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A simple and flexible development environment that allows companies to easily build essential apps
November 17, 2021

A simple and flexible development environment that allows companies to easily build essential apps

Richard Shapiro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

Method:CRM provides both CRM and ERP functions for our school. It manages a database of our customers, which consists of families--the parents and their children who take music lessons at our school. It tracks lessons: their time, location, the teacher, and student. It interfaces with Quickbooks and is used to deliver invoices and other information to our customers.
  • Method allows the customization of business workflows.
  • Allows the construction of specialized tables and grids that display the data in useful ways.
  • Allows for application development in a lightweight scripting environment in which the scripts are effectively self-documenting.
  • Excellent integration with many other software platforms.
  • A large set of tables and applications that can be extended and customized to fit a company's specialized needs.
  • The documentation is truly excellent. Perhaps a white paper could be added that provides an overview for programmers prior to onboarding.
  • Improved efficiency for all staff
  • Allows hand off of tasks among team members
  • Provides critical reports needed to run the business

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

QuickBooks Desktop Pro, Microsoft 365 (formerly Office 365)
Help and Support are excellent. They have a knowledgeable and dedicated staff.
They provided excellent help throughout the onboarding process and later.
Method includes a unique development environment that fills the gap between running a business on spreadsheets and full blown specialized object oriented programming. Small companies (under 500 employees) can use this environment to effectively create specialized applications. It can greatly increase the efficiency of clerical staff, salespeople, customer service representatives, and executives.

Method:CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
9.0
Lead management
10
Email marketing
8
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
10.0
Forecasting
Not Rated
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