Method:CRM is stellar
December 29, 2020

Method:CRM is stellar

John Lucas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

When I first started with Wilco, the management tasked me with finding and selecting a CRM tool for our company to grow with. I did a search for about the first three weeks, and after a lot of conversations, had it narrowed down to three platforms: Zoho, Hubspot, and Method. I selected Method:CRM after a great demo and conversation with their team. I loved the customization and the seamless integration with QuickBooks. The big giant, Salesforce was looming out there and was nowhere near competitive with pricing and features and benefits. The trial was also a great time period to use and explore the platform. A 30-day trial was the perfect timeframe. The others were all either seven or 14 days--not enough time to really get to know how a program will work with your organization. We have been using Method:CRM for about three months now, and it has helped make our estimates, and proposals more professional. We are going to migtate to the digital signature tool in FY21. All of their sales support staff are immensely qualified and very helpful.

Pros

  • Brand customization
  • Seamless integration with QuickBooks
  • Contact/lead/opportunity tracking

Cons

  • Customization takes a bit more effort on the user end than it needs to.
  • The sync time of 10 minutes seems a bit long. Maybe add a manual sync button?
  • Editable fonts within fields.
  • We are able to get proposal product out the door more quickly.
I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons:
  1. It is scalable and affordable.
  2. It doesn't take an engineering degree to learn how to use it.
  3. The price book entry procedure is so simple!
  4. You don't go bankrupt getting the system online. Method:CRM is so simple!!!

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

It is a well-designed program.
The technical support staff are friendly and easy to speak with.
Method:CRM is great as a finishing tool for estimates and proposals. The contracting add-ons are fantastic.

Method:CRM Feature Ratings

8.5
Customer data management / contact management
10
Workflow management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
9.0
Lead management
10
Email marketing
8
10.0
Task management
10
Billing and invoicing management
10
Reporting
Not Rated
4.0
Forecasting
1
Pipeline visualization
10
Customizable reports
1
7.3
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
2
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

Comments

  • Julia Poon | TrustRadius Reviewer
    Julia Poon
    commented 4 years ago
    Thanks so much for the in-depth review John Lucas! Happy to hear that you're enjoying using Method:CRM.

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