Creatio vs. Method:CRM Comparison


Creatio	Method:CRM Method Integration	+	+
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		Related Products monday sales CRM Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use. 1,520 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 8,642 Ratings Visit Website HubSpot CRM HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes. 24,151 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 40 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 130 Ratings Visit Website Repfabric Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business. 52 Ratings Visit Website Popl Popl is the #1 digital business card and lead capture platform for modern professionals and teams. Instantly share all of your contact information-- email, phone, social media, calendar links, websites, and documents via tap, QR code, or link. Built for high-impact networking at conferences, trade shows, and in the field, Popl lets you capture leads in real time, add custom tags or notes, and instantly sync to CRMs like HubSpot, Salesforce, Zoho, and over 5,000 other tools. Teams can manage thousands of cards through a centralized dashboard, customize branding across users, track engagement, and onboard instantly through Azure Active Directory or CSV. Analytics tools, smart follow-up automations, and seamless integrations all help you turn every introduction into a measurable growth opportunity. Come join the Popl family! 5,654 Ratings Visit Website BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 2,077 Ratings Visit Website 6sense 6sense Revenue AI™ eliminates guesswork and arms your revenue team with the data and visibility it needs to create and convert high-quality pipeline into revenue. 6sense Revenue AI™ drives predictable revenue growth by eliminating the expensive, time-consuming guesswork that’s plagued B2B revenue teams for decades. Make the most of every digital investment. Illuminate hidden buyer behavior. Analyze millions of data points to surface in-market accounts. Drive the right action at the right time — across every channel. Lots of companies want what you offer, but your martech systems can’t accurately detect buyer interest. This crucial, dormant data hides in what we call the Dark Funnel™. 6sense illuminates and analyzes these insights. Automate prospect follow up with AI-powered conversational emails. With AI-powered 6sense ® Conversational Email, sales and marketers can craft personalized emails at scale that qualify and convert accounts into sales meetings. 1,636 Ratings Visit Website Clari A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. 3 Ratings Visit Website
About Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.	About Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience For mid-size and large enterprises	Audience Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $25 per user per month Free Version Free Trial	Pricing $25.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Creatio Founded: 2014 United States www.creatio.com/landings/crm	Company Information Method Integration Founded: 2010 Canada www.method.me/
Alternatives Pipefy	Alternatives WORKetc
Pipeliner CRM Pipelinersales Corp.	monday.com
ELMA365	Platformax
monday sales CRM monday.com	monday sales CRM monday.com
Pipedrive View All	Salesforce View All
Categories App Design Automotive CRM Business Process Automation Business Process Management Construction CRM CRM Debt Collection Demand Generation Financial CRM Health Insurance Healthcare CRM Hotel CRM Inside Sales Insurance Claims Management Lead Management Lead Scoring Legal CRM Low-Code Development No-Code Development Real Estate CRM Real Estate Lead Generation Retail Distributed Order Management (DOM) Systems Sales Sales Acceleration Sales Analytics Sales Enablement Sales Force Automation Sales Tracking Social CRM	Categories Appliance Repair Construction CRM Contact Management CRM Financial CRM Nonprofit
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features App Design Features Change Management Collaboration Design Templates Drag & Drop Feature Library Prototyping Testing Management Visual Interface Automotive CRM Features Call Logging Contact Management Customer Support Inventory Management Lease Management List Management Marketing Automation Product Catalog Quotes / Proposals Service Department Management Showroom Management Territory Management Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management Debt Collection Features Agency Management Auto Dialer Automated Notices Callback Scheduling Client Management Commission Management Compliance Management Contact Management Credit Bureau Reporting In-House Collections Payment Plans Transaction Management Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Insurance Claims Management Features Claims tracking CRM Customer portal Document management EDI data exchange integrations Electronic claims Fraud management Reporting Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Low-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management No-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Analytics Features Collaboration Tools Dashboards Forecasting Analytics Ideal Customer Profile (ICP) Lead Analytics Pipeline Management Predictive Forecasting Predictive Lead Scoring Sales Intelligence Reporting Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management Social CRM Features Calendar/Reminder System Customer Support Email Marketing Lead Capture Lead Nurturing Live Chat Marketing Automation Integration Multi-Channel Social Integration Social Media Monitoring Task Management	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management
Integrations Gmail Google Calendar Mailchimp Microsoft Outlook Business Card Reader Calltouch Chat Agents Facebook HubSpot Customer Platform Microsoft Excel QuickBooks Online QuickBooks Online Advanced TCS MasterCraft TransformPlus TCS OmniStore TCS TAP Vonage Business Wufoo Xero doForms Show More Integrations View All 47 Integrations	Integrations Gmail Google Calendar Mailchimp Microsoft Outlook Business Card Reader Calltouch Chat Agents Facebook HubSpot Customer Platform Microsoft Excel QuickBooks Online QuickBooks Online Advanced TCS MasterCraft TransformPlus TCS OmniStore TCS TAP Vonage Business Wufoo Xero doForms Show More Integrations View All 21 Integrations
Claim Creatio and update features and information Claim Creatio and update features and information	Claim Method:CRM and update features and information Claim Method:CRM and update features and information