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seit 15 Jahren bei der Softwareauswahl

Was ist Method CRM?

Die CRM-Lösung wurde speziell für QuickBooks entwickelt: Die Methode optimiert dein Unternehmen vom Lead bis zur Stammkundschaft – und alle dazwischen. Mit der von QuickBooks-Nutzern als führendes CRM bewerteten Software Method können Tausende von KMUs, die zu groß für die bestehenden Prozesse geworden sind, ihre Abläufe rationalisieren und den Umsatz steigern. Anders als bei anderen CRMs können Unternehmen mit der Kombination aus einer umfangreichen Synchronisierung von Method mit QuickBooks und der Engine für Anpassungen, die ohne Programmieren auskommt, ihre Workflows optimieren.

Wer verwendet Method CRM?

Kleine und mittelständische Unternehmen, die QuickBooks Desktop oder QuickBooks Online verwenden.

Method CRM Software - 1
Method CRM Software - 2
Method CRM Software - 3
Method CRM Software - 4
Method CRM Software - 5

Du bist nicht sicher, ob Method CRM das Richtige ist? Mit einer beliebten Alternative vergleichen

Method CRM

Method CRM

4.1 (98)
$ 25.00
Monat
Kostenlose Version
Kostenlose Testversion
79
12
3.7 (98)
3.8 (98)
4.0 (98)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
Keine Preise gefunden
Kostenlose Version
Kostenlose Testversion
194
26
4.0 (18’243)
4.0 (18’243)
4.1 (18’243)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Method CRM

Durchschnittliche Bewertung

Gesamt
4.1
Benutzerfreundlichkeit
3.7
Kundenservice
4.0
Funktionen
4.0
Preis-Leistungs-Verhältnis
3.8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1’000
  • >1’001

Bewertungen nach Punktzahl finden

5
58%
4
19%
3
8%
2
2%
1
12%
Joe
Joe
Sales Operations
Verifizierter Nutzer auf LinkedIn
Gesundheit, Wellness & Fitness, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Prone to Critical Errors, Only useful for small, simple businesses

3.0 vor 3 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
Chitta Ranjan
Chitta Ranjan
Digital Marketing Manager in Indien
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent CRM to customize with Great Customer Support

5.0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Ryan
Owner in USA
Tiefbau, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Mostly great, but somewhat overwhelming

5.0 vor 3 Jahren

Kommentare: Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Vorteile:

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Nachteile:

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Antwort von Method Integration

vor 3 Jahren

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Brenda
President in USA
Non-Profit-Organisation Management, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Lacking in Customer Support

3.0 vor 2 Jahren

Kommentare: My experience with Method CRM has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down. December 31, last best day to reach out to donors. I get a notice that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me.
When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say.

Vorteile:

I like the ability to create email campaigns and include videos and pictures.

Nachteile:

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

Antwort von Method Integration

vor 2 Jahren

Thank you for taking the time to share this feedback with us. We're sorry that your experience with Method wasn't as expected, Brenda. We know how important it is for our support team to be diligent so users can run their organizations successfully. We also understand Giving Tuesday's importance for your organization and donors. Please know your feedback has been passed along to better support you and others fundraising for good causes. If you'd like to share more specifics about your experience to help us improve in the future, please get in touch with us at [email protected].

Cherie
Accounting Director in USA
Marktforschung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

For the Technology saavy users, must be advanced IMO

5.0 vor 3 Jahren

Kommentare: Good experience overall. Thei customer support and tutorials to help are excellent.

Vorteile:

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Nachteile:

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Antwort von Method Integration

vor 3 Jahren

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Alicia
Director of Operations in Kanada
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Makes it easy for clients to keep track of transactions and for us to keep track of leads

5.0 vor 3 Jahren

Vorteile:

The search and linking of the account with QBO is an amazing feature!

Nachteile:

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Antwort von Method Integration

vor 3 Jahren

Thanks for being a Method customer Alicia!