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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George T.

Senior Enlisted Leader

Small-Business (50 or fewer emp.)

5/9/2024

"Method Donor CRM"

5/5

What do you like best about Method CRM?

Only CRM we found that seamlessly transmits and updates QuickBooks Online donor data and vice versa in both directions. All CRMs, including Salesforce, only go in one direction. Data input into Method updates customers in QuickBooks, and QuickBooks updates to customers updates Method. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The pre-made reports require some updates as they are not visually appealing out of the box. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, George! Thank you so much for taking the time to leave this review. I'm so happy to hear that you've found success in Method:Donor and that the platform has let you use all your platforms harmoniously. Your feedback about reports is also greatly appreciated, and I'll pass it on to the team ASAP. Thanks again!

Verified User in Construction

Small-Business (50 or fewer emp.)

1/29/2025

"The CRM product is overall a good, easy product to use."

4/5

What do you like best about Method CRM?

Intuitive and its ability to work with Quickbooks Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Technical Assistance accessing a person to help with program issues Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi there, thank you for your review. We are thrilled to hear that Method's intuitive design and QuickBooks integration are working well for you. We are sorry to hear that you've ran into issues connecting with our team when faced with platform issues. Should you need any additional assistance at this time, please reach out to us at hello@method.me. Thank you again for choosing Method.

Ryan B.

Account Management and Inside Sales

Small-Business (50 or fewer emp.)

7/24/2024

"I have used lots of info tracking business apps. This is the best, most productive one."

5/5

What do you like best about Method CRM?

Tags help along the ease of implementation to quickly find the topics we need stats on. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I have not encountered any dislikes about Method thus far. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Ryan! Thanks so much for this review! I am so happy that you've been able to keep your business better organized with Method's tags, CRM features, and calendar reminders. I look forward to seeing how our product can help your business even more down the line. Thanks again!

Yousif E.

Agency Owner

Small-Business (50 or fewer emp.)

7/26/2024

"More than just a CRM..."

5/5

What do you like best about Method CRM?

I can basically customize the platform to suit my business needs. If I tried to do this with any other platform, it would be costly and not as seamless of an experience. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Limited design options, I wish you could play with the look and feel of the platform to match your company's branding. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Yousif! Thanks so much for your review and for sharing your experience customizing Method. Cheers!

Rudy F.

Small-Business (50 or fewer emp.)

2/21/2024

"Method user review ( 2years )"

4/5

What do you like best about Method CRM?

I like the customization of Method the most. Being able to build what you need when you need it has been more than helpful for my team and I. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

There isn't much to dislike about Method, I think you must be aware of what you are signing up for. Out of the box, it's not going to be exactly what you need but with the options of the customization, you can build it to your needs. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Rudy! Thanks for leaving this super helpful review. I love to hear that you've leveraged Method's customization and integration capabilities for your business. Your feedback about the platform's out-of-the-box functionality is also appreciated. I'll pass your review on to the team right away. Thanks again!

Verified User in Construction

Small-Business (50 or fewer emp.)

1/18/2024

"Nuanced customization, seamless QuickBooks integration and superb customer support!"

5/5

What do you like best about Method CRM?

Before Method CRM we used QuickBooks exclusively, taking notes on pads of paper and filing them away. Now, I have customers who call from months or years ago and I can see every phone conversation and the notes that were taken. Every time we went out to the customer's house and the reason. Having this information at our fingertips makes our interactions with customers smooth and professional! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Method CRM is highly customizable! But as a double-edged sword, you almost need to be a coder in order to effectively and efficiently create workflows and reports and processes. Review collected by and hosted on G2.com.

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

One thing our business depends on is accurate scheduling. We schedule different installers sometimes to multiple jobs per day, we also schedule times for our field techs to measure and estimate and dates for our customers to return samples. This is easy and clearly differentiates the different schedules, creating follow-ups when necessary. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thank you for taking the time to leave this review. I'm so glad Method has enhanced your experience as a QuickBooks user, and that you've been able to improve professionalism and efficiency. I also appreciate your feedback on customization and will pass it on to the team. Note that our developers are committed to making customization easier for everyone down the line. Thanks again!

Verified User in Chemicals

Small-Business (50 or fewer emp.)

1/17/2024

"I finally have all my STUFF in one place"

5/5

What do you like best about Method CRM?

What I enjoy most about Method CRM is the Activities feature. I can make my daily notes, add a follow-up time and date, a reminder gets emailed on the due date of the task. Being able to drag emails and other files into the customer's file is so helpful to keep all important files in one place. I also find that using the "Tags" is super helpful when searching for customers that buy certain products. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I think it would be a nice feature to have the date of when each contact was entered into the system. This would help indicate if the contact info is current or not. If and when the contact info is updated then the date of entry could be refreshed. This would eliminate all the guesswork. Review collected by and hosted on G2.com.

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

All of the sales team work remotely and are consistently entering all sales calls into the CRM. Head office can easily follow what's happening with each customer. When salespeople are away, their customers can still receive the same level of attention to detail because of having every little detail contained within the CRM. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thank you so much for leaving this review - I can't wait to send it to the team. I really appreciate your idea about a contact entry date, and I'm so glad to hear you've boosted efficiency with Method. Thanks again!

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

3/15/2024

"CRM - Small Business Friendly & Efficient"

5/5

What do you like best about Method CRM?

I enjoy the user-friendliness of the Method CRM. I was able to learn the whole system within a few weeks of being introduced to it and find it to be very easy to adjust to. I've also reached out to the customer support team (AI bot and live chat) and found answers very easily. I use this system every day and am very happy with how the business is functioning as a result of Method CRM. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish there was an option to add photos in line items as we are an engineering firm and sometimes item descriptions just don't do a product justice. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thanks so much for leaving this review. I really appreciate hearing all the great things you have to say about Method, and I especially value your feedback about photos in line items. I can't wait to pass your review on to the team. Thanks again!

Michael H.

Small-Business (50 or fewer emp.)

1/30/2024

"Great for customization for small businesses"

5/5

What do you like best about Method CRM?

How we can customize the templates, the features, and works flows for our business. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The tags on the workflow can be a bit confusing. It would be helpful if the end user support was a more helpful for our core user. As an admin user, this not as much of a problem for me. For the end user, they often have questions that are not in the support center. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Michael! Thanks so much for taking the time to leave this review. I'm happy you've boosted efficiency with Method's features and customizations! I also appreciate your feedback about intuitiveness around tags, and I'll pass it on to the team ASAP! 2024 is all about making the platform a better experience for everyone involved. Thanks again!

Elyse H.

Inside Sales

Mid-Market (51-1000 emp.)

7/9/2024

"Responsive Customer Service"

5/5

What do you like best about Method CRM?

The team at Method CRM is fantastic. When questions arise, their customer service has an answer or solution to us within 20 minutes. Truly a game changer. I would recommend Method CRM to any B2B organization. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I do not yet have any feedback of this nature. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Elyse! Thank you very much for your review. I'm so glad to hear that your experience with Method and our support team has been positive, and that you've streamlined your communication process. I can't wait to send your review to the team - thanks again!