Method CRM

4.1
Overall rating
Reviews

4.1
Overall rating
Reviews
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About Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management, email marketing, lead management, document storage, forecasting, sales pipeline management, segmentation and workflow management. Teams using Method:CRM can add customer or sales details, create estimates, payments, invoices and receipts in the system and receive secure online payments from customers. Method:CRM offers two-way integration with QuickBooks, which allows organizations to schedule recurring or one-time reminders to check-in, send lists of customers to Mailchimp and create reports to gain insights that help drive more sales. Additionally, users can automate lead collection by embedding forms into websites to capture new leads, view and update estimates via the mobile app and allow leads to approve estimates through self-service portals. Method:CRM enables employees to record details of each client interaction, keep track of every conversation at each stage of the buying cycle, sync contact lists to Mailchimp and send email campaigns to customers. Pricing is available on a monthly and annual subscription basis and support is extended via live chat, documentation, phone and an inquiry form.
Method CRM Software - Method:CRM client billing information
Method CRM Software - Method:CRM customer list
Method CRM Software - Method:CRM mobile app interface
Method CRM Software - Method:CRM customer profile
Method CRM video
Method CRM Software - Method:CRM client billing information - thumbnail
Method CRM Software - Method:CRM customer list - thumbnail
Method CRM Software - Method:CRM mobile app interface - thumbnail
Method CRM Software - Method:CRM customer profile - thumbnail

Method CRM pricing

Method CRM does not have a free version but does offer a free trial. Method CRM paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Method CRM

Method CRM Reviews for UK Users

Feature rating

Value for Money
3.8
Functionality
4.0
Ease of Use
3.7
Customer Support
4.0
5 reviews of 98 View all reviews
Rich
Rich
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 19/04/2018

Under promised and OVER delivered!!!

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!!!

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!

Amier
  • Industry: Media Production
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
3
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/05/2021

All-in-one Quickbooks CRM

Excellent. Method customer service has been top notch.

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

Zapier, Zed Axis and Transaction Pro

Reasons for Switching to Method CRM

Much more features and easy synchronization with QuickBooks.

Response from Method Integration

Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.

Replied 15/06/2021
Verified Reviewer
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
2
Ease of Use
2
Customer Support
1

3
Reviewed on 09/03/2021

Prone to Critical Errors, Only useful for small, simple businesses

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

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

Zoho CRM, Salesforce Sales Cloud and SugarCRM

Reasons for Choosing Method CRM

Integration with Quickbooks

Switched From

Keap

Response from Method Integration

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

Replied 16/03/2021
David
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/09/2021

This was made for dummies

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

Response from Method Integration

Thank you for finding the time to leave a review, David!

Replied 14/09/2021
Damien
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
1
Ease of Use
2
Customer Support
4

4
Reviewed on 31/05/2017

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me

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.

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