Method: CRM - The little powerhouse!
November 02, 2021

Method: CRM - The little powerhouse!

Heather Sharbutt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

At our company, we use methods to keep track of all the potential customers that we get. We get website inquiries, leads from multiple other businesses, incoming emails, walk-ins, and phone calls. We use it for our front office staff only, as our technicians in the back have their own work order system that has been implemented with our company for years now. Where we would usually just take notes on notepads, with Method we now have a completely separate work order system for potential sales. This has been a great addition to keep all our offices in the loop. We've been able to follow up on potential sales together instead of having to take time out to figure out who talked to who and what it was about.
  • Keeps track of all interactions between any staff member and a lead
  • is customizable to many different needs
  • Customer Service is extremely responsive and easy to contact internally through Method
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
  • We can keep track of potential sales as a team
  • Its a learning curve and take a bit of time to fine tune to our needs
We chose Method over Salesforce because we felt as though they were not tailored to our size of the company and our specific needs overall. They offered many things that we found very appealing but at the end of the day, we knew that with most importantly we needed a CRM to integrate with our accounting software more than anything else.

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?

I wasn't involved with the selection/purchase process

Did implementation of Method:CRM go as expected?

Yes

Would you buy Method:CRM again?

Yes

It's been a couple of months now and we're getting our Method interface fine-tuned and it is suiting our needs very well. We've found that there are multiple ways you can use this program but as long as you keep your team on the same page and make sure that everyone is using the same process- everything is fluid.
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
The cost of this product for what you get is an incredible deal. Once you focus on what you really want your Method to be, it is a great tool to have for any company that is looking to keep track of potential sales. Our front office has been amazed at how easy it was to integrate into our daily routine - sometimes change is hard, but with a couple of meetings and putting our heads together for what it was that we specifically wanted, We are loving it.
OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.

Method:CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
9
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Mobile access
Not Rated