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Method CRM

The #1 rated CRM for QuickBooks Desktop and Online users

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Method CRM Features

Features Summary

Functionality

4.1

/5

92

Total features

74

9 categories

Method CRM features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
CRM
Calendar Management

Common features of Financial CRM software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync

Price starts from

25

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.1

/5

92

Price starts from

25

/user

Per month

visit website

Total Features

74

Unique features

  • Team Assignments

  • Web Forms

  • Relationship Tracking

  • Expense Tracking

Functionality

4.4

/5

17K

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

156

Features in Common

54

Unique features

  • Collaboration Tools

  • Maintenance Management

  • Financial Management

  • Graphical Data Presentation

Functionality

4.5

/5

8.8K

Price starts from

25

Per month

visit website

Total Features

53

Features in Common

20

Unique features

  • Offline Response Collection

  • Data Analysis Tools

  • Sentiment Analysis

  • Engagement Tracking

Common Method CRM comparisons

Method CRM logo
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Method CRMvsLess Annoying CRM
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eWay-CRM logo
Method CRMvseWay-CRM
Method CRM logo
Zoho CRM logo
Method CRMvsZoho CRM

Reviewers who mentioned features said:

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

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Excellent CRM to customize with Great Customer Support

Reviewed 3 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.

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

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KBS - Method Review

Reviewed a month ago

Overall great

Pros

We like the sales order feature the best it integrates with quickbooks.

Cons

Would like it to be more customizable for our needs

Vendor response

Thanks for taking the time to leave a review, Taylor! Our experts are always around to assist with your customization needs, so don't hesitate to give us a shout!

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

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Lacking in Customer Support

Reviewed 6 months ago

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...

Pros

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

Cons

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.

Vendor response

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 marketing@method.me.

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

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For the Technology saavy users, must be advanced IMO

Reviewed a year ago

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

Pros

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.

Cons

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.

Vendor response

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!

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

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Not a good fit for our organization

Reviewed 2 years ago

It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.

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!

Cons

I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos.

Vendor response

Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you!

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

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Great Product with some Customization

Reviewed a year ago

Great client support, awesome response times and highly effective software and backup team.

Pros

Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members. We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.

Cons

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

Vendor response

Great to hear that Method has been working well for your team. Thank you for the review!

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

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Very customizable. This is a software that can be as creative and as detailed as you want it to be

Reviewed 4 years ago

Syncing with Quickbooks Enterprise.

Pros

Customization. Syncs with Quickbooks Enterprise. Cloud Hosted. Variety of User Permissions. Open API. We were able to call a Method staff member to help set-up customization.

Cons

Contact-Based vs Account-Based. If you're not a developer, this software customization can be overwhelming. The product support is great but, they charge by the hour for customization.

Vendor response

Hi there ¿ thanks for your review of Method:CRM. It's great to hear you're leveraging Method's customizable platform to streamline your business and that the Method team has been a great support. Thank you for the feedback around the Contacts vs Accounts. We're always improving on our product, so your feedback is something I'll be sure to pass along. Many thanks again Lynda

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

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Best integration with QBO and Gmail for Free Trial/Great Price

Reviewed 2 years ago

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless. When I encountered a problem (I have a "tech curse".), she...

Pros

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the...

Cons

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Vendor response

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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The Method Support Team and Programmers are Super!

Reviewed 4 years ago

The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Pros

I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Cons

The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

Vendor response

Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again Lynda

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

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This Could be Perfect....

Reviewed 2 years ago

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

Pros

I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Cons

This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

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

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Saved me from outgrowing QuickBooks

Reviewed 4 years ago
Pros

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The...

Cons

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

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

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Usefull tool

Reviewed 2 years ago

before that everything was done manually very hard to follow and keep track of the work

Pros

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Cons

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

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

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

Reviewed a year 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.

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

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After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Reviewed 5 years ago

I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me

Pros

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

Cons

This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in...

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

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Method is a fantastic web-based QuickBooks CRM

Reviewed 4 years ago

Time saving and job tracking

Pros

Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.

Cons

Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)

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

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

Reviewed a year ago
Pros

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

Cons

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.

Vendor response

Thanks for being a Method customer Alicia!

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

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All-in-one Quickbooks CRM

Reviewed a year ago

Excellent. Method customer service has been top notch.

Pros

Excellent user interface and easy integration with Quickbooks desktop.

Cons

It is pricey but you could opt for less features for a lower price.

Vendor response

Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.

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

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Excellent Tool

Reviewed 2 years ago

I am satisfied because it is a really efficient tool to grow my business.

Pros

It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue.

Cons

I am currently very satisfied with the software at all aspects.

Vendor response

Thanks for the positive review Omar!

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

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Under promised and OVER delivered!!!

Reviewed 4 years ago

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!

Pros

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!!

Cons

No current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you!

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

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Excellent Customer Service

Reviewed a year ago
Pros

Aside from numerous integrations and apps that allow all of the functions of my job to become seamless and automated, I especially value the extensive customer support that is available. I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered. They have basically "held my hand" setting up and customizing Method to be as user friendly as possible. I am so glad I found this software, it will completely simplify and advance they way we do business.

Cons

nothing to complain about. But If I had one wish, it would be that Method could integrate with a map program I use that maps new customers each time they are entered.

Vendor response

Hello, Julie. I'm glad Method:CRM is working for you! You may have already talked to our customer support about this, but they may be able to help you in regards to your map program integration. Thank you so much for your feedback!

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

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100% Satisfied! Could not be happier.

Reviewed 2 years ago
Pros

Ease of use; Online access; Mobile access; Email storage

Cons

Expensive for customization; Online access sometimes unavailable

Vendor response

Hi Michael! Thank you kindly for your review of Method:CRM.

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

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Excellent, so far!

Reviewed 4 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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good product to use and great customer service

Reviewed 2 years ago
Pros

It's easy to use and a great way to stay organized. The customer support team is responsive and eager to help.

Cons

Wish we could have more than 10 items shown at a time. Would prefer to scroll through estimates or bills instead of having to go to the next page.

Vendor response

Hi Remy, thanks for your review! I've got some good news as well it is possible to scroll through estimates ad bills without having to go to the next page. To enable this experience, please reach out to our support team.

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

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Easy to use

Reviewed a year ago

Love the product so far, looking forward to adapting it more to our company business flow. Still working out the bugs at this time.

Pros

I love how straight forward the options are to navigate and adjust to each need or setting within our company’s needs. I also really love how thorough the help articles and videos are.

Cons

There seems to be a lack in customer support, especially with communication. Very long wait periods to solve issues. However, support team has thoroughly solve all our issues. Just takes too long to achieve and I waste too much of my work day walking through the issues.

Vendor response

Thank you for your review, Emmalee. We've passed your feedback along to the support team.

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

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Great CRM to work on.

Reviewed 2 years ago

Great experience !

Pros

User Friendly and customizable, I would recommend this CRM.

Cons

Would be nice to timestamp and save notes automatically