Item: Method:CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Method CRM is being selected and implemented for a boutique IS company in my network to address needs for native QBO integration, workflow automation, general CRM capabilities, and business insight ad well as quoting standardization and activity tracking.

Pros and Cons

Customer experience
Support
Documentation
Pricing Flexibility

Interface/Navigation
Consolidated visual dashboard
Click through charts

Return on Investment

Peace of mind
Accuracy
Efficiency

Alternatives Considered

Salesforce.com, Datto Autotask PSA, ConnectWise Manage and ConnectWise Sell (formerly Quosal)

Easier to use than Autorask or Manage. Less expensive than Salesforce while still delivering a lot of functionality, 8n a slightly less elegant fashion.

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

QuickBooks Online, Salesforce.com, ConnectWise Sell (formerly Quosal)

Usability

Fairly intuitive and feature-packed.

Support Rating

After just 6 mo on the job, Salman set up a workflow in just a few minutes in addition to fixing data binding in a print template and publishing all my previous customizations.

Likelihood to Recommend

The method is a great balance of functionality and value, especially for organizations desiring two-way syncing with QBO.

Best SMB bang for the buck!

Overall Satisfaction with Method:CRM