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User review of Method:CRM

Awesome CRM if you rely on Quickbooks

- by Jeremy Lewis

USER SATISFACTION

RECOMMENDATION
5 out of 7
Quite likely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

Very easy to use, the browser interface is very easy to use.
Syncs with Quickbooks flawlessly and saved our company a TON on cloud hosting.
Allows my sales team to complete orders without having to potentially gunk up our company file.
Makes it very easy to consolidate our customers in a digestible fashion for our Sales team.

What aspects are problematic or could work better?

The email tracking support is OK at best, other CRMs definitely works better for direct communication. If you don't use QuickBooks, I don't see a reason to use Method, but if your business is based of QB, Method is the easiest and cheapest way to give cloud functionality to your tema without giving a full seat of QB to EVERYONE.

What features/services would you like to see in future versions of this product?

A visual Pipeline set up similar to Hubspot and a better email tracking. If Method could track individual emails and opens it would be even better.

What specific problems in your company were solved by this product?

We needed the ability to give our sales team (75% of which is remote) the ability to work outside of the office, without spending the thousands of dollars a year to move everything to the cloud.

Are you a current user of this product?

Yes

USER DETAILS

How long have you been using this product?

Less than 1 month

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Music

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Hubspot, ACT!, Pipedrive, Cloze

Why did you decide to change it?

None of them were able to give use the real time ordering functionality we needed.

Are you satisfied with the change?

Yes, Very much so.

How long did it take to set up this product?

less than 1 day

How many people in your company actively use this product?

several employees

What is the primary use of this product in your company?

both B2B & B2C

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It allows us to automate out sales and marketing related processes

PRICING & COSTS

What was the cost of implementing this product?

$250

What is your total annual cost for using this product?

$1800

How long is your contract with the vendor?

1 month

Did you get any discount for this product? How much?

None

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Customer Management
4
very good
Task Management
5
amazing
Contract Management
4
very good
Pricing Management
5
amazing
Email Marketing
3
ok
Order Management
4
very good
Campaign Management
4
very good

Analytics

Reports
3
ok
ROI Analytics
3
ok

Integrations

API
4
very good
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
4
very good
Social Network Integration
3
ok

Customer Service

Call Center Tools
3
ok
Issue Tracking
3
ok
Support Portal
3
ok
Knowledge Base Management
3
ok

General Features

Collaboration Features
3
ok
Dashboard
5
amazing
Overall Performance
5
amazing
Access & Role Management
5
amazing
Mobile Support
5
amazing
Customization
5
amazing
File Management
3
ok
Language Support
4
very good
Security
5
amazing