Look no further
December 02, 2020

Look no further

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

Method:CRM is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right, very user friendly. We shopped around before Method and are very happy with our choice. Highly recommend.
  • User friendly
  • Great layout
  • Smart design
  • Customer service could be better
  • It crashes at least once a week
  • Great impact on workflow and accuracy
It's highly customizable and user friendly.

Do you think Method:CRM delivers good value for the price?

Yes

Are you happy with Method:CRM's feature set?

Yes

Did Method:CRM live up to sales and marketing promises?

Yes

Did implementation of Method:CRM go as expected?

Yes

Would you buy Method:CRM again?

Yes

Simple and accurate
Quick replies
The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Method:CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
10
Quote & order management
10
Interaction tracking
7
Channel / partner relationship management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
7
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10