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User review
of Method:CRM
Finally…a CRM platform that’s a breeze to set up!
-
by Lori K (Campbell) Aitken
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?
Set up via Quickbooks Online is virtually effortless and the Method CRM Gmail Gadget is absolutely genius. In fact, I'd say it's the absolute game changer for me.
What aspects are problematic or could work better?
Quickbooks Online Payment Integration is not available for Canadian users.
What features/services would you like to see in future versions of this product?
Again...Quickbooks Online Payment Integration needs to be made available to Canadian users. I would also like the option of an actual pipeline view of Opportunities. I'm a visual personal and a timeline-style view helps me visualize where I'm at in the midst of a process or project.
What specific problems in your company were solved by this product?
I've been doing my best to utilizes Google Calendar and Google Tasks to keep up with the progression of each of my leads and existing clients but I always worry that something will fall through the cracks. This has made these functions and responsibilities so much easier and it's saving me enough time that it will more than make up for the cost of my subscription when my free trial ends.
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?
Accounting
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
I've tried Insightly, Hubspot and Practice Ignition
Why did you decide to change it?
The two-way sync with Quickbooks Online almost eliminates data entry.
Are you satisfied with the change?
VERY!
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 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?
No cost yet. Method CRM partner program certification in progress.
What is your total annual cost for using this product?
Nothing yet. Method CRM partner program certification in progress.
How long is your contract with the vendor?
Unlimited
Did you get any discount for this product? How much?
No
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management amazing
5
Customer Management amazing
5
Task Management amazing
5
Email Marketing amazing
5
Campaign Management amazing
5
Analytics
Reports amazing
5
Integrations
API amazing
5
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations amazing
5
Social Network Integration amazing
5
Customer Service
Issue Tracking 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
File Management amazing
5
Security amazing
5
