You're missing out if you don't try this!
Updated May 19, 2025

You're missing out if you don't try this!

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

Overall Satisfaction with Method:CRM

We use Method:CRM to manage our leads and accounts. It is a great tool to record information and tasks, connect tasks to opportunities, and it allows team members to see where an opportunity is in the pipeline. We are also able to create different types of activities and track certain events such as shipping errors or product issues.

Pros

  • Method:CRM shows us all activities associated with an account or lead.
  • Method:CRM allows us to view all opportunities in the pipeline.
  • Method:CRM allows users to synch with QuickBooks.
  • Method:CRM shows our accounts that are past due.

Cons

  • It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
  • All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.
  • By tracking our metrics, we are able to see recurring issues that were overlooked in the past.
  • We are able to track interactions of all sales team members with accounts and leads - provided that tasks are logged by each member.
  • We can schedule tasks for team members directly in Method:CRM without having to reach out to them in another manner.
Aside from not being able to attach files directly to an account, Method:CRM is very user friendly and convenient to use. The ability to send emails and view their status is helpful without having to use a different program and then duplicate the task by creating an activity in Method:CRM.
Method:CRM is a more affordable and user-friendly CRM. It is easier to manage Method:CRM without having to purchase a bunch of add-ons like you do with Salesforce. You get what you see in the demonstration without hidden costs. The ability to create custom fields is great. Method:CRM is more user friendly than both ACT and Open Systems SASE+.

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

Method:CRM allows imports of leads and accounts, which is handy after an event.
Method:CRM does not allow us to create multiple invoices to send out samples to a group of leads.
Method:CRM allows us to track certain metrics with the use of opportunities and tags.

Method:CRM Feature Ratings

8.5
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
9
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
6.0
Task management
9
Reporting
3
8.5
Forecasting
8
Pipeline visualization
9
6.0
Custom fields
6
Custom objects
6
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7

Using Method:CRM

7 - Method is used by our Sales Manager, Salespersons, and Customer Service Reps. It makes it easier to complete a sales transaction from the beginning opportunity to closing and completing the transaction. Everything is in one place, and the team can see where each person is in the process based on notes and activities.
4 - To support Method CRM, one needs to be able to understand certain CRM and method functions, as well as the integration to other programs such as Constant Contact and QuickBooks.
  • Lead Management
  • Tracking Activities
  • Tracking issues with orders/sales
  • Creating quotes and estimates
  • managing oppotunities
  • We are able to track sales, shipping, and quality issues with cases in activities.
  • We are able to track sales by lead source.
  • Tracking orders as they are shipped.
  • Assigning activities to others on the team by adding more users
We are almost certain to renew our Method CRM because nothing else has provided this value and ease of use.

Evaluating Method:CRM and Competitors

Yes - Salesforce.
We replaced Salesforce with Method for many reasons -
The issues with integrations of Salesforce and QuickBooks.
The cost of Salesforce.
The constant push to buy more addons for Salesforce to work for us.
Method does everything we want and need it to do, while Salesforce is just an outline of a program that will not work properly or do much without constantly purchasing other programs to do what you need.
  • Cloud Solutions
  • Integration with Other Systems
  • Ease of Use
  • Other
It is difficult to say what the single most important factor was in our decision, but I feel like it was the integration with QuickBooks.
If we had to do it again, I would want to make the change to Method sooner.

Method:CRM Support

Support is very quick to respond and help.
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, that was not my decision.
Yes - Yes, it was resolved within an hour.

Comments

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