Method:CRM

Score8.5 out of 10

35 Reviews and Ratings

What is Method:CRM?

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Categories & Use Cases

Media

Screenshot of Simplifies sales process and provides organization with a shared customer list.

Screenshot of Strengthens customer relationships to provide better service.

Screenshot of Stops sales from slipping through the cracks.

Screenshot of Streamlines business processes to make teams happier and more productive.

Screenshot of Automates sales processes.

Screenshot of Method can be customized to fit a business.

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Screenshot of Simplifies sales process and provides organization with a shared customer list.

Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2

Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2

#1 most frequent

Professional, Scientific, and Technical Services

8 installations of 47

#2 most frequent

Manufacturing

8 installations of 47

#3 most frequent

Administrative and Support and Waste Management and Remediation Services

6 installations of 47