Likelihood to Recommend 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.
Read full review In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
Read full review Pros 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. Read full review Zero learning curve, one-minute setup and dead easy to integrate with complementary tools. Powerful data automation features so everything you do has maximum bottom-line impact. Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you. Read full review Cons 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.) Read full review It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery Read full review Likelihood to Renew 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
Read full review Usability 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
Read full review The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Read full review Support Rating 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.
Read full review Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have.
Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
Read full review Return on Investment 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. Read full review So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment. Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact. Read full review ScreenShots