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At a Glance
Market Segments
Small-Business (82.1% of reviews)
Small-Business (90.0% of reviews)
Entry-Level Pricing
$19.99 per month
Free Trial
Cloze
Star Rating
(33)3.7 out of 5
Market Segments
Small-Business (82.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$19.99 per month
Browse all 4 pricing plansMethod CRM
Star Rating
(318)4.4 out of 5
Market Segments
Small-Business (90.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Method CRM excels in Quality of Support with a score of 9.1, while Cloze falls short at 7.8. Reviewers mention that Method CRM's support team is responsive and helpful, making it easier for small businesses to resolve issues quickly.
- Reviewers mention that Method CRM offers superior Opportunity & Pipeline Management with a score of 8.5 compared to Cloze's 6.3. Users say that Method CRM provides a more intuitive interface for tracking sales opportunities, which is crucial for small businesses aiming to grow.
- G2 users highlight Method CRM's Email Tracking/Automation feature, scoring 9.3, as a standout capability, while Cloze's score of 6.7 indicates a lack of robust email automation tools. Users report that Method CRM's email tracking helps them stay organized and follow up effectively with leads.
- Users on G2 report that Cloze shines in Partner Relationship Management (PRM) with a score of 8.9, compared to Method CRM's 8.0. Reviewers mention that Cloze's PRM features facilitate better collaboration with partners, which is essential for businesses that rely on partnerships.
- Reviewers mention that Method CRM's Ease of Setup is rated at 8.0, while Cloze impresses with a score of 9.8. Users say that Cloze's straightforward onboarding process makes it easier for new users to get started without extensive training.
- Users report that Method CRM's Reporting capabilities score 8.0, significantly outperforming Cloze's 5.6. Reviewers mention that Method CRM provides more customizable reporting options, allowing businesses to generate insights that are tailored to their specific needs.
Pricing
Entry-Level Pricing
Cloze
Cloze Pro
$19.99
per month
Smart CRM and AI Assistant in One.
Essential tools for individuals.
- Smart AI - Automatic reminders and discovery
- Track email, meetings, calls - with no data entry
- Email Open Tracking and Reply Reminders
Method CRM
Free trial
Free Trial
When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial.
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals
Free Trial
Cloze
Free Trial is available
Method CRM
Free Trial is available
Ratings
Meets Requirements
7.6
24
8.5
250
Ease of Use
7.9
24
8.3
255
Ease of Setup
9.8
7
8.0
151
Ease of Admin
9.3
7
8.3
135
Quality of Support
7.8
18
9.0
245
Has the product been a good partner in doing business?
9.2
6
8.9
135
Product Direction (% positive)
6.4
23
8.8
234
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
8.0
11
8.8
187
|
Verified
8.9
6
Feature Not Available
6.3
9
8.4
163
|
Verified
8.0
11
8.4
180
|
Verified
Not enough data
7.5
115
6.8
10
8.3
158
|
Verified
Not enough data
8.2
144
|
Verified
3.7
5
8.5
154
|
Verified
6.9
8
8.2
151
Marketing Automation
6.7
8
7.7
124
|
Verified
6.0
5
7.4
120
7.2
6
8.3
152
|
Verified
Not enough data
Feature Not Available
Customer Support
7.5
6
8.4
147
|
Verified
5.8
6
8.5
154
|
Verified
5.7
7
8.3
160
Not enough data
7.9
127
Not enough data
8.2
131
Reporting & Analytics
5.6
6
8.0
164
|
Verified
7.1
8
8.2
184
|
Verified
4.7
5
7.3
119
Mobile & Social
7.0
10
7.4
98
|
Verified
7.8
10
Feature Not Available
8.2
10
7.9
130
|
Verified
Platform
Not enough data
8.2
135
|
Verified
Not enough data
8.3
127
Not enough data
8.5
139
|
Verified
Not enough data
7.9
87
Not enough data
7.1
90
Not enough data
7.8
101
|
Verified
Not enough data
8.6
133
|
Verified
Not enough data
7.9
111
|
Verified
Integration
Not enough data
8.0
131
|
Verified
Not enough data
7.6
107
|
Verified
Not enough data
7.7
99
|
Verified
Generative AI
Not enough data
6.5
47
Agentic AI - CRM
Not enough data
4.0
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
4.3
5
Not enough data
4.0
5
Not enough data
4.7
5
Lead Facilitation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Organization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Sales Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
7.7
5
|
Verified
Not enough data
9.3
5
|
Verified
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Repeatability and Reportability
7.7
5
|
Verified
Not enough data
6.7
5
|
Verified
Not enough data
7.0
5
|
Verified
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI and Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Sales Engagement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Cloze and Method CRM are categorized as CRM
Unique Categories
Cloze is categorized as AI Sales Assistant and Sales Engagement
Method CRM is categorized as Invoice Management and E-Signature
Reviews
Reviewers' Company Size
Cloze
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
14.3%
Information Technology and Services
14.3%
Management Consulting
10.7%
Real Estate
7.1%
Internet
7.1%
Other
46.4%
Construction
15.8%
Wholesale
5.5%
Accounting
4.5%
Consumer Services
4.2%
Automotive
3.5%
Other
66.6%
Alternatives
Discussions
Support details?
1 Comment
MR
I have used Cloze for three years now, excellent platform and support. Support is free however I’m not sure if they offer phone support. Read more
Cloze has no more discussions with answers
We have struggled with Method not working correctly for 4 months and still having issues. Why does it take so long and why dont you value customers?
2 Comments
SM
How is Method not working correctly? Have you reached out to their customer support via chat?Read more
What version of QuickBooks do I need to use Method:CRM?
2 Comments
BB
QuickBooks Online isn’t optimized for customer relations
QuickBooks organizes your business finances helping you track purchases and payments, and how your...Read more
How do you mass download documents from classic to new version?
1 Comment
MM
Hi Landon, thanks for bringing this to our attention! You will need to contact our support team to assist you on this. They can be easily reached by live...Read more
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