Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
This program is used by the nonprofit organization where I work to keep track of and follow up with individuals who are curious about what we do. It's really straightforward to use once you know what functions are available. I spend the entire day on and off OctopusPro, and occasionally I have to train my teammates on its use. When someone new enters your pipeline, the automations make it simple to get in touch with your network. That relieves me of one task while maintaining a personal touch with the recipient of the email or text.
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.
OctopusPro is a cloud-based service management software with everything you need to run a mobile business. We’ve been able to track leads, manage invoices, and streamline communication between our dispatch team and mobile cleaners. It's helped reduce admin costs and boost repeat business. The support team has been responsive, and onboarding was relatively smooth.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
We were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants
