Great, user friendly, all in one product.
January 14, 2021
Great, user friendly, all in one product.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Method:CRM
We use Method as the CRM for our sales team. It ties to our accountings QuickBooks. It helps us keep track of our customers, communication, and email campaigns.
- Shows all information, actives, opportunities and invoices all in one easy location.
- They make it very easy to create follow-up activity.
- Quick and easy customer care chat feature.
- Email campaign feature is simple and easy to use.
- Would like the ability to build more reports.
- IT would be helpful to be able to categorize items. We use it for our inventory and would help if we could group things together.
- We've been able to follow up on opportunities that may have been created a while back and never got touched in the old system.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Do you think Method:CRM delivers good value for the price?
Not sure
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