Method CRM Pros and Cons

Method has allowed our company to better manage incoming leads by helping us input customer interactions and create follow up activities. This allows us to personalize our interactions with our leads and even our current customers.

Implementing this into our office has allowed for us to nurture and turn quite a few more leads into customers. Review collected by and hosted on G2.com.

There are a lot of redundancies in estimates to invoices. When one could just create a sales order and send to customer rather than go through all of the prompts to move from estimate to invoicing. Estimates are just estimates and sometimes change when an actual sales order is made. It would make sense to remove the estimates and just have sales orders and invoices.

Anytime we try to do a sync (lead to customer), the server boggs down our system and crashes our computer. We have opted out all together to run syncs for this purpose. Review collected by and hosted on G2.com.

How structured everything was and accesible. Review collected by and hosted on G2.com.

Having to go back too many times to access similar things. Review collected by and hosted on G2.com.

As a small business, we love that Method CRM has a 2-way sync into Quickbooks. The support is very responsive, and will esacalate issues that can't be resolved right away. Review collected by and hosted on G2.com.

Method CRM is lacking when it comes to project management. We would love a way to organize with photos and show which items have been received in the warehouse. Review collected by and hosted on G2.com.

it is very user friendly, it pretty much mirrors Quickbooks. The customization possibilities are nearly endless. There is a lot that can be done with it. It's really a great system. Review collected by and hosted on G2.com.

that some of the options for editing the program are blocked for users and we have to pay customization for it. Review collected by and hosted on G2.com.

1. seamless integration with Quickbooks

2. customer chat for support

3. user friendly and buildable for specifics

4. QB sync engine Review collected by and hosted on G2.com.

very rare but when errors occur or unavailable Review collected by and hosted on G2.com.

For our sales campaign, I tried a few different CRMs in the past, but none seemed to function quite as well as Method CRM does. It enables you to obtain more qualified leads and expand your company more quickly. Review collected by and hosted on G2.com.

Although I like the touch method CRM adds to my leads, I do struggle a bit trying to import data from another platform. That said, I think they have great features and also have room for improvement. Review collected by and hosted on G2.com.

The integration with QBO - Apparebtly I must enter more text than just a few words Review collected by and hosted on G2.com.

The insability to interact with email. you can send an email from Method but when the contact response, the only way to capture the resposne is with teh side bar - but there is no way to respojknd with the string. What a pain!

The formatting on outbaound emails is much too limited.

BTWE - the next Question is prinmary role - I have severakl..... Review collected by and hosted on G2.com.

I like the fact that the report generator is pretty easy to run Review collected by and hosted on G2.com.

The layout of contact information is a little scattered. Review collected by and hosted on G2.com.

I like the easy access to different things such as contacts, estimates, and sales orders. I am able to search for customers or files in a matter of seconds. Review collected by and hosted on G2.com.

I think that this software is good, there is not much I would improve upon. Review collected by and hosted on G2.com.

Only CRM we found that seamlessly transmits and updates quickbooks online donor data and vice versa in both directions. All CRMs, including salesforce, only go in one direction. Data input into method updates customers in quickbooks, and quickbooks updates to customers updates method. Review collected by and hosted on G2.com.

The pre-made reports require some updates as they are not visually appealing out of the box. Review collected by and hosted on G2.com.