Method:CRM Reviews and Ratings

Rating: 9.3 out of 10

Score

9.3 out of 10

Community insights

TrustRadius Insights for Method:CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling technicians and equipment, and generating work orders and invoices for the accounts receivable department. With Method CRM, customers can effectively manage onboarding tasks for new clients, keeping track of completed and pending activities. The software also excels at tracking recurring client activities across the company, ensuring world-class customer satisfaction.

One of the standout features of Method CRM is its ability to make customer information easily accessible and facilitate the creation of a large customer database through web-to-lead forms on the website. This not only streamlines the process of capturing leads but also improves overall efficiency. Additionally, users appreciate being able to assign tasks to others and track their completion, making it easier to stay updated on customer activities.

Method CRM's customizability and seamless QuickBooks sync make it an excellent choice for specific workflows, tracking capabilities, and field services regulation. Many businesses have successfully transitioned from outdated systems to more efficient, fast, and effective processes with the help of Method CRM. It provides both CRM and ERP functions, managing a database of customers while tracking lessons, invoices, and other essential information.

Reviews

24 Reviews

You're missing out if you don't try this!

Rating: 9 out of 10

October 31, 2024

Use Cases and Deployment Scope

We use Method:CRM to manage our leads and accounts. It is a great tool to record information and tasks, connect tasks to opportunities, and it allows team members to see where an opportunity is in the pipeline. We are also able to create different types of activities and track certain events such as shipping errors or product issues.

Pros

Method:CRM shows us all activities associated with an account or lead.
Method:CRM allows us to view all opportunities in the pipeline.
Method:CRM allows users to synch with QuickBooks.
Method:CRM shows our accounts that are past due.

Cons

It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

Likelihood to Recommend

Method:CRM allows imports of leads and accounts, which is handy after an event.

Method:CRM does not allow us to create multiple invoices to send out samples to a group of leads.

Method:CRM allows us to track certain metrics with the use of opportunities and tags.

Verified User

Administrator in Customer Service (11-50 employees)

Vetted Review

5 years of experience

Surprisingly Powerful Tool!

Rating: 10 out of 10

Incentivized

May 1, 2024

Use Cases and Deployment Scope

We use Method:CRM to take notes, record opportunities, create tasks, follow our campaigns, track emails, and create estimates and invoices that are linked to QuickBooks.

Pros

Method:CRM is a great tool we use to track our opportunities.
Method:CRM allows our salespeople and CSRs to assign tasks and enter notes.
Method:CRM allows users to create custom fields and drop down menus for information.

Cons

Method:CRM could improve its ability to create reports and searches based on custom fields.
Method:CRM could improve its email templates to make them more user friendly.
Method:CRM could improve custom reporting.
Method:CRM could make it easier to complete a mass change on a single field without having to export and import the information.

Likelihood to Recommend

Method:CRM is appropriate for any business that has mutiple users working with customer and lead information. It is well suited to keep records and long-term information that is available to all users within an organization. Method:CRM is less appropriate if it was only going to be used to monitor email campaigns instead of customer and lead interactions.

Verified User

Administrator in Customer Service (11-50 employees)

Vetted Review

5 years of experience

Method:CRM the Software of the digital Age

Rating: 9 out of 10

November 18, 2021

Use Cases and Deployment Scope

Method:CRM is a amazing customizable software with seamless QuickBooks Sync and tons of integrations. Its customizability is the number one reason that I chose this software to be used by my company for our specific workflows, tracking capabilities, and field services regulation that we were desperately needing. Before choosing Method:CRM we were very much behind in the digital age of CRM and had way to many folders and non user friendly systems that we just tolerated versus Method:CRM that works for us how we need it, when we need it. To put it frankly we as a whole were outdated. Method:CRM changed that for us. We are now more efficient, fast and effective and keeping up with the digital age. From being able to manage our customers, contacts, and vendors in one place. The ease of use of the client portal to not only make a case with us, but update their own information whenever something changes, and to pay there bill, without wasting paper or using gas to collect a payment has been a game changer. As well as the Email Campaigns app has been of so much value. The other thing that I will say that I love about Method:CRM is the help center and customer service is phenomenal. If I have a question or need help Method Customer service is right there responding to my question in 5 minutes or less.

Pros

QuickBooks seamless sync.
Customization.
Customer service.

Cons

Payroll and employee time tracking.
Office equipment industry specifics.
The Learning Curve - it's worth it though.

Likelihood to Recommend

Its customizability makes it suited for everyone.

Justin Jacob

Business Consultant and Sales Represenative in Professional Services at Modern Image Systems Inc. (1-10 employees)

Vetted Review

Best SMB bang for the buck!

Rating: 9 out of 10

Incentivized

November 17, 2021

Use Cases and Deployment Scope

Method CRM is being selected and implemented for a boutique IS company in my network to address needs for native QBO integration, workflow automation, general CRM capabilities, and business insight ad well as quoting standardization and activity tracking.

Pros

Customer experience
Support
Documentation
Pricing Flexibility

Cons

Interface/Navigation
Consolidated visual dashboard
Click through charts

Likelihood to Recommend

The method is a great balance of functionality and value, especially for organizations desiring two-way syncing with QBO.

Verified User

Analyst in Information Technology (1-10 employees)

Vetted Review

1 year of experience

A simple and flexible development environment that allows companies to easily build essential apps

Rating: 10 out of 10

November 17, 2021

Use Cases and Deployment Scope

Method:CRM provides both CRM and ERP functions for our school. It manages a database of our customers, which consists of families--the parents and their children who take music lessons at our school. It tracks lessons: their time, location, the teacher, and student. It interfaces with Quickbooks and is used to deliver invoices and other information to our customers.

Pros

Method allows the customization of business workflows.
Allows the construction of specialized tables and grids that display the data in useful ways.
Allows for application development in a lightweight scripting environment in which the scripts are effectively self-documenting.
Excellent integration with many other software platforms.
A large set of tables and applications that can be extended and customized to fit a company's specialized needs.

Cons

The documentation is truly excellent. Perhaps a white paper could be added that provides an overview for programmers prior to onboarding.

Likelihood to Recommend

Method includes a unique development environment that fills the gap between running a business on spreadsheets and full blown specialized object oriented programming. Small companies (under 500 employees) can use this environment to effectively create specialized applications. It can greatly increase the efficiency of clerical staff, salespeople, customer service representatives, and executives.

Richard Shapiro

IT director in Information Technology at Wayland School of Music, LLC (1-10 employees)

Vetted Review

1 year of experience

Method:CRM Closing Deals - Mastering a Software System!

Rating: 9 out of 10

Incentivized

November 15, 2021

Use Cases and Deployment Scope

I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to Quickbooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more!

Pros

Customer Service
CRM
Consulting

Cons

The visual appeal of the system isn't amazing.
Ease of use in terms of customizing the system.

Likelihood to Recommend

From my own experience, Method:CRM is definitely good for freelancers who do not have huge budgets to work with.

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🔷 Sean Turconi, CPRW, CPCC 🔷

Certified Professional Resume Writer (CPRW) at Resume CEO┃Sean Turconi, CPRW, CPCC (1-10 employees)

Vetted Review

1 year of experience

View profile

Method CRM - The new wave in the CRM Industry!

Rating: 10 out of 10

Incentivized

November 5, 2021

Use Cases and Deployment Scope

We needed a solution for allowing customers to add themselves to our Quickbooks Online using and Online Form. The implementation works well, we can now email customers a link to a web form so they can add themselves. Saves us a great deal of time, also this prevents input errors we have from time to time trying to hear the customer over the phone.

Pros

Online forms
Lead management
Customer Portal

Cons

They need to have a faster timeframe for customization time slots; we had to wait about 2 weeks.

Likelihood to Recommend

I think Method is well suited to any business that needs to create a connection between their customers and their online accounting software. This system has many different customization options, we especially like the customer portal. In the customer portal the customer can see the different invoices and estimates we have one for them.

Joey Diaz

Warranty Admin in Customer Service at Mac Daddy Sales & Service (11-50 employees)

Vetted Review

1 year of experience

View profile

Method: CRM - The little powerhouse!

Rating: 8 out of 10

Incentivized

November 2, 2021

Use Cases and Deployment Scope

At our company, we use methods to keep track of all the potential customers that we get. We get website inquiries, leads from multiple other businesses, incoming emails, walk-ins, and phone calls. We use it for our front office staff only, as our technicians in the back have their own work order system that has been implemented with our company for years now. Where we would usually just take notes on notepads, with Method we now have a completely separate work order system for potential sales. This has been a great addition to keep all our offices in the loop. We've been able to follow up on potential sales together instead of having to take time out to figure out who talked to who and what it was about.

Pros

Keeps track of all interactions between any staff member and a lead
is customizable to many different needs
Customer Service is extremely responsive and easy to contact internally through Method

Cons

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.)

Likelihood to Recommend

The cost of this product for what you get is an incredible deal. Once you focus on what you really want your Method to be, it is a great tool to have for any company that is looking to keep track of potential sales. Our front office has been amazed at how easy it was to integrate into our daily routine - sometimes change is hard, but with a couple of meetings and putting our heads together for what it was that we specifically wanted, We are loving it.

OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.

Heather Sharbutt

Director of Product Marketing in Marketing at Griffin Mobility (1-10 employees)

Vetted Review

Easy to use and enhanced productivity!

Rating: 10 out of 10

Incentivized

October 8, 2021

Use Cases and Deployment Scope

Method is used by our organization for building client's orders from estimate status to completion. We also house our contacts in the Method database and keep current activities in relation to customers in each account. I enjoy the ease of accessing client information along with totality of client history that is easily accessible.

Pros

Access to a database where you can add leads, customers and vendors
Ability to take an estimate all the way to an invoice
Works alongside QuickBooks

Cons

Allowing attachments to move with an estimate throughout the system when it becomes a sales order, etc
Allowing attachments on individual customers/contacts without it being associated to a specific customer
Allowing notes on individual customers that populate when creating a new estimate or sales order

Likelihood to Recommend

Method is a solid database for all types of business uses. With the option to work alongside QuickBooks - Method is a must have tool. You can easily export information into workbooks for external use. We would like to see an option to add customizable promotional ad's for our customers but we currently use a third party service for that. It would make it easier if we were able to do that in the same spot where all of our contacts are currently housed.

Katie Martine

Marketing Manager in Marketing at Pacific Test and Measurement (1-10 employees)

Vetted Review

1 year of experience

View profile

Method:CRM is a powerful integration tool which helps manage all my client interactions!

Rating: 10 out of 10

Incentivized

July 19, 2021

Use Cases and Deployment Scope

I am currently using Method to manage onboarding tasks for new clients. We have approximately 60 steps in various software integrations and in order to ensure everything is completed in a timely fashion for each client, we keep track of the completed activities as well as those still to be done. Once I've completed building out this process, I will use Method to keep track of the recurring client activities across the company. We will be expanding rapidly, and having solid systems in place is the only way to ensure we have world-class customer satisfaction.

Pros

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.

Cons

I think the software is usable right out of the box, however, to really get everything out of the customization horsepower, you need to have some programming skills.

Likelihood to Recommend

I have already recommended Method to several of my colleagues and clients. The app can be used in many different industries and scenarios.

Dorothy Sela

Owner in Finance and Accounting at CFO Inbox Services Inc. (1-10 employees)

Vetted Review

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Reviews and Ratings

Method: CRM - The little powerhouse!

Rating: 8 out of 10

Incentivized

November 2, 2021

Use Cases and Deployment Scope

Pros

Keeps track of all interactions between any staff member and a lead
is customizable to many different needs
Customer Service is extremely responsive and easy to contact internally through Method

Cons

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.)

Likelihood to Recommend

OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.

Heather Sharbutt

Director of Product Marketing in Marketing at Griffin Mobility (1-10 employees)

Vetted Review