Method CRM Reviews

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.

Excellent user interface and easy integration with Quickbooks desktop.

It is pricey but you could opt for less features for a lower price.

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.

Nothing company over all looks like it's starting out and doesn't have the bavkbo e for customer service

We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes. Simple things that should be part of there program. Company is a mess

This product is easy to use. It syncs well with Quickbooks. I like the mobile app. Customer Service has been great from sales to support. By far the best CRM that I have found for the value.

I haven't found anything just yet that would count as a con. I have only had the typical issues a novice user would encounter. This being on the user end.

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it...
There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point.
These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

I found the total integration with QuickBooks was the best compared to other products I have looked at .

At this point in time I cannot find a fault worth mentioning

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

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.

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.

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!

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.

Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members.
We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

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.

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.

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.

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.

This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.

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.

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.

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.