- Home CRM Software Method:CRM Perfect integration with QuickBooks Online and Method:CRM
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User review
of Method:CRM
Perfect integration with QuickBooks Online and Method:CRM
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by Frederic Sune
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION very good
4out of 5
EASE OF USE ok
3out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
Integration with Quickbooks and Mailchimp is perfect. You have everything you need a click away like invoices, estimates but also you can export your clients to a specific list in Mailchimp. Love it.
What aspects are problematic or could work better?
You need to have some technical knowledge to add custom fields in your contact information for example. But after you figured out how it works, it is pretty straightforward.
What features/services would you like to see in future versions of this product?
More integration with others applications like Google Contact or Freshdesk for support.
What specific problems in your company were solved by this product?
Integration with all the solution we are using.
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?
Information Technology and Services
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
PerfexCRM
Why did you decide to change it?
No Integration with other SaaS
Are you satisfied with the change?
Yes
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
How many people in your company actively use this product?
just me
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 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?
$1250
What is your total annual cost for using this product?
$550
How long is your contract with the vendor?
1 year
Did you get any discount for this product? How much?
Yes, 10% yearly plan
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management very good
4
Task Management ok
3
Analytics
Reports very good
4
ROI Analytics ok
3
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 mediocre
2
General Features
Collaboration Features very good
4
Dashboard ok
3
Overall Performance very good
4
Access & Role Management very good
4
Mobile Support ok
3
Customization amazing
5
File Management ok
3
Language Support very good
4
Security very good
4
