33 Reviews and Ratings
451 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
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.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
Great visual visibility of the funnel plus easy to drag the deals across the stagesThe email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
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
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.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
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.Incentivized
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
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!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.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.Incentivized
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.
Experiment is the only way to start
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
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.Incentivized
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
Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.Incentivized