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User review of Method:CRM

Impressed with the customer support

- by Nicole Jackson

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

The ability to set follow-ups for myself and my colleagues, the integration with QuickBooks, and the customer support.

What aspects are problematic or could work better?

Sometimes it doesn't function with my Gmail as it should.

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

I would love to be able to set follow up dates by choosing X number of days, months, or weeks rather than by a calendar date.

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

Not knowing what other colleagues had taken care of previously with a client.

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?

1-10 Employees

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

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
5
amazing
Customer Management
5
amazing
Task Management
5
amazing
Order Management
5
amazing

Analytics

Reports
5
amazing

Integrations

Calendar & Contacts Sync
5
amazing
Export & Import of Data
5
amazing
Available Integrations
5
amazing

Customer Service

Issue Tracking
5
amazing
Support Portal
5
amazing
Knowledge Base Management
5
amazing

General Features

Collaboration Features
5
amazing
Dashboard
5
amazing
Overall Performance
5
amazing
Access & Role Management
5
amazing
Customization
5
amazing
File Management
5
amazing
Security
5
amazing