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User review of Method:CRM

Customize almost anything, make it perfect for you.

- by Hilton Janfield

USER SATISFACTION

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

PROS & CONS

What are the best aspects of this product?

Ultimate customizability - almost anything can be modified, added, removed, adjusted, etc. to your pleasure, letting you make it perfect for your business.
Real time two-way sync to QuickBooks is a great plus as well.

What aspects are problematic or could work better?

Steep learning curve, especially for customizing the new CRM interface, but the outstanding support, one half-hour guided tour, and free hour with a consultant offset that.

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

Looking forward to the Scheduling & Invoicing module coming to the new CRM interface, currently only available through the functional-but-unpretty Classic interface.
More integrations; connecting the Method:API to Zapier woud open up a world of possibilities and eliminate the need for creating dozens of connections to popular services like Google Contacts, Wrike, ClickUp, etc..

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

Could not find CRM or job management software that let me do everything my way. Something would always be lacking. Method's extensive customization options let me change everything to the way I like it, taking the best designs and ideas from other platforms and combining them into one!

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 month

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Facilities Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Strictly QuickBooks. Did research 20+ various CRM and JM platforms and trialed about ten of those. to various extents.

Why did you decide to change it?

Needed better control of information.

Are you satisfied with the change?

Yes

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 hour

How many people in your company actively use this product?

just me

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 offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

What was the cost of implementing this product?

A couple hours work, and a few hours customizing.

What is your total annual cost for using this product?

$600.00

How long is your contract with the vendor?

1 month

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

No

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Customer Management
4
very good
Task Management
4
very good
Pricing Management
4
very good
Order Management
3
ok
Campaign Management
3
ok

Analytics

Reports
3
ok
ROI Analytics
3
ok

Integrations

API
3
ok
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
3
ok
Social Network Integration
2
mediocre

Customer Service

Call Center Tools
5
amazing
Issue Tracking
5
amazing
Support Portal
5
amazing
Knowledge Base Management
4
very good

General Features

Collaboration Features
4
very good
Dashboard
3
ok
Overall Performance
2
mediocre
Access & Role Management
4
very good
Mobile Support
4
very good
Customization
5
amazing
File Management
4
very good