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An Excellent CRM
Great addition to QuickBooks!
297 Method CRM Reviews
Overall Review Sentiment for Method CRM
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Very easy to use and navigate. Customer service is easy to access and quick to resond and very knowledgeable. I love how I am able to link my gmail to method so all my sent emails go straight to my sent box in gmail. Review collected by and hosted on G2.com.
I love everything about Method. The only thing I feel would help is when I do a new activity I would like to see all the past activities right there on that screen instead of just the last activity. It would help me in remembering every interaction I have had with my customer without having to go to a different screen to look at the entire history instead of just the last interaction. Review collected by and hosted on G2.com.
Method is the first CRM I have used in my professional career. It has been easy to navigate and help manage each and every one of my customers in a timely manner on a day-to-day basis. Review collected by and hosted on G2.com.
The only issue I have seen so far since using Method is the ability to make duplicate customer contacts, however I've recently learned how to resolve that issue which has been helpful. Review collected by and hosted on G2.com.
We are still new to this software but love the customer service, the messaging bot is very helpful , and you can customize basically everything! Can't wait to have everything customized! Review collected by and hosted on G2.com.
I wish the free customization our was more than one hour because we can only get very little done as it takes a lot of time. Review collected by and hosted on G2.com.
Method is a very flexible product with seemlingly infinite integration options. It's intuitive and easy to use, and the more it's used and integrated, the more powerful of a tool it becomes. All my experiences so far with Method's team from sales to support to programming have been superb. Review collected by and hosted on G2.com.
Some integration and custom programming is necessary to get the best out of Method depending on your existing systems, however, Method has done a good job of making that integration as easy as possible. Review collected by and hosted on G2.com.
We currently use Method CRM as a Quickbooks replacement for our sales department, and we have noticed an increase in sales support via customizations. We've made automatic email follow-ups, track activities as a KPI measurement, and even email shipping notifications through Method.
I am responsible for all of our company's back-end coding for Method, and it is almost as robust as a complete coding environment. I've yet to find a hard limitation in this regard.
All in all, Method CRM is customizable to your own particular needs and serves as a competent Quickbooks CRM replacement. Review collected by and hosted on G2.com.
When looking at Method CRM as an option, it's vital to remember it's a CRM that is still dependent on Quickbooks for Finance.
I would love to see more support for the Financial aspects of Quickbooks as Method CRM, lacks support for Credit Memos and the Accounting aspects are not fully fledged out.
As well as auditing features such as Quickbooks' Audit Log are present but, again not fully fledged out.
I've been assured the lovely folks at Method are consistently working on new features. Review collected by and hosted on G2.com.
what'a most helpful is the ability to make a sales call and use the app to document the info so I can move onto the next one. Review collected by and hosted on G2.com.
No downsides. All good. totally happy with Method. Review collected by and hosted on G2.com.
With Method, everything changed for the better. The user interface is intuitive and easy to navigate, making it simple for our team to input and access customer information. The automation features have been a lifesaver, streamlining our sales and marketing processes, and saving us countless hours of manual work. Review collected by and hosted on G2.com.
For smaller businesses, the cost of the CRM may be a bit high. It would be great if they offered more budget-friendly plans for startups
The sales order report could be improved Review collected by and hosted on G2.com.
Method allows us to send emails and see when they are opened. We can save templates that automatically load when needed. Review collected by and hosted on G2.com.
The reporting formats and options are not always enough. The custom fields are not all searchable. Review collected by and hosted on G2.com.
