crm compare and contrast: method, zoho, sugar, intuit
TRANSCRIPT
CRM Search
By: Darren The Intern
The Different CRMs
Pros & Cons
Pros
• Made only for QB, which is what we need
• Offers one free hour of customization
• Customer Portal very easy to use
Cons• Most things have to be
customized by Method developers
• Limited to the things we could do with Method
• $125 per hour of customization would need 3 hours of customizing
Method
Pros & Cons
Pros• 3rd most popular CRM out there
• Able to put web forms onto website linked to CRM
• Very easy to set rules for alarms for the leads or for CC when they change order frequency
• Great workflow automation
Cons
• Doesn’t have the ability to send quotes with volume discounts, images, specs, etc.
• Invoices, packing lists, BOL, etc. cannot be sent from the CRM and linked with QB
ZoHo
Pros & Cons
Pros• 2nd most popular CRM system
behind SalesForce
• Can have images and standardized quote sheets used on the CRM
• Able to tie in Accounts Receivable
• Invoices, packing lists, BOL, etc. can be sent from the CRM and linked with QB
Cons
• More expensive than the other CRMs
• Mobile App only comes with $60 per user per month subscription
Sugar
Pros & Cons
Pros
• Completely web-based meaning you can log on anywhere and see all the information about a client at any time
• All app downloads to customize your Intuit – meaning no coding
Cons• Not built to be a CRM: has
the capabilty to do become a CRM, it all depends on the apps you download
• Hard to tell what exactly it can do until we spend time to build the apps for our business
Intuit QB
Price Difference Per Month• Method: $40 per user/$25 per user
• Zoho: $35 per user/$20 per user
• Sugar: $150 per user/$60 per user/$35
• Intuit: $40 per user/ $25 per user