Method CRM

4,1 (98)
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Führende CRM-Lösung für QuickBooks-Nutzer

Über Method CRM

Vollständig anpassbares CRM für kleine Unternehmen, die QuickBooks nutzen.

Funktionsweise:
Du hast alle Arten von Kunden-, Lieferanten- und Finanzinformationen und Aufgaben.

Die althergebrachte Art und Weise: Du speicherst Daten in Tabellenkalkulationen, schreibst sie auf Haftnotizen und behältst sie im Gedächtnis. Dies führt zu unübersichtlichen Workflows, verpassten Aufgaben, schlechtem Service und enttäuschten Kunden.

Der Method-Ansatz: Du speicherst diese Daten alle an einem Ort und synchronisierst sie mit QuickBooks. Dies führt zu zufriedenen Kunden und einem glücklichen Team.

Warum ist Method anders?

1) Hervorragende QuickBooks-Synchronisierung
Niemand mag Daten doppelt eingeben. Method hat eine hervorragende QuickBooks-Synchronisierung und ist als Beleg dafür patentiert. Praktisch alles synchronisiert ohne Unterbrechung. Dein Buchhalter wird es lieben.

2) Vollständig anpassbar, vollständig codefrei
Nicht jedes kleine Unternehmen lässt sich in dieselbe Schublade stecken. Die Art und Weise, wie du deine Arbeit erledigst, unterscheidet sich von jedem anderen Unternehmen. Deshalb ist Method vollständig anpassbar und vollständig codefrei. Du vereinfachst deine Workflows mit dem genau richtigen System für dich und dein Team.

3) Funktioniert auf jedem Gerät
Von iOS über Android bis hin zu deinem Laptop oder Desktop-PC – du hast jedes Kundendetail zur Hand. Method ist für alle Geräte optimiert – von Mobilgeräten bis zum Desktop-PC.

Die Kunden sehen das genauso.
Über 1.300 kleine Unternehmen geben Method:CRM auf Intuit Apps.com, Google Apps Marketplace und hier auf GetApp fünf Sterne.


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Method CRM

4,1 (98)
VS.
Häufig bewertet

Startpreis

25,00 $
Monat
475,00 €
Jahr

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

79
350

Integrationen

12
13

Bedienkomfort

3,7 (98)
3,8 (1.531)

Preis-Leistungs-Verhältnis

3,8 (98)
3,8 (1.531)

Kundenservice

4,0 (98)
3,7 (1.531)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Nutzerbewertungen

Gesamtbewertung

4,1 /5
(98)
Preis-Leistungs-Verhältnis
3,8/5
Funktionen
4,0/5
Bedienkomfort
3,7/5
Kundenbetreuung
4,0/5

Hast du Method CRM bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 98 Bewertungen
Rosie
Gesamtbewertung
  • Branche: Geschäftsbedarf & -einrichtung
  • Unternehmensgröße: Selbstständig
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Best integration with QBO and Gmail for Free Trial/Great Price

Bewertet am 11.11.2020

So far, Method has helped me develop my brand new business with processes that will not have to be...

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.

Vorteile

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

Nachteile

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Antwort von Method Integration

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

Lisa
Gesamtbewertung
  • Branche: Baumaterial
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

This Could be Perfect....

Bewertet am 26.3.2020

I can set reminders that actually work with Method. We have been able to set up cases for issues...

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

Vorteile

I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Nachteile

This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

Schecky
Schecky
Gesamtbewertung
  • Branche: Lebensmittelproduktion
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Buyer Beware

Bewertet am 6.10.2022

Bottom line: Product does not work as advertised. Would NEVER recommend

We chose Method as it...

Bottom line: Product does not work as advertised. Would NEVER recommend

We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues.

We decided to pay for the full year upfront. Do NOT do that.

We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker.

We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good.

We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored.

We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers.

We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them

Vorteile

Set up was guided well. App and website sync well.

Nachteile

Anemic tech support. Poor customer service once refund requested.

Antwort von Method Integration

Hello Schecky,

Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience.

We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation.

Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.

John
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Saved me from outgrowing QuickBooks

Bewertet am 1.4.2018

Vorteile

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

Nachteile

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

Jonathan
Gesamtbewertung
  • Branche: Großhandel
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Usefull tool

Bewertet am 26.3.2020

before that everything was done manually very hard to follow and keep track of the work

before that everything was done manually very hard to follow and keep track of the work

Vorteile

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Nachteile

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

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Method CRM Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Method CRM.

Method CRM bietet folgende Kostenpläne an:

  • Ab: 25,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Method CRM hat die folgenden typischen Kunden:

2–10, 11–50, 51–200

Method CRM unterstützt die folgenden Sprachen:

Englisch

Method CRM unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Method CRM kann in folgende Anwendungen integriert werden:

Gmail, Google Calendar, Google Workspace, Mailchimp, Microsoft Outlook, PayPal, QuickBooks Desktop Enterprise, QuickBooks Desktop for Mac, QuickBooks Online, Quickbooks Pro, Xero, Zapier

Method CRM bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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