Compare Pipedrive vs. Keap vs. Method:CRM

Determine which CRM is the right solution for your business.

Whether you are getting started with CRMs or already using one, it’s important to find the perfect fit. Ultimately, you need to understand your business’ needs to find out which CRM software is beneficial.

In this guide, you’ll compare Pipedrive, Keap, and Method:CRM’s features, pricing, and limitations to determine which is the right solution for your business.

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Power your business with automation.

Pipedrive vs. Keap vs. Method:CRM

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

Although Pipedrive is customizable, the customization is very limited when compared to other solutions. For this reason, it is not a solution that is able to scale with you.

As your business grows, you may have new workflows. And if your CRM is not able to keep up, this becomes an issue in the long term.

Keap, on the other hand, has a robust set of features available to use from day one.

However, these are all within the customer relationship management sphere. So any business processes outside of this can’t be automated.

As for Method:CRM, because it is fully and infinitely customizable, it keeps up as your business scales. You can automate your business-specific workflows and continue to tailor the platform to your needs.

Method:CRM’s accounting software integration is also one of the strongest in the market.

Its two-way sync lets your team have visibility into your accounting data without needing to access QuickBooks or Xero. All in a way that’s secure and automated!

With that said, let’s take a deeper dive into these three CRM solutions to help you make a better-informed decision.

Pipedrive overview

PipeDrive ScreenshotImage credit: Pipedrive

Pipedrive is a fairly user-friendly customer relationship management software. It’s ideal for small businesses that don’t yet have a CRM solution in place.

As it is mainly sales-focused, many of its features help you gain visibility into your sales pipeline and revenue streams.

The downside of this sales focus is that there isn’t a lot of value to be derived from other types of operations.

How Pipedrive works

Pipedrive allows you to automate multiple sales and marketing tasks. For instance, you can create a deal once a new contact is added to the system, or you can trigger personalized email template responses.

Tracking sales is also easier as you’re able to tweak the sales pipeline, personalize sales reports, and add data fields wherever necessary.

Customization can be tricky however, as to further personalize features, you have to use Pipedrive’s open API. This can become a challenge if you don’t have a developer on your team.

You can also make use of LeadBooster for an additional fee if lead generation through a chatbot sounds appealing.

Pipedrive’s most useful CRM features include:

  • Email and communications tracking.
  • Invoicing.
  • Third-party integrations with 300+ tools

Keap overview

Keap ScreenshotImage credit: Keap

Keap  centralizes your sales and marketing processes so, you can nurture leads and bring on new customers.

In a nutshell, Keap combines contact management and automation.

How Keap works

Keap’s main focus is lead management with the goal of conversion. Its features automate mostly sales and marketing workflows.

Keap provides:

  • Contact management and lead generation.
  • Email marketing.
  • Workflow automation.

Method:CRM overview

 

Method:CRM is the #1 CRMfor small businesses who want powerful automation and  to connect their accounting and sales workflows. The two-way sync with QuickBooks or Xero, save hours weekly and improve your business operations.

Power your business with automation.

How Method:CRM works

The key to Method:CRM’s effectiveness lies in the native two-way QuickBooks or Xero sync. Here’s why this sync is so valuable:

  •  It centralizes your customer data in one software.
  • Eliminates the need for double data entry.
  • Increases visibility for all your team members.

One of Method:CRM’s top benefits is the ability to automate multiple workflows to increase your capacity and save hours of manual work.

Method:CRM facilitates seamless communication with integrations with Gmail, Outlook, Mailchimp, Zapier, and more.

Since, Method:CRM can be personalized for your every need, it grows with you as your business changes need.

Power your business with automation.

Comparing Pipedrive, Keap, and Method:CRM

Now that you understand more about Pipedrive, Keap, and Method:CRM, let’s find out which is best for you.

And if you’d like to compare these with other CRMs, give the following a read:

Pipedrive

Key features

  • Bulk field editing.
  • Customizable chatbot for lead generation.
  • Live dashboard.
  • User-friendly mobile app.

Primary benefits

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

Limitations

Pipedrive’s main limitations have to do with customization, especially when compared toCRM solutions in the same price range.

For this reason, this platform may not be able to keep up with your growth long-term.

Keap

Key features

  • Automated payment collection through Paypal, Stripe, and other processors.
  • Business reporting and analytics.
  • Customized lead follow-ups.
  • Sales and marketing workflow automation.

Primary benefits

  • More sales opportunities through data insights.
  • Personalized communications.
  • Improved customer experience.

Limitations

While Keap is a phenomenal tool for sales and marketing automation, it does have a steep learning curve if you have needs outside its key features.

Some users have also reported limited search capabilities, and that information can be lost unless saved.

Additionally, Keap’s Campaign Builder is not supported by Firefox.

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.

Limitations

To get the most out of Method:CRM, you should be a QuickBooks or Xero user. Also, this CRM is 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.

Keap pricing

Keap offers a 14-day free trial, and has two pricing plans available:

  • Pro: $129 per month for 2 users.
  • Max: $199 per month for 3 users.

Additional users are $29 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 that you only pay for the features you need.

Who should use Pipedrive?

If you’re a small business in its early stages and want a CRM with basic features, then Pipedrive is a good choice.

Just keep in mind that this software might not be equipped to handle sudden, rapid growth.

Who should use Keap?

Keap is a good solution for companies who need a standard CRM tool, optimized for sales and marketing processes.

Its especially useful to United States-based businesses because of its SMS messaging feature.

Who should use Method:CRM?

Method:CRM is the #1 choice for those looking to spend less time on processes and accelerate their business’ growth through automation.

The tool is the perfect choice for QuickBooks or Xero users thanks to its instant, two-way sync with these tools.

Its adaptability meets the needs of a wide range of industries, particularly construction, distribution, manufacturing, and wholesale.

Bottom line

Here’s a summary of what you need to know when it comes to Pipedrive, Keap, and Method:CRM.

For a small business that’s just getting started with customer relationship management, you might opt for Pipedrive. But remember — this is not a tool that will keeps up with growth well.

If you want to automate processes that go beyond marketing and sales, then Keap might not be the right choice either.

Method:CRM offers personalized workflow automation and a reliable, two-way sync with QuickBooks and Xero. It is also a solution that continuously adapts to your processes long-term.

Unlock the power of automation with your free trial of Method:CRM!