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Method CRM Overview

Method CRM is an innovative customer success software designed to help organizations enhance customer relationships and drive engagement. This platform provides tools for managing customer interactions, tracking support requests, and analyzing customer feedback, ensuring that businesses can optimize their service delivery. With its user-friendly interface, Method CRM allows users to easily access customer information, manage support tickets, and automate follow-ups. The software supports integration with various CRM systems, enhancing its capabilities for managing customer relationships. Additionally, Method CRM offers robust reporting features that provide insights into customer satisfaction and engagement trends. Ideal for customer success teams and support organizations, this software empowers businesses to foster strong customer relationships and improve retention.

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Contact Details

  • Vendor Name Method Integration
  • Founded 2010
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Civil Engineering, Financial Services, Information Technology & Services, Non-profit Organization Management, Research

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Method CRM Features

  • Arrow Icon Performance Metrics
  • Arrow Icon Appointment Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Customer Segmentation
  • Arrow Icon Employee Management
  • Arrow Icon Queue Management
  • Arrow Icon Virtual Assistant
  • Arrow Icon Customer History
  • Arrow Icon Call Routing
  • Arrow Icon SMS Messaging
  • Arrow Icon Email Management
  • Arrow Icon Voice Mail
  • Arrow Icon Call Center Management
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Live Chat
  • Arrow Icon Activity Tracking
  • Arrow Icon Self Service Portal
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Auto-Responders
  • Arrow Icon Support Ticket Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Social Media Integration
  • Arrow Icon Contact Management
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Onboarding
  • Arrow Icon Collaboration Tools
  • Arrow Icon Health Score
  • Arrow Icon Account Alerts
  • Arrow Icon Account Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Revenue Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Customer Engagement
  • Arrow Icon Activity Tracking
  • Arrow Icon Task Management
  • Arrow Icon NPS of Customers
  • Arrow Icon AI/Machine Learning
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Predictive Analytics
  • Arrow Icon Lead Distribution
  • Arrow Icon Lead Qualification
  • Arrow Icon Data Enrichment
  • Arrow Icon Demographic/Firmographic Data
  • Arrow Icon Customizable Scoring
  • Arrow Icon Prioritization
  • Arrow Icon Process/Workflow Automation
  • Arrow Icon Multiple Scoring Models
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Method CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Contact Management

$25 Per User

Top Method CRM Alternatives

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Method CRM FAQs

Method CRM is an innovative customer success software designed to help organizations enhance customer relationships and drive engagement. This platform provides tools for managing customer interactions, tracking support requests, and analyzing customer feedback, ensuring that businesses can optimize their service delivery. With its user-friendly interface, Method CRM allows users to easily access customer information, manage support tickets, and automate follow-ups. The software supports integration with various CRM systems, enhancing its capabilities for managing customer relationships. Additionally, Method CRM offers robust reporting features that provide insights into customer satisfaction and engagement trends. Ideal for customer success teams and support organizations, this software empowers businesses to foster strong customer relationships and improve retention.

  • No, Method CRM does not offer a free version.

  • Yes, Method CRM offers a free trial.

  • No, Credit Card details are not required for the Method CRM trial.

  • Method CRM offers the following pricing plans & packages:

    Contact Management

    $25 Per User

  • Method CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, Method CRM does not offer an API.

  • Method CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Method CRM offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Method CRM supports the following languages:
    • English

  • Following are the typical users of the Method CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • Method CRM supports the following deployment:
    • Cloud Hosted

  • Method CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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