Awesome software for accounting professionals
January 04, 2021

Awesome software for accounting professionals

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

Overall Satisfaction with Method:CRM

Method:CRM is used to store prospects, currents, and vendors all in one. Also, we use the software to create proposals, estimates, and invoices. The software helps our team to track information and more. Everyone uses the software for different things. The receptionist uses it to add leads or update information. The accountants uses the software to provide notes and proposals.
  • Integration with QuickBooks
  • The ability to provide activities about a contact
  • The invoicing feature where it automatically creates an invoice
  • Provides a rich client profile area
  • The appearance is not that great; need improvements
  • Not that easy to use as first user
  • Lack of customization for user; need a consultant to provide customizations.
  • Increased organization with Method:CRM and QuickBooks
  • Proposal creation and invoicing help me cut costs in purchasing separate proposals and invoicing
Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all features accessible to the user and there is an option if you want it included for all staff.

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

The integration with QuickBooks, different apps to help tailor the crm experience and it’s tailored to the accounting industry. The drawback the appearance is not that appealing, hard to maneuver, not that customizable for the user.
Great customer service and easy to contact whenever a problem arises with the software or billing issues. Method assigns the user with a dedicated account manager that follows up and answer any questions.
Industries like accounting, business consultants, construction, realtors, and more. This platform serves a great purpose because of the QuickBooks integration, which is hard to get with a CRM. Also, QuickBooks payment integration, which is hard to find. In my industry this software is very functional and needed for our profession due to being integrated with QuickBooks.

Method:CRM Feature Ratings

Customer data management / contact management
10
Workflow management
3
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
10
Quote & order management
2
Interaction tracking
6
Channel / partner relationship management
4
Lead management
10
Email marketing
5
Task management
10
Billing and invoicing management
10
Reporting
5
Forecasting
8
Pipeline visualization
2
Customizable reports
1
Custom fields
1
Custom objects
10
Scripting environment
2
API for custom integration
3
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10