User review
of Method:CRM
Quickbooks Integrated CRM
-
by Stephen Wells
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 very good
4out of 5
PROS & CONS
What are the best aspects of this product?
It syncs with our Quickbooks and allows us to keep our Quickbooks file a little "cleaner" by not importing them until we are ready.
What aspects are problematic or could work better?
The Method Gmail gadget could have more functions
What specific problems in your company were solved by this product?
Excellent for managing our customers
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?
1-3 years
COMPANY DETAILS
What is your company size?
11-50 Employees
What is your industry?
Furniture
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?
several employees
What is the primary use of this product in your company?
mostly 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 allows us to automate out sales and marketing related processes
PRICING & COSTS
What was the cost of implementing this product?
2000
What is your total annual cost for using this product?
1920
How long is your contract with the vendor?
Unlimited
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management very good
4
Task Management ok
3
Contract Management ok
3
Pricing Management ok
3
Email Marketing ok
3
Order Management very good
4
Campaign Management very good
4
Analytics
Reports ok
3
ROI Analytics very good
4
Integrations
API very good
4
Calendar & Contacts Sync very good
4
Export & Import of Data very good
4
Available Integrations very good
4
Customer Service
Call Center Tools amazing
5
Issue Tracking very good
4
Support Portal very good
4
Knowledge Base Management amazing
5
General Features
Collaboration Features very good
4
Dashboard very good
4
Overall Performance very good
4
Access & Role Management amazing
5
Mobile Support amazing
5
Customization very good
4
File Management very good
4
Security very good
4
