Method:CRM Reviews

17 Ratings
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Score 9.9 out of 100

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Reviews (1-11 of 11)

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December 04, 2020
Lauren Hamby | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
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December 29, 2020
John Lucas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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January 13, 2021
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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January 04, 2021
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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December 23, 2020
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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)
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December 02, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • User friendly
  • Great layout
  • Smart design
  • Customer service could be better
  • It crashes at least once a week
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April 27, 2018
Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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December 16, 2014
Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Denice Castillo's full review
April 17, 2017
Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Review Source

Pros and Cons

  • 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.
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August 11, 2016
Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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).
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March 28, 2014
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Review Source

Pros and Cons

  • 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.
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Feature Scorecard Summary

Customer data management / contact management (9)
9.1
Workflow management (7)
6.2
Territory management (1)
1.8
Opportunity management (7)
9.1
Integration with email client (e.g., Outlook or Gmail) (8)
5.1
Contract management (4)
9.4
Quote & order management (7)
7.7
Interaction tracking (7)
7.4
Channel / partner relationship management (5)
7.4
Case management (1)
10
Call center management (2)
9.9
Help desk management (1)
10
Lead management (7)
9.3
Email marketing (6)
6.4
Task management (6)
8.6
Billing and invoicing management (5)
9.4
Reporting (5)
5.2
Forecasting (4)
5.1
Pipeline visualization (5)
6.2
Customizable reports (6)
4.2
Custom fields (8)
7.7
Custom objects (8)
9.3
Scripting environment (6)
5.2
API for custom integration (7)
4.9
Single sign-on capability (7)
9.3
Role-based user permissions (7)
9.3
Marketing automation (2)
10.0
Compensation management (2)
10.0
Mobile access (7)
8.7

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. Streamline sales process by managing estimates, invoices, and opportunities in one place with Method:CRM.

Method:CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Platform Features

Has featureMobile access
Additional Features
Has featureCustomer portals

Method:CRM Screenshots

Method:CRM Video

Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business. Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer. Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.

Method:CRM Integrations

Method:CRM Competitors

Method:CRM Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Contact Management$25per user per month
CRM Pro$44per user per month

Method:CRM Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Method:CRM Technical Details

Deployment Types:On-premise, SaaS
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

What is Method:CRM?

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

What is Method:CRM's best feature?

Reviewers rate Contract management and Billing and invoicing management highest, with a score of 9.4.

Who uses Method:CRM?

The most common users of Method:CRM are Small Businesses from the Accounting industry.