MethodCRM vs. OutboundEngine

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.

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OutboundEngine does a referral campaign and I've been able to close a couple of deals based on getting in touch with people who engage with this campaign and state they could use my services in the next 6 months. This is a great follow up tool for those you may or may not know are going to be needing your services.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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.

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• The content that they generate to send to our clients is relevant and the clients want to engage with us. It makes us appear more professional and consistent, even though we are a smaller company.
• It helps us stay in touch with clients and helps us stay top of mind. We are able to generate more new business leads if we are in consistent contact with current, former, and potential clients.
• Their customer service and support is outstanding. All my questions were answered and I went into the program feeling confident and knowledgeable.

• It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

• I do not like the use of drawings to attract new customers, and they have ignored my requests to eliminate that for my personal emails.
• I do not like it when a competitor in my immediate market has the same posts. It cheapens the service or makes it appear that I am simply sharing another's post.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

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

The biggest issue is poor ROI. The second biggest issue is rigid customer service process, lack of a sense of urgency, and inability to reach out to upper management with issues.

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Overall, OutboundEngine is very user friendly. It is simple to set up and explore, and if there are any issues or questions, the customer service team and account managers are always available to help. They are very knowledgeable and were able to explain everything in detail to me. The program is easy to navigate and helps me stay organized, and an uncomplicated and straightforward solution was exactly what I was looking for

I haven't had to contact Outbound Engine because I haven't had any application errors or unplanned outages. I basically have had such a trouble free experience with them that I haven't had to call. Everything is automated and I get a notice to review every isse. I suppose if I personalized the newsletter a bit more and added some of my own articles, I would need to contact them, (which I should really start to do) but so far things have been so on point, I haven't felt the need.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The customer service was excellent! Everyone I spoke to was kind and knowledgeable. My account manager was easily reachable. Setup of the OutboundEngine program was explained really thoroughly, and we knew how we could best use the product to meet the needs of our clients and get our online and social media presence off the ground.

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.

We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.

I selected it for the ability to have an automated system do 3 things all at once, social media posts, emails and the instant communication with the chat box. I have never seen a chat come through that lead to a helpful client touchpoint. I have never used another product but have since begun to weigh some of the less expensive options.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• One client identified how one article I sent that he read saved him from having to replace his entire AC system.
• One client actually thought I was sending this to him personally because I valued him
• One of the above transacted with me twice for over $3M in sales

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info