Re: Franchise Group Looking for New Software

Donna — Wed, 15 Jun 2011 18:56:44 GMT

Hi!

We are looking at ServiceSideKick and Nimble, so far. Research is time consuming and slow!

Here are the basic things I have now and would require in any new system:

Able to schedule multiple trucks/techs

Email through the CRM

Organizational chart capability

Calendar alerts

Print calendar schedules and reports

Map and GPS info for techs

Unlimited notes for each contact with time stamp

All emails, notes, history and pending activities are connected to customer

These are new things I think would be valuable:

Integration with QBs to avoid double entry

Cloud access.

Do you think Method could deliver these requirements? I'd love to speak to another group of users to see how they use the system. Are there tutorial videos to watch?

Thanks for your response!

Franchise Group Looking for New Software

Donna — Wed, 15 Jun 2011 16:58:23 GMT

Are there any franchise owners who use Method?

We all use QuickBooks in our businesses and we need a program that syncs with QBs. Right now, I use GoldMine for our CRM, scheduling and email, but there is no syncronization with QuickBooks, so we have double entry and need to access QBs for any financial information about a client. All our owners have cobbled together different systems. Our Home Office is looking to find a single system to provide new owners in an opening package and also offer the system to existing owners.

Will Method perform these tasks? How do you like the system and the support you receive?

Thanks, in advance for your feedback!

Donna

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Re: Franchise Group Looking for New Software

Franchise Group Looking for New Software