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Overview

Category Leaders

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

Category Leaders

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

94

5

4

3

2

1

56

19

8

2

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.5

3.6K

5

4

3

2

1

2.2K

1.1K

195

40

18

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.
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.

Pros

The comprehensive database, the intuitive tools, the ease of deployment - all of these are appreciated about this product.
It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.
Love the email tracking and wonderful having contacts all in the same place. As a solopreneur, it is like having a virtual assistant.

Cons

When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.
But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

Cons

Also, there is a hard limit of 1,000 custom fields, which is not something you can even buy more of, which in my opinion is a severe limitation.
Lack of industry specific columns or trackers. Lack of customization to suit the needs of the industry I was in.
There have been multiple times where we lost data and data was unretrievable.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review5 days ago

Key features

  • Total features86
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • FAQ
  • For Financial Institutions
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Progress Tracking
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Rules-Based Workflow
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features95
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • FAQ
  • For Financial Institutions
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Progress Tracking
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Rules-Based Workflow
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations16
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations1247
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

AG
AvatarImg

ADAM G.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Method CRM logo

Method CRM

review of method crm

Reviewed 2 years ago

not a great CRM

Pros

the memo notes, because it doesn't require endless dropdowns to use

Cons

dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same the slowness of the system

Vendor response

Hey Adam, thanks for taking the time to share your feedback with us. I'll make sure to share your thoughts on dropdowns with our Product team.

CS
AvatarImg

Cedric S.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Horrible Platform & Customer Service

Reviewed 8 years ago

We have been evaluating Method CRM for over a year now (paying their fees the entire time.) After our evaluation, we decided NOT to go with Method for Quickbooks Pro / CRM. Here is why. 1.) The Method CRM Platform & Method Website - EXTEREMELY SLOW and POOR DEVELOPMENT. 2.) The Method CRM Customer Service - Our account manager and the development team was very slow if they even responded. We felt like they just did not care about us or our issues. 3.) The Method CRM Overall Experience - NOT A GOOD ONE. We are still in the process of finding that CRM but we know Method CRM is not the one. Do yourself a favor and look elsewhere.

Pros

No pros were added to this review

Cons

No cons were added to this review

Vendor response

Hi Cedric, my name is Lynda and I¿m Method¿s Loyalty Marketing Manager. I¿m so sorry to hear you have had a poor experience with Method. We are a team that strives to provide customers with great service, so thank you for your honest review. Your feedback will be addressed by the team so we can diagnose the root problem of your issue and ensure this is not a repeated experience. Again, my deepest apologies for not meeting your needs, Cedric. I wish your team much success in finding a solution that suits you and helps you grow your business. Sincerely, Lynda Byrne

RZ
AvatarImg

Rui Z.

Hospital & Health Care, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Method CRM logo

Method CRM

Friendly app to QBO

Reviewed 2 years ago
Pros

Very friendly CRM software with integration to QBO.

Cons

Takes a lit time to customize and learn .

Vendor response

Thanks for your review Rui!

EM
AvatarImg

Erika M.

Consumer Goods, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Method CRM logo

Method CRM

Method has made switching CRM platforms extremely easy!

Reviewed 5 years ago

So many benefits! It is truly an amazing CRM!

Pros

User friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location

Cons

Switching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them

Vendor response

Thanks for reviewing our CRM, Erika. I will be sure to pass along your feedback to our product team, as we're always looking to improve. Thanks again, Lynda

BN
AvatarImg

Byan N.

Hospital & Health Care, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Method CRM logo

Method CRM

Great CRM to work on.

Reviewed 3 years ago

Great experience !

Pros

User Friendly and customizable, I would recommend this CRM.

Cons

Would be nice to timestamp and save notes automatically

VC
AvatarImg

V Cameron

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Perfect CRM for QuickBooks users

Reviewed 10 years ago

I first started using Method CRM as a way to build custom business solutions for my QuickBooks clients. As a long time QuickBooks ProAdvisor, I was impressed with its robust sync engine, and customizable processes, screens and reports. Once I started using the CRM portion in my own business, though, it quickly became indispensable. Not only do I have all the features of a standard CRM, but my clients have a portal to check on their account, pay their bill and check documents with me in a secure fashion. I have mobile access on my smartphone for entering time in the field , logging a client call, or looking up a phone number. And everything syncs with QuickBooks Desktop or QuickBooks Online in real time, painlessly.

Pros

*The best QuickBooks sync engine I've seen in 14 years of QB consulting. *The ability to build custom solutions for any business. No more trying to develop complicated QuickBooks workarounds for clients that don't fit the standard mold.

Cons

Due to the nature of QuickBooks Online, Method CRM has more limited syncing abilities with that version.

AR
AvatarImg

Verified reviewer

Telecommunications,

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Method CRM logo

Method CRM

Easy to use software

Reviewed 5 years ago
Pros

Good starter CRM out of the box. Definitely use the 1 hour free consultation to discuss your companies needs.

Cons

After a period we still decided to choose an alternative CRM's that had a better cost-value ration in our opinion.

AvatarImg
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Chitta Ranjan D.

Information Technology and Services, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Method CRM logo

Method CRM

Excellent CRM to customize with Great Customer Support

Reviewed 4 years ago

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.

Pros

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.

Cons

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.

My
AvatarImg

Maria y.

Electrical/Electronic Manufacturing, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Method CRM logo

Method CRM

Great CRM Software for your Businesses

Reviewed 2 years ago

Great customer service Great CRM is easy to use for every level in your company Sync your emails, save time

Pros

I really enjoy having tools that would make my job organized, dynamic and up to the flow of my customer needs. I really enjoy this CRM!

Cons

Every feature is well designed from database to opportunities.

Vendor response

Thank you for your feedback and we're glad to hear you're enjoying Method:CRM!

CO
AvatarImg

Carol O.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Method CRM logo

Method CRM

Method is a Great Solution

Reviewed 9 years ago

I highly recommend Method CRM as a solution for any organization who needs to integrate information between their QuickBooks accounting system, their CRM system and their Operations system. Right out-of-the box, Method is a powerful CRM solution that seamlessly integrates with QuickBooks. As a Method developer, I have developed Operations systems and customized the CRM system for many clients, providing...

Pros

No pros were added to this review

Cons

No cons were added to this review

WM
AvatarImg

Wanda M.

Publishing, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Method CRM logo

Method CRM

Best CRM

Reviewed 2 years ago
Pros

I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Cons

Honestly, I haven't found anything I don't like about this software.

Vendor response

Hi Wanda, Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at hello@method.me. Best, The Method Team

AR
AvatarImg

Verified reviewer

Construction, 11-50 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Method CRM logo

Method CRM

Thanks to the Method team!

Reviewed 4 years ago
Pros

The Method team has been so helpful in our transition to this CRM software. They have helped to streamline our business!

Cons

There are a lot of customization limitations that you can't do yourself but the Method team is responsive when you need something outside your expertise.

RH
AvatarImg

Robin H.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Method CRM and QuickBooks

Reviewed 9 years ago

I have been consulting on QuickBooks for about 15 years. The more that I consult with clients on QuickBooks, the more that I am finding that I need to let QuickBooks do the accounting and other systems do the business work flow. Method CRM allows me to bring the whole package to my clients. When we started introducing Method CRM to our clients, it really opened their eyes to being able to have integrated...

Pros

No pros were added to this review

Cons

No cons were added to this review

AvatarImg
AvatarImg

Donny C.

Construction, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Stay Away from Method

Reviewed 4 years ago

Anyone looking for a crm system for their business please stay away from Method CRM. Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks. Thousands of of dollars later in implementation and it's still not good. Please if you or your team or friends are looking please steer away from Method CRM you will thank you me . They only want to help if you pay we spent 21 k in implementation and our syncs are not syncing properly and it's not right. Not at all happy with it. My staff and it department are doing extra work to fix things in quickbooks and costing our company even more money.

Pros

the best part of of Method is that it syncs with Quick books

Cons

the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.

LH
AvatarImg

Lindsay H.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Good starter CRM

Reviewed 6 years ago

I would recommend this product for a company that is wanting to implement a CRM. It's a little clunky in some parts though.

Pros

No pros were added to this review

Cons

No cons were added to this review

AR
AvatarImg

Verified reviewer

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Method CRM logo

Method CRM

Great , Easy to use CRM

Reviewed 5 years ago

Seamless and easy quick books integrations

Pros

I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.

Cons

Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.

Vendor response

Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review. Lynda

JL
AvatarImg

Jet L.

Information Technology and Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Method CRM logo

Method CRM

Powerful CRM platform

Reviewed 3 years ago

We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.

Pros

Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable.

Cons

Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules.

GG
AvatarImg

Go Get Geek!

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Method CRM logo

Method CRM

Best App for QuickBooks

Reviewed 10 years ago

As a QuickBooks ProAdvisor, I have been using Method CRM for several years and recommending it for my clients that want to be able to get to their QuickBooks data easily and customize it to how they want to use it. It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports.

Pros

The engine that syncs the data between Method CRM and QuickBooks and the web site uptime are very reliable. My clients rarely contact me for support issues.

Cons

Most people don't know how much customization you can do with this app. So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens.

JB
AvatarImg

Jack B.

Construction, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Method CRM logo

Method CRM

Database Platform Unreliable, CRM based on it Very Cool

Reviewed 3 years ago

WE had to let it go and find something else after extensive 'degradation' of what we had already finished.

Pros

Their comprehensive approach to CRM was very cool and helpful. They focused on actions and resulting actions for every contact update. Their customization, including their DB engine was a big selling point.

Cons

Half of everything we painstakingly made in the DB basically fell apart after it was tested and tweaked. It was very hard to navigate, requiring extensive videos and documentation.

TW
AvatarImg

Tyler W.

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Method CRM logo

Method CRM

Seamless transition

Reviewed 5 years ago
Pros

We are particularly impressed by the ease of use and adaptation throughout our organization while implementing Method CRM. The QB sync function allows us to work proficiently from anywhere. Support is Top Notch.

Cons

Each person has their "wish it did this list" to increase efficiency accommodate their own personal style of working. No show stoppers and at this point and we are trimming down that list weekly.

Vendor response

Thanks for the review, Tyler! That's great to hear that your team is adopting Method:CRM and getting help from our team. Be sure to check out the customization capabilities for further efficiency gains. Thanks again, Lynda

MM
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Mark M.

Nonprofit Organization Management, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

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Method CRM

Great connection to Quickbooks

Reviewed 6 years ago

This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM - Donor Mgmt works well. It is a good quality alternative. Offers online donor receipts. Etc

Pros

Ease of setup - sync with Quickbooks so you do not have multiple entries.

Cons

Customization is a little more technical and requires some knowledge.

JV
AvatarImg

Javier V.

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Method CRM

Super satisfied customer-Diesel Training BJJ

Reviewed 5 years ago
Pros

This product is easy to use. It syncs well with Quickbooks. I like the mobile app. Customer Service has been great from sales to support. By far the best CRM that I have found for the value.

Cons

I haven't found anything just yet that would count as a con. I have only had the typical issues a novice user would encounter. This being on the user end.

Vendor response

Hi Javier, thanks for reviewing Method:CRM. It's great to hear that you've had such a positive experience so far with our app and our team. Let us know how we can continue to serve your small business, and if your team is still learning, I recommend our great video tutorials. https://www.method.me/help/253322-list-of-video-tutorials Thanks again, Lynda

AR
AvatarImg

Verified reviewer

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Method CRM logo

Method CRM

Excellent, so far!

Reviewed 5 years ago

Excellent integration with quickbooks as well as overall contact management. Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone!

Pros

The best part about Method CRM is the dual integration with Quickbooks. There's no need to worry whether or not you enter a recent sale/donation. Once entered in Quickbooks, you'll see it in Method, and vice versa!

Cons

The one thing I would like to see Method CRM improve would be the options when sending donation receipts. It would be exceptional to have the option of emailing not only a donation receipt for the most recent donation, but a year-to-date giving report as well from the same page on which you enter the donation details. Also, it would be great to see a visual chart or graph for non-profits (or even businesses) who'd like to see their yearly donations/sales to date.

AR
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Verified reviewer

Hospital & Health Care, 1-10 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Method CRM

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

Reviewed 2 years ago

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Pros

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Cons

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Vendor response

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

EW
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Emily W.

Consumer Services, 1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Method CRM

I spent two weeks on the free trial. This was enough to let me know if was not a good fit.

Reviewed 5 years ago

If you had the time and knowledge to program this software, it could really be incredible. I think the software was just far more than my small company needed, so it just wasn't a great fit.

Pros

This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.

Cons

I did not have near the experience in programming needed to make this software work for my purposes. I found that the canned CRM systems (where the programming and forms are already set up) were a much better fit with FAR less work and time in set up.

AR
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Verified reviewer

Industrial Automation,

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Very concise and integral platform

Reviewed 5 years ago

Organize my startup with a proven method

Pros

An intuitive platform that enables to connect with marketing, sales and service, puts you a course in order to spread its culture, fast and reliable

Cons

Scalability for one package to another something the price gap is very big if you compare with other software vendors, still it is ahead by far of many CRM

AH
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Azalee H.

Health, Wellness and Fitness, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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HubSpot CRM

HubSpot CRM isn't the best...but it's good!

Reviewed 7 months ago

Great to start with, but I now use Zoho CRM.

Pros

Practical software for CRM management. It is very easy to use and there isn't a huge learning curve for new users switching from another software.

Cons

Not as good as Zoho CRM for cost. Zoho CRM includes more options and more complete CRM tools.

AR
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Anne R.

Information Technology and Services, 1,001-5,000 employees

Used weekly for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Easy to use and set up

Reviewed 5 years ago
Pros

The best part is it's ease of use and set up. Easy to sell to customers because HubSpot CRM is free.

Cons

Difficult to see that it is a full crm compared to Salesforce . Customers can't really understand that a free crm can be a full crm

AH
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Adam H.

Construction, 51-200 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Review of Product Software

Reviewed 10 months ago

Our experience with HubSpot CRM has been nothing but super positive and has allowed us to increase revenue per contact by 60%!

Pros

The functionality of HubSpot CRM is excellent and allows our team to filter, sort, and generate prospecting lists fast so that we can get through more contacts per day! Mobile access is a huge benefit!

Cons

HubSpot CRM is the best CRM we've used in years, you can't find anything you don't like!

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Sharry Karisa M.

Education Management, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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HubSpot CRM

The Apple of CRMs

Reviewed a year ago

HubSpot CRM is amazingly appropriate for independent companies with no CRM organization experience, or those with people who have CRM organization as just a single aspect of their responsibilities obligations. As a previous Salesforce Admin, I do miss the customization accessible in Salesforce - something unimaginably accommodating when it came to various groups requiring distinctive data perceivability. I likewise wish HubSpot CRM's stage-explicit fields were more apparent, or that there was a method for setting the Deal data segment as the essential view rather than notes and exercises. HubSpot CRM is extraordinarily easy to use for sales reps who need to fly all through the framework rapidly (we as a whole know they're not living in the framework like administrators can).

Pros

Following exercises. Regardless of whether it's an outbound/inbound call or email - HubSpot CRM tracks it, and it's logged. Detailing. The custom dashboard is custom-made to show our KPIs and income objectives, showing our advancement on where we're at for the afternoon, week, quarter, and year. This isn't actually an element yet HubSpot CRM has a kickass client care group. At the point when we have issues, we can live talk with a help rep or contact our client achievement supervisor. We can generally find the solutions we're searching for. They are continually enhancing and trying out new highlights, and they are a magnificent group to work with.

Cons

Portable App is restricted. Doesn't give admittance to Service where tickets are put away. Preparing and Self-Service can be improved. Observing answers isn't generally instinctive or simple. More prominent adaptability in making extraordinary properties, some like Lifecycle Stage are secured. Might want to make some special properties that utilization our phrasings.

KM
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Krista M.

Graphic Design, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Very Useful CRM

Reviewed 3 years ago

I really like that it can track when a customer opens an email, as well as being able to access all of the customer contact information.

Pros

This CRM does Everything, from tracking emails, to keeping all the contacts for one company, as well as keeping track of every phone call and email that is sent to a potential client

Cons

There is a lot contained in this CRM, it takes some time to learn and mast the use of this CRM

JP
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Josh P.

Computer Software, 11-50 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Most cost effective way to generate quality leads

Reviewed 5 years ago

I grew my software company from 10 leads per month to 300. It literally changed my life.

Pros

HubSpot is born out of the inbound methodology, a highly effective approach to lead generation. They have built an end-to-end marketing and sales platform based on that methodology. Nobody else comes close. I trust them immensely to continue to innovate along that mission.

Cons

SMS in the CRM, android CRM app has limited functionality, not a fan of the wait time between product announcements and rollout

rB
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raoua B.

Telecommunications, 51-200 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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HubSpot CRM

Hubspot

Reviewed 3 years ago

Hubspot CRM is easy to use and very helpful and practical

Pros

Easy and practical. Very good when it comes to follow up with tasks and call customers

Cons

nothing to complain about about hubsport CRM

DR
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David R.

Civil Engineering, 1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HubSpot CRM

Recommended

Reviewed 9 months ago
Pros

We find the interface to be amazingly user friendly and their constant advice really helpful

Cons

Nothing. It provides the whole CRM package

AR
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Verified reviewer

Sports, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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HubSpot CRM

Hubspot Review

Reviewed 4 years ago
Pros

Easy to navigate for the most part, able to search contact by e-mail, phone number, and name

Cons

Communication between CRM system and ticketing software

AR
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Verified reviewer

Market Research, 201-500 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use