- Home CRM Software Method:CRM Easy Setup, Good Support, Highly Customizable Platform – Recommended
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User review
of Method:CRM
Easy Setup, Good Support, Highly Customizable Platform – Recommended
-
by Ariel Dabora, CPA
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Good
5out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE amazing
5out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
Good contact management, high customization , good training videos
What aspects are problematic or could work better?
no cons identified yet
What features/services would you like to see in future versions of this product?
ability to send text message reminders and thank you follow ups
What specific problems in your company were solved by this product?
network management
Are you a current user of this product?
Yes
USER DETAILS
What is your role with this product?
- I implemented it
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?
Financial Services
USAGE & IMPLEMENTATION
How did your company implement this product?
in the cloud
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?
mostly 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
PRICING & COSTS
What was the cost of implementing this product?
minimal
What is your total annual cost for using this product?
1200
How long is your contract with the vendor?
1 year
Did you get any discount for this product? How much?
10% annual discount
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management amazing
5
Task Management amazing
5
Contract Management amazing
5
Pricing Management ok
3
Email Marketing very good
4
Order Management very good
4
Analytics
Reports very good
4
Integrations
API amazing
5
Calendar & Contacts Sync amazing
5
Export & Import of Data very good
4
Available Integrations amazing
5
Customer Service
Call Center Tools amazing
5
Issue Tracking amazing
5
Support Portal amazing
5
Knowledge Base Management amazing
5
General Features
Collaboration Features amazing
5
Dashboard amazing
5
Overall Performance amazing
5
Access & Role Management amazing
5
Customization ok
3
File Management amazing
5
Language Support amazing
5
Security amazing
5
