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!!!

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!!!!

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!

I found the total integration with QuickBooks was the best compared to other products I have looked at .

At this point in time I cannot find a fault worth mentioning

My experience with Method CRM has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down. December 31, last best day to reach out to donors. I get a notice that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me. When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say.

I like the ability to create email campaigns and include videos and pictures.

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless. When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO. My online encounters have been excellent with the Method staff.

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

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

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

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.

Overall I like this program and the integration with quickbooks

Method 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.

The 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.

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.

the best part of of Method is that it syncs with Quick books

the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.

Great client support, awesome response times and highly effective software and backup team.

Out 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.

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

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.

I 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!

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!

The 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.

Payment 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.

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

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

Anemic tech support. Poor customer service once refund requested.

Ability to customize the software for our business needs. Easy software to use!

Functionality. There are so many custom options that we offer as a business and this software is great for that!

Software works very slow at times and the sidebar is too sensitive. Its a minor thing but I dont like how the sidebar expands, often becomes a stumbling block when trying to click a small box that is very close to the sidebar.

not a great CRM

the memo notes, because it doesn't require endless dropdowns to use

dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same the slowness of the system

We have been very pleased with how we have been able to use it to solve our sales needs.

We have been able to customize it to meet our needs.

Some of our customizing has caused it to slow down and have a few bugs that we have had to work out.

Ease of use; Online access; Mobile access; Email storage

Expensive for customization; Online access sometimes unavailable

Love the product so far, looking forward to adapting it more to our company business flow. Still working out the bugs at this time.

I 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.

There 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.

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.

This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.

I 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.

0 on 10 and ignored my request for a refund for the work they did not do.

Nothing. Very unprofessional. Took no responsability.

Very poor service. Blamed the issue on me while they had been charging me for 4 years and not doing anything for us.

None, actually

low 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

extremely 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.

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

Ease of setup - sync with Quickbooks so you do not have multiple entries.

Customization is a little more technical and requires some knowledge.

tracking sales leads, generating reports for internal sales teams

I 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!

Would 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.

My staff can see QB info

Great integration with Quickbooks.

It is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense!

So many benefits! It is truly an amazing CRM!

User friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location

Switching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them

We are opting to customize the software portal feature to give our customers access to real time data in their account.

Recording interactions between our company and our customer for future reference.

The contact management could be a little smoother.