Method:CRM vs. The Service Program Comparison


Method:CRM Method Integration	The Service Program Westrom Software	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website Fishbowl Fishbowl is the #1 selling manufacturing and warehouse management software for QuickBooks. Designed for small and medium-sized businesses, including manufacturers, distributors, and service providers, Fishbowl gives businesses the flexibility to stay within the QuickBooks platform for accounting while seamlessly integrating advanced inventory features with it. It also offers multi-location tracking, work orders, bills of materials, barcoding, shipping, auto reorder points, and integrations with EDI, shopping carts, merchant services, and other business solutions. If you are looking for an affordable inventory management solution that can help your business take advantage of the latest technology to streamline operations and save time and money, Fishbowl is a great option. 1,143 Ratings Visit Website KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website Monk Monk is an AI-native accounts receivable platform that automates invoice to cash for B2B finance teams: invoicing, AP portal submission, collections and cash application, on top of your existing ERP. Across the $2B+ in receivables Monk manages, 92% of enterprise invoices have to be submitted through a corporate AP portal rather than paid from an emailed invoice. Monk submits into more than 600 of them, including Coupa, Ariba and SAP Business Network, and uploads 87% autonomously. Julia, the Monk agent for Intelligent Collections, reads customer replies and responds to what was written rather than advancing a fixed dunning sequence. 90% of invoices resolve without escalation. Email sends from your own mailbox via Gmail or Microsoft 365, so there is no new sending domain. Payments match to open invoices at 80%, rising to 95% with rules your team configures. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. Live in one to three days. SOC 2 Type II. 8 Ratings Visit Website 6Storage Streamline your self-storage operations with 6Storage, an all-in-one platform built to simplify and automate facility management, whether on-site or remote. A unified dashboard allows you to manage multiple locations from a single interface, improving efficiency and visibility. Integrated access control through 6Security supports leading systems like Noke, DaVinci Lock, OpenTech, SpiderDoor, and PTI. Digital leases, automated billing, and major payment gateway support, including Stripe, Moneris, FortisPay, and NetsPay, to simplify leasing and payments, while QuickBooks Online integration streamlines accounting. To drive growth, 6Storage offers high-converting websites with SEO services, a 24/7 AI Sales Chatbot to capture and convert leads, and tenant protection plans that add value and generate additional revenue. 146 Ratings Visit Website
About Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.	About Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries	Audience Companies that use QuickBooks in need of a solution to improve their operations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $25.00/month/user Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team. Free Version Not Supported Free Trial Supported	Pricing $49.00/month/user Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Method Integration Founded: 2010 Canada www.method.me/	Company Information Westrom Software Founded: 2006 United States theserviceprogram.com
Alternatives WORKetc	Alternatives SingleOps SingleOps by Granum
Nutshell	mHelpDesk
Pipedrive	RealGreen by WorkWave WorkWave
Salesforce	Vonigo
Platformax View All	Klipboard View All
Categories Appliance Repair Supported Construction CRM Supported Contact Management Supported CRM Supported Financial CRM Supported Nonprofit Supported	Categories Cleaning Services Supported Equipment Maintenance Supported Facility Management Supported Field Service Management Supported Help Desk Supported HVAC Supported IT Service Supported Landscape Management Supported Maintenance Management Supported Pest Control Supported Plumbing Supported Service Dispatch Supported Snow Removal Supported Towing Supported Tradesman Job Management Supported Transportation Dispatch Supported
Show More Features CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Construction CRM Features Client Tracking Not Supported Contract Management Not Supported Forecasting Not Supported Project Management Not Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Not Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Not Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Not Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Not Supported Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Nonprofit Features Accounting Supported Committee Management Not Supported Donor Management Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Not Supported Membership Management Not Supported Social Media Management Not Supported Volunteer Management Not Supported	Show More Features Cleaning Services Features Billing & Invoicing Supported Client Management Supported Dispatch Management Supported Inventory Control Not Supported Job Management Supported Mobile Access Supported Payroll Management Supported Quotes / Estimates Supported Recurring Appointments Supported Routing Supported Scheduling Supported Service History Tracking Not Supported Work Order Management Supported Equipment Maintenance Features Customer Database Supported Dispatch Management Supported Equipment Tracking Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Warranty Tracking Supported Work Order Management Supported Facility Management Features Asset Management Supported Commercial Properties Supported Equipment Management Supported Facility Scheduling Not Supported Incident Management Not Supported Inspection Management Supported Inventory Control Supported Maintenance Tracking Supported Preventive Maintenance Supported Residential Properties Supported Room Scheduling Not Supported Schools Supported Space Planning Not Supported Vendor Management Supported Visitor Management Not Supported Work Order Management Supported Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported HVAC Features Billing & Invoicing Not Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Mobile Access Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Not Supported Technician Management Not Supported Work Order Management Not Supported Help Desk Features Alerts / Escalation Supported Automated Routing Supported Community Forums Not Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Not Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Not Supported Multi-Channel Communication Supported Multiple Brands / Products Supported Network Monitoring Supported Real-time Chat Supported Self Service Portal Supported Service Level Agreement (SLA) Management Supported Ticket Management Supported IT Service Features Contract Management Supported Incident Management Supported IT Asset Management Supported Knowledge Management Supported Release Management Supported Self Service Portal Supported Service Catalog Supported Service Reporting Supported Ticket Management Supported Landscape Management Features Billing & Invoicing Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Groundskeeping Supported Inventory Control Supported Irrigation Tracking Supported Job Management Supported Landscape Design Not Supported Mobile Access Supported Payroll Management Not Supported Plant Database Not Supported Quotes / Estimates Supported Routing Supported Scheduling & Appointments Supported Work Order Management Not Supported Maintenance Management Features Asset Tracking Supported Billing & Invoicing Not Supported Calibration Management Supported Dispatch Management Not Supported Inventory Control Supported Inventory Management Supported Key & Lock Management Supported Mobile Access Supported Planning Calendar Supported Predictive Maintenance Supported Preventive Maintenance Supported Purchasing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Pest Control Features Billing & Invoicing Supported Customer Service History Supported Dispatch Management Supported Fleet Management Supported Inventory Control Supported Mobile Access Not Supported Pest Activity Tracking Supported Pesticide Usage Tracking Supported Property Layouts Supported Quotes / Estimates Supported Scheduling Supported Plumbing Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Mobile Access Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Towing Features Billing & Invoicing Supported Client Management Supported Commission Management Supported Fleet Management Supported Fuel Management Supported Lot Management Not Supported Maintenance Management Supported Routing Supported Transportation Dispatch Features Billing & Invoicing Supported Computer Aided Dispatch Not Supported Customer Database Supported Emergency Dispatch Not Supported Fuel Management Not Supported Mileage Tracking Not Supported Order Management Not Supported Routing Supported Scheduling Supported Vehicle Tracking Supported
Integrations QuickBooks Online Supported QuickBooks Online Advanced Supported Chat Agents Supported Eventur Supported Freedom Merchants Supported Gmail Supported Google Calendar Supported Google Workspace Supported Mailchimp Supported Microsoft Outlook Supported MindCloud Supported PayPal Supported Rambox Supported SmartVault Supported Vonage Business Supported Wufoo Supported Xero Supported Zapier Supported doForms Supported Show More Integrations View All 21 Integrations	Integrations QuickBooks Online Supported QuickBooks Online Advanced Supported Chat Agents Not Supported Eventur Not Supported Freedom Merchants Not Supported Gmail Not Supported Google Calendar Not Supported Google Workspace Not Supported Mailchimp Not Supported Microsoft Outlook Not Supported MindCloud Not Supported PayPal Not Supported Rambox Not Supported SmartVault Not Supported Vonage Business Not Supported Wufoo Not Supported Xero Not Supported Zapier Not Supported doForms Not Supported Show More Integrations View All 3 Integrations
Claim Method:CRM and update features and information Claim Method:CRM and update features and information	Claim The Service Program and update features and information Claim The Service Program and update features and information