33 Reviews and Ratings
3 Reviews and Ratings
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.Incentivized
We use Dimelo for managing across multiple channels for single clients, which it is really good at. We have not had as much success in identifying posts that may be more suited for escalations--so, for interrogating the content of posts for intent, sarcasm or content inspection, and to automatically assign to different departments or colleagues depending upon the rules.Incentivized
The customization team is brilliant!The various integrations, QBO & Gmail, help me keep track of all customer interactions.The more organized I am, the more time I have to take care of my clients!I have nothing but praise for the support team and the rest of the crew at Method.Incentivized
Being able to unify all the messages we receive daily is easier.It helps reduce time when giving answers and solutions to problems that arise.Its interface is very simple and easy to understand.You can add all customer interactions in digital channels and synchronize ticket information and customer profiles with your existing CRM
I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)Incentivized
Social media listening over and above managementSimpler schedule for content managing posts where the content editors may not have/need/want direct access to Dimelo--such as marketing directors, etc.Incentivized
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
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here Incentivized
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
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.
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. Incentivized
This application meets all the needs that the company faces today, and it is cheaper than other systems. This unified management solution allows you to provide quality customer service with a fast response speed, which has allowed me to win more customers to the company.
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.Incentivized
Provided the service we required based upon an assumed initial level of customer engagementIncreased social media engagement for the client - positive impactIncentivized