Method CRM Reviews

Pros

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!!

Cons

No current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you!

Pros

Excellent user interface and easy integration with Quickbooks desktop.

Cons

It is pricey but you could opt for less features for a lower price.

Alternatives Considered

Reasons for Switching to Method CRM

Pros

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Cons

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it...
There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point.
These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Alternatives Considered

Reasons for Choosing Method CRM

Switched From

Pros

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

Cons

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

Pros

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

Cons

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.

Pros

Method has been a good program for our school. Being able to see all of the accounts in real-time make managing everything a lot easier.

Cons

The reports part of this has not been my favorite. I paid extra to have the support team build the specific report I needed but it's still a little clunky. Also as I would love to see an ability to run specific campaigns and reports on them. Right now you can use tags to identify campaigns but that is also a clunky way to do it.

Pros

the best part of of Method is that it syncs with Quick books

Cons

the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.

Pros

Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members.
We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.

Cons

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

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!

Pros

The QB integration is the BEST part of the program. Customization, collaboration and client accessibility are ALL a very close 2nd. The program is extremely agile.

Cons

Payment system integration has disappointed me greatly. I was excited to be able to have my clients pay me through the portal but in 2 months we still have not been able to iron this out. On the bright side, the support team has truly been working diligently to resolve the issue. I was impressed and pleased at how knowledgeable they are. I know we will soon resolve the problem, but that is my least like part of the program.

Pros

If you need an out of the box solution, it's OK.

Cons

It needed too many modifications to get it to where we could even use it, and everything came with delays and high cost.

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.

Pros

We like the sales order feature the best it integrates with quickbooks.

Cons

Would like it to be more customizable for our needs

Pros

We originally chose it because of the integration with Quickbooks.

Cons

It's not customizable like they say it is.

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.

Pros

User Friendly and customizable, I would recommend this CRM.

Cons

Would be nice to timestamp and save notes automatically

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.

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.

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.

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.

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.

Pros

Great integration with Quickbooks.

Cons

It is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense!

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

Pros

Recording interactions between our company and our customer for future reference.

Cons

The contact management could be a little smoother.

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.