Method:CRM — The best Pipedrive alternative
Review Pipedrive and Method:CRM to determine which one is the right solution for your business.
Pipedrive is an easy-to-use CRM that’s good for small businesses looking for a first-time CRM solution. But if you’re thinking ahead and planning for growth, Pipedrive may not be able to keep up with your business.
For this reason, it’s good to consider a CRM with long-term potential to grow with your business, such as Method:CRM.
In this guide, you’ll review Pipedrive and Method:CRM to determine which one is the right solution for your business.
Table of contents
Why consider alternatives to Pipedrive?
Pipedrive has the basic features to take the first step in transforming your business. However, its features are limited and aren’t suitable for businesses looking to scale up.
In contrast, Method:CRM is built for small business growth. As your business evolves, so does Method, ensuring that your CRM never holds you back.
Method:CRM vs. Pipedrive
The main difference between Method:CRM and Pipedrive is customization. Although Pipedrive is customizable, it’s limited and doesn’t measure up to other CRMs.
Method:CRM, on the other hand, offers unlimited customization to empower you to build your perfect CRM solution.
Let’s explore what these two CRMs have to offer.
As the #1 QuickBooks CRM, Method:CRM improves how you work in your accounting software, so it grows with you.
Method:CRM’s features automate your workflows, manage your customers, and help you deliver top-notch customer service.
How Method:CRM works
At Method:CRM’s core is its two-way QuickBooks and Xero sync. When you update information in one platform, it automatically updates in the other for an effortless flow of information.
Method:CRM is a great long-term CRM because of the unlimited customization possibilities. Method’s no-code platform allows you to create your dream solution, from custom online portals to branded web to lead forms.
What’s more, Method:CRM integrates with the tools you love so that you don’t have to change your workflow.
For example, integrate Method and Mailchimp if you already use it for email campaigns, or simply use Method’s Email Campaigns app.
Beyond that, Method:CRM’s automation saves time on tasks such as:
- Lead collection.
- Transaction document creation.
- Sales follow-ups
- Payment collection.
Image credit: Pipedrive
Pipedrive is a simple, user-friendly software solution ideal for small businesses looking for their first CRM.
Pipedrive visualizes the sales process from start to finish to allow you to form a streamlined CRM process. As a result, you gain better visibility into your revenue to make the best decisions for your business.
How Pipedrive works
Pipedrive is a sales-focused CRM. It has several features to improve how you track your sales and serve your customers.
Pipedrive allows you to automate several tasks. For example, you can trigger personalized email templates or the creation of a deal when a new contact comes in.
In terms of customization, you can tweak your sales pipeline, personalize your sales reports, and add custom fields.
To do more, you have to use Pipedrive’s open API to develop additional custom features or pay for LeadBooster — a lead generation tool with a customizable chatbot.
Beyond that, Pipedrive’s other CRM features include:
- Third-party integrations with over 300 tools.
- The ability to create and send invoices directly from your CRM.
- Email and communication tracking.
In the past, one of Pipedrive’s main limitations was its lack of email marketing capabilities, but that’s about to change.
Pipedrive is currently working on an email marketing feature to allow you to create and deliver campaigns from your CRM.
Comparing Method:CRM and Pipedrive
Now that you’re up to speed on both solutions, it’s time to compare Method:CRM and Pipedrive.
For other CRM options, check out these other articles:
- The best Salesforce alternative.
- The best HubSpot alternative.
- The best Keap alternative.
- The best Jobber alternative.
- The best Nutshell alternative.
- The best Insightly alternative.
- The best Zoho alternative.
- 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.
- 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.
For now, you must be a QuickBooks or Xero user to use Method:CRM, and the solution is only available in English.
- Lead generation chatbot.
- Bulk editing to change multiple fields at once.
- Live dashboards for a real-time look at your business.
- Mobile app for Android and iOS.
- Easy drag-and-drop interface.
- Simple to use so that you’re up and running sooner.
- Third-party integrations with Gmail, Slack, and other business tools.
- Option to add LeadBooster for custom chatbots.
Once again, Pipedrive’s customization options are limited compared to other CRMs on the market with a similar price point.
What’s more, Pipedrive doesn’t separate your leads from contacts. This makes it difficult to distinguish between new leads and qualified leads.
Method offers three subscription plans:
- Contact Management: $25 per user per month.
- CRM Pro: $44 per user per month.
- CRM Enterprise: $74 per user per month.
Method also offers a free free trial, and no credit card is required.
Pipedrive has four pricing plans:
- Essential plan: $12.50 per user per month.
- Advanced: $24.90 per user per month.
- Professional plan: $49.90 per user per month.
- Enterprise: $90.00 per user per month.
Pipedrive also offers a 14-day free trial.
Pipedrive has several add-ons for an additional price, such as the LeadBooster add-on at $32.50 per company per month.
Who should use Method:CRM?
It’s important to note that QuickBooks users looking for a CRM that integrates with their accounting software should use Method:CRM — not Pipedrive.
Many users have been disappointed with Pipedrive’s QuickBooks integration with multiple 1-star ratings from users. Barbara Stobienia’s review shares some of its limitations, such as missing invoice numbers and item lists.
Instead, QuickBooks and Xero users should consider Method:CRM for its two-way sync and advanced customization features.
In addition to these features, Method:CRM is also the top choice to introduce workflow automation into your processes and drive efficiency.
Who should use Pipedrive?
If your small business is in its first stage and you’re looking for an easy-to-use CRM without too many bells and whistles, then Pipedrive is a good start.
However, keep in mind that if your business experiences rapid growth, Pipedrive may not be able to keep up.
If you’re starting off with no CRM, then both Pipedrive and Method:CRM will improve the way you run your business. But if you’re looking for a tool to keep up with your growth, Method:CRM is a better choice in the long run.
Make sure you test out both options before committing to a solution.
Start your free trial of Method:CRM today.