1. **Method**
1.1. **Pros**
1.1.1. Ease of use and clean UI
1.1.2. Speedy program (Everything loads fast)
1.1.3. Fluid integration with QB
1.1.4. Offers some form of Inventory management/Tracking
1.2. **Cons**
1.2.1. It takes time to set up and customize the way you want and that isn't the easiest integration to manage. Learning curve for the sales operation teams depending on complexity of business.
1.2.2. Can't automate responses to clients
2. Insightly
2.1. Pros
2.1.1. Insightly's pipeline view of projects allows people from different departments to collaborate on a project/ Permissions settings to determine who has access to view, create, change, edit etc.
2.1.2. Only pay for what you want/Customizable
2.1.3. Offers options for importing contacts directly from an Excel file, Google Workspace, or Microsoft Outlook
2.1.4. Good relationship management (Pages, email conversations, and info related to customers have dedicated spaces and are easy to find)
2.2. Cons
2.2.1. Integrations limited
2.2.2. Poor project management
3. **Monday.Com**
3.1. **Pros**
3.1.1. Colorful, easy to use UI
3.1.2. Drag & Drop timeline and any mistakes can be easily adjusted
3.1.3. Heirarchal structure to keep things organized
3.1.4. Simple to use automations
3.1.5. A lot of integrations and features
3.2. **Cons**
3.2.1. Invoicing requires a bit more manual imput than bill.com (EX: To send a PDF of an invoice it needs to be exported and added tot the email rather than it being automatically sent with the invoice)
3.2.2. Steep learning curve
3.2.3. One-size fits all
4. Hubspot CRM
4.1. **Pros**
4.1.1. Simple to use
4.1.2. Email marketing automation based on time/behavior
4.1.3. Capture and track website visitors
4.1.4. Can manage Deals, Tasks and notes for each customer
4.1.5. 30 different types reports in total to use
4.2. **Cons**
4.2.1. Confusing with all of the features
4.2.2. Useful features a locked behind expensive plans
4.2.3. $890-$3,600/month
5. Active Campaign
5.1. **Pros**
5.1.1. Automations that can be built are powerful and useful
5.1.2. Reliable email deliverability
5.1.3. All-In-One Sales & Marketing software
5.2. **Cons**
5.3. Advanced tool, and getting familiarized with it takes a lot more work than other tools. Not to mention the regular maintenance you’ll need to set up, monitor and optimize email campaigns
5.4. Steeper learning curve
6. Shape
6.1. Pros
6.1.1. Automated phone, sms, email messaging