Method:CRM

Method:CRM

35 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Method:CRM	Score8.4 out of 10	N/A	Method:crm is a QuickBooks-integrated, cloud-based CRM platform.	$25 per month per user

Pricing

Method:CRM

Contact Management: $25
per month per user
CRM Pro: $44
per month per user
CRM Enterprise: $74
per month per user
CRM Multi-Entity: Custom Quote

Pricing Offerings
Method:CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

No setup fee

—

Community Pulse
Key User Insights
	Method:CRM
Considered Both Products	Method Integration Inc. Verified User Chose 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. … Incentivized Helpful? Verified User Chose Method:CRM Method communicates with QuickBooks better than Salesforce did. Method also provides better tools for notes and opportunities than Business Central or ACT! Incentivized Helpful? Verified User Chose Method:CRM Easier to use than Autorask or Manage. Less expensive than Salesforce while still delivering a lot of functionality, 8n a slightly less elegant fashion. Incentivized Helpful? 🔷 Sean Turconi, CPRW, CPCC 🔷 Certified Professional Resume Writer (CPRW) at Resume CEO┃Sean Turconi, CPRW, CPCC (Writing & Editing, 1-10 employees) Chose Method:CRM Method:CRM is somewhat easier to work with than Salesforce Essentials. Incentivized Helpful? Joey Diaz Warranty Admin in Customer Service at Mac Daddy Sales & Service (Consumer Services, 11-50 employees) Chose Method:CRM We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a … Incentivized Helpful? Heather Sharbutt Director of Product Marketing in Marketing at Griffin Mobility (Hospital & Health Care, 1-10 employees) Chose Method:CRM We chose Method over Salesforce because we felt as though they were not tailored to our size of the company and our specific needs overall. They offered many things that we found very appealing but at the end of the day, we knew that with most importantly we needed a CRM to … Incentivized Helpful? Dorothy Sela Owner in Finance and Accounting at CFO Inbox Services Inc. (Accounting, 1-10 employees) Chose Method:CRM Work is essentially a calendar and a set of tasks. Method allows me to set up recurring onboarding task lists and keep track of all customer touchpoint in one place. Incentivized Helpful? Verified User Chose Method:CRM I am not familiar with any other products Incentivized Helpful? Verified User Chose Method:CRM We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and … Incentivized Helpful? Verified User Chose Method:CRM Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability. Incentivized Helpful? Verified User Chose Method:CRM Method is really designed for those who use QuickBooks. I like there is no cost to integrate with the software. Like other crm the user would have to an additional to integrate, but all features of QuickBooks would not able to integrate especially payments. Method has all … Incentivized Helpful? John Lucas Sales Development Consultant in Sales at Wilco Electronic Systems Inc (Telecommunications, 1-10 employees) Chose Method:CRM I believe that Method:CRM is far superior to Salesforce and the others mentioned above for the following reasons: It is scalable and affordable. It doesn't take an engineering degree to learn how to use it. Incentivized Helpful? Verified User Chose Method:CRM I have not used other similar products. Incentivized Helpful? Verified User Chose Method:CRM It's highly customizable and user friendly. Incentivized Helpful? Denise D. BA Website Developer Mobile Website Developer \| WordPress in Research & Development at Denise D. BA (Marketing and Advertising, 1-10 employees) Chose Method:CRM We also have used a few other tools such as Insightly. Hands down Method: CRM lead management, quickbook automation & notifications wins the game. Incentivized Helpful? Verified User Chose Method:CRM I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was … Incentivized Helpful? Denice Castillo Special Projects and VP of Operations in Customer Service at Mobile Med Inc. and Plastic Surgery Studios (Hospital & Health Care, 11-50 employees) Chose Method:CRM Connectwise was a great product it was just not cost effective for our company. We actually really liked how Connectwise worked, it was just WAY too expensive. Helpful? Verified User Chose Method:CRM I love the infinite customization available in Method CRM. No other CRM offers as much ROI and flexibility of design of the user interface. However Method's built-in feature set doesn't include many of the extras that might be found in a more niche product. Furthermore, while … Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Method:CRM

Comparison of Sales Force Automation features of Method:CRM
Feature	Method:CRM 8.0 22 Ratings
Customer data management / contact management	8.322 Ratings
Workflow management	8.320 Ratings
Territory management	1.81 Ratings
Opportunity management	8.320 Ratings
Integration with email client (e.g., Outlook or Gmail)	8.920 Ratings
Contract management	8.711 Ratings
Quote & order management	9.118 Ratings
Interaction tracking	9.019 Ratings
Channel / partner relationship management	10.012 Ratings

Comparison of Customer Service & Support features of Method:CRM
Feature	Method:CRM 10.0 2 Ratings
Case management	10.01 Ratings
Call center management	9.92 Ratings
Help desk management	10.01 Ratings

Comparison of Marketing Automation features of Method:CRM
Feature	Method:CRM 8.9 19 Ratings
Lead management	8.817 Ratings
Email marketing	9.014 Ratings

Comparison of CRM Project Management features of Method:CRM
Feature	Method:CRM 7.5 20 Ratings
Task management	9.118 Ratings
Billing and invoicing management	10.015 Ratings
Reporting	3.417 Ratings

Comparison of CRM Reporting & Analytics features of Method:CRM
Feature	Method:CRM 7.7 18 Ratings
Forecasting	8.09 Ratings
Pipeline visualization	9.017 Ratings
Customizable reports	6.017 Ratings

Comparison of Customization features of Method:CRM
Feature	Method:CRM 7.5 19 Ratings
Custom fields	6.419 Ratings
Custom objects	6.418 Ratings
Scripting environment	9.212 Ratings
API for custom integration	8.014 Ratings

Comparison of Security features of Method:CRM
Feature	Method:CRM 8.2 19 Ratings
Single sign-on capability	8.117 Ratings
Role-based user permissions	8.319 Ratings

Comparison of Integrations with 3rd-party Software features of Method:CRM
Feature	Method:CRM 10.0 2 Ratings
Marketing automation	10.02 Ratings
Compensation management	10.02 Ratings

Comparison of Platform features of Method:CRM
Feature	Method:CRM 7.4 15 Ratings
Mobile access	7.415 Ratings

User Ratings
	Method:CRM
Likelihood to Recommend	8.3 (24 ratings)
Likelihood to Renew	10.0 (3 ratings)
Usability	9.0 (18 ratings)
Support Rating	9.1 (18 ratings)
Implementation Rating	9.0 (1 ratings)
Ease of integration	9.0 (1 ratings)