Compare Zoho vs. Jobber vs. Method:CRM

When considering a CRM software solution, it’s important to do some research first. Take the time to look into which solution will benefit your business the most and help you save money and effort in the long run.

In this guide, you’ll compare Zoho, Jobber, and Method:CRM to make an informed and sound decision on which tool is best for you. Keep reading to compare each CRM offer, and pick the one that will fuel your growth and help your business run smoother.

Zoho vs. Jobber vs. Method:CRM

The main differences between Zoho, Jobber, and Method:CRM have to do with their automation and customization capabilities. Let’s dive deeper.

For instance, Zoho has a steeper learning curve when creating complex automation. Zoho also lacks the level of support needed for robust customization — making it harder for less tech-savvy folks to use the features they pay for.

Jobber, on the other hand, is adequate for small to medium businesses. However, it mainly focuses on field service optimization, especially communications between field and office teams.

So when it comes to other industries and different types of workflows, automation isn’t Jobber’s  strength.

As for Method:CRM, it’s best equipped to automate custom workflows. This means you can use it to optimize your business all around and create automation that mirrors your exact processes.

Method:CRM is best for small to medium-sized businesses who wish to integrate their accounting software into daily operations and achieve personalized workflow automation.

Now, let’s look at each CRM in more detail to figure out which one is right for you.

Zoho overview

Image credit: Zoho

Zoho is a customer relationship management solution best known for its robust set of features. Their mission is to empower businesses by helping them:

• Convert leads.
• Engage with customers.
• Improve revenue.

Despite the multitude of features that are meant to optimize your workflows, it can be hard to scope which can truly help your business and which can’t.

And when deciding which CRM is the best option, it’s best to focus on features you know will overcome your challenges.

How Zoho works

Zoho recently introduced ZIA, its AI-powered analytics engine that interprets sales trends.

Additionally, Zoho has a drag-and-drop interface editor called Canvas which is meant to simplify customization. This feature can be used by non-developers to easily add custom fields or personalize template layouts.

One of Zoho’s biggest strengths is its communication features. Zoho lets you get in touch with your customers via phone, live chat, email, and social media.

Besides this, Zoho also has many of the features you’d want out of a CRM, namely:

• Client portals.
• Customer journey planning.
• Lead and contact management.
• Web and email campaign templates.

Jobber overview

Image credit: Jobber

Jobber is a cloud-based customer relationship management solution best suited for businesses in the field service space.

Its main strength is connecting office teams with field technicians on a single platform.

Jobber’s key features for the service industry include:

• Real-time scheduling and dispatching.
• Reporting.
• Invoice creation.
• Billing.
• Client portals.

However, Jobber’s biggest weakness lies with integration, especially when it comes to syncing with accounting software like QuickBooks.

How Jobber works

Jobber’s scheduling feature has real-time tracking capabilities that help you stay on top of field staff and job progress.

On a customer-facing level, Jobber allows for invoice creation through the use of custom templates. Invoicing is made even easier as payment platforms such as Stripe or Paypal can be integrated to send invoices to customers directly.

Through the platform, you are able to create custom fields and tags, attach files, and more. Plus, Jobber’s self-service portal can be used to:

• Approve estimates.
• Communicate with field staff.
• Pay invoices.
• Schedule jobs.

Method:CRM overview

Method:CRM is the best solution for small businesses looking to automate workflows and integrate their everyday tools. Its native two-way sync with QuickBooks and Xero allows foryour data to be updated and centralized in a single, secure platform.

One of the ways Method:CRM increase your business’ capacity is through workflow automation.

Because Method:CRM is fully customizable, there is no shortage of processes that can be simplified to help you deliver the very best customer experience and accomplish the most.

How Method:CRM works

The secret to Method:CRMs magic lies in its two-way syncing abilities with QuickBooks and Xero.

By retrieving the information  in your accounting software, Method:CRM connects your sales and accounting data to give you a deep understanding of your customers and operations. It securely centralizes this data so key  team members have access to it at any time.

Method:CRM also eliminates the need for double data entry with its powerful sync.

Another one of Method’s superpowers is its ability to automate workflows and save hours of manual work. Better yet,  it offers many integrations (including Gmail, Zapier, and Outlook), communicating internally and with customers is easier.

The best part is that the customization possibilities are endless in this no-code platform. If you require additional help, you can enlist expert help at any time from the Method team.

Comparing Zoho, Jobber and Method:CRM

In this next section, you will compare Zoho, Jobber, and Method:CRM in more detail to help you figure out which is best for your business.

Looking to compare with other CRM solutions? Check out the following guides:

• Zoho vs. Pipedrive vs. Method.CRM.
• Zoho vs. Salesforce vs. Method:CRM.
• Zoho vs. HubSpot vs. Method:CRM.
• Zoho vs. Keap vs. Method:CRM.

Zoho

Key features

• AI-powered analytics engine and virtual assistant — ZIA.
• Drag-and-drop interface editor — Canvas.
• Real-time customer interaction notifications.
• Third-party integrations with Slack, Shopify, and more.
• User-friendly mobile app.

Primary benefits

• Customer communication channels and reporting.
• Extensive customization capabilities.
• Free tutorials to get you started.
• Personalized customer journeys.
• Near-unlimited customization.

Limitations

If Zoho’s primary benefits is the extensive customization capability, its biggest limitations is the steep learning curve. As a result, it can be difficult to customize the tool and Zoho does not offer any specialized support for that.

Jobber

Key features

• Automatic customer appointment reminders.
• Cloud-based software.
• Real-time team tracking capabilities.
• User-friendly mobile app.

Primary benefits

• Easy access to scheduling, notes, and other information.
• Intuitive, easy-to-use interface.
• Quick Paypal integration.
• Third-party integrations with Zapier, MailChimp, and more.

Limitations

According to Jobber users, one of its biggest issues is its QuickBooks sync.

Some have reported unrecoverable data deletion, incorrect sales tax calculations, and the need for double data entry.

Jobber also has limited automation capabilities, job-costing, and project management solutions.

Method:CRM

Key features

• Two-way native QuickBooks and Xero sync.
• Lead generation through website forms.
• Online self-serve customer portal.
• Third-party integrations with Gmail, Zapier, Mailchimp, and more.
• User-friendly mobile app.

Primary benefits

• Accurate and secure data with the automatic QuickBooks or Xero sync.
• Custom reporting and analytics.
• Easy estimate to invoice conversion.
• Expert help with solution customization.
• 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.

Zoho pricing

Zoho currently offers a 15-day free trial and has four pricing options:

• Standard: $14 per user per month.
• Professional: $23 per user per month.
• Enterprise: $40 per user per month.
• Ultimate: $52 per user per month.

Jobber pricing

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

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

Additional users are $19 per month each.

Method:CRM pricing

Method:CRM offers a free trial with unlimited access to 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 each user needs.

Who should use Zoho?

Zoho is best suited for larger companies that benefit from the extensive list of features.

Due to the steep learning curve, in-depth customization is not easily achieved without expert help.

But as far as customer relationship management goes, Zoho is able to provide visibility and insights without much difficulty.

Who should use Jobber?

Jobber is especially useful to small businesses in the field service industry. Those who work in cleaning, HVAC, gardening, plumbing, and landscaping can benefit from Jobber’s scheduling, job tracking, and invoicing capabilities.

Who should use Method:CRM?

Method:CRM is ideal for QuickBooks or Xero users looking to power their business with automation. While the solution’s flexibility meets the needs of a variety of industries, those in manufacturing, wholesale, distribution, and construction find the most value in the tool.

If you want to spend less time on operations and fuel your growth through automation, Method:CRM is your #1 choice.

Bottom line

As far as customer relationship management solutions for small businesses go, software giant Zoho might not be the best choice.

If you’re not in the field service space, then Jobber probably isn’t your ideal tool either.

If a fully customized solution that’s tailored to your business workflows is what you want, Method:CRM is the solution for you.

Although both Zoho and Jobber have good solutions that may interest specific types of businesses, your best bet is to choose a CRM that can grow with you.

Method:CRM can help boost productivity and deliver top-notch customer service with its unrivaled QuickBooks and Xero sync capabilities.

Automate your workflows with your free trial of Method:CRM!