Method:CRM is very customizable!
May 19, 2021

Method:CRM is very customizable!

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

Overall Satisfaction with Method:CRM

We use Method:CRM for contact/lead management, work order management, opportunity management, and assigning task[s] to other individuals within the company. Method:CRM syncs perfectly with QuickBooks to make accounting much easier. The time tracking feature is great to see the time all in one spot. Method:CRM has greatly improved the workflow in the company!
  • Customizable
  • Activity Tracking
  • Contact Management
  • Opportunities App
  • Field Crew App
  • Wish it was easier to customize.
  • All positive; better work flow.

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 easy to use.
The support is amazing and very fast.
Roofing is the perfect fit for this CRM

General contractors would benefit from this CRM

Method:CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Task management
10
Billing and invoicing management
10
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10