User review
of Method:CRM
Excellent Customer Service Experience
-
by Anonymous Reviewer
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Superb
7out 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?
Method CRM has excellent integration with Quickbooks
What aspects are problematic or could work better?
There are occasional syncing issues, but they are typically fixed quickly.
What features/services would you like to see in future versions of this product?
Cleaner/smoother use of the Estimates feaure - it's a bit slow and buggy
What specific problems in your company were solved by this product?
Our communication with customers has great increased with this CRM. We now have a much more streamlined follow up process which has lead to increased sales.
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 year
COMPANY DETAILS
What is your company size?
11-50 Employees
What is your industry?
Building Materials
USAGE & IMPLEMENTATION
How did your company implement this product?
on premise
How long did it take to set up this product?
less than 1 month
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 synchronize customer data between departments and teams
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
N/A
What is your total annual cost for using this product?
N/A
Did you get any discount for this product? How much?
N/A
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management amazing
5
Customer Management amazing
5
Task Management amazing
5
Pricing Management amazing
5
Email Marketing amazing
5
Analytics
Reports amazing
5
ROI Analytics amazing
5
Integrations
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations very good
4
Customer Service
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
Mobile Support amazing
5
Customization amazing
5
Security amazing
5
