Item: Method:CRM
Rating: 10
Author: Katie Martine

Use Cases and Deployment Scope

Method is used by our organization for building client's orders from estimate status to completion. We also house our contacts in the Method database and keep current activities in relation to customers in each account. I enjoy the ease of accessing client information along with totality of client history that is easily accessible.

Pros and Cons

Access to a database where you can add leads, customers and vendors
Ability to take an estimate all the way to an invoice
Works alongside QuickBooks

Allowing attachments to move with an estimate throughout the system when it becomes a sales order, etc
Allowing attachments on individual customers/contacts without it being associated to a specific customer
Allowing notes on individual customers that populate when creating a new estimate or sales order

Return on Investment

Efficiency in the company has improved
All associates have access to live updates
Ease of use makes training quick and painless

Key Insights

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

Other Software Used

Microsoft 365 Business Premium, Adobe PhotoShop, Adobe Acrobat Reader DC

Usability

I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.

Support Rating

I put in a request for service and was quickly assisted within the chat.

Likelihood to Recommend

Method is a solid database for all types of business uses. With the option to work alongside QuickBooks - Method is a must have tool. You can easily export information into workbooks for external use. We would like to see an option to add customizable promotional ad's for our customers but we currently use a third party service for that. It would make it easier if we were able to do that in the same spot where all of our contacts are currently housed.

Easy to use and enhanced productivity!

Overall Satisfaction with Method:CRM