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My go-to method for productivity
December 23, 2020

My go-to method for productivity

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

Overall Satisfaction with Method:CRM

We are using Method:CRM across our organization. It provides us with the flexibility to create our own tools and systems that are user-friendly and able to constantly evolve with our business.
  • Flexibility
  • Customization
  • Speed
  • Ability for non-programmers to make small tweaks
  • Buffer speed
  • Would be nice to experience fewer outages (things have improved in the past couple of years)
  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
I have not used other similar products.

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?

I wasn't involved with the selection/purchase process

Did implementation of Method:CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Method:CRM again?

Yes

Method:CRM is extremely usable; it's only weaknesses are ones that all cloud-accessible products face, with server issues and downtime occurring periodically. Overall, Method:CRM is my favorite time-saver; I'm also impressed with their constant work to improve the product.
The chat function within Method:CRM is awesome—the response time of their reps is outstanding, and their always very cheerful and helpful. I also love the ability to immediately rate the conversation so they know how great they are!
Method:CRM is especially suited to small businesses with unique workflows. It may not be the best option for larger organizations, or companies with more standard procedures.

Method:CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
10
Interaction tracking
9
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9