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!
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.
- 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.
- 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