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seit 15 Jahren bei der Softwareauswahl

Was ist Method CRM?

Die CRM-Lösung wurde speziell für QuickBooks entwickelt: Die Methode optimiert dein Unternehmen vom Lead bis zur Stammkundschaft – und alle dazwischen. Mit der von QuickBooks-Nutzern als führendes CRM bewerteten Software Method können Tausende von KMUs, die zu groß für die bestehenden Prozesse geworden sind, ihre Abläufe rationalisieren und den Umsatz steigern. Anders als bei anderen CRMs können Unternehmen mit der Kombination aus einer umfangreichen Synchronisierung von Method mit QuickBooks und der Engine für Anpassungen, die ohne Programmieren auskommt, ihre Workflows optimieren.

Wer verwendet Method CRM?

Kleine und mittelständische Unternehmen, die QuickBooks Desktop oder QuickBooks Online verwenden.

Method CRM Software - 1
Method CRM Software - 2
Method CRM Software - 3
Method CRM Software - 4
Method CRM Software - 5

Du bist nicht sicher, ob Method CRM das Richtige ist? Mit einer beliebten Alternative vergleichen

Method CRM

Method CRM

4,1 (98)
25,00 $
Monat
Kostenlose Version
Kostenlose Testversion
79
12
3,7 (98)
3,8 (98)
4,0 (98)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
Keine Preise gefunden
Kostenlose Version
Kostenlose Testversion
87
205
4,4 (4.161)
4,3 (4.161)
4,4 (4.161)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Method CRM

Durchschnittliche Bewertung

Gesamt
4,1
Benutzerfreundlichkeit
3,7
Kundenservice
4,0
Funktionen
4,0
Preis-Leistungs-Verhältnis
3,8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
58%
4
19%
3
8%
2
2%
1
12%
Joe
Joe
Sales Operations
Verifizierter Nutzer auf LinkedIn
Gesundheit, Wellness & Fitness, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Prone to Critical Errors, Only useful for small, simple businesses

3,0 vor 3 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
Chitta Ranjan
Chitta Ranjan
Digital Marketing Manager in Indien
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent CRM to customize with Great Customer Support

5,0 vor 6 Jahren

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.

Ryan
Owner in USA
Tiefbau, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Mostly great, but somewhat overwhelming

5,0 vor 3 Jahren

Kommentare: Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Vorteile:

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Nachteile:

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Antwort von Method Integration

vor 3 Jahren

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Krankenhausversorgung & Gesundheitswesen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Prone to Critical Errors, Only useful for small, simple businesses

3,0 vor 3 Jahren

Kommentare: Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Vorteile:

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Nachteile:

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Antwort von Method Integration

vor 3 Jahren

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

Cherie
Accounting Director in USA
Marktforschung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

For the Technology saavy users, must be advanced IMO

5,0 vor 3 Jahren

Kommentare: Good experience overall. Thei customer support and tutorials to help are excellent.

Vorteile:

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Nachteile:

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Antwort von Method Integration

vor 3 Jahren

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Alicia
Director of Operations in Kanada
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Makes it easy for clients to keep track of transactions and for us to keep track of leads

5,0 vor 3 Jahren

Vorteile:

The search and linking of the account with QBO is an amazing feature!

Nachteile:

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Antwort von Method Integration

vor 3 Jahren

Thanks for being a Method customer Alicia!