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My daily CRM
An Excellent CRM
Great addition to QuickBooks!
297 Method CRM Reviews
Overall Review Sentiment for Method CRM
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Our business is very unique. Custom production per order that requires communication in several departments and multiple stages to complete each item on an order. We're not quite manufacturing, not driven on purchase orders, not based on customer communications and Method CRM is so adaptable to our needs. It is extremely easy to implement the service and integrate with Quickbooks Desktop (where MANY softwares won't). The customizations are ENDLESS so we can certainly see how it can grow with our business as we fine-tune and get comfortable with eliminating our paper trails of everything, everywhere! When a customer calls we can quickly see the status of tracked activities, where we are at with a project, and the communications log between multiple employees and the customer. Method'd customer support has been outstanding. Their help center, video tutorials, live chat, expert consultants... everyone has been so very professional, helpful and intuitive. They really want you to succeed. We use it EVERY DAY now! Review collected by and hosted on G2.com.
Nothing. The customization platform is different than i am used to, but it is very much like Excel so once you understand how it works you can really get an idea of the endless possibilities of how it can be adapted to serve you. I haven't scratched the surface yet and it has been well worth the efforts and initial stress of making a change in our old routines.
One suggestion would be to find a type of way to implement Quickbooks Desktop Intuit Payments. If there was a way to allow our customers to make payments on the Portal using our desktop payments link or similar it would put the cherry on the cake! For now we have created a credit card authorization form at the time of signing and accepting the estimate and this allows us to process manually. Review collected by and hosted on G2.com.
The best thing about Method is how easy it is to manage leads and customer information, and being able to have everything related to that customer (invoices, estimates, proposals) in one place, where everyone can have access to.
The fact that it syncs to quick books in real time is a real added value for our company!
And whatever questions we have, their support team are just an email away, and are always ready to have quick calls with us to show us around when needed, or discuss features and how they can be used.
They also offer customization services to enable companies to tweak things the way they would work best for them! Review collected by and hosted on G2.com.
If they had project management features, like enabling the user to make a process of tasks with automation, it would make it the perfect one-stop-shop! Review collected by and hosted on G2.com.
This program is well thought out and has many features to help grow your business. It seems well suited for a company with multiple sales people and will help maintain communication between the staff.
It can easily work with Quickbooks though the sync is not quite as quick as they lead you to expect. Information imported from Quickbooks often needs editing in Method to make it most useful in this program.
Customer support, though slow, will work with you to get your issues solved even if it takes hours or days to get solved. Review collected by and hosted on G2.com.
The program is not intuitive and requires instruction to use it to its maximum functionality. The process of customizing can be overwhelming because of the level of detail in the process.
I wish things were simplified so that tasks did not require as many clicks as they currently do. Often you have to open 3-4 levels of screen to edit one thing.
FAQ/ help doesn't always turn up results that relate to the question so you have to contact customer support which is a lengthy process. Review collected by and hosted on G2.com.
Once you familiarize yourself with the CRM's structure, you can use the help videos/knowledgebase and YouTube to start creating your own apps within the CRM and designing them to your specific needs. The support team provides an hour of free customization, and they are great to work with!
Integration with QB Desktop was a must for us - works great and updates immediately.
Depending on the apps one needs, this CRM was easy and fast to start and implement. We use it daily, it is the first we open each day ... We do not use the calendar feature. We use the contacts, activities, and a couple of customized apps. Review collected by and hosted on G2.com.
One has to educate oneself on the customization ... unless you want to pay the support team for it, which is always an option. So that could be a drawback for some users. Review collected by and hosted on G2.com.
I like the ease of adding and looking up customers, invoices and estimates. It's very simple to organize. I love the interactive customer support who take their time to explain each process. Review collected by and hosted on G2.com.
I don't like the fact that Method is not in perfect sync with QB Online. Review collected by and hosted on G2.com.
So far I love the diversity of applications that method provides and will be able to provide for my company. They have been able to take 25 years of this company's experience and simplify it to stream line the processes and put them all in 1 place. The customer service has been fantastic and I have enjoyed getting to work on my processes with my representative. Eric Tran has been an absolute joy to work with. Review collected by and hosted on G2.com.
So far, I have not had anything negative go on with method. Review collected by and hosted on G2.com.
The system is very user friendly and easy to use. Downloading data through filters that you can create in METHOD, is very flexible and easy to use.
System is very reliable and there is hardly any downtime. Review collected by and hosted on G2.com.
Find it hard to customise screens. Need to go through support, which very often means additional cost. Review collected by and hosted on G2.com.
It's easily integrates with my entire team and it makes a very easy to communicate tasks and activities. Review collected by and hosted on G2.com.
The search function could work better when I'm trying to look up companies or parts in the items list. Review collected by and hosted on G2.com.
