Method:CRM Reviews

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 system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

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.

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.

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.

Pros

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.

Cons

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.

Pros

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.

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.

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.

Pros

Ability to customize application. However, features are a moot point for a foreign, cloud-based company that accidentally and irretrievably deletes your data multiple times.

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.

Pros

I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal!

Cons

Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful.

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.

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.

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...

Pros

low sticker price, and they say 'yes' to everything you want. However, when you actually get started you realize how rigid the system is and how cumbersome the customization process is. They expect you to become a developer, or pay they a premium. I would STAY AWAY

Cons

extremely difficult to customize, and expensive. They charge your huge fees for hours and end up charging more to correct mistakes. Customization process takes ages. They are cocky and rude to clients who want the software to do more than their limited abilities.

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.

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.

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.

Pros

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.

Cons

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.

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 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. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

Cons

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

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 the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.

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.

Pros

Great integration with Quickbooks.

Cons

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

Pros

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.

Cons

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