Method CRM Reviews

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!

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.

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

I signed up for Method because of the two-way QBO sync and the option to customize everything about the software.

After four months, I'm still doing invoices and payroll manually. The app has no offline functionality and it quits sporadically, losing data every week. My employees hate it and instead of using it, they are keeping track of their time on their phones and taking admin time to track time retroactively. While my support contact is speedy with replies, almost every answer is "it can be customized to do that." Customization is $145 an hour, with a waiting list, or you should have a dedicated person on your team just for customizing. It's clunky, glitchy, and expensive. I wish I had experience with the two-way QBO sync, but after four months of waiting, I have to jump ship. I wish had never signed up for this software as it has been a huge headache for my business.

So many features which mesh well with all aspects of the job of an area sales manager, including sales, estimates, and other inquiries.

I can say I have had issues with lagging, but I attribute this to weak LTE signal rather than anything to do with Method.

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

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

The search and linking of the account with QBO is an amazing feature!

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

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

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

It is very user friendly and fully customizable.

I wish bulk emailing was a little easier out of Method

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.

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

The ease of use. Very user friendly interface.

Sometimes its clunky. Things don't always work

I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Honestly, I haven't found anything I don't like about this software.

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.

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.

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.

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.

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)

Customer Service! Similar platforms can do about the same thing, but what if you need help? Phone Support is immediate!

Life is a learning curve. Took time to learn how to use features.

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.

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.

The key to this software is the ease in which it has integrated all my client information, from sales pipeline, emails, documents all the way to invoices giving me one place to review all the pertinent information I need to run my business.

I would like to see more graphs for pipelines, sales collections, similar to what QuickBooks has on its dashboard.

User Friendly and customizable, I would recommend this CRM.

Would be nice to timestamp and save notes automatically

I like that it's cloud based, customizable, QB integrated, and has quick helpful customer support via CHAT

Sometimes a little wonky just trying to enter a simple quick note on a file but you get used to it...