Method CRM Reviews

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.

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?

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.

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.

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

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.

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)

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

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.

Great features. Appears to work well for multiple industries.

Can't use it... NO support

No longer doing business with them as we canceled.

The customer service was horrible and dismissive .

Hello Doug! Thank you for sharing your experience. Like most software providers, we place the responsibility on the user to cancel if they are no longer getting value from a tool. I know our Director of Sales reached out to you after fulfilling your cancellation request and offering to refund your last charge. If there's anything else we can do for you, please let us know.

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.

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!

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.

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.

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.

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

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

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!

This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file. It has many powerful customizable features, including a powerful new template designer.

Customization of the software requires significant technical knowledge and is not for the average user whose business is something other than software customization. If you internet connection is slow, Method is almost nonfunctional. Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks.

*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.

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

I like the email templates that you can create and send to leads. It makes it extremely easy to use and time efficient.

It took me a really long time to upload a lead list. There were a lot of quirks, but overall the support team helped me to figure it out. I really appreciate the support I got.

Hi Kari ¿ thanks for your feedback on Method:CRM. Glad to hear the email templates are being put to use and helping you streamline your sales process. I'm sorry to hear that the lead import took some time, but glad to hear our team was there to support you. Thanks again Lynda

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.

Great integration with Quickbooks.

It is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense!

No pros were added to this review

No cons were added to this review

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.

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.

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

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

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