Method:CRM Closing Deals - Mastering a Software System! | TrustRadius

Use Cases and Deployment Scope

I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to QuickBooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more!

Pros and Cons

Customer Service
CRM
Consulting

The visual appeal of the system isn't amazing.
Ease of use in terms of customizing the system.

Return on Investment

Increase in leads.
Increase in sales.
Increase in revenue.

Alternatives Considered

Salesforce Essentials (formerly salesforceiq)

Method:CRM is somewhat easier to work with than Salesforce Essentials.

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, Mailchimp, Zoom

Usability

8

It's easy to use for the most part, but I'm still a little shaky on how the apps flow into one another.

Support Rating

9

They usually get back to me within minutes of starting a chat to solve any issues that I might have.

Likelihood to Recommend

From my own experience, Method:CRM is definitely good for freelancers who do not have huge budgets to work with.