Method CRM Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow. (22 mentions)

Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency. (20 mentions)

Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency. (17 mentions)

Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed. (14 mentions)

Users appreciate the seamless integration of Method CRM with QuickBooks, enhancing workflow efficiency and customer management. (9 mentions)

Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features. (8 mentions)

Users experience limited customization, as changes often require costly developer support and can complicate the system. (6 mentions)

Users experience several glitches and performance issues, particularly with the mobile app and integration syncing. (5 mentions)

Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability. (4 mentions)

Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities. (4 mentions)

5 Pros or Advantages of Method CRM

1. Ease of Use

Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow.

See 22 mentions

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whitaker b.

Enterprise (> 1000 emp.)

4.5/5

"Enhances Territory Management, Needs Better Workflow Automation"

What do you like about Method CRM?

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

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you like about Method CRM?

It stores all contact info and easy to navigate

2. Easy Customization

Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.

See 20 mentions

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Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like about Method CRM?

I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable.

3. Integration

Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.

See 17 mentions

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Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like about Method CRM?

I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable.

4. Customer Support

Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.

See 14 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you like about Method CRM?

I love the seamless integration with QuickBooks, which aligns perfectly with my customer and invoice management, saving me from duplicate efforts. The

5. Easy Integration

Users appreciate the seamless integration of Method CRM with QuickBooks, enhancing workflow efficiency and customer management.

See 9 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Christopher D.

Small-Business (50 or fewer emp.)

3.5/5

"Effortless Integration with a range of tools"

What do you like about Method CRM?

I like Method CRM for its simple integration with other tools like Formstack and Zapier.

5 Cons or Disadvantages of Method CRM

1. Learning Curve

Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.

See 8 mentions

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Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Deep Customization, Steep Learning Curve"

What do you dislike about Method CRM?

I find there's a steep learning curve for new users.

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

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

2. Limited Customization

Users experience limited customization, as changes often require costly developer support and can complicate the system.

See 6 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

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 ot

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

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

3. Bugs

Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.

See 5 mentions

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Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you dislike about Method CRM?

It does have a few glitches, mostly in the mobile app. When I try to search for a contact that I’ve copied and pasted, the search field sometimes grey

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you dislike about Method CRM?

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

4. Expensive

Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.

See 4 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

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 ot

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"The CRM is a good tool for tracking specific tasks related to each customer individually."

What do you dislike about Method CRM?

Glitches in the system or limitations with basic profile without customization. Customization is expensive and not a quick process.

5. Missing Features

Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.

See 4 mentions

See Related User Reviews

Harper L.

Small-Business (50 or fewer emp.)

4.0/5

"Great CRM for SMBs Looking for QuickBooks Integration"

What do you dislike about Method CRM?

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 expe

Sabrina F.

Small-Business (50 or fewer emp.)

5.0/5

"Method for making your work easier"

What do you dislike about Method CRM?

That it doesn’t have everything a business needs. Like the financial side, and payroll, and employee hr and clock in benefits. Companies need an ALL i

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Lisa S.

Customer Service Rep

Small-Business (50 or fewer emp.)

4/29/2024

"Method has a lot of handy features!"

4.5/5

What do you like best about Method CRM?

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.

What do you dislike about Method CRM?

The reporting formats and options are not always enough. The custom fields are not all searchable. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Lisa! Thanks so much for taking the time to leave this review. I'm happy to hear that Method has helped your business get organized and more efficient. Your comments on reporting are also greatly appreciated, and I'll pass all your comments to the team right away. Thanks again!

Lesly P.

Small-Business (50 or fewer emp.)

8/3/2023

"Not too comprehensive"

2.5/5

What do you like best about Method CRM?

We work with clients and contracts; it is good to have a place where the actual contract goes with the actual job and client (it's called an "Estimate") Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Names of functions do not match how they are understood (i.e. an "Estimate" is the screen that has your AWARDED project, contract, and information about the project; I do NOT think of this as an Estimate. Also, it's weird to have both a list of Contacts AND a list of Companies). Method was very hard to learn and I still feel after two years I don't have a proper grasp of it; just enough to keep my head above water. You also have to repeat steps; if it's in the proposal stage it goes in as an "Opportunity" and you input ALL the client info. If you are awarded the job it turns into an "Estimate"; one would think the address, etc. could just copy over but it doesn't; you have to re-enter it all again. Review collected by and hosted on G2.com.

What problems is Method CRM solving and how is that benefiting you?

Before Method, using paper file folders for projects, sometimes if the name of different projects are similar, one can mix up contracts. With Method, in the "Estimate" for that particular project, only the contract that pertains to that project is uploaded there so there can be no mix ups or incorrect contracts with incorrect projects. Also, it is nice to be able to record updates on the project and notes and all can see the status. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

edit

Hello Lesly, and thank you for taking the time to share your experience. Glad to see that you're managing projects more efficiently than before joining Method. Our Product team is working on making it easier to navigate the platform based on feedback like yours, so we really appreciate you contributing to the betterment of Method!

Douglas L.

CFO

Small-Business (50 or fewer emp.)

1/23/2024

"method"

5/5

What do you like best about Method CRM?

Ability to customize Method including new views and reports. Sync with QuickBooks. Ability to customize views based on who is using it. Reporting capabilities. Support and training. Ease of use once set up. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Steep learning curve to get in and actually program new reports and views. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Douglas! Thanks so much for this insightful review. I love that you've found several benefits of and uses for Method for your company. I'm also grateful for your feedback about the learning curve for reports and views and will pass it on to the team. Promoting ease of use is a primary focus for our developers in 2024. Thanks again!

Steve A.

Bilingual (Japanese/English) Business Consultant

Small-Business (50 or fewer emp.)

1/3/2024

"Excellent tool"

5/5

What do you like best about Method CRM?

Intuitive design, simple to use, has great features you'd expect of a CRM Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Some default features are useful if organizations need them, but for those that don't, they're extra work or extra data that you're forced to enter but won't have much value - in fact they will be confusing. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Steve! Thanks so much for your review. I'm so glad to hear that Method's been a useful tool for you so far, and I hope you continue to find success with it. I especially appreciate your feedback around default features, and I will absolutely pass your review on to the rest of the team. Thanks again!

Steve M.

Small-Business (50 or fewer emp.)

3/12/2024

"Positive experience. Pricing could be a bit more competitive."

3.5/5

What do you like best about Method CRM?

I like the fact that it works with Quickbooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Haven't had a real dislike to this point. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Steve! Thanks so much for leaving this review. I'm happy to hear that you've found success with Method's QuickBooks sync and have centralized your data effectively. I also really appreciate your feedback about our pricing and will pass everything on to the team right away. Thanks again!

Boyd P.

Mid-Market (51-1000 emp.)

4/25/2024

"Very Pleased"

5/5

What do you like best about Method CRM?

The ability to set reminders and designate the contact that is made accordingly Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The multiple-contact interface is sometimes congested. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Boyd! Thanks so much for taking the time to leave this review. I'm happy to hear that Method's reminders and contact designation have helped your business be more productive. I also really appreciate your feedback about the multiple-contact interface. I'll pass your review on to the team right away. Thanks again!

Ilya Y.

VP of Sales & Marketing

Small-Business (50 or fewer emp.)

1/18/2024

"Fast, simplle, inntuitive and easye to use. The customer support team is fantastic."

5/5

What do you like best about Method CRM?

The simplicity and ability to connect many apps into one system Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

THe only concern would be the color and interface customization I would make it company colors. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Ilya! Thank you so much for your review. I'm super excited to hear that you're happy with Method so far, and I can't wait to see where your business takes its functionality. I also really appreciate your feedback about color and interface customization and will pass everything on to the team. Thanks again!

Verified User in Printing

Small-Business (50 or fewer emp.)

1/17/2024

"Method CRM"

4.5/5

What do you like best about Method CRM?

Method is great because it allows us to create sales documents, purchase documents, manage our contacts, assign tasks, track opportunities, all while syncing with QB online. The customer service is reliable and fast, the chat tool used allows us to find solutions to any issues quickly and for free! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't dislike much actually, just wish there was a desktop app for Mac users Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi there! Thanks so much for leaving this awesome review. I really appreciate your feedback about a desktop app, and I love hearing all the great things you've accomplished so far with the product. I'll be sure to pass this on to the rest of the team. Thanks again!

Laurie W.

Small-Business (50 or fewer emp.)

8/17/2023

"Customer Service is Bar=None."

4.5/5

What do you like best about Method CRM?

I am able to customize anything and everything. The customization team is wonderful. I have yet to find anything that Method is not able to do or build for my business. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish that there were SOPs already created for me to distribute to my team as we onboard new members. I would love to see a step-by-step guide from the moment a call comes in to the moment a contract/invoice is generated. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

edit

Hi Laurie! Thrilled to see you're enjoying our no-code customization and that Method is helping you streamline your operations. I especially appreciate the valuable feedback around SOP building and will pass it along to our Product team. Thanks again for sharing your experience and contributing to the improvement of Method!

Verified User in Retail

Small-Business (50 or fewer emp.)

11/7/2023

"Method CRM has already saved us countless hours!"

5/5

What do you like best about Method CRM?

We love how Method CRM integrates with Gmail, QuickBooks Online, our website and more! The customer service is wonderful and between them and their IT team in assisting us our implementation was a breeze. In addition, the ability to customize Method to suit our needs is invaluable...we highly recommend! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The UI is a bit muted and could benefit from more color and/or separation in the list views. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi there! Thank you so much for your review. I'm so glad to hear that you've found our integrations, customization, and customer service helpful to your business. I also really appreciate your feedback on our user interface and will definitely be passing your review along to the team. Thanks again!