Method:CRM Features

Method:CRM

The #1 rated CRM for QuickBooks Desktop and Online users

4.11/5 (71 reviews)

Method:CRM Feature Summary

  • #1 rated CRM QuickBooks integration
  • Activity Tracking
  • Contact Management
  • Custom fields, screens, and apps
  • Customer portal pages
  • Customized workflows
  • Estimate/ Quote Management
  • Gmail & Outlook Gadget
  • Invoice & Payment Management
  • MailChimp Integration
  • Native iOS & Android Mobile Apps
  • Payment gateways
  • Performance Reports
  • Sales Pipeline and Lead Management
  • Web to Lead website forms

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Appointment Management
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Call Tracking
Categorization
Client Management
Collaboration Tools
Commission Calculations
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Inventory Management
Inventory Tracking
Invoice Processing
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Order Management
Order Processing
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Quote Management
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Records Management
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Supplier Management
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Vendor Management
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Appointment Management
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Call Tracking
Categorization
Client Management
Collaboration Tools
Commission Calculations
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Inventory Management
Inventory Tracking
Invoice Processing
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Order Management
Order Processing
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Quote Management
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Records Management
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Supplier Management
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Vendor Management
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Appointment Management
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Call Tracking
Categorization
Client Management
Collaboration Tools
Commission Calculations
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Custom Charts
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Estimating
Event Triggered Actions
File Management
Filtered Views
Follow-up Scheduling
Forecasting
History Tracking
Inbox Management
Inventory Management
Inventory Tracking
Invoice Processing
Labeling
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Order Management
Order Processing
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Quote Management
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Records Management
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Supplier Management
Tagging
Task Management
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Vendor Management
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


6 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


38 reviews

Method:CRM Feature Reviews

25 reviewers had the following to say about Method:CRM's features:

JIm Daniel

Owner

2020-10-12

We are opting to customize the software portal feature to give our customers access to real time data in their account.

Pros

Recording interactions between our company and our customer for future reference.

Cons

The contact management could be a little smoother.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Hi Jim! Thank you kindly for taking the time to review Method:CRM. We're glad to hear you're enjoying our two-way QuickBooks sync and taking advantage of our unlimited customization options!

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Lisa Sizemore

This Could be Perfect....

2020-03-26

I can set reminders that actually work with Method.

Pros

I love the ability to keep a record of each activity and opportunities.

Cons

I can only attach things to activities. I cannot go through every activity to find customer specific files.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Gina Kaye

Did Not Deliver but Charged..

2017-01-03

We had to ask for things like creating functioning fields, fixing broken algorithms, and providing consistent formatting on the entry screens.

Pros

We originally chose it because of the integration with Quickbooks.

Cons

It's not customizable like they say it is.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Recommendations to others considering Method:CRM

They should refund $ when companies like ours invest time and money and then are left with nothing.

Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Hi Gina ¿ I appreciate your frustrations from this atypical experience. We take pride in helping small businesses personalize their accounts or create custom apps everyday, so I'm sorry to hear a personalized solution wasn¿t the end result of working with the team. I hope you've found an application suited to your organization's needs and wish you all the best in 2017. Sincerely, Lynda Byrne, Method Loyalty Manager.

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Richard Monyer

Not a good fit for our organization

2020-09-11

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.

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using.

Cons

I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


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!

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Carabeth Rowley

A good integration

2019-07-10

Overall I like this program and the integration with quickbooks

Pros

Being able to see all of the accounts in real-time make managing everything a lot easier.

Cons

The reports part of this has not been my favorite.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Wholesale company, 1-10 employees)

Excellent but complicated to setup

2019-05-24

Pros

- Very customizable - Easy for end user to input information

Cons

- Difficult setup process - Integration with Quickbooks is difficult with the app they provide

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
John Kreider

Method to QB Desktop Pro issues

2020-04-28

We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought multi user QB.

Pros

It has many powerful customizable features, including a powerful new template designer.

Cons

Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
John Stasney

Saved me from outgrowing QuickBooks

2018-04-01

Pros

The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Excellent, so far!

2018-04-24

Excellent integration with quickbooks as well as overall contact management.

Pros

The best part about Method CRM is the dual integration with Quickbooks.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jonathan Rodriguez

Usefull tool

2020-03-26

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Go Get Geek!

Best App for QuickBooks

2013-05-27

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.

Pros

My clients rarely contact me for support issues.

Cons

So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens.

Source: GetApp
7 of 7 people found this review helpful
Helpful?   Yes   No
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Byan N

Great CRM to work on.

2020-04-08

Great experience !

Pros

User Friendly and customizable, I would recommend this CRM.

Cons

Would be nice to timestamp and save notes automatically

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosie Abrams

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

2020-11-11

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.

Pros

Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


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.

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Megan Ferla

Very user friendly and great for every-day use!

2018-04-24

tracking sales leads, generating reports for internal sales teams

Pros

The customization options are also ideal!

Cons

Also assigning a currency to new customers would be helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Hi Megan, thanks for your review of Method:CRM. I'll pass along your feedback to the team as we're always looking to further improve our offerings. Thanks again, Lynda

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V Cameron

Perfect CRM for QuickBooks users

2013-05-06

And everything syncs with QuickBooks Desktop or QuickBooks Online in real time, painlessly.

Pros

*The ability to build custom solutions for any business.

Cons

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

Source: GetApp
7 of 7 people found this review helpful
Helpful?   Yes   No
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Jet Lai

Powerful CRM platform

2019-11-21

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.

Cons

There is no true 24/7 real-time sync.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great , Easy to use CRM

2018-04-24

Seamless and easy quick books integrations

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


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

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Tessie Miya

Knew exactly what was wrong.

2018-04-24

Pros

Easy to use and track my activities and sales.

Cons

I was not able to correct the profile from vendor to customer. I had to create a new profile that caused duplicates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Thanks for reviewing our app, Tessie. I'm glad our support team has been able to help you through the process of adopting Method:CRM.
Thanks,
Lynda

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Noah Mintz

Method is a fantastic web-based QuickBooks CRM

2018-04-24

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.

Cons

Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric Campbell

We've enjoyed getting more organized and intentional in our lead follow up.

2018-04-24

lead followup

Pros

I like that it's cloud based, customizable, QB integrated, and has quick helpful customer support via CHAT

Cons

Sometimes a little wonky just trying to enter a simple quick note on a file but you get used to it...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Thank you for reviewing Method:CRM, Eric. It's great to know your business is becoming more intentional with your lead follow-ups. I'm sure this is going to help you close more sales.
Thanks again
Lynda

Read more
Jessica Flax

Wonderful system for tracking sales and prompts customer support!

2018-04-26

Pros

I love the Activity follow ups because it helps plan out who and when I need to be reaching back out to people.

Cons

I would like for their to be a way to talley the amount of the proposal on the reporting. It's easy for the sales person and owners to see how much is closed and is in the pipeline.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Hi Jessica, thanks for reviewing Method:CRM. The sales pipeline features and activity tracking are great tools so I'm glad to hear you're experiencing their benefits. I'll be sure to pass along your product suggestion to our team, as we're always looking to make it even easier to manage and grow a small business. Thanks again, Lynda

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Damien Ford

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

2017-05-31

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Enrique Blanco

Method has solved all of the issues in my Sales Process.

2018-04-23

Sales tracking was non-existent before Method.

Pros

The QB integration is the BEST part of the program. Customization, collaboration and client accessibility are ALL a very close 2nd.

Cons

Payment system integration has disappointed me greatly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Omar Mendoza

Excellent Tool

2020-10-27

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

Pros

Simple to use for the sales team, track activity and set reminders on follow ups.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Method Integration


Thanks for the positive review Omar!

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MCrews

Its become our ERP

2013-05-07

With its built-in design platform we have created our own custom billing and email marketing solutions.

Pros

Excellent value

Cons

Learning curve

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
Read more