Method:CRM Closing Deals - Mastering a Software System!
Updated December 23, 2021

Method:CRM Closing Deals - Mastering a Software System!

🔷 Sean Turconi, CPRW, CPCC 🔷 | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

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

  • Customer Service
  • CRM
  • Consulting

Cons

  • The visual appeal of the system isn't amazing.
  • Ease of use in terms of customizing the system.
  • Increase in leads.
  • Increase in sales.
  • Increase in revenue.
Method:CRM is somewhat easier to work with than Salesforce Essentials.

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

It's easy to use for the most part, but I'm still a little shaky on how the apps flow into one another.
They usually get back to me within minutes of starting a chat to solve any issues that I might have.
From my own experience, Method:CRM is definitely good for freelancers who do not have huge budgets to work with.

MethodCRM Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
7.5
Lead management
9
Email marketing
6
8.7
Task management
10
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

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