User review
of Method:CRM
Quickbooks integration
-
by Anonymous Reviewer
USER SATISFACTION
RECOMMENDATION Maybe
4 out of 7
COST EFFICENCY Acceptable
4out of 7
OVERALL IMPRESSION ok
3out of 5
EASE OF USE ok
3out of 5
CUSTOMER SUPPORT very good
4out of 5
PROS & CONS
What are the best aspects of this product?
Quick and easy integration with Quickbooks. All info syncs pretty seamlessly
What aspects are problematic or could work better?
There are some settings that are not easily added are usable without a customization. This can get costly and is difficult to do on your own. There are simply settings that should already be available out of the box without needing to do this integration.
What specific problems in your company were solved by this product?
reminders for 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?
Trial/Demo only
COMPANY DETAILS
What is your company size?
11-50 Employees
What is your industry?
Arts and Crafts
USAGE & IMPLEMENTATION
How did your company implement this product?
on premise
How long did it take to set up this product?
less than 1 hour
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 automate out sales and marketing related processes
PRICING & COSTS
What is your total annual cost for using this product?
600
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
Customer Management ok
3
Task Management very good
4
Contract Management ok
3
Integrations
API amazing
5
Calendar & Contacts Sync very good
4
Available Integrations amazing
5
Customer Service
Call Center Tools ok
3
Issue Tracking ok
3
Support Portal ok
3
Knowledge Base Management very good
4
General Features
Dashboard ok
3
Overall Performance ok
3
Access & Role Management ok
3
Customization very poor
1
File Management ok
3
Language Support ok
3
Security ok
3
