Method CRM Pricing Overview

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.

Never implemented Review collected by and hosted on G2.com.

The customization process with Method CRM is really cumbersome and costly. Instead of allowing a general overview, you have to handhold through each button click, which just draws out the whole process. Then they charge for every little change instead of just making them on the call. It's also problematic that information is spread across different areas and isn't user-friendly for sales reps. I never even got to the point of using the software because after meeting with their customization expert, I realized it wouldn't be a good fit and asked for a refund. But they stopped responding, and even after trying to get in touch with the team lead, it was just a dead end, sticking strictly to their policy without a solution. The initial setup was terrible too, and I had to rate them a one because they wouldn't refund the deposit although no actual work began. Review collected by and hosted on G2.com.