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User review of Method:CRM

For your sake, go with Method

- by Caitlin Balch

USER SATISFACTION

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

PROS & CONS

What are the best aspects of this product?

QuickBooks integration is great for sales and cost transparency, the CRM is actually customizable for a layperson and they now have good tutorials for almost every aspect of Method, the customer support will always be able to guide you. They are infinitely patient and immediately responsive.

What aspects are problematic or could work better?

Better documentation is needed on some things or expanded to include all aspects of app packs. Method.me came out and rescinded a lot of things that were free or more easily accessible in Classic so the learning curve on how to implement them the same way is a bit much. And please give updated documentation on Method Report Designer; I know it's probably not used much anymore but it's been very useful for us!

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

Can't think of anything.

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

Basic sales rhythm and information gathering/sharing on leads/renewing customers, sales and cost transparency, document containment, really aids a business that sells inventoried products, machines, and has complex service needs and document support.

Are you a current user of this product?

Yes

USER DETAILS

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Logistics and Supply Chain

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 week

How many people in your company actively use this product?

most 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 solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • 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?

375.00

What is your total annual cost for using this product?

4800.00

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
4
very good
Customer Management
4
very good
Task Management
4
very good
Contract Management
4
very good
Pricing Management
4
very good
Email Marketing
4
very good
Order Management
4
very good
Campaign Management
4
very good

Analytics

Reports
4
very good
ROI Analytics
4
very good

Integrations

API
4
very good
Calendar & Contacts Sync
4
very good
Export & Import of Data
4
very good
Available Integrations
4
very good
Social Network Integration
4
very good

Customer Service

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

General Features

Collaboration Features
4
very good
Dashboard
4
very good
Overall Performance
4
very good
Access & Role Management
4
very good
Customization
4
very good
File Management
4
very good
Security
4
very good