Failed to work
August 11, 2016

Failed to work

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Method:CRM

We attempted to use Method so that we could integrate our quoting, invoicing and payments into our accounting system. To work properly we needed some customization. After a couple of months trying to get sufficient Method consultants' time, spending twice their original estimate, paying license fees for a product where we did not receive a single customer payment, we were still left without a workable system. We moved to Zoho and were receiving payments from customers in two days.

We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.
  • If it works, integrating merchant account gateway, invoicing and quoting with accounting software and CRM would have been great. We never got there.
  • Quoting is too simple and requires customization for even simple price structures.
  • Consulting time to customize is intermittent and difficult to obtain.
  • Estimates of the costs of customization were much less than 1/2 of the true cost (which we never finished because of these reasons).
  • This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.

Method:CRM Feature Ratings

Customer data management / contact management
6
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
3
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
1
Custom objects
1
Scripting environment
1
API for custom integration
1
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated