9.1
Spot Score
Streamline your sales and grow your business.
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Starts from $25/User/Month when Billed Yearly
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Showing 21-30 out of 160
JC
Jason C
05/08/23
"Chat Support is Quick and Helpful"
What do you like best about Method CRM? I mainly am the support user and while I don't use the product like Sales staff, I do have to support it. I'm here to note that support is responsive and the chat support feature actually works, unlike many products. What do you dislike about Method CRM? The biggest issues we've had are more due to our internal setup and that the sync cannot be automated 24/7/365. Our cloud provider kicks connections to QB after a period of time for security ...
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JC
Jason C
05/08/23
"Chat Support is Quick and Helpful"
What do you like best about Method CRM? I mainly am the support user and while I don't use the product like Sales staff, I do have to support it. I'm here to note that support is responsive and the chat support feature actually works, unlike many products. What do you dislike about Method CRM? The biggest issues we've had are more due to our internal setup and that the sync cannot be automated 24/7/365. Our cloud provider kicks connections to QB after a period of time for security ...
Read more
JI
Jeff I
05/06/23
"Great fit, great support."
What do you like best about Method CRM? After reviewing a number of options, Method CRM provided the best off the shelf fit for our sales process, plus easy integration with Quick Books. What do you dislike about Method CRM? As is to be expected with a program that offers multiple options, some functionality was not a fit for us. However, modifying the program was easy with their support. What problems is Method CRM solving and how is that benefiting you? Growth in our sales force created a ...
Read more
JI
Jeff I
05/06/23
"Great fit, great support."
What do you like best about Method CRM? After reviewing a number of options, Method CRM provided the best off the shelf fit for our sales process, plus easy integration with Quick Books. What do you dislike about Method CRM? As is to be expected with a program that offers multiple options, some functionality was not a fit for us. However, modifying the program was easy with their support. What problems is Method CRM solving and how is that benefiting you? Growth in our sales force created a ...
Read more
JL
Jim L
05/03/23
"Technical Sales Engineer"
What do you like best about Method CRM? Method has been stellar for support and a very cost-effective option that integrates with Quickbooks and Outlook. It has become my hub for an efficient workday. What do you dislike about Method CRM? All the tools that I've needed are there- but it took me a while to figure out a workflow that worked for me. What problems is Method CRM solving and how is that benefiting you? It helps me stay organized and keeps the information about each customer in a ...
Read more
JL
Jim L
05/03/23
"Technical Sales Engineer"
What do you like best about Method CRM? Method has been stellar for support and a very cost-effective option that integrates with Quickbooks and Outlook. It has become my hub for an efficient workday. What do you dislike about Method CRM? All the tools that I've needed are there- but it took me a while to figure out a workflow that worked for me. What problems is Method CRM solving and how is that benefiting you? It helps me stay organized and keeps the information about each customer in a ...
Read more
RH
Rob H
04/25/23
"Great delivery system and great support!"
What do you like best about Method CRM? This system allows me to communicate and keep everyone informed about my activities with my prospects and customers. Reports are easy to generate, enabling me to work directly with my CFO through QuickBooks. What do you dislike about Method CRM? I would like to see reports generated by dates, not content. Capture more personal data on customers and prospects. This information is essential in building relationships. What problems is Method CRM solving ...
Read more
RH
Rob H
04/25/23
"Great delivery system and great support!"
What do you like best about Method CRM? This system allows me to communicate and keep everyone informed about my activities with my prospects and customers. Reports are easy to generate, enabling me to work directly with my CFO through QuickBooks. What do you dislike about Method CRM? I would like to see reports generated by dates, not content. Capture more personal data on customers and prospects. This information is essential in building relationships. What problems is Method CRM solving ...
Read more
TR
Travis R
04/24/23
"METHOD REVIEW"
What do you like best about Method CRM? VERY ON POINT AND INFORMATIVE WITH ALL TASK AND HELP KEEPS THE USER ORGANIZED. What do you dislike about Method CRM? IT DOES TAKE TAKE A MOMENT TO UNDERSTAND BUT ONCE YOU GET ITS COMPLETLY EASY AND THE SIMPLIEST SOFTWARE TO USE. What problems is Method CRM solving and how is that benefiting you? ALL THINGS SALES METHOD HAS HELPED ORGANIZE.
TR
Travis R
04/24/23
"METHOD REVIEW"
What do you like best about Method CRM? VERY ON POINT AND INFORMATIVE WITH ALL TASK AND HELP KEEPS THE USER ORGANIZED. What do you dislike about Method CRM? IT DOES TAKE TAKE A MOMENT TO UNDERSTAND BUT ONCE YOU GET ITS COMPLETLY EASY AND THE SIMPLIEST SOFTWARE TO USE. What problems is Method CRM solving and how is that benefiting you? ALL THINGS SALES METHOD HAS HELPED ORGANIZE.
