11 Reviews and Ratings
33 Reviews and Ratings
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It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.Incentivized
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.Incentivized
Training new customers on how to useAdjustable interfaceEasy to useWorks with QuickbooksYou can create work orders and invoices through JobNimbusIncentivized
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.Incentivized
We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus)The price went up from when we first started usingIt lacked in project management options as our company grew in sizeIt wasn't simple to lower the user count; the subscription needed to be changed.Incentivized
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.)Incentivized
We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.Incentivized
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
It was simple to use and learn for a semi-tech savvy user Incentivized
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 Incentivized
Everyone was very helpful when we contacted support Incentivized
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.
We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.Incentivized
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.
We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to monday.com.Incentivized
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. Incentivized
JobNimbus did a great job helping us stay organizedIt gave a great "big Picture" view of our projectsIt integrated well with other apps we usedIncentivized
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.Incentivized