Overview
What is Method:CRM?
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Method:CRM Closing Deals - Mastering a Software System!
Method:CRM the Software of the digital Age
Best SMB bang for the buck!
A simple and flexible development environment that allows companies to easily build essential apps
Method CRM - The new wave in the CRM Industry!
Method: CRM - The little powerhouse!
Easy to use and enhanced productivity!
Method:CRM is a powerful integration tool which helps manage all my client interactions!
Looking for a product to keep you organized? Go with Method:CRM
Method:CRM is very customizable!
Recommended--syncs well with QuickBooks
Great, user friendly, all in one product.
Awesome software for accounting professionals
Method:CRM is stellar
My go-to method for productivity
Popular Features
- Customer data management / contact management (20)9.999%
- Integration with email client (e.g., Outlook or Gmail) (18)8.888%
- Opportunity management (18)8.686%
- Workflow management (18)8.383%
Pricing
Contact Management
$25
CRM Pro
$44
CRM Enterprise
$74
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month per user
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.9Customer data management / contact management(20) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(18) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 1.8Territory management(1) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.6Opportunity management(18) Ratings
Users can track deals and create quotes.
- 8.8Integration with email client (e.g., Outlook or Gmail)(18) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.7Contract management(11) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 9.9Quote & order management(16) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.7Interaction tracking(17) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 9Channel / partner relationship management(11) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 10Case management(1) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 9.9Call center management(2) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 10Help desk management(1) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.8Lead management(17) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.9Email marketing(13) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9Task management(16) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.8Billing and invoicing management(14) Ratings
This includes automated invoice creation and billing.
- 8.5Reporting(15) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.9Forecasting(8) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.7Pipeline visualization(15) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.3Customizable reports(16) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 10Custom fields(17) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 10Custom objects(16) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 9.2Scripting environment(12) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 9.8API for custom integration(13) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.3Single sign-on capability(15) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9.1Role-based user permissions(17) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 10Marketing automation(2) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 10Compensation management(2) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 9.1Mobile access(13) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Method:CRM?
Integrations
Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.
Customization
Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.
Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Method:CRM helps users streamline sales process by managing estimates, invoices, and opportunities in one place.
Method:CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Method:CRM Screenshots
Method:CRM Videos
Method:CRM Integrations
Method:CRM Competitors
Method:CRM Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
Supported Countries | USA, Canada, United Kingdom, Australia, South Africa |
Supported Languages | English |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(33)Community Insights
- 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.
Attribute Ratings
Reviews
(1-19 of 19)Method:CRM Closing Deals - Mastering a Software System!
- Customer Service
- CRM
- Consulting
- The visual appeal of the system isn't amazing.
- Ease of use in terms of customizing the system.
Method:CRM the Software of the digital Age
- QuickBooks seamless sync.
- Customization.
- Customer service.
- Payroll and employee time tracking.
- Office equipment industry specifics.
- The Learning Curve - it's worth it though.
Best SMB bang for the buck!
- Customer experience
- Support
- Documentation
- Pricing Flexibility
- Interface/Navigation
- Consolidated visual dashboard
- Click through charts
A simple and flexible development environment that allows companies to easily build essential apps
- 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.
- The documentation is truly excellent. Perhaps a white paper could be added that provides an overview for programmers prior to onboarding.
Method CRM - The new wave in the CRM Industry!
- Online forms
- Lead management
- Customer Portal
- They need to have a faster timeframe for customization time slots; we had to wait about 2 weeks.
Method: CRM - The little powerhouse!
- 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
- 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.)
OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.
Method:CRM is a powerful integration tool which helps manage all my client interactions!
- 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.
- 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.
Method:CRM is very customizable!
- Customizable
- Activity Tracking
- Contact Management
- Opportunities App
- Field Crew App
- Wish it was easier to customize.
General contractors would benefit from this CRM
Recommended--syncs well with QuickBooks
- Syncing with QuickBooks.
- Syncing with Google Calendar.
- Managing a calendar and being able to drag and drop appointments.
- Easier way to enter leads and customers.
- Not so many screens to jump from in order to complete a lead entry and create an activity.
- Simplify the customization so that it is more user friendly.
Great, user friendly, all in one product.
- Shows all information, actives, opportunities and invoices all in one easy location.
- They make it very easy to create follow-up activity.
- Quick and easy customer care chat feature.
- Email campaign feature is simple and easy to use.
- Would like the ability to build more reports.
- IT would be helpful to be able to categorize items. We use it for our inventory and would help if we could group things together.
Awesome software for accounting professionals
- Integration with QuickBooks
- The ability to provide activities about a contact
- The invoicing feature where it automatically creates an invoice
- Provides a rich client profile area
- The appearance is not that great; need improvements
- Not that easy to use as first user
- Lack of customization for user; need a consultant to provide customizations.
Method:CRM is stellar
- Brand customization
- Seamless integration with QuickBooks
- Contact/lead/opportunity tracking
- Customization takes a bit more effort on the user end than it needs to.
- The sync time of 10 minutes seems a bit long. Maybe add a manual sync button?
- Editable fonts within fields.
My go-to method for productivity
- Flexibility
- Customization
- Speed
- Ability for non-programmers to make small tweaks
- Buffer speed
- Would be nice to experience fewer outages (things have improved in the past couple of years)
Method:CRM works for us!
- Web to Lead forms
- Customer Support
- Customization
- We would use the email campaigns more but they just aren't as nice as Mail Chimp
- Using the advance search can be frustrating
- I would really like to see some more customization and updating to sending emails
Method : CRM Review
- 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.
Method:CRM -- What you really need to know
- 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.
Failed to work
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).
Method:CRM good for small business
- 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.
Method CRM - the best CRM for QuickBooks
- 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.