Compare Bricknode Broker и Method CRM

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Meth... Read more

Rating
0 / 5
4.1 / 5
Financial CRM software features
Relationship Tracking
Team Assignments
Relationship Tracking
Team Assignments
Accounting software features
Expense Tracking
Expense Tracking
Commercial Loan software features
Pipeline Management
Lead Management
Pipeline Management
Lead Management
Accounting Practice Management software features
Client Management
Client Management
Sales Tracking software features
Activity Dashboard
Activity Dashboard
AIOps Platforms software features
Alerts/Notifications
Alerts/Notifications
Plumbing software features
Customer Database
Customer Database
Proposal Management software features
Contact Management
Contact Management
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Application

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
4 / 5

Excellent CRM to customize with Great Customer Support

Benefits:

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize th... Read more

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Drawbacks:

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize f... Read more

Summary:

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of develop... Read more

Chitta Ranjan D.
4 / 5

For the Technology saavy users, must be advanced IMO

Benefits:

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you... Read more

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Drawbacks:

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy ... Read more

Summary:

Good experience overall. Thei customer support and tutorials to help are excellent.

Cherie H.
5 / 5

This was made for dummies

Benefits:

I found the total integration with QuickBooks was the best compared to other products I have looked at .

Drawbacks:

At this point in time I cannot find a fault worth mentioning

Summary:

David W.
2 / 5

Prone to Critical Errors, Only useful for small, simple businesses

Benefits:

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized... Read more

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Drawbacks:

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved f... Read more

Summary:

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use... Read more

Verified Reviewer

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