What users are saying about
3 Ratings
17 Ratings
3 Ratings
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Score 9.5 out of 100
17 Ratings
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Score 9.9 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Method:CRM

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
Lauren Hamby | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Method:CRM
7.0
Customer data management / contact management
17hats
9.0
Method:CRM
9.1
Workflow management
17hats
9.0
Method:CRM
6.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Method:CRM
5.2
Contract management
17hats
10.0
Method:CRM
9.4
Quote & order management
17hats
10.0
Method:CRM
7.8
Interaction tracking
17hats
8.0
Method:CRM
7.4
Territory management
17hats
Method:CRM
1.8
Opportunity management
17hats
Method:CRM
9.1
Channel / partner relationship management
17hats
Method:CRM
7.4

Customer Service & Support

17hats
8.0
Method:CRM
10.0
Case management
17hats
8.0
Method:CRM
10.0
Call center management
17hats
Method:CRM
9.9
Help desk management
17hats
Method:CRM
10.0

Marketing Automation

17hats
8.0
Method:CRM
7.9
Lead management
17hats
8.0
Method:CRM
9.3
Email marketing
17hats
Method:CRM
6.4

CRM Project Management

17hats
9.5
Method:CRM
7.7
Task management
17hats
9.0
Method:CRM
8.6
Billing and invoicing management
17hats
10.0
Method:CRM
9.4
Reporting
17hats
Method:CRM
5.2

Customization

17hats
8.0
Method:CRM
6.8
Custom fields
17hats
8.0
Method:CRM
7.8
Custom objects
17hats
Method:CRM
9.3
Scripting environment
17hats
Method:CRM
5.2
API for custom integration
17hats
Method:CRM
4.9

Security

17hats
9.5
Method:CRM
9.3
Single sign-on capability
17hats
10.0
Method:CRM
9.3
Role-based user permissions
17hats
9.0
Method:CRM
9.3

Integrations with 3rd-party Software

17hats
8.0
Method:CRM
10.0
Marketing automation
17hats
8.0
Method:CRM
10.0
Compensation management
17hats
Method:CRM
10.0

Platform

17hats
8.0
Method:CRM
8.7
Mobile access
17hats
8.0
Method:CRM
8.7

CRM Reporting & Analytics

17hats
Method:CRM
5.2
Forecasting
17hats
Method:CRM
5.2
Pipeline visualization
17hats
Method:CRM
6.2
Customizable reports
17hats
Method:CRM
4.2

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Method:CRM

  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
Denise D. BA  Website Developer | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Method:CRM

  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 8.0
Based on 2 answers
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Anonymous | TrustRadius Reviewer

Usability

17hats

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 8.5
Based on 6 answers
I would really like for them to add more features to their emails. I would like to be able to create emails with graphics and color more easily from here rather than paying for another service such as Mail Chimp or Constant Contact. The email campaigns are lacking current technology.
Lauren Hamby | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Method:CRM

Method:CRM 9.0
Based on 7 answers
They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
Denice Castillo | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Method:CRM

Method:CRM 9.0
Based on 1 answer
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Denice Castillo | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Method:CRM

Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Method:CRM

  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Method:CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Method:CRM Editions & Modules

Edition
Contact Management$251
CRM Pro$441
  1. per user per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.0
Method:CRM
8.8

Likelihood to Renew

17hats
Method:CRM
8.0

Usability

17hats
Method:CRM
8.5

Support Rating

17hats
8.0
Method:CRM
9.0

Implementation Rating

17hats
Method:CRM
9.0

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