Method CRM

Method CRM

RATING:

4.17

(93)

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

Method:CRM client billing information
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Method CRM Reviews

Overall Rating

4.17

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Showing 1 - 5 of 88 reviews

Joe

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.

May 2021

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

User Profile

Chitta Ranjan

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

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

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

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

Schecky

Verified reviewer

Company size: 11-50 employees

Industry: Food Production

Time used: Less than 6 months

Review Source: GetApp

This review was submitted organically. No incentive was offered

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

October 2022

Buyer Beware

Bottom line: Product does not work as advertised. Would NEVER recommend We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues. We decided to pay for the full year upfront. Do NOT do that. We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker. We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good. We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored. We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers. We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them

Pros

Set up was guided well. App and website sync well.

Cons

Anemic tech support. Poor customer service once refund requested.

Reasons for choosing Method CRM

Quickbooks integration

Reasons for switching to Method CRM

Quickbooks integration

Response from Method Integration

Hello Schecky, Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience. We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation. Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.

Replied October 2022

Cherie

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

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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