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Surprisingly Powerful Tool!
May 01, 2024

Surprisingly Powerful Tool!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.
  • Method:CRM is a great tool we use to track our opportunities.
  • Method:CRM allows our salespeople and CSRs to assign tasks and enter notes.
  • Method:CRM allows users to create custom fields and drop down menus for information.
  • Method:CRM could improve its ability to create reports and searches based on custom fields.
  • Method:CRM could improve its email templates to make them more user friendly.
  • Method:CRM could improve custom reporting.
  • Method:CRM could make it easier to complete a mass change on a single field without having to export and import the information.
  • We were able to recognize a ROI within the first 6 months to a year of using this program.
  • Method:CRM records interactions from emails too with the add-on. This saves time creating new contacts.
  • Method:CRM allows us to more accurately track our lead sources.
Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT!

Do you think Method:CRM delivers good value for the price?

Yes

Are you happy with Method:CRM's feature set?

Yes

Did Method:CRM live up to sales and marketing promises?

Yes

Did implementation of Method:CRM go as expected?

Yes

Would you buy Method:CRM again?

Yes

Method:CRM is appropriate for any business that has mutiple users working with customer and lead information. It is well suited to keep records and long-term information that is available to all users within an organization. Method:CRM is less appropriate if it was only going to be used to monitor email campaigns instead of customer and lead interactions.

Method:CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
10
Interaction tracking
9
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
9.0
Email marketing
9
8.7
Task management
10
Billing and invoicing management
10
Reporting
6
7.5
Pipeline visualization
9
Customizable reports
6
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
9.5
Role-based user permissions
10
Single sign-on capability
9
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

Using Method:CRM

8 - The sales manager, CSRs, and sales people all use Method CRM.
3 - You do not need to have a lot of training or skills to support Method CRM. There are halpful instructions and a very helpful customer service department to answer questions about anything you need.
  • Lead Management
  • Opportunity Management
  • Estimates
  • Invoices
  • We are able to create cases for instances when there is an issue with either shipping or material.
  • We have been able to send out emails to customers directly from Method CRM and record that information as an activity.
  • We would like to use Method for more campaign management.
We have tried other CRM software, but Method has a lot of great features at a decent cost.