Method CRM

Pros

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

Pros

Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding.

Cons

After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor.

Alternatives Considered

Reasons for Choosing Method CRM

Switched From

Reasons for Switching to Method CRM

Pros

Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance.

Cons

some function still require customization

Alternatives Considered

Reasons for Switching to Method CRM

Pros

It's built on QBD, a feature that's rare for CRMs. It has a number of helpful modules and you pay for the modules you need.

Cons

Poor customer service. Emails unanswered, meetings not attended or often rescheduled, attempts to receive help often rebuffed with "pay us more money to develop it for you"...

Lack of features, buggy challenging back end, not as functional as competing CRMs.

Pros

Method CRM is fully customizable and also an All time active support team which are reachable so quickly.

Cons

Having various types off Apps that can perform all types of activities.

Pros

Method is quick and there is no lag when clicking around.

Cons

Lack of inventory. Not their fault. It's just something we as a company were looking for.

Pros

how easy and organized it is, how when we need something changed we are able to get it done right away

Cons

sometimes I get logged out for no reason

Pros

the simplicity of it. a lot of CRMs, imo, are overbuilt with unnecessary features, method has just the capabilities I need.

Cons

there is really nothing I don't like about Method

Pros

The site is very user friendly and my customer support rep is knowledgeable and easy to understand

Cons

I would like my customer list to look exactly as my quickbooks list. Working on getting there

Pros

Customer Service is easy to work with, especially for a small business like us.

Cons

Graphics is very general and could be more detailed.

Pros

Easy to set up- and fast and efficient customization with [sensitive content hidden]

Cons

Some basic customizations are not easy to do yourself

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

I like the ability to create email campaigns and include videos and pictures.

Cons

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

Pros

I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them.

The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Cons

The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this.

Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

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

Ease of use; Online access; Mobile access; Email storage

Cons

Expensive for customization; Online access sometimes unavailable

Pros

Customization. Syncs with Quickbooks Enterprise. Cloud Hosted. Variety of User Permissions. Open API.
We were able to call a Method staff member to help set-up customization.

Cons

Contact-Based vs Account-Based. If you're not a developer, this software customization can be overwhelming. The product support is great but, they charge by the hour for customization.

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

The best part about Method CRM is the dual integration with Quickbooks. There's no need to worry whether or not you enter a recent sale/donation. Once entered in Quickbooks, you'll see it in Method, and vice versa!

Cons

The one thing I would like to see Method CRM improve would be the options when sending donation receipts. It would be exceptional to have the option of emailing not only a donation receipt for the most recent donation, but a year-to-date giving report as well from the same page on which you enter the donation details. Also, it would be great to see a visual chart or graph for non-profits (or even businesses) who'd like to see their yearly donations/sales to date.

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 memo notes, because it doesn't require endless dropdowns to use

Cons

dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same
the slowness of the system

Pros

As a new employee to the company, I found it very user friendly and has a nice flow of information in each screen. I like that it seems to be very customizable to our specific needs. The system in comparison to previous window based programs I've used this blows them away for sure.

Cons

At this point I do not have any cons regarding the software.

Pros

I love how straight forward the options are to navigate and adjust to each need or setting within our company’s needs. I also really love how thorough the help articles and videos are.

Cons

There seems to be a lack in customer support, especially with communication. Very long wait periods to solve issues. However, support team has thoroughly solve all our issues. Just takes too long to achieve and I waste too much of my work day walking through the issues.

Pros

Their comprehensive approach to CRM was very cool and helpful. They focused on actions and resulting actions for every contact update. Their customization, including their DB engine was a big selling point.

Cons

Half of everything we painstakingly made in the DB basically fell apart after it was tested and tweaked. It was very hard to navigate, requiring extensive videos and documentation.

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.