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Compare Insightly CRM and Method CRM 
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At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (90.0% 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
(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 Insightly CRM excels in Contact & Account Management with a score of 8.4, while Method CRM shines even brighter with a score of 8.9, indicating a more robust feature set for managing customer relationships.
- Reviewers mention that Method CRM offers superior Quality of Support with a score of 9.1 compared to Insightly's 8.0, highlighting Method's responsiveness and helpfulness in resolving issues.
- G2 users note that Insightly CRM has a strong Task / Activity Management feature with a score of 8.1, but Method CRM outperforms it with a score of 8.5, suggesting a more efficient way to manage tasks and activities.
- Users on G2 report that Method CRM's Quote & Order Management feature is particularly effective, scoring 8.6, while Insightly's score of 7.6 indicates room for improvement in this area.
- Reviewers say that Method CRM's Customer Support Portal is rated highly at 8.7, compared to Insightly's 7.8, suggesting that users find it easier to access help and resources when needed.
- Users report that both products have similar capabilities in Data Import & Export Tools, each scoring 8.0, but Method CRM's overall integration capabilities are perceived as slightly better, with a breadth of partner applications scoring 7.8 versus Insightly's 7.3.
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
250
Ease of Use
8.4
794
8.3
255
Ease of Setup
8.3
351
8.0
151
Ease of Admin
8.5
336
8.3
135
Quality of Support
8.1
676
9.0
245
Has the product been a good partner in doing business?
8.5
321
8.9
135
Product Direction (% positive)
8.0
764
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
8.5
621
|
Verified
8.8
187
|
Verified
Feature Not Available
Feature Not Available
8.3
595
|
Verified
8.4
163
|
Verified
8.1
623
|
Verified
8.4
180
|
Verified
7.5
350
|
Verified
7.5
115
8.0
452
|
Verified
8.3
158
|
Verified
7.5
339
|
Verified
8.2
144
|
Verified
7.6
349
|
Verified
8.5
154
|
Verified
8.0
423
|
Verified
8.2
151
Marketing Automation
7.6
406
|
Verified
7.7
124
|
Verified
Feature Not Available
7.4
120
8.1
523
|
Verified
8.3
152
|
Verified
7.6
340
|
Verified
Feature Not Available
Customer Support
7.8
395
8.4
147
|
Verified
7.8
400
8.5
154
|
Verified
7.9
460
8.3
160
7.6
326
|
Verified
7.9
127
7.8
362
8.2
131
Reporting & Analytics
7.9
527
|
Verified
8.0
164
|
Verified
7.9
550
|
Verified
8.2
184
|
Verified
7.6
388
|
Verified
7.3
119
Mobile & Social
7.8
357
|
Verified
7.4
98
|
Verified
7.7
353
|
Verified
Feature Not Available
7.8
416
|
Verified
7.9
130
|
Verified
Platform
7.9
315
|
Verified
8.2
135
|
Verified
8.1
310
|
Verified
8.3
127
8.4
321
|
Verified
8.5
139
|
Verified
8.0
215
|
Verified
7.9
87
7.3
88
7.1
90
7.6
250
|
Verified
7.8
101
|
Verified
8.3
320
|
Verified
8.6
133
|
Verified
7.6
215
|
Verified
7.9
111
|
Verified
Integration
8.0
288
|
Verified
8.0
131
|
Verified
7.6
237
|
Verified
7.6
107
|
Verified
7.3
224
|
Verified
7.7
99
|
Verified
Generative AI
6.8
28
6.5
47
Agentic AI - CRM
7.5
8
4.0
5
8.5
8
5.3
5
7.9
8
5.3
5
8.1
8
5.3
5
7.6
7
4.3
5
7.7
8
4.0
5
7.9
8
4.7
5
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
15.8%
Wholesale
5.5%
Accounting
4.5%
Consumer Services
4.2%
Automotive
3.5%
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
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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