- Home CRM Software Method:CRM They were very helpful and fast. My problem was resolved within minutes of me asking for help!
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User review
of Method:CRM
They were very helpful and fast. My problem was resolved within minutes of me asking for help!
-
by ESTEFANY RODRIGUEZ
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Acceptable
4out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE amazing
5out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
Our company uses quickbooks for all accounting so the fat that method allows to sync our work directly makes everything so much easier for us.
What aspects are problematic or could work better?
We've had some issues in the past as far as how the work links to quickbooks but it has always been an easy fix once we call customer service.
What features/services would you like to see in future versions of this product?
The fact that it is linked to QB is what brought us on board I think we would just want to encounter less issues.
What specific problems in your company were solved by this product?
Some of our employees do not have access to quickbooks so being able to still create invoices from method and link them directly has solved a lot.
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?
11-50 Employees
What is your industry?
Oil & Energy
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 day
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
both B2B & 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 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
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
$1000
What is your total annual cost for using this product?
$12,0000
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
Sales Opportunity Management very good
4
Customer Management amazing
5
Task Management amazing
5
Contract Management very good
4
Pricing Management very good
4
Email Marketing amazing
5
Order Management very good
4
Campaign Management very good
4
Analytics
Reports amazing
5
ROI Analytics amazing
5
Integrations
API amazing
5
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations amazing
5
Social Network Integration amazing
5
Customer Service
Call Center Tools amazing
5
Issue Tracking amazing
5
Support Portal amazing
5
Knowledge Base Management amazing
5
General Features
Collaboration Features amazing
5
Dashboard very good
4
Overall Performance very good
4
Access & Role Management very good
4
Mobile Support very good
4
Customization very good
4
File Management very good
4
Language Support very good
4
Security very good
4
