All Method CRM Reviews
1-25 of 94 Reviews
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Joe
Health, Wellness and Fitness, 2 - 10 employees
Used less than 12 months
OVERALL RATING:
3
Reviewed May 2021
Prone to Critical Errors, Only useful for small, simple businesses
Rich
Verified reviewer
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 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!!!
PROSWe 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!!!!
CONSNo 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
Media Production, 11-50 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
All-in-one Quickbooks CRM
Excellent. Method customer service has been top notch.
PROSExcellent user interface and easy integration with Quickbooks desktop.
CONSIt is pricey but you could opt for less features for a lower price.
Reason for choosing Method CRM
Much more features and easy synchronization with QuickBooks.
Vendor Response
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 June 2021
Anonymous
2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed March 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.
PROSWithin 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.
CONSFirst 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.
Reasons for switching to Method CRM
Integration with Quickbooks
Vendor Response
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 March 2021
David
Transportation/Trucking/Railroad, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
This was made for dummies
I found the total integration with QuickBooks was the best compared to other products I have looked at .
CONSAt this point in time I cannot find a fault worth mentioning
Reasons for switching to Method CRM
Coper was ok and only integrates with Gmail. This does both with QuickBooks And Gmail and Outlook
Vendor Response
Thank you for finding the time to leave a review, David!
Replied September 2021
Damien
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
1
Reviewed May 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
PROSIt has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.
CONSThis 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.
Carabeth
Education Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed July 2019
A good integration
Overall I like this program and the integration with quickbooks
PROSMethod 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.
CONSThe 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.
Donny
Verified reviewer
Construction, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed October 2018
Stay Away from Method
Anyone looking for a crm system for their business please stay away from Method CRM. Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks. Thousands of of dollars later in implementation and it's still not good. Please if you or your team or friends are looking please steer away from Method CRM you will thank you me . They only want to help if you pay we spent 21 k in implementation and our syncs are not syncing properly and it's not right. Not at all happy with it. My staff and it department are doing extra work to fix things in quickbooks and costing our company even more money.
PROSthe best part of of Method is that it syncs with Quick books
CONSthe support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.
John
Education Management, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Great Product with some Customization
Great client support, awesome response times and highly effective software and backup team.
PROSOut 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.
CONSThe customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.
Vendor Response
Great to hear that Method has been working well for your team. Thank you for the review!
Replied August 2021
Anonymous
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2018
This CRM is amazing.
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.
CONSI 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!
Vendor Response
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!
Replied July 2018
Enrique
Verified reviewer
Graphic Design
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2018
Method has solved all of the issues in my Sales Process.
Method increased my productivity exponentially. Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method. I would say Method saved my business, if not my sanity!
PROSThe 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.
CONSPayment 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.
Julie
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed February 2023
Horrible experience with a lot of delays
Horrible. We started out excited, signed up for a year pre-paid, and then were told it would be a couple weeks before they could even begin working with us. OK, we waited, and finally had our first 2 hours session with a programer. He was to get back with us by the end of the day with a timeline and cost. Never heard back. Contacted Method a few days later, only to find out he had quit the same day we met with him. It was another week before anyone started working with us and they said they would credit us for the time spent with the first programmer. That did not happen. Still have bugs, can't use as we need, so we asked to cancel. Only to find out we were outside our 30 day grace period to cancel, so no refund would be given. We signed up 12/14/22. Our first meeting with a programmer was 1/6/23. We requested to cancel 2/1/23. Our grace period should not have started until we started working with their programmer, at the very least. Their "who cares" attitude is what we've had to deal with the past 30 days. I do not recommend anyone to use this software because it will cost you way more than just the cheap user fees.
PROSIf you need an out of the box solution, it's OK.
CONSIt needed too many modifications to get it to where we could even use it, and everything came with delays and high cost.
Reason for choosing Method CRM
Great sales lady, good demonstration. Made us feel like it was the right choice.
Vendor Response
Hello Julie, and thank you for taking the time to share this with us. We're sorry that you didn't have a positive experience with Method. The holidays is a busy time for our programmers, with many taking time to recharge during this period. Your feedback is very much appreciated, and I will be passing it along to our Professional Services team. Again, thank you for sharing your experience and contributing to the betterment of Method.
Replied February 2023
Omar
Events Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Excellent Tool
I am satisfied because it is a really efficient tool to grow my business.
PROSIt 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.
CONSI am currently very satisfied with the software at all aspects.
Vendor Response
Thanks for the positive review Omar!
Replied November 2020
Taylor
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
KBS - Method Review
Overall great
PROSWe like the sales order feature the best it integrates with quickbooks.
CONSWould like it to be more customizable for our needs
Vendor Response
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!
Replied June 2022
Gina
2-10 employees
Used free trial
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed January 2017
Did Not Deliver but Charged..
After speaking with Method employees about the needs of our company, we were sold on two different consulting packages. Two months later, we still didn't have a functioning tool. They did not deliver what was promised. We heard multiple times there were "glitches" in their system and that "others had said the same thing". It became painfully obvious they have a great concept, but the platform is still in development and not up to par with other CRMs. We had to ask for things like creating functioning fields, fixing broken algorithms, and providing consistent formatting on the entry screens. When we got the CRO involved, she punted it back down the org chart. They would only spend more time if we spent more $. They didn't take responsibility and only refunded a small portion. It's like they stole from our company. I can not recommend Method at all.
PROSWe originally chose it because of the integration with Quickbooks.
CONSIt's not customizable like they say it is.
Vendor Response
Hi Gina ¿ I appreciate your frustrations from this atypical experience. We take pride in helping small businesses personalize their accounts or create custom apps everyday, so I'm sorry to hear a personalized solution wasn¿t the end result of working with the team. I hope you've found an application suited to your organization's needs and wish you all the best in 2017. Sincerely, Lynda Byrne, Method Loyalty Manager.
Replied January 2017
Michael
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2018
Product is very flexible and the support has been great.
Estimating and service scheduling.
PROSI love the customizeability of the application and the support to get those things done has been great.
CONSIt 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.
Vendor Response
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!
Replied July 2018
Emmalee
Media Production, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed August 2021
Easy to use
Love the product so far, looking forward to adapting it more to our company business flow. Still working out the bugs at this time.
PROSI 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.
CONSThere 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.
Reason for choosing Method CRM
Ease of flow and the breakouts for each process is smooth and well balanced and connects well to our business flow.
Vendor Response
Thank you for your review, Emmalee. We've passed your feedback along to the support team.
Replied August 2021
Emily
Consumer Services, 2-10 employees
Used daily for free trial
OVERALL RATING:
4
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed April 2018
I spent two weeks on the free trial. This was enough to let me know if was not a good fit.
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.
PROSThis software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.
CONSI 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.
Doug
Electrical/Electronic Manufacturing, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed September 2023
Billed me for services for 4 years. Never stored any contact data offered me a $49.00 refund.
0 on 10 and ignored my request for a refund for the work they did not do.
PROSNothing. Very unprofessional. Took no responsability.
CONSVery poor service. Blamed the issue on me while they had been charging me for 4 years and not doing anything for us.
Vendor Response
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.
Replied October 2023
jeremy
Hospitality, 2-10 employees
Used less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed June 2018
terrible
None, actually
PROSlow sticker price, and they say 'yes' to everything you want. However, when you actually get started you realize how rigid the system is and how cumbersome the customization process is. They expect you to become a developer, or pay they a premium. I would STAY AWAY
CONSextremely difficult to customize, and expensive. They charge your huge fees for hours and end up charging more to correct mistakes. Customization process takes ages. They are cocky and rude to clients who want the software to do more than their limited abilities.
Vendor Response
Hi Jeremy, I'm sorry you feel your experience with our team has been anything but positive. We strive to provide world-class service to all customers. I've passed along your feedback to the team who will be reaching out to rectify your experience.
Replied June 2018
Mark
Non-Profit Organization Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2016
Great connection to Quickbooks
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
PROSEase of setup - sync with Quickbooks so you do not have multiple entries.
CONSCustomization is a little more technical and requires some knowledge.
Megan
Verified reviewer
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed April 2018
Very user friendly and great for every-day use!
tracking sales leads, generating reports for internal sales teams
PROSI 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!
CONSWould 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.
Vendor Response
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
Replied May 2018
Tanya
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed March 2018
DO NOT BUY this product if you need help. There is no one to help you!
My staff can see QB info
PROSGreat integration with Quickbooks.
CONSIt is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense!
Erika
Consumer Goods, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2018
Method has made switching CRM platforms extremely easy!
So many benefits! It is truly an amazing CRM!
PROSUser friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location
CONSSwitching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them
Vendor Response
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
Replied May 2018
JIm
Retail, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Owner
We are opting to customize the software portal feature to give our customers access to real time data in their account.
PROSRecording interactions between our company and our customer for future reference.
CONSThe contact management could be a little smoother.
Reason for choosing Method CRM
Ease of intergration with Quickbooks Enterprise.
Vendor Response
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!
Replied October 2020