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Method CRM Review

Method CRM
Our score: 6.9 User satisfaction: 99%

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

Because businesses have distinctive business requirements, it is logical that they abstain from going for an all-encompassing, “perfect” business program. Still, it is hard to come across such application even among popular software products.
The practicable step to do would be to tabulate the varied essential factors that demand analysis like key features, packages, skill competence of staff members, company size, etc. The second step is, you should do your research through and through. Browse through some Method CRM review articles and look into the other solutions in your shortlist in detail. Such all-encompassing product research ascertains you steer clear of ill-fitting apps and pay for the system that delivers all the features your company requires.

Position of Method CRM in our main categories:

TOP 500

Method CRM is one of the top 500 CRM Software products

Method CRM is also listed in the following subcategories:

Every company has its own characteristics, and can require a specific CRM Software solution that will be adjusted to their business size, type of customers and employees and even individual industry they support. It's not wise to count on locating a perfect app that will work for every company regardless of their background is. It may be a good idea to read a few Method CRM CRM Software reviews first and even then you should remember what the solution is intended to do for your business and your staff. Do you require a simple and straightforward solution with only essential features? Will you actually make use of the complex functionalities needed by experts and big enterprises? Are there any specific features that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to get a trustworthy software that will fit your budget.

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

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

Technical details

Devices Supported

  • Windows
  • Mac

Deployment

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

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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
Ariel Dabora, CPA
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.

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

Method CRM average rating:

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

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

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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 1 year 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:

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  • 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!

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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

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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

What do you think about this review? Great Poor

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.

What do you think about this review? Great Poor

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.

What do you think about this review? Great Poor

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.

Reviewed By Jenny Chang
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