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Method Integration Inc.

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294 reviews
  • 3 profiles
  • 3 categories
Average star rating
4.4
Serving customers since
2010

Profile Name

Star Rating

217
58
11
2
9

Method Integration Inc. Reviews

Review Filters
Profile Name
Star Rating
217
58
11
2
9
Steve C.
SC
Steve C.
Territory Manager Retina
10/31/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

It’s not the easiest CRM but it provides enough information

I like the fact that the report generator is pretty easy to run
Anke P.
AP
Anke P.
Client Service Manager / Office Manager Good Harbor Advisors, Inc.
10/30/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Very customizable CRM, great customer service and help desk ...

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.
Kelly S.
KS
Kelly S.
10/30/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

User friendly, seamless integration with Quickbooks, comprehensive customer supper

1. seamless integration with Quickbooks 2. customer chat for support 3. user friendly and buildable for specifics 4. QB sync engine

About

Contact

HQ Location:
Toronto

Social

@MethodCRM

What is Method Integration Inc.?

Method is the #1 automation tool for QuickBooks and Xero users!Method’s mission is to empower small and mid-sized businesses to better understand their customers and automate their way to stress-free days. With powerful features that simplify business processes, Method helps you make effective decisions faster.With Method, you automate time-consuming tasks and increase efficiency to grow with confidence. Whether you’re a new or established business, Method has the tools and expertise to perfect your customer experience and operations.Grow your business and not your stress with Method!

Details

Year Founded
2010