Method:CRM Reviews and Ratings

Use Cases and Deployment Scope

We use Method:CRM to manage our leads and accounts. It is a great tool to record information and tasks, connect tasks to opportunities, and it allows team members to see where an opportunity is in the pipeline. We are also able to create different types of activities and track certain events such as shipping errors or product issues.

Likelihood to Recommend

Method:CRM allows imports of leads and accounts, which is handy after an event.

Method:CRM does not allow us to create multiple invoices to send out samples to a group of leads.

Method:CRM allows us to track certain metrics with the use of opportunities and tags.

Use Cases and Deployment Scope

We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.

Likelihood to Recommend

Method:CRM is appropriate for any business that has mutiple users working with customer and lead information. It is well suited to keep records and long-term information that is available to all users within an organization. Method:CRM is less appropriate if it was only going to be used to monitor email campaigns instead of customer and lead interactions.

Use Cases and Deployment Scope

Method:CRM is a amazing customizable software with seamless QuickBooks Sync and tons of integrations. Its customizability is the number one reason that I chose this software to be used by my company for our specific workflows, tracking capabilities, and field services regulation that we were desperately needing. Before choosing Method:CRM we were very much behind in the digital age of CRM and had way to many folders and non user friendly systems that we just tolerated versus Method:CRM that works for us how we need it, when we need it. To put it frankly we as a whole were outdated. Method:CRM changed that for us. We are now more efficient, fast and effective and keeping up with the digital age. From being able to manage our customers, contacts, and vendors in one place. The ease of use of the client portal to not only make a case with us, but update their own information whenever something changes, and to pay there bill, without wasting paper or using gas to collect a payment has been a game changer. As well as the Email Campaigns app has been of so much value. The other thing that I will say that I love about Method:CRM is the help center and customer service is phenomenal. If I have a question or need help Method Customer service is right there responding to my question in 5 minutes or less.

Likelihood to Recommend

Its customizability makes it suited for everyone.

Use Cases and Deployment Scope

Method CRM is being selected and implemented for a boutique IS company in my network to address needs for native QBO integration, workflow automation, general CRM capabilities, and business insight ad well as quoting standardization and activity tracking.

Likelihood to Recommend

The method is a great balance of functionality and value, especially for organizations desiring two-way syncing with QBO.

Use Cases and Deployment Scope

Method:CRM provides both CRM and ERP functions for our school. It manages a database of our customers, which consists of families--the parents and their children who take music lessons at our school. It tracks lessons: their time, location, the teacher, and student. It interfaces with Quickbooks and is used to deliver invoices and other information to our customers.

Likelihood to Recommend

Method includes a unique development environment that fills the gap between running a business on spreadsheets and full blown specialized object oriented programming. Small companies (under 500 employees) can use this environment to effectively create specialized applications. It can greatly increase the efficiency of clerical staff, salespeople, customer service representatives, and executives.

Use Cases and Deployment Scope

I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to Quickbooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more!

Likelihood to Recommend

From my own experience, Method:CRM is definitely good for freelancers who do not have huge budgets to work with.

Use Cases and Deployment Scope

We needed a solution for allowing customers to add themselves to our Quickbooks Online using and Online Form. The implementation works well, we can now email customers a link to a web form so they can add themselves. Saves us a great deal of time, also this prevents input errors we have from time to time trying to hear the customer over the phone.

Likelihood to Recommend

I think Method is well suited to any business that needs to create a connection between their customers and their online accounting software. This system has many different customization options, we especially like the customer portal. In the customer portal the customer can see the different invoices and estimates we have one for them.

Use Cases and Deployment Scope

At our company, we use methods to keep track of all the potential customers that we get. We get website inquiries, leads from multiple other businesses, incoming emails, walk-ins, and phone calls. We use it for our front office staff only, as our technicians in the back have their own work order system that has been implemented with our company for years now. Where we would usually just take notes on notepads, with Method we now have a completely separate work order system for potential sales. This has been a great addition to keep all our offices in the loop. We've been able to follow up on potential sales together instead of having to take time out to figure out who talked to who and what it was about.

Likelihood to Recommend

The cost of this product for what you get is an incredible deal. Once you focus on what you really want your Method to be, it is a great tool to have for any company that is looking to keep track of potential sales. Our front office has been amazed at how easy it was to integrate into our daily routine - sometimes change is hard, but with a couple of meetings and putting our heads together for what it was that we specifically wanted, We are loving it.

OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.

Use Cases and Deployment Scope

Method is used by our organization for building client's orders from estimate status to completion. We also house our contacts in the Method database and keep current activities in relation to customers in each account. I enjoy the ease of accessing client information along with totality of client history that is easily accessible.

Likelihood to Recommend

Method is a solid database for all types of business uses. With the option to work alongside QuickBooks - Method is a must have tool. You can easily export information into workbooks for external use. We would like to see an option to add customizable promotional ad's for our customers but we currently use a third party service for that. It would make it easier if we were able to do that in the same spot where all of our contacts are currently housed.

Use Cases and Deployment Scope

I am currently using Method to manage onboarding tasks for new clients. We have approximately 60 steps in various software integrations and in order to ensure everything is completed in a timely fashion for each client, we keep track of the completed activities as well as those still to be done. Once I've completed building out this process, I will use Method to keep track of the recurring client activities across the company. We will be expanding rapidly, and having solid systems in place is the only way to ensure we have world-class customer satisfaction.

Likelihood to Recommend

I have already recommended Method to several of my colleagues and clients. The app can be used in many different industries and scenarios.