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User review
of Method:CRM
Great CRM for synchronization with Quickbooks
-
by Travis McGuirt
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?
Seamless synchronization with Quickbooks - Out of this world customer service
What aspects are problematic or could work better?
Easier template editing for reports and email/print templates
What features/services would you like to see in future versions of this product?
Linkage of estimates to activities
What specific problems in your company were solved by this product?
Quote management for outside reps
Are you a current user of this product?
Yes
USER DETAILS
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?
Consumer Goods
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?
most 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?
50
What is your total annual cost for using this product?
600
How long is your contract with the vendor?
1 month
Did you get any discount for this product? How much?
NO
FEATURE DETAILS
Sales & Marketing Automation
Customer Management very good
4
Task Management ok
3
Order Management very good
4
Campaign Management very good
4
Analytics
Reports very good
4
Integrations
Calendar & Contacts Sync very good
4
Export & Import of Data very good
4
Available Integrations very good
4
General Features
Collaboration Features very good
4
Dashboard very good
4
Overall Performance very good
4
Access & Role Management very good
4
Mobile Support very good
4
Customization very good
4
File Management very good
4
