Method CRM Software

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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. ...

Method CRM Pricing

Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.

Starting price: 

$25.00 per month

Free trial: 

Available

Free version: 

Not Available

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Method CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Showing 1 - 5 of 87 reviews

User Profile

Chitta Ranjan

Prime Technology Group

Verified reviewer

Company size: 201-500 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

5

Reviewed 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.

Ryan

RCL Thompson LLC

Verified reviewer

Company size: 1 employee

Industry: Civil Engineering

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

5

Customer support

5

Functionality

5

Reviewed July 2021

Mostly great, but somewhat overwhelming

Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Pros

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Cons

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Reasons for choosing Method CRM

Less expensive, better integration with quickbooks, more aligned with my particular business model.

Response from Method Integration

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Replied July 2021

Anonymous

Verified reviewer

Company size: 2-10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

Reasons for switching to Method CRM

Integration with Quickbooks

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 March 2021

Alicia

KB Financial Solutions

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed June 2021

Makes it easy for clients to keep track of transactions and for us to keep track of leads

Pros

The search and linking of the account with QBO is an amazing feature!

Cons

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Reasons for switching to Method CRM

SuiteDash had too many flaws and it's way less user friendly

Response from Method Integration

Thanks for being a Method customer Alicia!

Replied June 2021

Cherie

GRAVIS MARKETING INC

Verified reviewer

Company size: 2-10 employees

Industry: Market Research

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

2

Value for money

5

Customer support

5

Functionality

4

Reviewed February 2021

For the Technology saavy users, must be advanced IMO

Good experience overall. Thei customer support and tutorials to help are excellent.

Pros

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Reasons for choosing Method CRM

The support and demo were great. Also the price.

Reasons for switching to Method CRM

We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.

Response from Method Integration

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Replied March 2021

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