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 he...


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Supported Operating System(s):

Web browser (OS agnostic)

65 Reviews of Method:CRM

Average User Ratings

Overall

4.05 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(35)

35

4 stars

(15)

15

3 stars

(6)

6

2 stars

(1)

1

1 stars

(8)

8

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 65 results

January 2019

Chitta Ranjan from Prime Technology Group

Verified Reviewer

Company Size: 201-500 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

January 2019

Excellent CRM to customize with Great Customer Support

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

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.

March 2020

Lisa from Innovative Energy, Inc.

Company Size: 11-50 employees

Industry: Building Materials

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

March 2020

This Could be Perfect....

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

Pros

I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Cons

This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

Reasons for Choosing Method:CRM

Ease of use, integration with QBO, and cost.

August 2020

Wanda from Neighborhood News, Inc

Company Size: 2-10 employees

Industry: Publishing

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Best CRM

Pros

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

Cons

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

Response from Method Integration

Replied September 2020

Hi Wanda, Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at hello@method.me. Best, The Method Team

November 2019

Jet from Star Systems International Ltd

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

November 2019

Powerful CRM platform

We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be.

Pros

Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable.

Cons

Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules.

Reasons for Choosing Method:CRM

Its advertisement on easy integration with Quickbooks.

March 2020

Jonathan from Mod Cycles Corp.

Company Size: 11-50 employees

Industry: Wholesale

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2020

Usefull tool

before that everything was done manually very hard to follow and keep track of the work

Pros

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Cons

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities