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Method:CRM Review

Method:CRM
Our score: 8.8 User satisfaction: 99%

What is Method:CRM?

Method:CRM is a unique CRM that integrates fully with QuickBooks for real-time, two-way synchronization. With this, your sales team can enjoy a more efficient sales process and your finance department can look forward to accurate financial updates.

Apart from that, Method:CRM allows sales professionals to view and manage sales opportunities and leads. Thereon, they can produce estimates and sales orders. Plus, the great thing about this CRM is that it has a built-in payment processing facility. This is convenient not just for your business but for your customers, too. This is because they no longer have to worry about missing payments since they can do it online.

Moreover, Method:CRM further streamlines your workflow by integrating with third-party solutions. The list includes Zapier, Outlook, and MailChimp. If you want to interface with software other than these, you can leverage the platform’s API.

This QuickBooks-integrated CRM also has mobile apps for both iOS and Android. With these, your team can work even on the go. What’s more, you can enjoy these and other features for as low as $28/user/month.

Overview of Method:CRM Benefits

Sync with QuickBooks

Enter data only once with QuickBooks synchronization. Method:CRM uses the patented Method Sync Engine approved by Intuit to ensure secure and accurate data transmission. As a result, users can find the information they need quickly. Plus, this lets the sales team know the customers from their interactions, preferences, and previous purchases.

Improved lead management

You sales team can cut down their administrative work with Method:CRM. This solution reduces manual entry, allowing sales professionals to focus on prospecting, nurturing leads, and closing deals instead.

What’s more, it helps clean up accounting data by removing potential sales. What it does instead is keep your lead information for you. Only when they have become paying clients will the platform turn them into customers in QuickBooks.

Simplified sales process

One of the great things about a CRM integrated with QuickBooks is that sales professionals can create estimates, produce invoices, and send receipts directly from the platform. This makes the process organized and efficient, as no switching between two software is necessary.

Additionally, Method:CRM has customer portals. This is where clients can make payments at their convenience securely. On top of that, the solution synchronizes the payments to QuickBooks with no delay. Thus, you can avoid double entries.

Bespoke customer service

Clients like to feel that they are appreciated and that sales employees pay attention to their needs. That is why Method:CRM provides users with a 360-degree view of each customer at a glance. You can also take a deep dive into each set of data for specifics when the need arises. What’s more, you can view and track customer interactions within the interface so it is easy to pick up where the last conversation ended.

Streamlined workflow

One of the ways that Method:CRM can help facilitate your workflow is by integrating with your other software solutions. It has native integrations for MailChimp, Zapier, and Google Calendar. On top of that, it has add-ons for Gmail and Outlook. But if those are not enough, you can access the platform’s API to connect with your favorite solutions. With these interfaces, you can view emails, send email campaigns, keep track of activities, and more without leaving Method:CRM.

Customized CRM

Make Metho:CRM truly your own by customizing the interface. Even if you are not knowledgeable when it comes to coding, you can still tailor the solution to your preferences. That is because the platform has drag-and-drop tools.

Moreover, by customizing the CRM, you can configure it to suit your existing workflows. This way, you do not need to overhaul your work processes.

Overview of Method:CRM Features

  • 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
  • Method Integration Engine
  • Real-time sync for invoices, time track entries, and customer data
  • Access CRM via web browser anywhere
  • QuickBooks lists syncing
  • QuickBooks transaction syncing
  • View all QuickBooks transactions in one place
  • Invoice customization
  • Drag-and-drop tools
  • Custom fields and tables
  • Custom screens
  • Custom buttons and actions
  • Custom reports, charts and graphs
  • Customer payment portal to view and pay invoices
  • Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
  • Accepts PayPal

What Problems Will Method:CRM Solve?

Problem #1: Inefficient operations

Solution: Method:CRM lets businesses produce estimates for customers in a few minutes rather than days. The solution also lets users create reports for vendors with a single click. Because of the simplified sales process, companies can close more deals. Additionally, the platform helps organizations optimize operations by turning approved estimates into work orders automatically. This schedules jobs and tasks efficiently so there is no break in the workflow.

Problem #2: Disconnected CRM and QuickBooks

Solution: A company that has been using QuickBooks for financial and inventory management can rely on Method:CRM to bring those together with sales and fulfillment data. This is possible because of the application’s powerful two-way synchronization with the popular accounting software. Plus, the team behind this CRM software can help set up a system for managing customer data and product information.

Problem #3: Incomplete customer information

Solution: An organization can have complete customer profiles using a CRM software. With such a solution, they can also access a history of transactions and interactions. Method:CRM has that capability. Thus, a business can make each client special because employees can give them the treatment they deserve. Because of that, they can increase retention and attract new customers.

Method:CRM Position In Our Categories

Knowing that businesses have distinct business-related needs, it is only wise they steer clear of selecting an all-encompassing, ideal software product. At any rate, it would be almost impossible to pinpoint such a software solution even among sought-after software systems. The practicable thing to do would be to list the several major aspects which merit inspection including key features, costing, skill levels of staff members, business size, etc. After which, you must perform the research thoroughly. Have a look at some Method:CRM reviews and scrutinize each of the applications in your list more closely. Such detailed product research makes sure you drop poorly fit applications and subscribe to the system that delivers all the features you require company requires to realize efficiency.

Position of Method:CRM in our main categories:

TOP 100

Method:CRM is one of the top 100 CRM Software products

Method:CRM is also listed in the following subcategories:

It's crucial to realize that hardly any service in the CRM Software category will be an ideal solution that can meet all the requirements of all business types, sizes and industries. It may be a good idea to read a few Method:CRM CRM Software reviews first as specific services may perform well just in a really narrow set of applications or be prepared with a very specific industry in mind. Others may operate with a goal of being simple and intuitive and consequently lack advanced functionalities needed by more experienced users. You can also find apps that support a wide group of customers and give you a powerful feature base, however this frequently comes at a more significant price of such a solution. Ensure you're aware of your needs so that you purchase a service that has exactly the elements you search for.

How Much Does Method:CRM Cost?

Method:CRM Pricing Plans:

Free Trial

Contact Management

$28/user/month

CRM Pro

$49/user/month

Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:

Contact Management – $28/user/month or $25/user/month/annual billing

  • Real-time QuickBooks Synchronization
  • Customer and Vendor Management
  • Lead Management
  • Contact Records and Communication History
  • Self-service Portals
  • Emails and Activities
  • Calendar
  • Workflow Automation
  • Custom Reports
  • Activities Reports
  • Customization
  • Integrations
  • User Permissions Control
  • Google and Intuit SSO
  • Data Import and Export
  • Free One Hour Customization Consultation
  • Email, Live Chat, and Phone Support

CRM Pro – $49/user/month or $44/user/month/annual billing

  • All Contact Management Features
  • Estimates
  • Sales Orders
  • Invoices and Sales Receipts
  • Payment Processing
  • Payment Acceptance through Contact Portals
  • Opportunity Stages
  • Sales Opportunities
  • Web to Lead Forms
  • Sales Opportunities Reports

Available for a fee are add-ons that can further enhance whichever plan you select.

User Satisfaction

Positive Social Media Mentions 92
Negative Social Media Mentions 1

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.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Method:CRM Comparisons

Method:CRM user reviews

One time billing / PREPAYMENT

Read full review >
Ted Brock
2/5

Overall impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 19.04.2019 Company Size: 11-50 Employees Industry: Construction

Good Product. Easy to use

Read full review >
Neil Sanghavi
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.12.2018 Company Size: N/A Industry: N/A

Great platform

Read full review >
Laura Hogan
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

2/5

Ease of Use

Published on: 30.11.2018 Company Size: N/A Industry: N/A

So easy to use and implement, fully customization

Read full review >
Leonardo Faye
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.11.2018 Company Size: 11-50 Employees Industry: Construction

Easy Setup, Good Support, Highly Customizable Platform – Recommended

Read full review >
Ariel Dabora, CPA
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 23.11.2018 Company Size: 1-10 Employees Industry: Financial Services

What are Method:CRM pricing details?

Method:CRM Pricing Plans:

Free Trial

Contact Management

$28/user/month

CRM Pro

$49/user/month

Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:

Contact Management – $28/user/month or $25/user/month/annual billing

  • Real-time QuickBooks Synchronization
  • Customer and Vendor Management
  • Lead Management
  • Contact Records and Communication History
  • Self-service Portals
  • Emails and Activities
  • Calendar
  • Workflow Automation
  • Custom Reports
  • Activities Reports
  • Customization
  • Integrations
  • User Permissions Control
  • Google and Intuit SSO
  • Data Import and Export
  • Free One Hour Customization Consultation
  • Email, Live Chat, and Phone Support

CRM Pro – $49/user/month or $44/user/month/annual billing

  • All Contact Management Features
  • Estimates
  • Sales Orders
  • Invoices and Sales Receipts
  • Payment Processing
  • Payment Acceptance through Contact Portals
  • Opportunity Stages
  • Sales Opportunities
  • Web to Lead Forms
  • Sales Opportunities Reports

Available for a fee are add-ons that can further enhance whichever plan you select.

What integrations are available for Method:CRM?

Method:CRM integrates with the following platforms:

  • QuickBooks Online
  • QuickBooks Desktop
  • Gmail
  • Google Calendar
  • Outlook
  • MailChimp
  • Zapier
  • PayPal

It also has APIs to help you connect with your favorite solutions.

Method:CRM average rating:

Average score
4.6/5 (41 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Michael Ruffolo

PROS: Allows my reps to enter orders into Quickbooks from anywhere...even when traveling and from their smartphones

CONS: The ability to easily modify the layout and add fields

Reviewed 2 years ago

Read full review >

The least favorable review

Michael Ruffolo

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.

Reviewed 3 years ago

Read full review >

More reviews from 42 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

One time billing / PREPAYMENT

Read full review >
Ted Brock
2/5

Overall impression

1/5

Customer Support

1/5

Value for Money

3/5

Ease of Use

Published on: 19.04.2019 Company Size: 11-50 Employees Industry: Construction

PROS: Works with Quickbooks... that is the only reason we purchased it.

CONS: Did not end up working with our particular needs. The biggest problem is that we prepaid everything up front which was over $2,000. When we decided not to use it anymore we could not get our money back. Instead of cancelling, I dropped our plan to the lowest cost in case we ever wanted to revisit the product. 18 months later, I still had $1,500 in our prepayment account but it expires on the 18th month. I know it was our fault that we didn't do our research before we paid the whole amount up front... we should have stayed on a month to month service until we completed our evaluation. But the whole thing leaves a bad taste in my mouth and when talking to them, I have to wonder if this is even a US based company because the whole thing doesn't even sound legal.

What do you think about this review? Great Poor

Good Product. Easy to use

Read full review >
Neil Sanghavi
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.12.2018 Company Size: N/A Industry: N/A

PROS: integrates with Quickbooks Desktop. Easy to work with.

CONS: I am ok with it

What do you think about this review? Great Poor

Great platform

Read full review >
Laura Hogan
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

2/5

Ease of Use

Published on: 30.11.2018 Company Size: N/A Industry: N/A

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.

What do you think about this review? Great Poor

So easy to use and implement, fully customization

Read full review >
Leonardo Faye
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.11.2018 Company Size: 11-50 Employees Industry: Construction

PROS: Easy to use, customization, automatic synchronization

CONS: System needs a better calendar

What do you think about this review? Great Poor

Easy Setup, Good Support, Highly Customizable Platform – Recommended

Read full review >
Ariel Dabora, CPA
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 23.11.2018 Company Size: 1-10 Employees Industry: Financial Services

PROS: Good contact management, high customization , good training videos

CONS: no cons identified yet

What do you think about this review? Great Poor

Customize almost anything, make it perfect for you.

Read full review >
Hilton Janfield
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 13.11.2018 Company Size: 1-10 Employees Industry: Facilities Services

PROS: Ultimate customizability - almost anything can be modified, added, removed, adjusted, etc. to your pleasure, letting you make it perfect for your business. Real time two-way sync to QuickBooks is a great plus as well.

CONS: Steep learning curve, especially for customizing the new CRM interface, but the outstanding support, one half-hour guided tour, and free hour with a consultant offset that.

What do you think about this review? Great Poor

Excellent software and service

Read full review >
Jacob Ruiz
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 13.11.2018 Company Size: 1-10 Employees Industry: Mechanical or Industrial Engineering

PROS: The best aspects of this product is the 'easy going' use of it. It is linked to Quickbooks so we could track the process from quotes to invoices. The Mobile App is very helpful, now my office is my cellphone, not even my desktop or laptop but my mobile device, most of the time I am traveling here and there, selling, I use my cellphone for everything, Method has the app that simplifies my job.

CONS: I think it could be better if it has more training materials.

What do you think about this review? Great Poor

Great customer service

Read full review >
Madison Balmat
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.10.2018 Company Size: 1-10 Employees Industry: N/A

PROS: Efficient task reminder and great customer service.

CONS: Email notifications are frustrating.

What do you think about this review? Great Poor

Finally…a CRM platform that’s a breeze to set up!

Read full review >
Lori K (Campbell) Aitken
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.10.2018 Company Size: 1-10 Employees Industry: Accounting

PROS: 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.

CONS: Quickbooks Online Payment Integration is not available for Canadian users.

What do you think about this review? Great Poor

New to Method CRM, but so far so good

Read full review >
Ann Marie Houlihan
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 11.10.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: 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.

CONS: I probably need to spend more time with it, but sometimes I can't find the assignments that I create. That said, I always get the email notifying me about the activity and I guess that's the most important part.

What do you think about this review? Great Poor

Great customer support

Read full review >
Anonymous Reviewer
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.10.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: 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.

CONS: I'm still learning my way around, so I'm not sure what could be improved at this point.

What do you think about this review? Great Poor

A comprehensive tool that stores so much customer information

Read full review >
Faye
4/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 06.10.2018 Company Size: 11-50 Employees Industry: Environmental Services

PROS: Method CRM is quite comprehensive. It can store so much customer information, is customizable, and the search capabilities are very good.

CONS: I encountered some problems with consistency in integration with QB's online. We always have problems with it running on our Citrix server and losing connection with QB's. We have to constantly get a hold of our IT guys to re-sync them. It may be caused by few issues and might not just be because of Method itself.

What do you think about this review? Great Poor

Add needed functionality to QuickBooks Online with Method CRM

Read full review >
Dennis Duong
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 24.09.2018 Company Size: 1-10 Employees Industry: Retail

PROS: QuickBooks Online does not have the function to enter internal notes for the invoices for the salespeople to review without the customer knowing on their statements. And we no longer have to give out statements to customers anymore when we can give them customer portals instead to clarify which transactions the customers have paid for and what they have still open and pending.

CONS: Method CRM has a significant learning curve. It does not reduce the work of the salespeople, but rather adds the time they spend on their invoices, because they have not yet learned how to use Method CRM as their focal program; they always have to keep checking between QBO and Method CRM.

What do you think about this review? Great Poor

Making it simple

Read full review >
Alex Bhatia
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.09.2018 Company Size: 11-50 Employees Industry: Electrical/Electronic Manufacturing

PROS: Syncs with quickbooks, has some robust features. Opportunities are really easy to keep track of.

CONS: Some of the functionality is hard to use, such as changing default screens for some features, or changing the way our estimates look.

What do you think about this review? Great Poor

Get in sync with your team

Read full review >
Anonymous Reviewer
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.09.2018 Company Size: 11-50 Employees Industry: Entertainment

PROS: The customization aspect and customer service are strong aspects.

CONS: I am still exploring the ins and out of this program but it's exciting to have one program where all the information on a company can be present. I don't know how other team members will embrace sharing their contacts but it's a work in progress.

What do you think about this review? Great Poor

Quick customer service & easy to customize!

Read full review >
Anonymous Reviewer
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.09.2018 Company Size: 1-10 Employees Industry: Design

PROS: We've used this for our company and the customization capabilities have been great. We can tailor it to our needs for clients!

CONS: We've had issues with clients being able to pay on their phones.

What do you think about this review? Great Poor

Perfect integration with QuickBooks Online and Method:CRM

Read full review >
Frederic Sune
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 11.09.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Integration with Quickbooks and Mailchimp is perfect. You have everything you need a click away like invoices, estimates but also you can export your clients to a specific list in Mailchimp. Love it.

CONS: You need to have some technical knowledge to add custom fields in your contact information for example. But after you figured out how it works, it is pretty straightforward.

What do you think about this review? Great Poor

Great product

Read full review >
Anonymous Reviewer
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.09.2018 Company Size: 1-10 Employees Industry: Medical Devices

PROS: The product is great from the begging, but it is also very customizable.

CONS: Customizing reports is a bit cumbersome, but they have great videos to walk you through the process.

What do you think about this review? Great Poor

First Call – Success!

Read full review >
David Farris
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 23.08.2018 Company Size: N/A Industry: N/A

PROS: I am just getting started but my initial connections have been excellent - great support and amazing flexibility

CONS: So much to learn - can't really weigh in until I make it through the learning materials - of which there are plenty!

What do you think about this review? Great Poor

Method CRM has saved my company so much time and money. Thanks!

Read full review >
Michael Ruffolo
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 14.08.2018 Company Size: 11-50 Employees Industry: Computer Games

PROS: Allows my reps to enter orders into Quickbooks from anywhere...even when traveling and from their smartphones

CONS: The ability to easily modify the layout and add fields

What do you think about this review? Great Poor

For your sake, go with Method

Read full review >
Caitlin Balch
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.08.2018 Company Size: 11-50 Employees Industry: Logistics and Supply Chain

PROS: QuickBooks integration is great for sales and cost transparency, the CRM is actually customizable for a layperson and they now have good tutorials for almost every aspect of Method, the customer support will always be able to guide you. They are infinitely patient and immediately responsive.

CONS: Better documentation is needed on some things or expanded to include all aspects of app packs. Method.me came out and rescinded a lot of things that were free or more easily accessible in Classic so the learning curve on how to implement them the same way is a bit much. And please give updated documentation on Method Report Designer; I know it's probably not used much anymore but it's been very useful for us!

What do you think about this review? Great Poor

Method is the way to go!

Read full review >
Ria Keriazos
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.08.2018 Company Size: N/A Industry: N/A

PROS: How compatible it is with Quickbooks. The people behind the product are even better. I have never dealt with such an awesome customer support team. They want to help you! Tiffany is great.

CONS: Report Designer to be compatible with Window 10

What do you think about this review? Great Poor

They were very helpful and fast. My problem was resolved within minutes of me asking for help!

Read full review >
ESTEFANY RODRIGUEZ
5/5

Overall impression

5/5

Customer Support

3/5

Value for Money

5/5

Ease of Use

Published on: 02.08.2018 Company Size: 11-50 Employees Industry: Oil & Energy

PROS: Our company uses quickbooks for all accounting so the fat that method allows to sync our work directly makes everything so much easier for us.

CONS: We've had some issues in the past as far as how the work links to quickbooks but it has always been an easy fix once we call customer service.

What do you think about this review? Great Poor

Great CRM for synchronization with Quickbooks

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Travis McGuirt
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.07.2018 Company Size: 11-50 Employees Industry: Consumer Goods

PROS: Seamless synchronization with Quickbooks - Out of this world customer service

CONS: Easier template editing for reports and email/print templates

What do you think about this review? Great Poor

METHOD is the best CRM software in the market!

Read full review >
Christina Romero
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.07.2018 Company Size: N/A Industry: N/A

PROS: METHOD is user-friendly software that has helped our business keep track of our leads and turn them into paying customers. I also like the fact that when I can't quite figure out how to use a certain feature the METHOD support chat is always ready to help.

CONS: Honestly, I can't find a flaw that I feel needs better attention.

What do you think about this review? Great Poor

Quickbooks Integrated CRM

Read full review >
Stephen Wells
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.07.2018 Company Size: 11-50 Employees Industry: Furniture

PROS: It syncs with our Quickbooks and allows us to keep our Quickbooks file a little "cleaner" by not importing them until we are ready.

CONS: The Method Gmail gadget could have more functions

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Impressed with the customer support

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Nicole Jackson
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 03.07.2018 Company Size: 1-10 Employees Industry: N/A

PROS: The ability to set follow-ups for myself and my colleagues, the integration with QuickBooks, and the customer support.

CONS: Sometimes it doesn't function with my Gmail as it should.

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Amazing CRM for a Sales Department

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Anonymous Reviewer
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.06.2018 Company Size: 11-50 Employees Industry: Furniture

PROS: As a sales rep this is a very useful tool for me and my company. The ability keep on top of transactions of each customer and see when they last purchased is a great help. We use the Activities as a great way to notate all interactions with our customers to keep everyone on the same page. This is a great tool to help any sales team improve their sales opportunities and in an efficient manner.

CONS: Some of the online tutorials/guides do not contact a lot of detail around their subjects. We have also been experiencing issues with Syncing between Quick Books and Method, but have not fully determined the issue.

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Awesome CRM if you rely on Quickbooks

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Jeremy Lewis
4/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 22.06.2018 Company Size: 11-50 Employees Industry: Music

PROS: Very easy to use, the browser interface is very easy to use. Syncs with Quickbooks flawlessly and saved our company a TON on cloud hosting. Allows my sales team to complete orders without having to potentially gunk up our company file. Makes it very easy to consolidate our customers in a digestible fashion for our Sales team.

CONS: The email tracking support is OK at best, other CRMs definitely works better for direct communication. If you don't use QuickBooks, I don't see a reason to use Method, but if your business is based of QB, Method is the easiest and cheapest way to give cloud functionality to your tema without giving a full seat of QB to EVERYONE.

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Amazing Customer Service

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Clay Howard
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 20.06.2018 Company Size: 11-50 Employees Industry: Sports

PROS: The integration with Quickbooks makes this a no-brainer for my company.

CONS: I did have some login issues, but customer service was able to fix the problem quickly. I do have some issues with the interface of being able to make sales reps (that are no longer employed) to show as inactive.

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Excellent Customer Service Experience

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Anonymous Reviewer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.06.2018 Company Size: 11-50 Employees Industry: Building Materials

PROS: Method CRM has excellent integration with Quickbooks

CONS: There are occasional syncing issues, but they are typically fixed quickly.

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Director of On-Site Services

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Nicole Galvan
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.06.2018 Company Size: 1-10 Employees Industry: Health, Wellness and Fitness

PROS: This is the easiest way to track client progress and allows for all staff to be on the same page.

CONS: The system is a bit slow sometimes.

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Perfect CRM for busy Sales Reps and Sales Manager

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April San Miguel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.06.2018 Company Size: 1-10 Employees Industry: Wholesale

PROS: simple user format with out to much information but all if more information is needed then you can customize fields to reflect the data you need for your business! I also love the customer service - if I have a question I have options to contact - email, chat window & phone - and Method actually answeres their phones :)

CONS: On my CRM wish list for Method is an easier/user friendly interface gadget with Gmail / Gsuites and my wish list has been filled as I'm told major upgrades are coming soon for Google gadget

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Quick response and excellent service

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Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.06.2018 Company Size: 1-10 Employees Industry: Entertainment

PROS: The applicaation is easy to use, excellent support available, we share portal link with clients to view their account info and transactions.

CONS: Sending emails from MethodCRM has been challenging for us, we had to switch to use o365 as a workaround. Using email templates to send to clients doesn't always populate the client data, this is a bit frustrating.

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We love Method!

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Anonymous Reviewer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.06.2018 Company Size: 1-10 Employees Industry: Construction

PROS: We love the integration with both Quickbooks and Gmail. We are able to save so much valuable time!

CONS: The link between Gmail and Method sometimes loses connectivity.

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MethodCRM analysis

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Galen Dean
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.06.2018 Company Size: 11-50 Employees Industry: Automotive

PROS: If you are working with QB, this is the product to use. The integration was seamless and my client was up and using it very quickly.

CONS: I've noticed that when the sync engine is operating, there is a slow-down of QB. To be fair, my client us using QBE on a server, which is not the optimum environment for MethodCRM

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Quickbooks integration

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Anonymous Reviewer
3/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 04.06.2018 Company Size: 11-50 Employees Industry: Arts and Crafts

PROS: Quick and easy integration with Quickbooks. All info syncs pretty seamlessly

CONS: There are some settings that are not easily added are usable without a customization. This can get costly and is difficult to do on your own. There are simply settings that should already be available out of the box without needing to do this integration.

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Perfect companion to Quickbooks

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Aaron Kerr
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.05.2018 Company Size: 11-50 Employees Industry: Railroad Manufacture

PROS: Easy and functional integration with QuickBooks, along with a simple and efficient display of information.

CONS: Being unable to easily link emails from our inbox to activities, opportunities or contacts is a pressing need. The G-guite / Outlook app is ok, but what we need is for this information to be more readily visible inside of Method.

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Saved me from outgrowing QuickBooks

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John Stasney
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 03.04.2018 Company Size: 51-100 Employees Industry: Mechanical or Industrial Engineering

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 more integration with inventory systems so that product prices could automatically sync with my CRM.

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Product potential but support is POOR

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John McDonald
3/5

Overall impression

1/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 13.03.2017 Company Size: 11-50 Employees Industry: Computer Software

PROS: The product was easy to install and establish a link with QuickBooks Enterprise. I like that fact that it is web based for ease of access no matter where you are. It have a very clean look and so far appears pretty user friendly, and the be frank, the integration with QuickBooks is our number one priority.

CONS: I've had some syncing issues but my biggest problem has been accessing support. I am in my 30 day trial period and contacting Method via phone is IMPOSSIBLE, and when trying to contact via their chat, they do not respond in a timely manner. Timely to me is within a couple of hours, these guys are just TERRIBLE!!!!!!

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They Did Not Deliver, Yet Charged us $2000

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Gina Kaye
1/5

Overall impression

1/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 04.01.2017 Company Size: 1-10 Employees Industry: Mental Health Care

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.

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F Vandenberg Destiny Media
1/5

Overall impression

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.

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Reviewed By Jenny Chang
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