CRM entièrement personnalisable pour les petites entreprises qui utilisent QuickBooks.
Comment ça marche ?
Vous avez toutes sortes de clients, de fournisseurs, d'informations financières et d'actions à effectuer.
L'ancienne façon : vous stockez ces derniers dans un tableur, des notes et votre mémoire. Cela conduit à des flux de travail désordonnés, des tâches manquées, un service médiocre et des clients déçus.
La façon Method : vous stockez tous ceux-ci en un seul endroit synchronisé avec QuickBooks. Cela conduit à des clients ravis et une équipe heureuse.
Pourquoi Method est-il différent ?
1) Meilleure synchronisation avec QuickBooks.
Personne n'aime entrer les mêmes données deux fois. Method possède la meilleure synchronisation avec QuickBooks du secteur et le brevet pour le prouver. Presque toutes les données se synchronisent d'une plateforme à l'autre. Votre comptable va adorer.
2) 100 % personnalisable, 100 % sans code.
Une méthode rigide ne s'adapte pas aux petites entreprises. Il est évident que la façon dont vous entreprenez vos affaires est différente de toutes les autres entreprises. C'est pourquoi Method est 100 % personnalisable, 100 % sans code. Vous simplifierez vos flux de travail avec un système adapté à vous et à votre équipe.
3) Fonctionne sur n'importe quel appareil.
Que vous utilisiez iOS, Android, un ordinateur portable ou de bureau, vous aurez toutes les informations client à portée de main. La méthode est optimisée pour tous les appareils, des portables aux ordinateurs de bureau.
Voici d'autres opinions…
Plus de 1 300 petites entreprises attribuent 5 étoiles à Method : CRM sur Intuit Apps.com, Google Apps Marketplace et sur GetApp.
The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.
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.
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.
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
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.
I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.
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.
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.
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.
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
It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.
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.
Time saving and job tracking
Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.
Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)
Voici quelques-unes des questions fréquentes sur Method:CRM.
Types de licences disponibles pour Method:CRM :
À partir de: 25,00 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Method:CRM.
Utilisateurs habituels du logiciel Method:CRM :
Entreprises de taille moyenne, PME
Langues dans lesquelles Method:CRM est disponible :
Types de licences disponibles pour Method:CRM:
Appareils pris en charge par Method:CRM :
Android, iPhone, iPad
Applications s'intégrant à Method:CRM :
G Suite, Google Calendar, Mailchimp, Microsoft Outlook, PayPal, QuickBooks, QuickBooks Online, QuickBooks Online, Vonage Business, doForms
Ressources d'aide disponibles pour Method:CRM :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo