User review
of Method:CRM
Excellent software and service
-
by Jacob Ruiz
USER SATISFACTION
RECOMMENDATION Very likely
6 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION very good
4out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
The best aspects of this product is the 'easy going' use of it.
It is linked to Quickbooks so we could track the process from quotes to invoices.
The Mobile App is very helpful, now my office is my cellphone, not even my desktop or laptop but my mobile device, most of the time I am traveling here and there, selling, I use my cellphone for everything, Method has the app that simplifies my job.
What aspects are problematic or could work better?
I think it could be better if it has more training materials.
What features/services would you like to see in future versions of this product?
I would like to see the alarms linked to my iphone calendar, so I could use only one agenda, also it would be great if it has voice over phone to create appointments.
What specific problems in your company were solved by this product?
Customer service and account management.
Are you a current user of this product?
Yes
USER DETAILS
How long have you been using this product?
Trial/Demo only
COMPANY DETAILS
What is your company size?
1-10 Employees
What is your industry?
Mechanical or Industrial Engineering
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 hour
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
mostly B2B
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 automate out sales and marketing related processes
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
68 + GST a month
What is your total annual cost for using this product?
816 + GST a year
How long is your contract with the vendor?
Unlimited
Did you get any discount for this product? How much?
No discounts
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management very good
4
Task Management ok
3
Contract Management ok
3
Pricing Management ok
3
Email Marketing very good
4
Order Management ok
3
Campaign Management very good
4
Analytics
Reports very good
4
ROI Analytics very good
4
Integrations
API very good
4
Calendar & Contacts Sync very good
4
Export & Import of Data very good
4
Available Integrations ok
3
Social Network Integration ok
3
Customer Service
Call Center Tools very good
4
Issue Tracking very good
4
Support Portal very good
4
Knowledge Base Management very good
4
General Features
Collaboration Features very good
4
Dashboard very good
4
Overall Performance very good
4
Access & Role Management ok
3
Mobile Support very good
4
Customization very good
4
File Management ok
3
Language Support very good
4
Security very good
4
