Compare Pipedrive vs. Jobber vs. Method:CRM

Pipedrive vs. Jobber vs. Method:CRM

The main differences between Pipedrive, Jobber, and Method:CRM have to do with customization and automation capabilities.

For instance, Pipedrive is customizable, but not as much as other solutions geared towards small businesses. Because of this, it’s not a CRM that keeps up with growth well.

Having a customer relationship management solution that you can continuously personalize is very worthwhile in the long run.

Now, when it comes to Jobber, it is a good solution for small and medium-sized businesses. It caters to field services and is particularly known for its effective communication tools that connect field and office teams.

On the other hand, Method:CRM is very well equipped to automate all sorts of custom processes.

It is best advised for small to medium businesses who are already using accounting software like QuickBooks and Xero.

Now, let’s shine a spotlight on these three CRM solutions and learn about them in more detail!

Pipedrive overview

Image credit: Pipedrive

Pipedrive is a simple customer relationship management software. It is a good option for small businesses that haven’t yet dabbled with CRM.

Its main features provide visibility into all types of sales data. In fact, this solution is mostly sales-focused so customization is limited to sales tracking and other essential CRM tools.

How Pipedrive works

As mentioned above, Pipedrive’s automation has to do with sales and marketing tasks. Workflows such as creating deals for new contacts or personalized email template responses can be triggered automatically.

And because sales are Pipedrive’s forte, you are able to:

• Track and tweak your sales pipeline.
• Customize reports.
• Add custom fields where you see fit.

However, personalization is not too easily achieved. Because Pipedrive’s open API must be used, it’s key to have a tech-savvy person on your team.

Jobber overview

Image credit: Jobber

Jobber is a cloud-based CRM for small businesses in the field service industry. Its strongest point is connecting office and field teams on a single platform.

Some of its best features for the field service sector are:

• Real-time scheduling and dispatching.
• Invoicing and billing.
• Customer portals.

On the other hand, Jobber is not too strong when it comes to integrations, as many users have reported issues when syncing with QuickBooks or similar accounting software.

How Jobber works

One of Jobber’s standout features for the field services industry is scheduling. The real-time tracking capabilities help teams stay connected and aware of job progress.

In regards to invoicing, there are custom templates on the platform available for use. Integrations with payment platforms like Stripe or Paypal allow for direct invoicing and payment collection.

Jobber also has a self-service portal that your customers can use to:

• Approve estimates.
• Communicate with field technicians.
• Schedule jobs.
• Make payments.

Method:CRM overview

Method:CRM is the ideal solution for small to medium businesses that use accounting software such as QuickBooks or Xero. Because of its powerful two-way sync, you are able to centralize all your information on a no-code platform.

Another one of Method’s main strengths is its workflow automation. By automating your workflows, you can save hours of your workday while improving the efficiency of your processes.

And because Method:CRM’s customization is limitless, you can continue to optimize your processes as your business prospers.

How Method:CRM works

To get the most out of Method:CRM, you first must sync with QuickBooks or Xero. Once that is done, your data will be available on Method’s platform and accessible by key members of your team.

The result is increased visibility without the need for double data entry.

Automation is one of Method:CRM’s top benefits as it saves multiple hours that would otherwise be spent on manual work.

Comparing Pipedrive, Jobber, and Method:CRM

In this next section, compare Pipedrive, Jobber, and Method:CRM’ to find out which is the best CRM solution for you!

And if you’d like to see how these measure up to other CRMs, then check out:

• Pipedrive vs. Salesforce vs. Method.CRM.
• Pipedrive vs. Keap vs. Method:CRM.
• Pipedrive vs. Hubspot vs. Method:CRM.

Pipedrive

Key features

• Bulk field editing capabilities.
• Customizable lead gen chatbot.
• Easy-to-use mobile app.
• Live dashboard.

Primary benefits

• Boost productivity through automation.
• Acquire more customers through lead generation.
• Improve the digital workspace with centralized data.

Limitations

Pipedrive’s customization capabilities are not as extensive as other small business CRM software. Because of that, your business may outgrow this platform.

Jobber

Key features

• Automated reminders for customer appointments.
• Real-time team tracking capabilities.
• Simple, easy-to-use mobile app.

Primary benefits

• Quick access to scheduling and notes.
• Hassle-free payments through PayPal.
• Gather insights through feedback surveys.

Limitations

The biggest limitation for Jobber users is the QuickBooks sync. There were multiple reports of deleted data that was never recovered and incorrect sales tax calculations.

Jobber’s automation capabilities job-costing, and project management solutions also aren’t the most efficient.

Method:CRM

Key features

• Two-way native QuickBooks and Xero sync.
• Lead generation through website forms.
• Online self-serve customer portal.
• Native integrations with Gmail, Zapier, Mailchimp, and more.
• User-friendly mobile app.
• Reusable email, report, and transaction templates.

Primary benefits

• Accurate and secure data with the automatic QuickBooks or Xero sync.
• Custom reporting and analytics.
• Easy estimate to invoice conversion.
• Free trial with unlimited features and users.
• Reusable email, report, and transaction templates.

Limitations

To get the most out of Method:CRM, you should be a QuickBooks or Xero user. Furthermore, this CRM solution is currently only available in English.

Pipedrive pricing

Pipedrive currently offers a 14-day free trial and has four pricing options:

• Essential: $19.90 per user per month.
• Advanced: $34.90 per user per month.
• Professional: $59.90 per user per month.
• Enterprise: $119 per user per month.

Jobber pricing

Jobber offers a 14-day free trial, and has three pricing plans available:

• Core: $49 per month for 1 user.
• Connect: $149 per month for up to 7 users.
• Grow: $299 per month for up to 30 users.

Additional users are $19 per month each.

Method:CRM pricing

Method:CRM offers a free trial with unlimited features and users — no credit card required. There are three plans:

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

You can also mix and match plans, so you only pay for the features you need.

Who should use Pipedrive?

Pipedrive is a good choice if you’re a small business in looking for an easy-to-use CRM.

Simply keep in mind that this software may not be capable of handling sudden, rapid growth.

Who should use Jobber?

Jobber is particularly beneficial to small businesses in the field service industry.

Cleaning, HVAC, gardening, plumbing, and landscaping professionals can benefit from Jobber’s scheduling, job tracking, and invoicing features.

Who should use Method:CRM?

Method:CRM is ideal for QuickBooks or Xero users looking to automate their business operations.

While the flexibility of the solution meets the needs of a variety of industries, those in manufacturing, wholesale, distribution, and construction stand to benefit the most from it.

Method:CRM is the clear choice if you want to spend less time on operations while accelerating your growth through automation.

Bottom line

Here’s a recap of each CRM you’ve reviewed in this article.

Pipedrive may be appropriate for a small business choosing its first customer relationship management. However, this is not a tool that can keep up with growth.

And unless you’re in the field service industry, Jobber is probably not the best tool for you either.

Method:CRM provides personalized workflow automation as well as a dependable two-way sync with QuickBooks or Xero. It’s also a platform that can continuously adapt to your processes over time.

Start your free trial of Method:CRM!