Method:CRM good for small business
December 17, 2014

Method:CRM good for small business

Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Upto date

Modules Used

  • Quickbooks

Overall Satisfaction with Method:CRM

Method:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.
  • Methods integration team was very helpful in getting us set up.
  • Their account management team is great at keeping in touch
  • If you need something created, they have a highly skilled team to help it become a reality.
  • The back end is a little confusing, especially if you are not in it every day.
  • Better self help documents would be a plus.
  • Having to switch/download different programs to generate or create reports or documents is not appealing.
  • Integrates well with Quick-books
  • More efficient on scheduling out equipment
  • Negative- it needs to have better customer management, this area is lacking
  • ConnectWise
Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive.
We have spent so much time in getting Method to be the system we need it to be. It would not be cost effective to scrap the current system and start fresh.
This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.

Method:CRM Implementation

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.
  • Learning the back end
  • Getting it to work with Quick-books
  • Training the staff how to use it.

Method:CRM Support

They are very quick to respond and figure out solutions. They are prompt, polite and well versed in the product. They really put a lot of thought in to how the system can be manipulated to better serve me.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
No - We did in the set up phase, but not now in maintenance. We just use it as needed. To buy into the maintenance plan was not cost effective as we did not think we would utilize it enough. The set up was done so well that I am able to manage it pretty well on my own.
During the set up phase. They worked very hard on getting my Work order to be exactly what we needed. They helped to be sure that it would pull the correct information from other areas of the program with out double entry. They made sure I understood how it worked so I would be able to edit as needed.