Method CRM Features
What are the features of Method CRM?
Platform
- Customization
- User, Role, and Access Management
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Method CRM Categories on G2
Filter for Features
Platform
Custom Branding | Custom branding can be applied through signature process | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Integration APIs | Not enough data | ||
To which systems have you integrated this product | Not enough data | ||
Customization | Based on 128 Method CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 82% (Based on 128 reviews) | |
Workflow Capability | Based on 120 Method CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 83% (Based on 120 reviews) | |
User, Role, and Access Management | Based on 132 Method CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 132 reviews) | |
Internationalization | As reported in 81 Method CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 80% (Based on 81 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 84 reviewers of Method CRM have provided feedback on this feature. | 71% (Based on 84 reviews) | |
Document & Content Mgmt. | Based on 95 Method CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 78% (Based on 95 reviews) | |
Performance and Reliability | Based on 127 Method CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 127 reviews) | |
Output Document Generation | Based on 105 Method CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 80% (Based on 105 reviews) |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents | Not enough data |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates | Not enough data | |
Sign-In Process | Process of authenticating is secure and seemless | Not enough data | |
Mobile Signatures | User can easy send and sign documents on mobile devices | Not enough data | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps | Not enough data | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once | Not enough data | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process | Not enough data | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats | Not enough data |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances | Not enough data | |
Signature History and Audit | Tracks all document signing history to comply with required regulations | Not enough data | |
Enterprise Scalability | Provides features to allow scaling for large organizations | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 180 Method CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 89% (Based on 180 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 156 Method CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 85% (Based on 156 reviews) | |
Task / Activity Management | Based on 174 Method CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 84% (Based on 174 reviews) | |
Territory & Quota Management | As reported in 109 Method CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 75% (Based on 109 reviews) | |
Desktop Integration | Based on 152 Method CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 152 reviews) | |
Product & Price List Management | Based on 138 Method CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 83% (Based on 138 reviews) | |
Quote & Order Management | Based on 148 Method CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 86% (Based on 148 reviews) | |
Customer Contract Management | As reported in 145 Method CRM reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 145 reviews) |
Marketing Automation
Email Marketing | Based on 118 Method CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 77% (Based on 118 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 114 reviewers of Method CRM have provided feedback on this feature. | 75% (Based on 114 reviews) | |
Lead Management | Based on 146 Method CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 83% (Based on 146 reviews) |
Customer Support
Case Management | See feature definition | Based on 141 Method CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 84% (Based on 141 reviews) |
Customer Support Portal | Based on 148 Method CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 86% (Based on 148 reviews) | |
Knowledge Base | Based on 154 Method CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 84% (Based on 154 reviews) | |
Call Center Features | Based on 121 Method CRM reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 79% (Based on 121 reviews) | |
Support Analytics | As reported in 125 Method CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 83% (Based on 125 reviews) |
Integration
Data Import & Export Tools | Based on 125 Method CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 80% (Based on 125 reviews) | |
Integration APIs | Based on 101 Method CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 76% (Based on 101 reviews) | |
Breadth of Partner Applications | Based on 93 Method CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 77% (Based on 93 reviews) | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 92 Method CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 75% (Based on 92 reviews) | |
Mobile User Support | Based on 124 Method CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 80% (Based on 124 reviews) |
Reporting & Analytics
Reporting | Based on 158 Method CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 80% (Based on 158 reviews) | |
Dashboards | Based on 178 Method CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 178 reviews) | |
Forecasting | As reported in 113 Method CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 73% (Based on 113 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
Cashflow | Analyze variations between incoming and outgoing cash | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Payment Tracking | Track different types of payment such as deposits or partial payments | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. 42 reviewers of Method CRM have provided feedback on this feature. | 67% (Based on 42 reviews) |
Agentic AI - E-Signature
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Invoice Management
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
