SugarCRM QuickBooks Integration Compared to Method CRM QuickBooks Integration

Today we are offering a debate style question and answer blog comparing two market leading QuickBooks CRM solutions.  We have a market leading Method CRM provider representing the Method QuickBooks CRM integration and Chloe Larnach, Faye Business Systems Group, representing the SugarCRM QuickBooks integration.  

Question #1:  How is the integrated QuickBooks CRM you represent hosted?

Method QuickBooks CRM answer:  Method CRM can be hosted on public networks such as Right Networks and Method CRM

SugarCRM QuickBooks integration answer:  SugarCRM hosting can be hosted by SugarCRM, with another public cloud, or on an internal server. 

Question #2:  Does your QuickBooks CRM integrate with Social Media such as LinkedIn, Twitter, Facebook, etc.?

Method QuickBooks CRM answer:  Method QuickBooks CRM has the option (fields) to store url links for contacts that may have social media profiles. More features are in the pipeline but there is no ETA at this moment. Keeping in mind if users want more they have options to customize.

SugarCRM QuickBooks integration answer: SugarCRM is integrated with Social Media such as LinkedIn, Twitter, Facebook , etc. out of the box.

Question #3:  How does your QuickBooks integrated CRM export data?

Method QuickBooks CRM answer:  We know that Method CRM has a free integration tool with import / export abilities. This is a standard and free feature in all Method CRM accounts.

SugarCRM QuickBooks integration answer:  Any data in SugarCRM can be exported right out of the box, and any data elements in any module can be imported as well.

Question #4:  Does your QuickBooks integrated CRM come with pre-built reports as well as a wizard based report writer?

Method QuickBooks CRM answer:  Method has reports. Method uses a report designer for ability to customize or create additional reports.  In addition to the report designer, all Method screens can be customized to show or 'report' on data with various filters and logic which is customized via on screen 'wizards'

SugarCRM QuickBooks integration answer:  SugarCRM has dozens of pre-built reports as well as a wizard based report writer.  

Question #5:  What kind of dashboards does your QuickBooks integrated CRM offer?

Method QuickBooks CRM answer: Method CRM comes with pre-built dashboards standard in every edition of Method CRM. In addition there are options to customize for an unlimited amount of additional dashboards.

SugarCRM QuickBooks integration answer:  SugarCRM offers dozens of pre-built dashboards as well as the ability to create an unlimited number of custom dashboards.   Dashboards can be displayed on a user specific basis, so that your sales users can see sales dashboards, marketing users would see marketing dashboards, support users can see support dashboards, and management can see whatever they want.

Question #6:  Does the QuickBooks inventory product catalog sync with your QuickBooks integrated CRM?

Method QuickBooks CRM answer: Method CRM syncs with the QuickBooks inventory product catalog.

SugarCRM QuickBooks integration answer: The QuickBooks inventory Product Catalog is easily synced with SugarCRM and can be used for quoting.  

Question #7:  Does your QuickBooks integrated CRM have the ability to group any records by sales team?

Method QuickBooks CRM answer:  Method CRM has the ability to group records by sales team.

SugarCRM QuickBooks integration answer:  SugarCRM has the ability to group any records by sales team. 

Question #8:  Does your QuickBooks integrated CRM have a sales forecasting module?

Method QuickBooks CRM answer:  Method CRM offers sales opportunity tracking with some features to forecast business in the pipeline and expected revenues based off the opportunity data. Note, customization may make this feature even more powerful if required.

SugarCRM QuickBooks integration answer:  SugarCRM comes with a Sales Forecasting Module out-of-the-box in addition to the standard Opportunity and Pipeline tracking that also comes with the product.

Question #9:  Does the QuickBooks integrated CRM you represent offer a contracts module?

Method QuickBooks CRM answer:  Method CRM Professional Services may offer some of these features.

SugarCRM QuickBooks integration answer: SugarCRM comes with a contracts module out of-the-box.

Question #10:  Does the QuickBooks integrated CRM you represent offer a projects module for project management?

Method QuickBooks CRM answer:  We do not currently have a dedicated app for true project management. However, depending on the needs Method has often (not always) been able to meet many of these needs through customization.

SugarCRM QuickBooks integration answer: SugarCRM has a Projects Module for Project Management out-of-the-box.

Question #11:  Does the QuickBooks integrated CRM you represent offer apps for mobile handheld units?

Method QuickBooks CRM answer:  Method CRM offers mobile browser based access via our mobile login.

SugarCRM QuickBooks integration answer: SugarCRM has handheld applications for iPad, IPhone and Droid.   The Corporate Edition of Sugar comes with “Mobile +” functionality which allows offline access to Sugar data on mobile devices.   If you’re in an area with no internet connectivity, this is especially valuable.

Question #12:  Does the QuickBooks integrated CRM you represent integrate with Microsoft Outlook?

Method QuickBooks CRM answer: Method CRM integrates with Outlook.

SugarCRM QuickBooks integration answer:  SugarCRM integrates with Outlook.  

Question #13:  Does the QuickBooks integrated CRM you represent offer a workflow module?

Method QuickBooks CRM answer: MethodCRM has a workflow module with the ability to build advanced workflows and alerting based on data in any module

SugarCRM QuickBooks integration answer:  SugarCRM has a workflow module with the ability to build advanced workflows and alerting based on data in any module

Question #14: Does the QuickBooks integrated CRM you represent have add-on products available through an app exchange?

Method QuickBooks CRM answer: Method offers a Method API which can be used.

SugarCRM QuickBooks integration answer:  SugarCRM has thousands of add-on products available to it via the Sugar Exchange and other sites.   In addition, Sugar has an API and is Open source which means there is no ceiling to what can be integrated or customized.   

Question #15:  Is your QuickBooks integrated CRM customizable?

Method QuickBooks CRM answer: Method CRM is highly customizable. 

SugarCRM QuickBooks integration answer:  SugarCRM has it’s a “Design Studio” which gives users complete control over customization of fields and all screen layouts.  In addition, as an Open Source product, additional customizations are available for whatever is needed.

Question #16:  What is the price of the QuickBooks integrated CRM you represent?

Method QuickBooks CRM answer:  The Method CRM Pro Version is $40 per user per month, it's important to note, SugarCRM has a $45 per month per user corporate level and a $60 per month per user Enterprise level.  The lowest end price of Method CRM is $25 please see below:

SugarCRM QuickBooks integration answer:  The price of the SugarCRM Professional Version is $30 per user per month and this comes with most features discussed here.  Please see below for the pricing chart.

Question #17:  How long has the QuickBooks Integrated CRM you represent been in business?

Method QuickBooks CRM answer: Source  http://www.methodintegration.com/our-story.aspx.  Since 1999, the company's roots have always been in small business software, having first developed QXpress, a field service scheduling software for QuickBooks. In 2010, after the team had grown to 20+, QXpress was sold to a competitor giving us the time necessary to launch our new venture: Method! According to Method's website there are 1,000's of Method QuickBooks users.

SugarCRM QuickBooks integration answer:  SugarCRM has been in business since 2004 and has over 1,000,000 worldwide users.  SugarCRM is not only used by QuickBooks users but many other ERP software users as well.

Please check out the SugarCRM QuickBooks integration below:

Please contact us to learn more about theSugarCRM QuickBooks intgration.