TrustRadius Insights
Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling …
Starting at $25 per month per user
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What is Method:CRM?
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Recent Reviews
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
On Premise
per month per user
CRM Pro
$44
On Premise
per month per user
CRM Enterprise
$74
On Premise
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.method.me/crm…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month per user
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Method:CRM?
Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.
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.
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 is designed for QuickBooks users to sync all customer information, estimates, and invoices to a CRM that helps business to provide customer service and streamline sales from leads to payment collections.
Method:CRM - the Estimates app
Sales reps can create estimates without QuickBooks access, to maximize productivity and close sales faster.
Method:CRM - the Customer Portals
24/7 online self-service CRM portals provided
The Method:Sidebar for Gmail
Gmail integration with Method:CRM allows teams to work directly in Gmail with lead and customer information right from the inbox.
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
Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
Method:CRM starts at $25.
Reviewers rate Custom fields and Custom objects highest, with a score of 10.
The most common users of Method:CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(33)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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
(1-22 of 22)Companies can't remove reviews or game the system. Here's why
December 23, 2021
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.
November 18, 2021
Method:CRM the Software of the digital Age
Score 9 out of 10
Vetted Review
Verified User
- QuickBooks seamless sync.
- Customization.
- Customer service.
- Payroll and employee time tracking.
- Office equipment industry specifics.
- The Learning Curve - it's worth it though.
November 17, 2021
Best SMB bang for the buck!
- Customer experience
- Support
- Documentation
- Pricing Flexibility
- Interface/Navigation
- Consolidated visual dashboard
- Click through charts
November 17, 2021
A simple and flexible development environment that allows companies to easily build essential apps
Score 10 out of 10
Vetted Review
Verified User
- 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.
November 05, 2021
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.
November 02, 2021
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.)
October 08, 2021
Easy to use and enhanced productivity!
- 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
- 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
July 19, 2021
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.
- Activities and Opportunities view
- Percentage in opportunities and tags
- Contacts from your business
- Importing all contacts
- Making simple to send an email through Method:CRM
May 19, 2021
Method:CRM is very customizable!
Score 10 out of 10
Vetted Review
Verified User
- Customizable
- Activity Tracking
- Contact Management
- Opportunities App
- Field Crew App
- Wish it was easier to customize.
May 11, 2021
Recommended--syncs well with QuickBooks
Score 8 out of 10
Vetted Review
Verified User
- 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.
January 14, 2021
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.
January 04, 2021
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.
December 29, 2020
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.
December 23, 2020
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)
December 04, 2020
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
December 02, 2020
Look no further
- User friendly
- Great layout
- Smart design
- Customer service could be better
- It crashes at least once a week
April 27, 2018
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.
April 17, 2017
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.
August 11, 2016
Failed to work
Score 1 out of 10
Vetted Review
Verified User
- 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).
December 17, 2014
Method:CRM good for small business
Score 5 out of 10
Vetted Review
Verified User
- 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.
March 28, 2014
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.