Method CRM

Method CRM

von Method Integration

Wer verwendet Method CRM?

Quickbooks Desktop or Quickbooks Online users who need a CRM solution to easily manage leads, track sales activities and better serve their customers.

Was ist Method CRM?

A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.

Method CRM – Details

Method Integration

http://www.method.me/

Gegründet 2010

Method CRM – Preisübersicht

Method CRM ist verfügbar ab 25,00 $/Monat. Method CRM bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Method CRM finden Sie unten.

Startpreis

25,00 $/Monat

Preisinformationen

Starts at $25/user/month

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Method CRM Funktionen

CRM Software für Kleinunternehmen
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
Gebietsmanagement
Kalender-/Erinnerungssystem
Lead Scoring
Live-Chat
Marketing-Automatisierung-Integration
Prognose
Segmentierung
Social-Media-Integration
Visitenkarten-/Ausweis-Scanning
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
E-Mail Marketing
Gebietsmanagement
Interne Chat-Integration
Kalender-/Erinnerungssystem
Lead Scoring
Marketing-Automatisierung-Integration
Mobiler Zugriff
Segmentierung
Social-Media-Integration
Gemeinsame Kontakte
Kontakt-Datenbank
Kontakte importieren/exportieren
Leadmanagement
Planungs-Tools
Sales-Pipeline-Management
Segmentierung
Suchen / filtern
Verfolgung von Interaktionen

Method CRM – Nutzerbewertungen

5 von 59 Nutzerbewertungen angezeigt

Gesamt
4/5
Benutzerfreundlichkeit
3.5/5
Kundenservice
3.9/5
Funktionen
3.9/5
Preis-Leistungs-Verhältnis
3.6/5

Excellent CRM to customize with Great Customer Support

Bewertet am 7.1.2019
Chitta ranjan D.
Digital Marketing Manager
Informationstechnologie & -dienste, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Vorteile: This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Nachteile: Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

The Method Support Team and Programmers are Super!

Bewertet am 24.4.2018
Margaret W.
Director, Marketing & Business Operation
Elektrische/elektronische Fertigung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Vorteile: I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Nachteile: The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

Antwort des Softwareanbieters

von Method Integration an 6.5.2018

Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again
Lynda

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Bewertet am 31.5.2017
Damien F.
Consultant
Bau, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
2/5
Benutzerfreundlichkeit
1/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me

Vorteile: It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

Nachteile: This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.

Powerful CRM platform

Bewertet am 21.11.2019
Jet L.
IT Manager
Informationstechnologie & -dienste, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be.
Lots of customization effort has to be done to get it to where we want it to be.

Vorteile: Powerful and can be highly customized.
Covering almost all aspect of CRM and most from accounting.
Easy to use interface.
Basic plan price is reasonable.

Nachteile: Outlook integration app still requires a lot of touch up to be practical.
Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization.
Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync.
Prices per user could get very steep when you start subscribed to more modules.

A good integration

Bewertet am 10.7.2019
Carabeth R.
Development Director
Bildungsmanagement, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall I like this program and the integration with quickbooks

Vorteile: Method has been a good program for our school. Being able to see all of the accounts in real-time make managing everything a lot easier.

Nachteile: The reports part of this has not been my favorite. I paid extra to have the support team build the specific report I needed but it's still a little clunky. Also as I would love to see an ability to run specific campaigns and reports on them. Right now you can use tags to identify campaigns but that is also a clunky way to do it.