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Method CRM REVIEW

CRM Software

41 user reviews
USER SATISFACTION 98%
OUR SCORE 6.9

What is Method CRM?

Method CRM is a great CRM for Quickbooks, helping small business owners to nurture and convert leads by staying organized and on top of what customers need.

The vendor aims to make enterprise-level CRM available to small business by synchronizing its system on QuickBooks, a popular entry-level accounting software for SMEs, so you don’t have to enter data twice.

Furthermore, it has a fully featured contact management that tracks customer communication and customizable functions with drag-and-drop tools and personalized logos and colors.

The CRM works well with Gmail, Outlook, MailChimp, SmartVault, and other popular apps. Method CRM also allows you to embed a “my account” and form section in your website, where customers can pay and view their purchases. You can also access the API to integrate your own apps or systems.

Method CRM only provides a mobile site to access the system on your phone.

Overview of Method CRM Benefits

Read on to learn about the many Method CRM benefits:

Get organized

Track customer conversations to track employee performance. Assign follow-ups, next steps, share calendars, and make your day-to-day business tasks more efficient to meet customer needs.

Sync with QuickBooks

Enter data only once with QuickBooks synchronization. Method CRM uses the patented Method Sync Engine approved by Inuit (makers of QuickBooks) to ensure secure and accurate QuickBooks data integration.

Customize CRM

With the simple drag-and-drop tool you can customize fields to match your workflows with no coding required.

Works with Gmail and popular apps

View or add data directly from Gmail or Outlook and sync calendar events. Also export contacts to MailChimp for email campaigns, or connect with SmartVault.com to store or manage documents.

Overview of Method CRM Features

Contact Management
  • Keep real-time activity history
  • Unlimited contacts per record
  • Customer service tickets
  • Automatic “lead status only”
  • Share opportunities
  • Share calendars
  • Share documents with assigned roles
QuickBooks Sync
  • Method Integration Engine allows easy integration
  • Real-time sync for invoices, time track entries and customer data
  • Access CRM in web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place
Supported Editions
  • QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and higher.
  • QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and higher.
  • QuickBooks Desktop Australia supports Pro, Premier 2008/2009 and higher.
  • QuickBooks Online USA: All editions supported.
  • International versions of QuickBooks Online not yet supported.
  • Remote hosting via RightNetworks and Insynq
Fully customizable
  • Invoice customization (logo and colors)
  • Drag-and-drop tools
  • Custom fields and tables
  • Custom screens
  • Custom buttons and actions
  • Custom reports, charts and graphs
Web payment
  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal

Method CRM Position In Our Categories

Position of Method CRM in our main categories:

500

Method CRM is one of the top 500 CRM Softwareproducts

500

Method CRM is one of the 500
CRM Software products


Method CRM is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#43
Category:Position:
Online CRM Software#43

Every enterprise has different needs and requires a software that can be customized for their size, kind of workers and buyers, and the specific industry they are in. For these reasons, no platform can provide perfect features off-the-shelf. When you look for a software app, first be sure what you need it for. Read some Method CRM reviews and ask yourself do you desire basic functionality or do you want advanced tools? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these queries to aid your search. There are multiple aspects that you need to consider and these include your finances, specific business requirements, your organization size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the platform that offers all that you require to improve your organization effectiveness and productivity.

How Much Does Method CRM Cost?

Method CRM Pricing Plans:
Free trial
Contact Manager Plan
$28/user/mo
CRM Pro Plan
$49/user/mo

Here are the Method CRM cost details:

Contact Manager Plan – $25/user/mo (annual) or $28/user/mo (monthly)

  • Contact Management
  • Custom App Services
  • Customer Self-Service Portals
  • Mobile App
  • Patented QuickBooks Sync

CRM Pro Plan – $44/user/mo (annual) or $49/user/mo (monthly)

Includes all Contact Manager plan features, plus:

  • Online Payment Portals
  • QuickBooks Sales Transactions
  • Sales Pipeline Manager
  • Web-To-Lead Forms

Add-Ons

  • Purchase Transactions – $10/user/mo (annual) or $12/user/month (monthly)
  • Email Campaigns – $10/user/mo (annual) or $12/user/month (monthly)
  • Case Management – $10/user/mo (annual) or $12/user/month (monthly)

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Method CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Method CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

179

NEGATIVE SOCIAL MENTIONS

3

Video

Technical details

Devices Supported
  • Windows
  • Mac
Language Support
  • English
Pricing Model
  • Free
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Method CRM User Reviews

Neil Sanghavi

2 months ago
Verified
user


Laura Hogan

3 months ago
Verified
user


Hilton Janfield

What are Method CRM pricing details?

Method CRM Pricing Plans:
Free trial
Contact Manager Plan
$28/user/mo
CRM Pro Plan
$49/user/mo

Here are the Method CRM cost details:

Contact Manager Plan – $25/user/mo (annual) or $28/user/mo (monthly)

  • Contact Management
  • Custom App Services
  • Customer Self-Service Portals
  • Mobile App
  • Patented QuickBooks Sync

CRM Pro Plan – $44/user/mo (annual) or $49/user/mo (monthly)

Includes all Contact Manager plan features, plus:

  • Online Payment Portals
  • QuickBooks Sales Transactions
  • Sales Pipeline Manager
  • Web-To-Lead Forms

Add-Ons

  • Purchase Transactions – $10/user/mo (annual) or $12/user/month (monthly)
  • Email Campaigns – $10/user/mo (annual) or $12/user/month (monthly)
  • Case Management – $10/user/mo (annual) or $12/user/month (monthly)

What integrations are available for Method CRM?

Add-Ons

  • AERO Workflow Management for QB Desktop
  • AERO Workflow Management for QB Online
  • Method Expense Reports for QB Desktop
  • Method Field Services for QB Desktop
  • Method Professional Services for QB Desktop
  • Method Scheduling & Invoicing for QB Online
  • NEXT, Practice Management Tool for QB Desktop
  • SaaSphalt for QB Desktop
  • You Rang for QB Desktop

Integrations

  • Gmail
  • Outlook
  • MailChimp
  • SmartVault
  • Method API for third-party app integration

User reviews


User reviews in total: 41

19
18
2
0
2

Average Rating:

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The most favorable review

Laura Hogan

3 months ago


Pros: The platform is very clean, easy to navigate and provides everything I needed in a CRM.

Cons: The customization aspect is hard for me. I know code and I edit wordpress websites a lot but the editing tables, forms, and screens are all so interconnected you had to update one and then go and update another to have everything working correctly. It was just a lot to do and a lot to remember how to do every time you needed to make a change.

The least favorable review

Gina Kaye

2 years ago


Pros: Method rated very high as a CRM that integrates with Quickbooks. We liked the simplicity of the product. Even though it is not created specific to our industry, we thought it would work well for our company. We were told fields could be customized. The initial customer service seemed thorough. But in the end, we wasted time reiterating the same info to multiple reps.

Cons: After speaking with Method employees about the needs of our company, we were sold on two different consulting packages. $2000 and two months later, we still didn't have a functioning tool. They did not deliver what was promised. We heard multiple times there were "glitches" in their system and that "others had said the same thing". It became painfully obvious they have a great concept, but the platform is still in development and not up to par with other CRMs. We had to ask for things like creating functioning fields, fixing broken algorithms, and providing consistent formatting on the entry screens. When we got the CRO involved, she punted it back down the org chart. They would only spend more time if we spent more $. They didn't take responsibility and only refunded a small portion. It's like they stole from our company. I can not recommend Method at all.

Neil Sanghavi
Report a concern

Published 2 months ago
Verified
user
integrates with Quickbooks Desktop. Easy to work with.



What do you think about this review? Great Poor
Laura Hogan
Report a concern

Published 3 months ago
Verified
user
The platform is very clean, easy to navigate and provides everything I needed in a CRM.



What do you think about this review? Great Poor
Leonardo Faye
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Published 3 months ago
Verified
user
Pro
review
Easy to use, customization, automatic synchronization



What do you think about this review? Great Poor
Ariel Dabora, CPA
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Published 3 months ago
Verified
user
Pro
review
Good contact management, high customization , good training videos



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Hilton Janfield
Report a concern

Published 3 months ago
Verified
user
Pro
review
Ultimate customizability - almost anything can be modified, added, removed, adjusted, etc. to your pleasure, letting you make it perfect for your business.




What do you think about this review? Great Poor
Jacob Ruiz
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Published 3 months ago
Verified
user
The best aspects of this product is the 'easy going' use of it.




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Madison Balmat
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Published 4 months ago
Verified
user
Efficient task reminder and great customer service.



What do you think about this review? Great Poor
Lori K (Campbell) Aitken
Report a concern

Published 4 months ago
Verified
user
Pro
review
Set up via Quickbooks Online is virtually effortless and the Method CRM Gmail Gadget is absolutely genius. In fact, I'd say it's the absolute game changer for me.



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Ann Marie Houlihan
Report a concern

Published 4 months ago
Verified
user
Typically using a software is clunky in the beginning, this is very intuitive. I like how you can customize it. Customer support via chat is awesome.



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Anonymous Reviewer
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Published 4 months ago
Verified
user
So far from the little bit of experience I've had with Method I have been very pleased with their customer support and flow of the software.



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F Vandenberg Destiny Media

Published 3 years ago

We attempted to use Method so that we could seamlessly integrate our quoting, invoicing and payments into our accounting system. Not only did the payment integration have to be built (which they attempted to build while we were working with them and paying licence fees) but to quote properly we needed some customization as the software was not flexible to meet our needs. Obtaining consulting time from Method was challenging and after being twice their initial time estimate, there was no end in sight to getting a proper quoting tool. We have switched to Zoho and are receiving much more prompt replies and have commenced processing payments in two days after spending months of wasted time with Method.

3 people think this review is helpful


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