Method CRM reviews

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.

Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)

This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen.

I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints.

Functionality. There are so many custom options that we offer as a business and this software is great for that!

Software works very slow at times and the sidebar is too sensitive. Its a minor thing but I dont like how the sidebar expands, often becomes a stumbling block when trying to click a small box that is very close to the sidebar.

I liked the activities because it helps remind me and holds me accountable to finish tasks.

Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.

The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business.

The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy.

the memo notes, because it doesn't require endless dropdowns to use

dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same
the slowness of the system

We have been able to customize it to meet our needs.

Some of our customizing has caused it to slow down and have a few bugs that we have had to work out.

Ease of use; Online access; Mobile access; Email storage

Expensive for customization; Online access sometimes unavailable

It's easy to use and a great way to stay organized. The customer support team is responsive and eager to help.

Wish we could have more than 10 items shown at a time. Would prefer to scroll through estimates or bills instead of having to go to the next page.

The software allows me to tract every stage that a prospect is in, which makes it easy to report to my boss about deals and new projects. I love the Activity follow ups because it helps plan out who and when I need to be reaching back out to people. The reporting is very easy to pull and self explanatory when boss's are checking in on it.

I would like for their to be a way to talley the amount of the proposal on the reporting. It's easy for the sales person and owners to see how much is closed and is in the pipeline.

I really enjoy having tools that would make my job organized, dynamic and up to the flow of my customer needs. I really enjoy this CRM!

Every feature is well designed from database to opportunities.

The ease of use. Very user friendly interface.

Sometimes its clunky. Things don't always work

We are particularly impressed by the ease of use and adaptation throughout our organization while implementing Method CRM. The QB sync function allows us to work proficiently from anywhere.

Support is Top Notch.

Each person has their "wish it did this list" to increase efficiency accommodate their own personal style of working. No show stoppers and at this point and we are trimming down that list weekly.

I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.

Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.

The key to this software is the ease in which it has integrated all my client information, from sales pipeline, emails, documents all the way to invoices giving me one place to review all the pertinent information I need to run my business.

I would like to see more graphs for pipelines, sales collections, similar to what QuickBooks has on its dashboard.

The connectivity to Quickbooks along with its ease of use.

I haven't come across anything I dislike except that when I imported my "leads" into the system, they couldn't be mass converted to Opportunities.

Easy to use and track my activities and sales. I like the chat feature for customer service needs. They are quick and accurate in their answers

I was not able to correct the profile from vendor to customer. I had to create a new profile that caused duplicates