Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
Mindbody
Score7.8 out of 10
N/A
Mindbody is business management software for gyms and spas, as well as fitness and yoga studios built around appointment scheduling and online bookings and calendaring, from the company of the same name in San Luis Obispo, California. Notably, the platform also contains marketing automation to maintain club member engagement, and enrollment.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Mindbody excels in areas that rely on the "bread and butter" of its design: scheduling, member management, and payment processing. Overall as a fitness center management solution, Mindbody is by far the best product we have used and they have evolved their capabilities in good alignment with our needs as well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Mindbody does a great job of sending out reminder emails to clients so they do not miss a class.
Mindbody does a great job at giving instructors a fast and easy way to check in clients and to see who is all signed up for their classes for the week.
Mindbody has a great payroll feature. All you have to do is set the dates and it generates a nicely laid out PDF of all the classes you taught during that time period and what you have made from them.
There is so much functionality and not enough accountability. I wish there were more tracking of all transactions done on the clients or operations end to be able to review history and learn from mistakes.
The Mindbody branded app connection needs more attention.
Please add a covid vaccination checker to the application (not just to use in the web browser). It has taken way too long to get this feature.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Settings are often buried, user interface rules vary depending on whether it's a newer feature or an older one. From daily usage, people learn how it works and get used to it, but it's not something someone could just pick up without any training or hand-holding.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Mindbody support takes forever to get back to you via email in my experience. The process is not as simple as it was back when they had the chat feature. I really wish they would bring that back! Most items are normally some weird glitch that they can fix in minutes but you have to wait days now.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
Mindbody is really the only system of its kind that is widely used by fitness and yoga studios. Its app is the industry standard for looking up and signing up for classes, so most students rely on it exclusively. If there were another viable alternative it would have to promise more ease of use and intuitive backend.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've had agents help me set something up that ended up costing time and money because it was done wrong. [In my experience], less senior agents need to stop guessing or going with "I think so" and talk to a senior agent to make sure what they are telling the client is correct.
