Recommended--syncs well with QuickBooks
May 11, 2021
Recommended--syncs well with QuickBooks
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Method:CRM
We use Method:CRM for payments, leads, and CRM management. It addresses our business problems of crossover between sales reps as well as not having our calendar handy. The way it syncs to Google Calendar is very convenient. I also enjoy being able to access the payments portion and how well it syncs with our QuickBooks.
- Syncing with QuickBooks.
- Syncing with Google Calendar.
- Managing a calendar and being able to drag and drop appointments.
- Easier way to enter leads and customers.
- Not so many screens to jump from in order to complete a lead entry and create an activity.
- Simplify the customization so that it is more user friendly.
- Quicker sales workflow
- Organized sales force
- Better calendar organization for managers
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
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