#1 most frequent
United States of America
85.4%41 installations of 48
What is Method:CRM?
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Categories & Use Cases
Media
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Screenshot of Simplifies sales process and provides organization with a shared customer list.
Top Performing Features
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 8
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.3
Areas for Improvement
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Who Buys & Uses Method:CRM
#2 most frequent
Canada
10.4%5 installations of 48
#3 most frequent
Germany
2.1%1 installation of 48
You're missing out if you don't try this!
Use Cases and Deployment Scope
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.
Return on Investment
- 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.
Usability
Alternatives Considered
Act CRM by Xperience, Open Systems SASE+ and Salesforce Sales Cloud
Other Software Used
QuickBooks Online, Microsoft 365 Business Premium
Method:CRM the Software of the digital Age
Pros
- QuickBooks seamless sync.
- Customization.
- Customer service.
Cons
- Payroll and employee time tracking.
- Office equipment industry specifics.
- The Learning Curve - it's worth it though.
Return on Investment
- Great impact - well worth the investment.
Other Software Used
QuickBooks Desktop Pro
Usability
A simple and flexible development environment that allows companies to easily build essential apps
Pros
- 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.
Cons
- The documentation is truly excellent. Perhaps a white paper could be added that provides an overview for programmers prior to onboarding.
Return on Investment
- Improved efficiency for all staff
- Allows hand off of tasks among team members
- Provides critical reports needed to run the business
Other Software Used
QuickBooks Desktop Pro, Microsoft 365 (formerly Office 365)
Usability
Method:CRM is a powerful integration tool which helps manage all my client interactions!
Pros
- The customization team is brilliant!
- The various integrations, QBO & Gmail, help me keep track of all customer interactions.
- The more organized I am, the more time I have to take care of my clients!
- I have nothing but praise for the support team and the rest of the crew at Method.
Cons
- I think the software is usable right out of the box, however, to really get everything out of the customization horsepower, you need to have some programming skills.
Return on Investment
- Once I have everything set up, Method will help me stay organized, which will free me up to take great care of my clients.
Other Software Used
QuickBooks Online Advanced, Microsoft Excel, Google Workspace (formerly G Suite)
Usability
Method CRM - The new wave in the CRM Industry!
Pros
- Online forms
- Lead management
- Customer Portal
Cons
- They need to have a faster timeframe for customization time slots; we had to wait about 2 weeks.
Return on Investment
- Method free our team up to be on the phones less, and able to work on other more important tasks.
Alternatives Considered
QuickBooks Desktop Enterprise
