Method CRM Reviews & Product Details

Method CRM has been especially effective for managing our annual renewal contracts. It helps us stay on top of renewals and ensures we catch add-ons that increase the cost of renewals each year, which has been extremely valuable for accuracy and revenue tracking. Review collected by and hosted on G2.com.

The main downside for us is that due to the level of customization, any changes require paid developer support. A small change can sometimes affect other areas of the system, so it’s critical that updates are handled by someone very familiar with how everything works. This makes changes more expensive, but also necessary to maintain stability. Review collected by and hosted on G2.com.

The two-way sync with QuickBooks Online was a must-have and works flawlessly. Implementation was straightforward, and we now use it every single day. The customization options have been outstanding, letting us tailor workflows to match how we actually operate. Method has filled gaps in our processes that other CRMs couldn’t address, making our team more efficient without forcing us to change the way we work. Review collected by and hosted on G2.com.

Because there are so many customization options, it can take a little time upfront to set things up exactly how you want them. Also, user-level customizations are limited — most adjustments require a customization appointment. That said, the appointments are pleasant, and the Method team has been easy to work with and quick to understand what we need. Review collected by and hosted on G2.com.

I love the seamless integration with QuickBooks, which aligns perfectly with my customer and invoice management, saving me from duplicate efforts. The high level of customization allows the platform to adapt to my workflow rather than forcing me to adjust to it. This ability to optimize my personalized workflow and keep everything synced between sales and accounting makes a big difference in my daily operations. I appreciate having reliable customer support and the continuous improvements through new updates. Overall, the flexibility, ease of use, and strong account integration make it a CRM I would confidently choose again. Review collected by and hosted on G2.com.

I found the initial setup process of Method CRM to be quite challenging and overwhelming, especially for new users or those who are not very technical. The system offers a lot of flexibility and customization options, which is great in the long run but can lead to a steep learning curve initially. Additionally, the interface could use a modern update, and I would like to see deeper integration with other popular tools such as Zapier, WhatsApp, or social media platforms to enhance communication and optimization all in one place. Review collected by and hosted on G2.com.

What stands out most is how seamlessly Method integrates with QuickBooks. All customer, invoice, and estimate data syncs in real time, eliminating manual entry and reducing errors. The CRM is also highly customizable we’ve tailored it to match our workflows using drag-and-drop tools and no code automation. Their customer support team is outstanding, offering personalized onboarding and quick responses to setup questions. Review collected by and hosted on G2.com.

The interface feels slightly outdated compared to some modern CRMs, and the learning curve for customization can be steep if you don’t have prior experience with workflow automation. Also, some features like reporting and visual dashboards could be more advanced or visually polished. Review collected by and hosted on G2.com.

I find Method CRM helpful for solving customer complaints and verifying customer records, which aids in business management. It excels in accessing and retrieving data efficiently, benefiting my workflow. The system supports my customer service, helped by its integration with Zendesk. Review collected by and hosted on G2.com.

I find setting up and getting used to Method CRM quite difficult initially. It has been a bit challenging for me to grow and become accustomed to its functionalities. Additionally, I think the tracking system could be improved. It would be beneficial if the engineers could enhance the system to aid users in tracking sales locations and the subsequent use of products more effectively. Review collected by and hosted on G2.com.

The interface is extremely clean, making it very easy to use. Everything is presented clearly, which I really appreciate. Review collected by and hosted on G2.com.

Sometimes it won’t load and that’s annoying Review collected by and hosted on G2.com.

We've had a great experience using Method. The service has been consistently reliable, and the platform itself is accessible and user-friendly. Communication with the team has been smooth—our questions are always answered promptly, and any issues we’ve encountered have been resolved efficiently. Overall, Method provides strong support and delivers on what it promises. Review collected by and hosted on G2.com.

I do not have any suggestions for improvement Review collected by and hosted on G2.com.

The base features of Method CRM seem, at first blush, to provide a solid basis from which to manage your customer relationship efforts. Of course, it will take a little getting used to, but it seems as though it’s well laid out, relatively intuitive, and simple to navigate. We will be requesting a few custom Integrations to help our process run smoother, but the fact that those are available is a definite plus.

Update: We had a list of five initial Customization and/or featureintegration requests. Of those 53 were already available modules while the other two would take some customization. We are currently waiting for a bid on the cost of those customizations.

I’ve only had the software for a few days and I’m currently diving in to see and use some of the more in-depth features of the software.

That said, when I have had questions or inquiries that needed to be answered, they were swiftly resolved once I got to a human CSR. Every representative I’ve spoken with has been kind, patient, and very knowledgeable to the level of their position (i.e.: I’m not expecting a customer service representative to have all the answers about the customization process, etc.) Review collected by and hosted on G2.com.

Some of the default settings are a little bit difficult to get used to as they don't fit our needs. Most are minor while others are more bothersome adlnd extraneous. I’m told that the customization route could resolve some of these issues so I’m hoping that is the case. Review collected by and hosted on G2.com.

I find Method CRM's deep customization highly adaptable with drag-and-drop tools, allowing businesses to tailor fields, workflows, and documents like invoices and proposals to match their branding. The initial setup was very easy too. Review collected by and hosted on G2.com.

I find there's a steep learning curve for new users. Review collected by and hosted on G2.com.

Method CRM has been a game-changer for our workflow. It's incredibly user-friendly, integrates seamlessly with QuickBooks, and helps us stay organized with leads, contacts, and follow-ups. The customization options are a huge plus, and their support team is responsive and helpful. Highly recommend for any small business looking to streamline operations! Review collected by and hosted on G2.com.

Please add dark mode. My eyes get tired from the white screen. Review collected by and hosted on G2.com.