Method CRM

4.1
Overall rating
Reviews

4.1
Overall rating
Reviews
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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. Additionally, users can automate lead collection by embedding forms into websites to capture new leads, view and update estimates via the mobile app and allow leads to approve estimates through self-service portals. Method:CRM enables employees to record details of each client interaction, keep track of every conversation at each stage of the buying cycle, sync contact lists to Mailchimp and send email campaigns to customers. Pricing is available on a monthly and annual subscription basis and support is extended via live chat, documentation, phone and an inquiry form.
Method CRM Software - Method:CRM client billing information
Method CRM Software - Method:CRM customer list
Method CRM Software - Method:CRM mobile app interface
Method CRM Software - Method:CRM customer profile
Method CRM video
Method CRM Software - Method:CRM client billing information - thumbnail
Method CRM Software - Method:CRM customer list - thumbnail
Method CRM Software - Method:CRM mobile app interface - thumbnail
Method CRM Software - Method:CRM customer profile - thumbnail

Method CRM pricing

Method CRM does not have a free version but does offer a free trial. Method CRM paid version starts at USD 25.00/month.

Starting Price:
USD 25.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Method CRM

Method CRM Reviews

Feature rating

Value for Money
3.8
Functionality
4.0
Ease of Use
3.7
Customer Support
4.0
5 reviews of 98 View all reviews
Rich
Rich
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 19/04/2018

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!!!

Pros

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!!!!

Cons

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!

Amier
  • Industry: Media Production
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
3
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/05/2021

All-in-one Quickbooks CRM

Excellent. Method customer service has been top notch.

Pros

Excellent user interface and easy integration with Quickbooks desktop.

Cons

It is pricey but you could opt for less features for a lower price.

Alternatives Considered

Zapier, Zed Axis and Transaction Pro

Reasons for Switching to Method CRM

Much more features and easy synchronization with QuickBooks.

Response from Method Integration

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 15/06/2021
Brenda
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
1

3
Reviewed on 06/01/2022

Lacking in Customer Support

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.

Pros

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

Cons

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.

Response from Method Integration

Thank you for taking the time to share this feedback with us. We're sorry that your experience with Method wasn't as expected, Brenda. We know how important it is for our support team to be diligent so users can run their organizations successfully. We also understand Giving Tuesday's importance for your organization and donors. Please know your feedback has been passed along to better support you and others fundraising for good causes. If you'd like to share more specifics about your experience to help us improve in the future, please get in touch with us at [email protected].

Replied 11/01/2022
David
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/09/2021

This was made for dummies

Pros

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

Cons

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

Response from Method Integration

Thank you for finding the time to leave a review, David!

Replied 14/09/2021
Damien
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
1
Ease of Use
2
Customer Support
4

4
Reviewed on 31/05/2017

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

Pros

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

Cons

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.

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