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

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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

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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Brandon H.

Salesman

Small-Business (50 or fewer emp.)

10/31/2024

"Everything you need with flexibility and convenience"

4.5/5

What do you like best about Method CRM?

It's easily integrates with my entire team and it makes a very easy to communicate tasks and activities. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The search function could work better when I'm trying to look up companies or parts in the items list. Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

edit

Hi Brandon, thank you taking the time to share this feedback with us! It's experiences like yours that help shape the evolution of our tools (like the search function)! We're so happy to hear that Method has made it easy for you to communicate with your team. We will pass along your review to our team, thank you again!

AMANDA H.

Small-Business (50 or fewer emp.)

4/23/2024

"Quick and Professional"

4.5/5

What do you like best about Method CRM?

Method has allowed our company to better manage incoming leads by helping us input customer interactions and create follow up activities. This allows us to personalize our interactions with our leads and even our current customers. Implementing this into our office has allowed for us to nurture and turn quite a few more leads into customers. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

There are a lot of redundancies in estimates to invoices. When one could just create a sales order and send to customer rather than go through all of the prompts to move from estimate to invoicing. Estimates are just estimates and sometimes change when an actual sales order is made. It would make sense to remove the estimates and just have sales orders and invoices. Anytime we try to do a sync (lead to customer), the server boggs down our system and crashes our computer. We have opted out all together to run syncs for this purpose. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Amanda. Thank you so much for taking the time to leave this super helpful review. I'm happy to hear that you've been able to keep organized with Method's activity tracking and follow-ups. Your concerns around estimates and issues with syncing have also been noted and passed on to the team. Thank you again for your review!

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/30/2025

"It was a new learning experience but easily grasped."

4/5

What do you like best about Method CRM?

How structured everything was and accessible. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Having to go back too many times to access similar things. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hello, thank you for your review. We're thrilled to hear that you've found Method to be well structured and accessible. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method!

Allison G.

Sales Assistant/Purchaser

Small-Business (50 or fewer emp.)

1/31/2024

"Small business review"

4.5/5

What do you like best about Method CRM?

As a small business, we love that Method CRM has a 2-way sync into Quickbooks. The support is very responsive, and will escalate issues that can't be resolved right away. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Method CRM is lacking when it comes to project management. We would love a way to organize with photos and show which items have been received in the warehouse. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Allison! Thanks for your review - it was a pleasure to read. I'm so glad you are enjoying Method's two-way sync with QuickBooks. Thank you especially for your feedback about project management features. I'll pass your review on to the team right away. Thanks again!

Mirna R.

administrator

Small-Business (50 or fewer emp.)

7/24/2024

"Most user-friendly CRM"

5/5

What do you like best about Method CRM?

it is very user friendly, it pretty much mirrors Quickbooks. The customization possibilities are nearly endless. There is a lot that can be done with it. It's really a great system. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

that some of the options for editing the program are blocked for users and we have to pay customization for it. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Mirna! Thank you for your review. It's great to hear that you're happy with what Method has to offer, and I especially appreciate your feedback about the customization model. I'll pass this on to the team right away - thanks again!

Kelly S.

Office Admin

Small-Business (50 or fewer emp.)

10/30/2024

"User friendly, seamless integration with Quickbooks, comprehensive customer supper"

5/5

What do you like best about Method CRM?

1. seamless integration with Quickbooks

2. customer chat for support

3. user friendly and buildable for specifics

4. QB sync engine Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

very rare but when errors occur or unavailable Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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Hi Kelly! Thank you for your review. We're thrilled to hear that Method has been a positive addition to your business operations, and that our Support team has been helpful. We will pass this along to our team, thank you again!

FJ W.

Programs Manager

Small-Business (50 or fewer emp.)

9/16/2024

"Great app to grow your business"

5/5

What do you like best about Method CRM?

For our sales campaign, I tried a few different CRMs in the past, but none seemed to function quite as well as Method CRM does. It enables you to obtain more qualified leads and expand your company more quickly. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Although I like the touch method CRM adds to my leads, I do struggle a bit trying to import data from another platform. That said, I think they have great features and also have room for improvement. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi FJ, thanks so much for your response and for your positive feedback! We're thrilled to hear that our platform has helped you obtain more qualified leads and grow your business faster. We especially appreciate your input on Method's data import process, and I will pass your review on to the team right away. Thanks again.

Phil H.

Owner

Small-Business (50 or fewer emp.)

7/24/2024

"Review of my experience with MethodCRM"

4.5/5

What do you like best about Method CRM?

The integration with QBO - Apparently I must enter more text than just a few words Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The inability to interact with email. You can send an email from Method but when the contact responds, the only way to capture the response is with the sidebar - but there is no way to respond with the string. What a pain! The formatting on outbound emails is much too limited. BTW - the next question is primary role - I have several... Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Phil. Thanks for taking the time to write this review and for sharing your feedback about Method. Your comments on our email functionality are especially valuable in helping us deliver the best product possible. I'll share this review with the team right away. Thanks again!

Steve C.

Territory Manager

Small-Business (50 or fewer emp.)

10/31/2024

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

3.5/5

What do you like best about Method CRM?

I like the fact that the report generator is pretty easy to run Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The layout of contact information is a little scattered. Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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Hi Steve, thank you for taking the time to write this review! We appreciate your feedback and will be passing it along the team. Thank you for sharing your experience with us and contributing to the development of Method CRM.

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

8/28/2024

"Easy to Use Software"

5/5

What do you like best about Method CRM?

I like the easy access to different things such as contacts, estimates, and sales orders. I am able to search for customers or files in a matter of seconds. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I think that this software is good, there is not much I would improve upon. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi there! Thanks so much for your positive feedback. We're glad to hear that you find Method CRM easy to use and efficient in managing your contacts and sales orders, and can't wait to see where you can take our platform next! Thanks again.