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Method:crm is a QuickBooks-integrated, web-based CRM platform.https://dudodiprj2sv7.cloudfront.net/product-logos/fn/4v/17SWNV556EIV.pngMethod : CRM ReviewWith Method: CRM my colleagues and I are better equipped to manage customer relationships. It bridged the gap between the marketing and sales department. So when there is an update of a new offer the sales team receives a notification on their cell to promptly get the message out to existing customers and new prospective customers. Our efficiency has improved over 90% we've wasted hundreds of dollars trying out different tools. Method: CRM has a great business model so we were able to try them out for free be for we signed up.,Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company. Stop wasting time doing receptive task this software has reduced redundancy with it's message automations. The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.,We have no complaints Method: CRM has improved the workflow in the company. All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started. The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.,10,We have already seen a return on investment. Our sales team is always updated on new trends and deals to offer our clients. Method: CRM syncs with Quickbooks online so we can quickly create invoices and customizable reports. Creates invoices automatically saving us so much time which we are using to scale the business with new marketing concepts .,Insightly,Insightly, Zoho Invoice, NetGear ProSafe Managed SwitchesMethod:CRM -- What you really need to knowIt is a platform where you can build very simple or complex specific solutions for any issue or anywhere you are losing out because of lack of efficiency anywhere in your process. It can be used by any department or as a whole. You can decide by choosing what you want to create.,Develop complex workarounds - if you can do it, the program can help. Will work for industries that software is not developed for, meat packing, etc. Tough questions can be answered with the help of Method's customizable platform.,Very hard to understand what has to happen in order to get a screen or even a button working. You have to have a background in coding or web development for this to make any sense to you. They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.,5,There was no ROI we spent so long trying to learn the program we figured there is no profit. Went to partner program and the material they were covering was just monstrous & very intimidating. If you have no background in this type of thing you have no business. Took me better part of an hour to get a functioning back button placed on a screen.,legrand and Aero,TSheets, Google Analytics, Google Forms, Bill.com, Expensify, Hubdoc, Zoho CRM, Zoho Books,5,1,Customer relationship management Workflow management/Project management Very difficult and uniqueMethod:CRM good for small businessMethod:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.,Methods integration team was very helpful in getting us set up. Their account management team is great at keeping in touch If you need something created, they have a highly skilled team to help it become a reality.,The back end is a little confusing, especially if you are not in it every day. Better self help documents would be a plus. Having to switch/download different programs to generate or create reports or documents is not appealing.,5,Integrates well with Quick-books More efficient on scheduling out equipment Negative- it needs to have better customer management, this area is lacking,ConnectWise,8,Implemented in-house,No,Learning the back end Getting it to work with Quick-books Training the staff how to use it.,9,No,9,No,During the set up phase. They worked very hard on getting my Work order to be exactly what we needed. They helped to be sure that it would pull the correct information from other areas of the program with out double entry. They made sure I understood how it worked so I would be able to edit as needed.Failed to workWe attempted to use Method so that we could integrate our quoting, invoicing and payments into our accounting system. To work properly we needed some customization. After a couple of months trying to get sufficient Method consultants' time, spending twice their original estimate, paying license fees for a product where we did not receive a single customer payment, we were still left without a workable system. We moved to Zoho and were receiving payments from customers in two days. We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.,If it works, integrating merchant account gateway, invoicing and quoting with accounting software and CRM would have been great. We never got there.,Quoting is too simple and requires customization for even simple price structures. Consulting time to customize is intermittent and difficult to obtain. Estimates of the costs of customization were much less than 1/2 of the true cost (which we never finished because of these reasons).,1,This would likely have brought significant cost savings to our business - we just couldn't get sufficient time nor could we get accurate cost estimates from them.,Zoho Invoice, Zoho CRMMethod CRM - the best CRM for QuickBooksMethod CRM is ideal for companies that need to integrate their customer-facing employees with their back office and who have a challenge not met by other QuickBooks add-ons. Method is the most customizable CRM software and has the best interface with QuickBooks. With Method you can automate business processes and track unlimited amounts of information.,Method allows you to enter data in QuickBooks from a web-based or mobile platform, with highly specific user permissions, which means your field employees have access to only the data they need without being in your QuickBooks file Method allows unlimited additional data fields, screen customizations, and extremely sophisticated automation of business processes, all of which allows you to design your own features With its API and SQL scripting, Method can pull data from outside sources and combine it with your QuickBooks information to provide processes unique to your business,Even though Method has a suite of CRM and accounting features built in, because it is so completely customizable, businesses can get sucked in to extensive and expensive implementation projects. Method is best used when there is a unique challenge to solve, or when automation will produce cost-savings sufficient to outweigh the investment in customization. Method is browser-based on mobile devices, it doesn't run without an internet connection. Method's look and feel is database-centric unless screens are customized, however there is a new version of Method coming out in 2014 to address this.,8,One of the best features of any CRM is the ability to generate new sales from existing relationships by automating follow-up activities and campaigns. Method does this very well. Method can be customized to automatically allocate amounts according to complex formulas, savings tremendous amounts of time in the back office and eliminating tons of paperwork. Some clients have been able to forgo hiring additional employees when Method is implemented.,,9
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Method:CRM
11 Ratings
Score 8.8 out of 101
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MethodCRM Reviews

MethodCRM
11 Ratings
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Score 8.8 out of 101
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Denise D. BA  Website Developer profile photo
April 27, 2018

MethodCRM: "Method : CRM Review"

Score 10 out of 10
Vetted Review
Verified User
Review Source
With Method: CRM my colleagues and I are better equipped to manage customer relationships. It bridged the gap between the marketing and sales department. So when there is an update of a new offer the sales team receives a notification on their cell to promptly get the message out to existing customers and new prospective customers. Our efficiency has improved over 90% we've wasted hundreds of dollars trying out different tools. Method: CRM has a great business model so we were able to try them out for free be for we signed up.
  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
  • We have no complaints Method: CRM has improved the workflow in the company.
  • All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started.
  • The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.
This software is best suited for in house business communications. So if your company has different departments that are closely related use this software, it really gets the job done. It takes your business and profits to the next level.
Read Denise D. BA Website Developer's full review
No photo available
April 17, 2017

Review: "Method:CRM -- What you really need to know"

Score 5 out of 10
Vetted Review
Reseller
Review Source
It is a platform where you can build very simple or complex specific solutions for any issue or anywhere you are losing out because of lack of efficiency anywhere in your process. It can be used by any department or as a whole. You can decide by choosing what you want to create.
  • Develop complex workarounds - if you can do it, the program can help.
  • Will work for industries that software is not developed for, meat packing, etc.
  • Tough questions can be answered with the help of Method's customizable platform.
  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
Suited very well for someone who needs a unique customer relationship management system. Or for someone in an industry that today's software developers are slow to accommodate. You have to have the time to be set aside to get the program up and running without any issues though. There is so much you can do, just get in there and find out if you can!
Read this authenticated review
Denice Castillo profile photo
December 16, 2014

User Review: "Method:CRM good for small business"

Score 5 out of 10
Vetted Review
Verified User
Review Source
Method:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.
  • Methods integration team was very helpful in getting us set up.
  • Their account management team is great at keeping in touch
  • If you need something created, they have a highly skilled team to help it become a reality.
  • The back end is a little confusing, especially if you are not in it every day.
  • Better self help documents would be a plus.
  • Having to switch/download different programs to generate or create reports or documents is not appealing.
This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
Read Denice Castillo's full review
No photo available
August 11, 2016

MethodCRM Review: "Failed to work"

Score 1 out of 10
Vetted Review
Verified User
Review Source
We attempted to use Method so that we could integrate our quoting, invoicing and payments into our accounting system. To work properly we needed some customization. After a couple of months trying to get sufficient Method consultants' time, spending twice their original estimate, paying license fees for a product where we did not receive a single customer payment, we were still left without a workable system. We moved to Zoho and were receiving payments from customers in two days.

We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.
  • If it works, integrating merchant account gateway, invoicing and quoting with accounting software and CRM would have been great. We never got there.
  • Quoting is too simple and requires customization for even simple price structures.
  • Consulting time to customize is intermittent and difficult to obtain.
  • Estimates of the costs of customization were much less than 1/2 of the true cost (which we never finished because of these reasons).
Read this authenticated review
No photo available
March 28, 2014

MethodCRM Review: "Method CRM - the best CRM for QuickBooks"

Score 8 out of 10
Vetted Review
Reseller
Review Source
Method CRM is ideal for companies that need to integrate their customer-facing employees with their back office and who have a challenge not met by other QuickBooks add-ons. Method is the most customizable CRM software and has the best interface with QuickBooks. With Method you can automate business processes and track unlimited amounts of information.
  • Method allows you to enter data in QuickBooks from a web-based or mobile platform, with highly specific user permissions, which means your field employees have access to only the data they need without being in your QuickBooks file
  • Method allows unlimited additional data fields, screen customizations, and extremely sophisticated automation of business processes, all of which allows you to design your own features
  • With its API and SQL scripting, Method can pull data from outside sources and combine it with your QuickBooks information to provide processes unique to your business
  • Even though Method has a suite of CRM and accounting features built in, because it is so completely customizable, businesses can get sucked in to extensive and expensive implementation projects. Method is best used when there is a unique challenge to solve, or when automation will produce cost-savings sufficient to outweigh the investment in customization.
  • Method is browser-based on mobile devices, it doesn't run without an internet connection.
  • Method's look and feel is database-centric unless screens are customized, however there is a new version of Method coming out in 2014 to address this.
Method's subscription charges are quite low compared to some of the other CRM software, so if you are capable of doing customization yourself, this can be quite a bargain. There are some custom application packages already developed (for instance for field services or bookkeeping services) so if there is an app that fits your needs, that may be a great fit. Alternatively, you can tap one of the Method Solution Providers to discuss a unique customization for your business. Method CRM is also capable of linking to multiple QuickBooks files, making it ideal for franchises or other multi-entity businesses like property management or other related companies.
Read this authenticated review

Feature Scorecard Summary

Customer data management / contact management (3)
9.5
Workflow management (2)
8.4
Territory management (1)
1.8
Opportunity management (2)
9.4
Integration with email client (e.g., Outlook or Gmail) (2)
9.2
Contract management (1)
10
Quote & order management (2)
9.8
Interaction tracking (1)
10
Channel / partner relationship management (1)
10
Case management (1)
10
Call center management (2)
9.0
Help desk management (1)
10
Lead management (2)
9.0
Email marketing (1)
10
Task management (1)
10
Billing and invoicing management (2)
8.6
Reporting (2)
9.6
Forecasting (1)
10
Pipeline visualization (1)
10
Customizable reports (1)
10
Custom fields (3)
9.6
Custom objects (3)
9.6
Scripting environment (3)
9.6
API for custom integration (3)
9.6
Single sign-on capability (2)
9.8
Role-based user permissions (2)
9.8
Marketing automation (2)
9.8
Compensation management (2)
9.8
Mobile access (2)
8.6

About MethodCRM

Method:crm is a QuickBooks-integrated, web-based CRM platform.

MethodCRM Technical Details

Operating Systems: Unspecified
Mobile Application:No