Method CRM - The new wave in the CRM Industry!
November 05, 2021

Method CRM - The new wave in the CRM Industry!

Joey Diaz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

We needed a solution for allowing customers to add themselves to our Quickbooks Online using and Online Form. The implementation works well, we can now email customers a link to a web form so they can add themselves. Saves us a great deal of time, also this prevents input errors we have from time to time trying to hear the customer over the phone.

Pros

  • Online forms
  • Lead management
  • Customer Portal

Cons

  • They need to have a faster timeframe for customization time slots; we had to wait about 2 weeks.
  • Method free our team up to be on the phones less, and able to work on other more important tasks.
We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants.

Do you think MethodCRM delivers good value for the price?

Yes

Are you happy with MethodCRM's feature set?

Yes

Did MethodCRM live up to sales and marketing promises?

Yes

Did implementation of MethodCRM go as expected?

Yes

Would you buy MethodCRM again?

Yes

Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here.
The support has been great. When I reach out via email someone responds to me in a timely manor. Also, their team is very motivated to teach us how to use the software, more information about the software and how the different features work. We are confident that they can help us with any question.
I think Method is well suited to any business that needs to create a connection between their customers and their online accounting software. This system has many different customization options, we especially like the customer portal. In the customer portal the customer can see the different invoices and estimates we have one for them.

MethodCRM 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
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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