Method CRM Reviews

Set up was guided well. App and website sync well.

Anemic tech support. Poor customer service once refund requested.

Hello Schecky, Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience. We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation. Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.

This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen.

I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints.

Thank you for the review, Christine! We appreciate the feedback.

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!

Every feature is well designed from database to opportunities.

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

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

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

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.

I liked the activities because it helps remind me and holds me accountable to finish tasks.

Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.

Hi Brittney thanks for sharing your feedback! It's great to hear that Method:CRM is working well for your company.

The ease of use. Very user friendly interface.

Sometimes its clunky. Things don't always work

Hi Abbey - thanks for leaving a review! We're always open to hearing feedback on what we could improve, so please feel free to reach out to us anytime at success@method.me.

We have been able to customize it to meet our needs.

Some of our customizing has caused it to slow down and have a few bugs that we have had to work out.

Hi Kenneth - thanks for your review! It's great to hear that you've found ways to customize Method:CRM for your business. Feel free to reach out to us anytime if you have questions!

The connectivity to Quickbooks along with its ease of use.

I haven't come across anything I dislike except that when I imported my "leads" into the system, they couldn't be mass converted to Opportunities.

Hi Charles, thank you so much! Regarding leads, you can create opportunities en masse via customization. This you can do yourself, or through our team of Business Solutions Specialists. Again, we appreciate you sharing your feedback!

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...

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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.

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.

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

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.

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.

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

Expensive for customization; Online access sometimes unavailable

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

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 .

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

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.

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?

The software allows me to tract every stage that a prospect is in, which makes it easy to report to my boss about deals and new projects. I love the Activity follow ups because it helps plan out who and when I need to be reaching back out to people. The reporting is very easy to pull and self explanatory when boss's are checking in on it.

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.

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

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.

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.

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

Easy to use and track my activities and sales. I like the chat feature for customer service needs. They are quick and accurate in their answers

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

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

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.

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.

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

Functionality. There are so many custom options that we offer as a business and this software is great for that!

Software works very slow at times and the sidebar is too sensitive. Its a minor thing but I dont like how the sidebar expands, often becomes a stumbling block when trying to click a small box that is very close to the sidebar.

Thanks for your review, Vladimir. I'm sorry to hear you experienced speed issues while using Method. I can assure you we're always working to create a high performing platform. I will be sure to pass along your feedback on the side bar, as our team is always interested in hearing how we can improve the app's UI. Thanks again for your review. Lynda

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.

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)

What I like the most about Method is that you can search any information that would be in a profile, and it will bring it up without any extra hassle.

What I like the least about Method would be the information inside of a profile, as it all kind of meshes together as it doesn't have any font bolding to make the titles stand out from the information.

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...

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

The key to this software is the ease in which it has integrated all my client information, from sales pipeline, emails, documents all the way to invoices giving me one place to review all the pertinent information I need to run my business.

I would like to see more graphs for pipelines, sales collections, similar to what QuickBooks has on its dashboard.

The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business.

The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy.

Great features. Appears to work well for multiple industries.

Can't use it... NO support

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No cons were added to this review

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