Method CRM Reviews

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.

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.

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?

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)

Method has been a good program for our school. Being able to see all of the accounts in real-time make managing everything a lot easier.

The reports part of this has not been my favorite. I paid extra to have the support team build the specific report I needed but it's still a little clunky. Also as I would love to see an ability to run specific campaigns and reports on them. Right now you can use tags to identify campaigns but that is also a clunky way to do it.

Where to even start?? This is such a user friendly platform, I think training anyone in to use it would be a breeze. Does everything we wanted it to, and keeps record of EVERYTHING we needed.

I wouldn't so much call this a con, but I don't trust reviews that don't have one. For the customization pages, it can be extremely overwhelming. Maybe if that portion were just a little easier to navigate, then this would be a 10/10!

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!

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.

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

Payment system integration has disappointed me greatly. I was excited to be able to have my clients pay me through the portal but in 2 months we still have not been able to iron this out. On the bright side, the support team has truly been working diligently to resolve the issue. I was impressed and pleased at how knowledgeable they are. I know we will soon resolve the problem, but that is my least like part of the program.

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.

User friendly
The customer support, voice and chat, is fantastic
All the elements we were searching for are there
Everything is in one central location

Switching back and forth between pages often. A tab system would be really nice!
The integrations can be somewhat confusing when you first approach them

Great features. Appears to work well for multiple industries.

Can't use it... NO support

It is easy to navigate and understand. We use it company wide. The fact that is links to quick-books is great.

In my opinion there is not any cons. The more I use methods, the more i realize what it can do for managing customers and sales.

Customer Service! Similar platforms can do about the same thing, but what if you need help? Phone Support is immediate!

Life is a learning curve. Took time to learn how to use features.

-Great customer service with quick responses
-Easy to create follow-up reminders
-Easy to navigate

-Some confusion in what applications involve extra monthly cost
-Some difficulty personalizing different views

I was Method literate with about an hour of use. Within 5 hours of use, I was really progressing. Really doable learning curve.

I didn't do the quickbooks payment connection as quickly as I should have. Limited my experience but that's on me more than the software.

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

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.

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.

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!!!!

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!

I love the customizeability of the application and the support to get those things done has been great.

It is not as intuitive as it could be, but that could be because it is so customizeable that it might be hard to create perfect screens for everyone. I think with a little work, I could totally make it easy to use for my office, but I need the time to do it.

User Friendly and customizable, I would recommend this CRM.

Would be nice to timestamp and save notes automatically

We originally chose it because of the integration with Quickbooks.

It's not customizable like they say it is.

I like that it is quite robust in terms of what all it can tag and keep track of with clients. There are also integrations with other software and that is really nice.

It's a little glitchy and I especially don't like that there's no easy way to deal with duplicate clients. We have so many people entering information on a daily basis it's hard to keep track and I wish that part were more intuitive.