Method:CRM vs. Really Simple Systems

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

If you have a customer/job where there are steps to be followed such as quotes, follow up, purchase orders received, etc. You can set reminders for a member of the team with their next step and they will be sent reminders. Works well as long as it is kept updated.

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

• Can send out marketing emailers within 5 minutes of an industry-specific update from any device
• Sales dashboard [can be] built how I want it using the Really Simple Systems widgets
• Activity integration from email accounts included
• Manage my sales pipeline opportunities effectively

• 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

• Resends - I would like a simple [one-click] function to resend email campaigns to [non-openers.]
• [Emails] that have been created but not sent or attached to a campaign I would like to see a place that they could be in [the] draft so I can come back to them at a later date without them appearing on the email list[.]

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

Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.

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.

Whenever I have had any issues, which is probably only 3 times in 10 years, the back office support has been fantastic and got me up and running again in a very short time. Cannot fault them at all. But as I stated, problems have been very few and far between.

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.

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

We choose RSS due to cost. We are a startup and needed a great solution that did not cost [a lot]. RSS [fits] all our needs at the perfect price. We could not be more thrilled with our choice and it has simplified our client interaction[.]

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

• A very positive effect on our understanding of our customers and what kind of events are working well at the venue and which aren't. This will allow us to work more smartly when responsive to enquiries, improving our overall productivity.
• Very positive impact on our current review of marketing and sales strategy.

Incentivized