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Compare Insightly CRM and Method CRM 
Featured Products
At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (90.1% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial
Insightly CRM
Star Rating
(931)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansMethod CRM
Star Rating
(322)4.4 out of 5
Market Segments
Small-Business (90.1% 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.
- G2 reviewers report that Insightly CRM excels in providing a seamless integration of CRM and project management features, allowing users to track customer interactions from lead generation to project delivery. This holistic approach is appreciated for its clean workflows and strong email and calendar functionalities.
- Users say that Method CRM stands out for its deep customization capabilities, which enable businesses to tailor fields, workflows, and documents like invoices and proposals to fit their branding. The drag-and-drop tools make it easy to adapt the system to specific needs, enhancing user satisfaction.
- Reviewers mention that while Insightly CRM has a solid user experience, it faces challenges in matching specific workflow needs for some users, leading to occasional configuration difficulties. However, many still find it easy to use and appreciate its intuitive design.
- According to verified reviews, Method CRM is particularly effective for managing annual renewal contracts, helping users stay organized and ensuring accuracy in renewals. This feature has proven to be extremely valuable for businesses looking to streamline their contract management processes.
- G2 reviewers highlight that Insightly CRM has a higher overall satisfaction score compared to Method CRM, indicating a more favorable reception among users. The platform's ability to provide a visual representation of contacts through relationship mapping is frequently praised.
- Users report that while both platforms offer good support, Method CRM receives higher marks for its customer service quality. Reviewers appreciate the responsive support team, which contributes to a smoother user experience, especially during the initial setup phase.
Pricing
Entry-Level Pricing
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
Insightly CRM
Free Trial is available
Method CRM
Free Trial is available
Ratings
Meets Requirements
8.3
789
8.5
253
Ease of Use
8.4
794
8.3
258
Ease of Setup
8.3
351
8.0
154
Ease of Admin
8.5
336
8.3
136
Quality of Support
8.1
676
9.0
247
Has the product been a good partner in doing business?
8.5
321
8.9
136
Product Direction (% positive)
8.0
764
8.8
237
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
8.5
621
|
Verified
8.8
189
|
Verified
Feature Not Available
Feature Not Available
8.3
595
|
Verified
8.4
164
|
Verified
8.1
623
|
Verified
8.4
181
|
Verified
7.5
350
|
Verified
7.5
116
8.0
452
|
Verified
8.3
159
|
Verified
7.5
339
|
Verified
8.2
145
|
Verified
7.6
349
|
Verified
8.5
155
|
Verified
8.0
423
|
Verified
8.3
153
Marketing Automation
7.6
406
|
Verified
7.7
125
|
Verified
Feature Not Available
7.5
121
8.1
523
|
Verified
8.3
153
|
Verified
7.6
340
|
Verified
Feature Not Available
Customer Support
7.8
395
8.4
148
|
Verified
7.8
400
8.5
155
|
Verified
7.9
460
8.3
161
7.6
326
|
Verified
7.9
128
7.8
362
8.2
132
Reporting & Analytics
7.9
527
|
Verified
8.0
166
|
Verified
7.9
550
|
Verified
8.2
185
|
Verified
7.6
388
|
Verified
7.3
120
Mobile & Social
7.8
357
|
Verified
7.5
99
|
Verified
7.7
353
|
Verified
Feature Not Available
7.8
416
|
Verified
7.9
131
|
Verified
Platform
7.9
315
|
Verified
8.2
136
|
Verified
8.1
310
|
Verified
8.3
128
8.4
321
|
Verified
8.5
140
|
Verified
8.0
215
|
Verified
7.9
88
7.3
88
7.1
91
7.6
250
|
Verified
7.8
102
|
Verified
8.3
320
|
Verified
8.6
135
|
Verified
7.6
215
|
Verified
7.9
112
|
Verified
Integration
8.0
288
|
Verified
8.0
132
|
Verified
7.6
237
|
Verified
7.6
108
|
Verified
7.3
224
|
Verified
7.7
100
|
Verified
Generative AI
6.8
28
6.6
48
Agentic AI - CRM
7.5
8
5.0
6
8.5
8
6.1
6
7.9
8
6.1
6
8.1
8
6.1
6
7.6
7
5.3
6
7.7
8
5.0
6
7.9
8
5.6
6
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 - Sales 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
Not enough data
Not enough data
Data Sourcing
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Not enough data
Predictive Analytics
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Not enough data
Sales Management
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Insightly CRM and Method CRM are categorized as CRM
Unique Categories
Insightly CRM is categorized as Sales Analytics
Method CRM is categorized as Invoice Management and E-Signature
Reviews
Reviewers' Company Size
Insightly CRM
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
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
4.0%
Other
71.0%
Construction
15.6%
Wholesale
5.4%
Accounting
4.5%
Consumer Services
4.1%
Automotive
3.8%
Other
66.6%
Alternatives
Discussions
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/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
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
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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