Method:CRM

Score8.6 out of 10

35 Reviews and Ratings

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What is Method:CRM?

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Categories & Use Cases

Media

Screenshot of Simplifies sales process and provides organization with a shared customer list.

Screenshot of Strengthens customer relationships to provide better service.

Screenshot of Stops sales from slipping through the cracks.

Screenshot of Streamlines business processes to make teams happier and more productive.

Screenshot of Automates sales processes.

Screenshot of Method can be customized to fit a business.

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Screenshot of Simplifies sales process and provides organization with a shared customer list.

Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.1
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2

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

Verified User

Administrator in Customer Service (11-50 employees employees)

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

Verified User

Administrator in Customer Service (11-50 employees employees)

Use Cases and Deployment Scope

We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.

Pros

Method:CRM is a great tool we use to track our opportunities.
Method:CRM allows our salespeople and CSRs to assign tasks and enter notes.
Method:CRM allows users to create custom fields and drop down menus for information.

Cons

Method:CRM could improve its ability to create reports and searches based on custom fields.
Method:CRM could improve its email templates to make them more user friendly.
Method:CRM could improve custom reporting.
Method:CRM could make it easier to complete a mass change on a single field without having to export and import the information.

Return on Investment

We were able to recognize a ROI within the first 6 months to a year of using this program.
Method:CRM records interactions from emails too with the add-on. This saves time creating new contacts.
Method:CRM allows us to more accurately track our lead sources.

Alternatives Considered

Salesforce Lightning Platform, Act! CRM and Microsoft Dynamics 365 Business Central

Other Software Used

Pinmaps.net, QuickBooks Online, Microsoft 365 Business Premium, Salesforce Lightning Platform

Justin Jacob

Business Consultant and Sales Represenative in Professional Services at Modern Image Systems Inc. (1-10 employees employees)

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

Richard Shapiro

IT director in Information Technology at Wayland School of Music, LLC (1-10 employees employees)

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

Dorothy Sela

Owner in Finance and Accounting at CFO Inbox Services Inc. (1-10 employees employees)

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.