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Method:CRM the Software of the digital Age
November 18, 2021

Method:CRM the Software of the digital Age

Justin Jacob | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Method:CRM

Method:CRM is a amazing customizable software with seamless QuickBooks Sync and tons of integrations. Its customizability is the number one reason that I chose this software to be used by my company for our specific workflows, tracking capabilities, and field services regulation that we were desperately needing. Before choosing Method:CRM we were very much behind in the digital age of CRM and had way to many folders and non user friendly systems that we just tolerated versus Method:CRM that works for us how we need it, when we need it. To put it frankly we as a whole were outdated. Method:CRM changed that for us. We are now more efficient, fast and effective and keeping up with the digital age. From being able to manage our customers, contacts, and vendors in one place. The ease of use of the client portal to not only make a case with us, but update their own information whenever something changes, and to pay there bill, without wasting paper or using gas to collect a payment has been a game changer. As well as the Email Campaigns app has been of so much value. The other thing that I will say that I love about Method:CRM is the help center and customer service is phenomenal. If I have a question or need help Method Customer service is right there responding to my question in 5 minutes or less.
  • QuickBooks seamless sync.
  • Customization.
  • Customer service.
  • Payroll and employee time tracking.
  • Office equipment industry specifics.
  • The Learning Curve - it's worth it though.
  • Great impact - well worth the investment.

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

Because I love everything about method, the usability, the interface and customization opportunities.
Anytime I have a question it is answered very quickly.
Its customizability makes it suited for everyone.

Method:CRM 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

Evaluating Method:CRM and Competitors

Yes - Filemaker - and it was outdated and not web based or cloud friendly.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Price and customization played top factors into decisions.

Method:CRM Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - support is free.
Every time I talked to them.

Using Method:CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Convenient
Feel confident using
Familiar
None
  • Adding contacts.
  • Updating contact info.
  • View functions.
  • Customization of certain fields - but Method:CRM does offer a customization service.
Yes - Efficiently.

Integrating Method:CRM

  • QuickBooks.
  • Microsoft 365.
  • Facebook.
  • LinkedIn.
  • File import/export
It can be super fun, and sometimes challenging but Method Support is always there when you need them. Don't hesitate to ask for help.