Method CRM Reviews
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101 Reviews
- Industry: Consumer Goods
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
This CRM is amazing.
Reviewed on 2018/07/10
Pros
Where to even start?? This is such a user friendly platform, I think training anyone in to use it would be a breeze. Does everything we wanted it to, and keeps record of EVERYTHING we needed.
Cons
I wouldn't so much call this a con, but I don't trust reviews that don't have one. For the customization pages, it can be extremely overwhelming. Maybe if that portion were just a little easier to navigate, then this would be a 10/10!
Response from Method Integration
Thank you for your feedback! Customization can certainly have a steep learning curve. However, our professional services team is here to help. Reach out to use and we'll gladly make Method fit like glove!
- Industry: Business Supplies & Equipment
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best integration with QBO and Gmail for Free Trial/Great Price
Reviewed on 2020/11/11
So far, Method has helped me develop my brand new business with processes that will not have to be...
So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.
Pros
I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.
Cons
I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.
Response from Method Integration
Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.
- Industry: Food Production
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Buyer Beware
Reviewed on 2022/10/06
Bottom line: Product does not work as advertised. Would NEVER recommend
We chose Method as it...
Bottom line: Product does not work as advertised. Would NEVER recommend
We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues.
We decided to pay for the full year upfront. Do NOT do that.
We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker.
We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good.
We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored.
We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers.
We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them
Pros
Set up was guided well. App and website sync well.
Cons
Anemic tech support. Poor customer service once refund requested.
Response from Method Integration
Hello Schecky,
Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience.
We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation.
Please reach out to [email protected] if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.
- Industry: Building Materials
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
This Could be Perfect....
Reviewed on 2020/03/26
I can set reminders that actually work with Method. We have been able to set up cases for issues...
I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.
Pros
I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.
Cons
This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Saved me from outgrowing QuickBooks
Reviewed on 2018/04/01
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 integration with our inventory software so that product lists can be automatically integrated without doing API integration.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Usefull tool
Reviewed on 2020/03/26
before that everything was done manually very hard to follow and keep track of the work
before that everything was done manually very hard to follow and keep track of the work
Pros
Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .
Cons
sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Method is a fantastic web-based QuickBooks CRM
Reviewed on 2018/04/24
Time saving and job tracking
Time saving and job tracking
Pros
Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.
Cons
Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)
- Industry: Retail
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Beneficial and necessary tool to make money!
Reviewed on 2021/09/09
A great tool that I would recommend. I hope my boss/administrator never changes software. I learned...
A great tool that I would recommend. I hope my boss/administrator never changes software. I learned quickly.
Pros
This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen.
Cons
I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints.
Response from Method Integration
Thank you for the review, Christine! We appreciate the feedback.
- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Organized and simple
Reviewed on 2021/03/23
I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to...
I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to send out sales order and emails.
Pros
I liked the activities because it helps remind me and holds me accountable to finish tasks.
Cons
Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.
Response from Method Integration
Hi Brittney thanks for sharing your feedback! It's great to hear that Method:CRM is working well for your company.
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 0.0 /10
VERY Disappointing
Reviewed on 2016/06/27
I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online...
I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online and I thought I'd found it in MethodCRM. But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Just now, in the middle of a chat session, I was abandoned by the person helping me after advising me she had a meeting to go to a meeting. A meeting... I am the owner of, and have worked in, service-based businesses my whole adult life. Abandoning a customer to go to a meeting is unacceptable. I wasn't handed off to someone else, just dropped.
Method appears to subscribe to the same LACK of service, the service industry has morphed into. Acting as if they (the "service" company) is doing the consumer a favor or requiring the consumer to jump through hoops and accommodate THEIR schedule.
VERY disappointing, Method... Having a great product is not enough. You just stand behind your product and provide support to the people that pay your salaries - the customers.
Pros
Great features. Appears to work well for multiple industries.
Cons
Can't use it... NO support
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
At first glance, powerful CRM. Over year of use has lead to second thoughts.
Reviewed on 2018/02/03
Pros
The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business.
Cons
The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy.
- Industry: Events Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Tool
Reviewed on 2020/10/27
I am satisfied because it is a really efficient tool to grow my business.
I am satisfied because it is a really efficient tool to grow my business.
Pros
It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue.
Cons
I am currently very satisfied with the software at all aspects.
Response from Method Integration
Thanks for the positive review Omar!
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
KBS - Method Review
Reviewed on 2022/05/26
Overall great
Overall great
Pros
We like the sales order feature the best it integrates with quickbooks.
Cons
Would like it to be more customizable for our needs
Response from Method Integration
Thanks for taking the time to leave a review, Taylor! Our experts are always around to assist with your customization needs, so don't hesitate to give us a shout!
- Industry: Publishing
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best CRM
Reviewed on 2020/08/24
Pros
I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.
Cons
Honestly, I haven't found anything I don't like about this software.
Response from Method Integration
Hi Wanda,
Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at [email protected].
Best,
The Method Team
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Product is very flexible and the support has been great.
Reviewed on 2018/07/04
Estimating and service scheduling.
Estimating and service scheduling.
Pros
I love the customizeability of the application and the support to get those things done has been great.
Cons
It is not as intuitive as it could be, but that could be because it is so customizeable that it might be hard to create perfect screens for everyone. I think with a little work, I could totally make it easy to use for my office, but I need the time to do it.
Response from Method Integration
Hey Michael,
Thank you so much for your kind review. We are always looking for ways to improve our platform and we appreciate your feedback on the screen customization process. Certainly, the complexities behind making a platform so "flexible" and customizable are large, and our goal is to try to make it even more simple to the end user. Little by little we are getting there!
I know that business owners like yourself do not have enough time to dive deep into customizations, that's where our professional services team comes into play. We are here when you need us!
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great CRM to work on.
Reviewed on 2020/04/08
Great experience !
Great experience !
Pros
User Friendly and customizable, I would recommend this CRM.
Cons
Would be nice to timestamp and save notes automatically
- Industry: Consumer Services
- Company size: 2–10 Employees
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
I spent two weeks on the free trial. This was enough to let me know if was not a good fit.
Reviewed on 2018/04/09
If you had the time and knowledge to program this software, it could really be incredible. I think...
If you had the time and knowledge to program this software, it could really be incredible. I think the software was just far more than my small company needed, so it just wasn't a great fit.
Pros
This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.
Cons
I did not have near the experience in programming needed to make this software work for my purposes. I found that the canned CRM systems (where the programming and forms are already set up) were a much better fit with FAR less work and time in set up.
- Industry: Electrical/Electronic Manufacturing
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Billed me for services for 4 years. Never stored any contact data offered me a $49.00 refund.
Reviewed on 2023/09/30
0 on 10 and ignored my request for a refund for the work they did not do.
0 on 10 and ignored my request for a refund for the work they did not do.
Pros
Nothing. Very unprofessional. Took no responsability.
Cons
Very poor service. Blamed the issue on me while they had been charging me for 4 years and not doing anything for us.
Response from Method Integration
Hi, Doug. As a part of its services, Method offers data storage, security, and maintenance, which all users can access at any time they wish. I regret that you were not able to leverage Method for your needs, and I'm sorry to see you leave us on negative terms. Thank you for contributing your feedback and helping Method evolve.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Method to QB Desktop Pro issues
Reviewed on 2020/04/28
We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and...
We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought multi user QB.
Pros
This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file. It has many powerful customizable features, including a powerful new template designer.
Cons
Customization of the software requires significant technical knowledge and is not for the average user whose business is something other than software customization. If you internet connection is slow, Method is almost nonfunctional. Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great connection to Quickbooks
Reviewed on 2016/10/03
This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM -...
This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM - Donor Mgmt works well. It is a good quality alternative. Offers online donor receipts. Etc
Pros
Ease of setup - sync with Quickbooks so you do not have multiple entries.
Cons
Customization is a little more technical and requires some knowledge.
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Very user friendly and great for every-day use!
Reviewed on 2018/04/24
tracking sales leads, generating reports for internal sales teams
tracking sales leads, generating reports for internal sales teams
Pros
I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal!
Cons
Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful.
Response from Method Integration
Hi Megan, thanks for your review of Method:CRM. I'll pass along your feedback to the team as we're always looking to further improve our offerings. Thanks again, Lynda
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great , Easy to use CRM
Reviewed on 2018/04/24
Seamless and easy quick books integrations
Seamless and easy quick books integrations
Pros
I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.
Cons
Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.
Response from Method Integration
Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review.
Lynda
- Industry: Consumer Goods
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Method has made switching CRM platforms extremely easy!
Reviewed on 2018/04/24
So many benefits! It is truly an amazing CRM!
So many benefits! It is truly an amazing CRM!
Pros
User friendly
The customer support, voice and chat, is fantastic
All the elements we were searching for are there
Everything is in one central location
Cons
Switching back and forth between pages often. A tab system would be really nice!
The integrations can be somewhat confusing when you first approach them
Response from Method Integration
Thanks for reviewing our CRM, Erika. I will be sure to pass along your feedback to our product team, as we're always looking to improve.
Thanks again,
Lynda
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Owner
Reviewed on 2020/10/12
We are opting to customize the software portal feature to give our customers access to real time...
We are opting to customize the software portal feature to give our customers access to real time data in their account.
Pros
Recording interactions between our company and our customer for future reference.
Cons
The contact management could be a little smoother.
Response from Method Integration
Hi Jim! Thank you kindly for taking the time to review Method:CRM. We're glad to hear you're enjoying our two-way QuickBooks sync and taking advantage of our unlimited customization options!
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software
Reviewed on 2018/04/24
Pros
It is easy to navigate and understand. We use it company wide. The fact that is links to quick-books is great.
Cons
In my opinion there is not any cons. The more I use methods, the more i realize what it can do for managing customers and sales.
Response from Method Integration
Hi John, thanks for the review of Method:CRM. I'm happy to hear you've rolled it out across the team. Let us know if you ever need any assistance along the way.
Thanks again
Lynda