Looking for a product to keep you organized? Go with Method:CRM
July 02, 2021

Looking for a product to keep you organized? Go with Method:CRM

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

Method:CRM has been absolutely fantastic to use! I can see all the activities and opportunities active and it is an easier way to keep everyone updated with what is happening every day. Also, a very great tool is that you can import a database from excel and use it for your contacts in Method:CRM.
  • Activities and Opportunities view
  • Percentage in opportunities and tags
  • Contacts from your business
  • Importing all contacts
  • Making simple to send an email through Method:CRM
  • Organization
  • Management
I am not familiar with any other products

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

I believe it is a great product. Easy to use and easy to learn how to get involved with it.
They are very helpful with their videos and explanations of their product.
I would say that for any type of companies (small, medium or large) it is a great tool to keep your employees updated with everything that is happening on a daily basis. What I love the most is that you can use your dashboard and you can be quickly updated with the activities from the date. Honestly, I do not think of any other scenarios where it is less appropriate, probably just for personal use.

Method:CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
Lead management
10
Email marketing
8
Task management
4
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Mobile access
Not Rated