Method : CRM Review
April 27, 2018

Method : CRM Review

Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

With Method: CRM my colleagues and I are better equipped to manage customer relationships. It bridged the gap between the marketing and sales department. So when there is an update of a new offer the sales team receives a notification on their cell to promptly get the message out to existing customers and new prospective customers. Our efficiency has improved over 90% we've wasted hundreds of dollars trying out different tools. Method: CRM has a great business model so we were able to try them out for free be for we signed up.
  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
  • We have no complaints Method: CRM has improved the workflow in the company.
  • All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started.
  • The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.
  • We have already seen a return on investment. Our sales team is always updated on new trends and deals to offer our clients.
  • Method: CRM syncs with Quickbooks online so we can quickly create invoices and customizable reports.
  • Creates invoices automatically saving us so much time which we are using to scale the business with new marketing concepts .
We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game.
This software is best suited for in house business communications. So if your company has different departments that are closely related use this software, it really gets the job done. It takes your business and profits to the next level.

Method:CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
10
Mobile access
10