Top Producer vs Method CRM

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Our analysts compared Top Producer vs Method CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Top Producer Software Tool
Method CRM Software Tool

Product Basics

Top Producer offers a set of cloud-based solutions tailored for the real estate industry, enabling brokers and agents to be more effective with their marketing and sales efforts. A tiered pricing model provides flexibility based on an agency’s needs.

It’s mainly used by small businesses but can support larger companies as well. Capabilities include a client database, contact profiles, website builder, lead generation, automated email marketing, reports, lead management and integrations.
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Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.

Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.

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$299 Monthly
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$25/User, Monthly
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Easily Create a Website: Take the hassle out of creating an agent website with prebuilt designs, easy-to-use tools and an intuitive interface. 
  • Connect With Leads: Ensure leads don’t fall through the cracks by leveraging real-time engagement guidance to follow up promptly. 
  • Keep Clients Informed of Market Changes: Stay on top of the latest price reductions, new job listings and sold properties via connection with MLS sources. 
  • Drive More Leads: Increase the number of leads by integrating Zapier automatically for importing leads generated from Google forms, Facebook ads and other sources outside the CRM. 
  • Obtain Free Assistance: The support team provides coaching, and will assist with website setup if needed. 
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  • Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only). 
  • Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company. 
  • Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks. 
  • Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more. 
  • Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead. 
  • Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET. 
  • Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more. 
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  • Database: This feature keeps contacts organized and makes it easy to track down information with rich profiles that give a complete view of each lead, including the history of interactions. It also simplifies data entry by offering import and export options that retain tags and notes attached to the contact. 
  • Follow Up Coach: Streamline the follow-up process with real-time reminders to contact leads. Receive recommended discussion topics and suggestions on the best time to reach out. 
  • Email Marketing: Boost open and click-through rates with prebuilt templates and performance insights. 
  • Mobility: A responsive design for mobile and tablets increases productivity through the option to access the system no matter where or what device is used. 
  • Communication Tools: Connect with leads more effectively by sending relevant messages based on their stage. In-platform email and text apps further aid and streamline communication. 
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  • Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields. 
  • Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports. 
  • Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time. 
  • Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents. 
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Product Ranking

#15

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CRM Software

#38

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CRM Software

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User Sentiment Summary

Poor User Sentiment 153 reviews
Great User Sentiment 158 reviews
59%
of users recommend this product

Top Producer has a 'poor' User Satisfaction Rating of 59% when considering 153 user reviews from 2 recognized software review sites.

84%
of users recommend this product

Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 recognized software review sites.

n/a
4.6 (42)
2.1 (68)
4.0 (42)
3.6 (85)
4.0 (63)
n/a
4.7 (11)

Synopsis of User Ratings and Reviews

Workflow: 60% of reviews on this feature said the platform’s streamlined workflows makes it easier to use.
Customer Support: Top Producer’s customer service helps users through everything from product queries to understanding the features, leading to a better experience, according to 50% of reviews about support.
Business Management: 58% of reviewers mentioning this feature indicated that they were able to align work processes and manage tasks without any difficulty.
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Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.
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Integration: 62% of reviews about integration mentioned the platform lacks basic integrations such as texting features, support for Google Voice and an email interface.
Syncing: Problems syncing the calendar and contacts, along with duplicate contacts, forced users to spend time manually removing extra data, as noted by 55% of reviews on the topic.
Not User-Friendly: 65% of users referring to usability asserted that the platform is complex, difficult to use and outdated.
Not Intuitive: 70% of users referring to this aspect said the software lacks intuitive functionality and is clunky.
Lack of Features: There aren’t enough features for the price charged, according to 66% of users who mention this element.
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Limited Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.
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Top Producer offers CRM capabilities for the real estate industry, including client management, website development and free MLS integration. It helps streamline tasks via workflows and enables users to align tasks and goals using business process management tools. However, many reviewers found it difficult to use and not intuitive. It’s also missing important third-party integrations, and reviewers felt it needs more features to justify the cost. Real estate professionals may find it useful to enhance their operations, but there are enough drawbacks that buyers should look into other solutions as well.

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Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback. What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships. Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.

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