pricing plans:

Keap Pro: $129 a month and includes 1500 contacts and two users.
Keap Max: $199 a month and consists of 2500 contacts and three users.

The Max Classic plan is Keap’s upgraded sales and marketing service. Pricing is not listed online for this plan.

Jobber pricing

Jobber has three pricing plans:

Core: $49 a month for one user.
Connect: $149 a month for up to seven users.
Grow: $299 a month for up to 30 users.

Method:CRM pricing

Contact Management: $25 a user per month.
CRM Pro: $44 a user per month.
CRM Enterprise: $74 a user per month.

Method:CRM offers a full-access free trial, requiring no credit card if you want to get started with this solution.

Who should use Keap?

Keap is best for small to medium-sized businesses, freelancers, and self-employed businesses looking for a solution with easy onboarding and simple automation.