Likelihood to Recommend To manage the workflows of our business, we used a number of tools before we began using Flowlu. It combines CRM, project & task management, team communication, invoicing, and account management into a single tool. We are able to save a lot of time and effort by using this all-in-one solution.
Read full review Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
Read full review Pros The system of adding only the features you need by installing as separated modules makes it easy to learn without being overwhelmed by the lots of features. I really like its structure and clear interface. Not wasting much time by searching for the right buttons and settings. Looks like the developers use their own tool for everyday work Flowlu offers a custom domain option to fully integrate fully it into our company toolbox. This helps offering a seamless experience for our clients. The elaborated invoice module was the final argument for us to switch to Flowlu. Read full review The customization team is brilliant! The various integrations, QBO & Gmail, help me keep track of all customer interactions. The more organized I am, the more time I have to take care of my clients! I have nothing but praise for the support team and the rest of the crew at Method. Read full review Cons Flowlu should allow user to import their own invoice into app Fellow should have their own email marketing system It should integrate woo-commerce, a big e-commerce platform on WordPress. This will support users will in managing and sending emails to their customers. Read full review I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing) The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.) Read full review Likelihood to Renew I have found Flowlu while searching [for] a collaborative tool for a friend's non-profit organization. As I read the description and made a trial test, I fell in love with the tool. So we are definitely going to renew. Not only because the delivered solutions are great but also because Flowlu's roadmap seems very [promising].
Read full review The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Read full review Usability They have a great onboarding checklist and if you follow it you will be able to use the software. That is easy to use in my book. Flowlu has also the ability to turn on and off apps that you use or not which makes it tailored to the business needs.
Read full review Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
Read full review Support Rating Great Support normally they respond in a few hours, which is very good, the knowledge base is good and the facebook groups are also very responsive. We are finding many videos online which are explaining Flowlu more and more daily.
Read full review The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Read full review Implementation Rating Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Read full review Alternatives Considered Flowlu is easier to use and has more features, with more coming.
ClickUp feels like it's more 'open' for any type of business with a lot of customization, whereas Flowlu feels like it was created for niches like my own, yet it can easily and quickly be customized for any type of business
Read full review Method is by far the easiest of all platforms. It brings a lot of great features that
Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Read full review Return on Investment Time invested in learning the app was huge, there's no go-to resource center and currently their knowledge is scattered (YouTube videos, Knowledge Base, API docs etc) We are able to cancel subscriptions of some of the other CRM and project management apps as the needs are covered by Flowlu There's a significant productivity boost after learning the app but this is not quite measurable just yet Read full review Method:CRM has probably saved me about 6-10 hours per week over the past few years. It has likely saved our company several hundred hours in the last 10 years. It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things. Read full review ScreenShots