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.

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.

I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable. Additionally, I admire the trusted integration ecosystem that Method CRM offers, alongside its extensive customization options which are crucial for me. Scalability is another great aspect for service businesses using this platform. The initial setup was straightforward and user-friendly, especially for QuickBooks users, as it's designed to bridge the gap between CRM and accounting functionality quickly. Review collected by and hosted on G2.com.

I dislike API rate limits because they are problematic for high-volume data needs, especially when syncing with Xero where there's a limit of 60 calls per minute. I also experience occasional lag and performance issues during large-scale operations, which could be smoother. Additionally, the real-time QuickBooks sync, although a core feature, sometimes has glitches and slow synchronization that could be more robust. Review collected by and hosted on G2.com.

I like that Method CRM keeps things organized and gives me data. It helps me know what areas of my territory are benefiting and selling my product. It keeps track of the doctors I have talked to and visited. The initial setup of Method CRM was easy. Review collected by and hosted on G2.com.

I find the workflow is slow. It could improve my workflow automation. It would help me not have to keep track of little things as much and have a built-in to-do list. 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 like the ability to see variations of different work order statuses at a glance, and how easily I can add and remove items. I also appreciate being able to add photos to the tickets. The integration with QuickBooks and customization features are very helpful for our work order management. Review collected by and hosted on G2.com.

Our payroll pulls from Method CRM, so if we remove or add labor items, it will adversely affect the payroll. We have to wait to move them to QuickBooks before making hour-related adjustments. 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.

It helps me keep track of all of our customers and schedule appropriate follow ups. Review collected by and hosted on G2.com.

Merging people that are entered seems to have quite a few restrictions which I find frustrating, especially when we've accidentally entered the same entity twice. When we delete someone I would like them to be completely gone instead of still showing up. 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.