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User review of Method:CRM

Saved me from outgrowing QuickBooks

- by John Stasney

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

What aspects are problematic or could work better?

I would like to see more integration with inventory systems so that product prices could automatically sync with my CRM.

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

Inventory integrations

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

Removed double entry between my field staff and accounting staff, enabled my non-accounting staff to have a full customer picture including QuickBooks transactions without having QuickBooks. Made 10 steps turn into 1 with customization.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I manage other people who use it

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

51-100 Employees

What is your industry?

Mechanical or Industrial Engineering

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 month

How many people in your company actively use this product?

most employees

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 solve our customers problems faster and 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

How long is your contract with the vendor?

1 month

FEATURE DETAILS

No information provided by the reviewer.