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Compare Method CRM and Salesforce Sales Cloud 
Featured Products
At a Glance
Market Segments
Small-Business (90.1% of reviews)
Mid-Market (46.0% of reviews)
Entry-Level Pricing
Free Trial
$25.00 1 User Per Month
Method 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 plansSalesforce Sales Cloud
Star Rating
(25,415)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Sales Cloud excels in providing a comprehensive view of customer interactions, with users appreciating how it consolidates leads, opportunities, and customer data into one platform. This integration allows teams to work more efficiently and make informed decisions based on real-time insights.
- Users say that Method CRM stands out for its user-friendly interface, which is described as "extremely clean" and easy to navigate. This clarity helps users quickly access the information they need, enhancing their overall experience with the software.
- Reviewers mention that Salesforce Sales Cloud is particularly effective for managing leads and forecasting, with many users highlighting its capabilities in budgeting and task organization. This functionality is crucial for sales teams looking to optimize their performance and track progress effectively.
- According to verified reviews, Method CRM shines in its customization options, allowing businesses to tailor fields, workflows, and documents to fit their branding. Users appreciate the drag-and-drop tools that make this process straightforward, contributing to a more personalized experience.
- G2 reviewers highlight that while Salesforce Sales Cloud has a robust feature set, some users find the initial setup to be more complex compared to Method CRM, which is noted for its easy onboarding process. This difference can impact how quickly teams can start leveraging the software for their needs.
- Users report that Method CRM's support quality is highly rated, with many praising the responsiveness and helpfulness of the support team. In contrast, while Salesforce Sales Cloud also offers solid support, some users feel that the experience can vary, making Method CRM a more reliable choice for those prioritizing customer service.
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
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Free Trial
Method CRM
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.5
253
8.8
13,874
Ease of Use
8.3
258
8.2
17,861
Ease of Setup
8.0
154
7.8
8,819
Ease of Admin
8.3
136
7.9
4,463
Quality of Support
9.0
247
8.1
12,109
Has the product been a good partner in doing business?
8.9
136
8.4
4,426
Product Direction (% positive)
8.8
237
8.3
13,548
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
8.8
189
|
Verified
8.8
9503
|
Verified
Feature Not Available
8.3
6398
|
Verified
8.4
164
|
Verified
8.7
9231
|
Verified
8.4
181
|
Verified
8.3
9475
|
Verified
7.5
116
8.0
7320
|
Verified
8.3
159
|
Verified
8.2
7613
|
Verified
8.2
145
|
Verified
8.0
6759
|
Verified
8.5
155
|
Verified
8.1
6658
|
Verified
8.3
153
8.3
7409
|
Verified
Marketing Automation
7.7
125
|
Verified
8.0
6670
|
Verified
7.5
121
8.1
6991
|
Verified
8.3
153
|
Verified
8.5
8040
|
Verified
Feature Not Available
7.9
5428
Customer Support
8.4
148
|
Verified
8.3
6820
|
Verified
8.5
155
|
Verified
8.1
6387
|
Verified
8.3
161
8.2
6787
|
Verified
7.9
128
8.0
5498
|
Verified
8.2
132
8.2
5992
|
Verified
Reporting & Analytics
8.0
166
|
Verified
8.5
8963
|
Verified
8.2
185
|
Verified
8.5
9144
|
Verified
7.3
120
8.2
7444
|
Verified
Mobile & Social
7.5
99
|
Verified
7.9
5621
|
Verified
Feature Not Available
7.8
5248
|
Verified
7.9
131
|
Verified
7.7
6098
|
Verified
Platform
8.2
136
|
Verified
8.6
3603
|
Verified
8.3
128
8.5
3607
|
Verified
8.5
140
|
Verified
8.6
3626
|
Verified
7.9
88
8.4
2899
|
Verified
7.1
91
8.5
3175
|
Verified
7.8
102
|
Verified
8.1
3192
|
Verified
8.6
135
|
Verified
8.7
3606
|
Verified
7.9
112
|
Verified
8.1
3028
Integration
8.0
132
|
Verified
8.5
2604
|
Verified
7.6
108
|
Verified
8.5
3067
|
Verified
7.7
100
|
Verified
8.5
2895
|
Verified
Generative AI
6.6
48
7.6
887
Agentic AI - CRM
5.0
6
7.8
248
6.1
6
7.9
246
6.1
6
8.2
246
6.1
6
8.0
241
5.3
6
8.0
238
5.0
6
8.0
241
5.6
6
8.2
243
Reports
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
Self Service
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
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
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
Not enough data
Not enough data
Not enough data
Not enough data
Cartography
Not enough data
8.8
40
Not enough data
8.5
36
Not enough data
8.6
40
Not enough data
8.5
40
Analysis
Not enough data
8.4
33
Not enough data
8.5
39
Not enough data
8.5
36
Not enough data
8.5
35
Reporting
Not enough data
8.7
34
Not enough data
8.5
29
Not enough data
8.8
27
Lead Generation
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
Lead Facilitation
Not enough data
8.6
273
Not enough data
8.8
296
Not enough data
8.8
316
Not enough data
8.6
291
Organization
Not enough data
8.9
353
Not enough data
8.8
344
Not enough data
8.8
339
Performance Analysis
Not enough data
8.4
285
Not enough data
8.8
307
Sales Analysis
Not enough data
8.4
284
Not enough data
8.8
301
Generative AI
Not enough data
8.5
126
Not enough data
8.4
126
Agentic AI - AI Sales Assistant
Not enough data
9.1
28
Not enough data
9.0
28
Not enough data
9.0
27
Not enough data
9.0
26
Not enough data
9.2
28
Not enough data
9.1
27
Not enough data
9.2
28
Integrated Workflows
Not enough data
8.7
521
Not enough data
8.5
514
Not enough data
8.1
468
Not enough data
8.1
463
Not enough data
8.8
525
Not enough data
8.4
471
Not enough data
8.6
483
Repeatability and Reportability
Not enough data
8.4
485
Not enough data
8.7
504
Not enough data
8.7
501
Not enough data
8.3
486
Not enough data
7.8
418
AI and Automation
Not enough data
8.5
465
Not enough data
8.4
473
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
415
Generative AI
Not enough data
7.4
270
Agentic AI - Sales Engagement
Not enough data
8.3
89
Not enough data
8.4
90
Not enough data
8.6
87
Not enough data
8.4
90
Not enough data
8.3
89
Not enough data
8.3
90
Not enough data
8.5
89
Call Analytics
Not enough data
8.7
131
Not enough data
8.5
135
Not enough data
8.7
131
Not enough data
8.9
132
Agent Performance Management
Not enough data
8.7
141
Not enough data
8.6
125
Not enough data
8.7
142
Generative AI
Not enough data
8.2
58
Agentic AI - Conversation Intelligence
Not enough data
8.6
12
Not enough data
9.2
14
Not enough data
9.2
13
Not enough data
9.2
14
Not enough data
8.6
12
Not enough data
8.8
12
Not enough data
9.0
13
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
Revenue Sourcing and Forecasting
Not enough data
8.6
65
Not enough data
8.4
65
Not enough data
8.8
66
Not enough data
8.5
63
Not enough data
8.4
63
Not enough data
8.3
57
Not enough data
8.2
58
CRM Data Enrichment
Not enough data
8.1
63
Not enough data
8.4
61
Not enough data
8.2
59
Not enough data
8.0
62
Not enough data
8.5
56
Account Management
Not enough data
8.2
63
Not enough data
8.0
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.6
55
Not enough data
8.4
56
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
7.8
20
Not enough data
8.1
20
Not enough data
8.3
20
Not enough data
8.1
20
Not enough data
8.0
20
Territory Mapping
Not enough data
8.8
37
Not enough data
8.7
35
Not enough data
8.5
35
Route Planning
Not enough data
9.0
34
Not enough data
9.1
36
Not enough data
9.2
37
Sales Performance Management
Not enough data
8.4
32
Not enough data
8.5
35
Not enough data
9.1
35
Presentation and Forms
Not enough data
8.1
31
Not enough data
8.4
34
Not enough data
8.6
34
Integrations
Not enough data
8.1
156
Not enough data
8.5
157
Not enough data
8.1
156
Not enough data
8.1
155
Not enough data
8.8
158
Branding & Customizatio
Not enough data
8.1
151
Not enough data
8.2
154
Not enough data
8.3
154
Automatic Rules & Configurations
Not enough data
8.4
155
Not enough data
8.3
155
Not enough data
8.0
156
Agentic AI - Business Scheduling
Not enough data
8.3
33
Not enough data
8.4
35
Sales Performance Features - Sales Planning
Not enough data
8.4
175
Not enough data
8.5
165
Not enough data
8.5
170
Not enough data
8.6
172
Not enough data
8.6
170
Not enough data
8.8
168
Not enough data
8.2
165
Territory Management - Sales Planning
Not enough data
8.6
167
Not enough data
8.5
172
Quota & Capacity Management - Sales Planning
Not enough data
8.4
169
Not enough data
8.4
176
Not enough data
8.4
169
Agentic AI - Sales Planning
Not enough data
8.5
58
Not enough data
8.5
57
Agentic AI - Lead Scoring
Not enough data
7.8
56
Not enough data
8.2
55
Not enough data
7.9
57
Not enough data
8.0
57
Attribution
Not enough data
8.9
452
Not enough data
8.9
456
Not enough data
8.6
436
Discovery
Not enough data
8.9
460
Not enough data
8.6
454
Not enough data
8.6
434
Management
Not enough data
8.5
422
Not enough data
8.6
442
Platform
Not enough data
8.6
433
Not enough data
8.6
433
Agentic AI - Sales Performance Management
Not enough data
8.5
76
Not enough data
8.6
75
Not enough data
8.5
77
Incentives
Not enough data
8.2
439
Not enough data
8.4
503
Not enough data
8.0
437
Not enough data
8.6
514
Personalization
Not enough data
8.6
485
Not enough data
8.8
562
Not enough data
8.9
595
Not enough data
8.6
537
Administrative
Not enough data
8.7
566
Not enough data
8.5
529
Not enough data
8.4
510
Agentic AI - Email Tracking
Not enough data
8.1
63
Not enough data
8.4
61
Not enough data
8.4
61
Not enough data
8.2
62
Not enough data
8.4
62
Not enough data
8.3
61
Not enough data
8.3
64
Analytics
Not enough data
8.3
568
Not enough data
8.4
577
Not enough data
8.3
591
Customizations
Not enough data
8.7
621
Not enough data
8.5
591
Not enough data
8.6
625
Not enough data
8.4
570
Not enough data
8.4
597
Generative AI
Not enough data
7.5
291
Agentic AI - Sales Analytics
Not enough data
8.3
81
Not enough data
8.6
80
Not enough data
8.3
80
Not enough data
8.3
80
Not enough data
8.3
80
Data Sourcing
Not enough data
8.5
966
Not enough data
8.7
997
Not enough data
8.3
901
Not enough data
8.7
1029
Not enough data
8.6
961
Predictive Analytics
Not enough data
8.4
945
Not enough data
8.6
958
Not enough data
8.1
854
Not enough data
8.3
894
Sales Management
Not enough data
8.7
983
Not enough data
8.1
857
Not enough data
8.6
980
Not enough data
8.8
1049
Agentic AI - Outbound Call Tracking
Not enough data
8.6
39
Not enough data
8.6
40
Calling
Not enough data
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
183
Not enough data
8.8
44
Contacts
Not enough data
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Insights
Not enough data
9.1
188
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.7
39
Agentic AI - Sales Coaching
Not enough data
9.0
22
Not enough data
8.9
22
Not enough data
9.1
23
Not enough data
9.2
23
Training
Not enough data
8.8
259
Not enough data
8.8
251
Not enough data
8.5
210
Not enough data
8.5
245
Feedback
Not enough data
8.8
240
Not enough data
8.6
235
Not enough data
8.6
216
Not enough data
8.6
203
Not enough data
8.8
227
Not enough data
8.9
229
Not enough data
8.7
201
Generative AI
Not enough data
7.6
73
Agentic AI - Sales Enablement
Not enough data
8.0
34
Not enough data
8.0
33
Not enough data
8.2
34
Content Management
Not enough data
8.3
353
Not enough data
8.1
344
Not enough data
8.2
329
Not enough data
8.5
319
Not enough data
8.3
337
Analytics
Not enough data
8.7
345
Not enough data
8.4
342
Not enough data
8.4
224
Not enough data
8.3
351
Learning Management - Sales Enablement
Not enough data
8.3
27
Not enough data
8.4
27
Not enough data
8.5
27
Revenue Enablement - Sales Enablement
Not enough data
8.3
26
Not enough data
8.3
29
Not enough data
8.8
28
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Method CRM and Salesforce Sales Cloud are categorized as CRM
Unique Categories
Method CRM is categorized as Invoice Management and E-Signature
Salesforce Sales Cloud is categorized as Business Scheduling, Field Sales, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Sales Coaching, Sales Enablement, Sales Planning, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, Revenue Operations & Intelligence (RO&I), Outbound Call Tracking, and Location Intelligence
Reviews
Reviewers' Company Size
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Sales Cloud
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
Construction
15.6%
Wholesale
5.4%
Accounting
4.5%
Consumer Services
4.1%
Automotive
3.8%
Other
66.6%
Computer Software
13.5%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Discussions
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
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
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