Method:CRM is a powerful integration tool which helps manage all my client interactions!
July 19, 2021

Method:CRM is a powerful integration tool which helps manage all my client interactions!

Dorothy Sela | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

I am currently using Method to manage onboarding tasks for new clients. We have approximately 60 steps in various software integrations and in order to ensure everything is completed in a timely fashion for each client, we keep track of the completed activities as well as those still to be done. Once I've completed building out this process, I will use Method to keep track of the recurring client activities across the company. We will be expanding rapidly, and having solid systems in place is the only way to ensure we have world-class customer satisfaction.

Pros

  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.

Cons

  • I think the software is usable right out of the box, however, to really get everything out of the customization horsepower, you need to have some programming skills.
  • Once I have everything set up, Method will help me stay organized, which will free me up to take great care of my clients.
Work is essentially a calendar and a set of tasks. Method allows me to set up recurring onboarding task lists and keep track of all customer touchpoint in one place.

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

QuickBooks Online Advanced, Microsoft Excel, Google Workspace (formerly G Suite)
It meets and exceeds my expectations. So far, it is able to do more than I need for my current situation. As I learn more about Method's capabilities, I will find more uses in our company for various features.
Every single person I have dealt with at Method has been outstanding. Phuong helped with my initial introduction and orientation. She asked about our company and what I was hoping to accomplish, then focussed our time on meeting those goals. Khamil was able to work miracles in an hour of customization and the two webinars I've attended have been a wealth of information. Highly recommend.
I have already recommended Method to several of my colleagues and clients. The app can be used in many different industries and scenarios.

Method:CRM Feature Ratings

10.0
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
Interaction tracking
10
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

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