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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Verified User in Consulting

Small-Business (50 or fewer emp.)

8/1/2024

"Wonderful and customizable CRM"

5/5

What do you like best about Method CRM?

Systems integrations and personal customizations to applications for organizational, financial and operational need. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Can be slow at times, if multiple users on same page- work can not be saved accordingly. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thank you for your review. We're thrilled to hear that you're enjoying the customizable features and seamless integrations that Method

offers. We especially appreciate your note about performance issues. Rest assured that we are actively working on improvements to enhance your experience, especially when multiple users are working at the same time. Thanks again!

Olivia W.

Mid-Market (51-1000 emp.)

9/15/2023

"Fast, Friendly, Knowledgable and Efficient"

5/5

What do you like best about Method CRM?

Very easy to use and navigate. Customer service is easy to access and quick to respond and very knowledgeable. I love how I am able to link my gmail to method so all my sent emails go straight to my sent box in gmail. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I love everything about Method. The only thing I feel would help is when I do a new activity I would like to see all the past activities right there on that screen instead of just the last activity. It would help me in remembering every interaction I have had with my customer without having to go to a different screen to look at the entire history instead of just the last interaction. Review collected by and hosted on G2.com.

Response from Julia Poon of Method CRM

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Hi, Olivia! Thank you so much for taking the time to leave this review and for your kind words. Your point on activity history is well-made and I'll pass it on to the team right away. Thanks again for contributing to the betterment of Method!

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

7/17/2024

"Excellent CRM"

5/5

What do you like best about Method CRM?

Method is the first CRM I have used in my professional career. It has been easy to navigate and help manage each and every one of my customers in a timely manner on a day-to-day basis. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The only issue I have seen so far since using Method is the ability to make duplicate customer contacts, however I've recently learned how to resolve that issue which has been helpful. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi there! Thank you for your review of Method. I'm so happy to hear that as your first CRM, Method has already helped you drive efficiency and customer service at your business. Your feedback about contact duplication is extremely valuable, and I'll pass everything on to the team right away. Thanks for helping us deliver the best product possible! Cheers.

Lance M.

Mid-Market (51-1000 emp.)

8/14/2023

"My daily CRM"

5/5

What do you like best about Method CRM?

I will say the chat time is pretty quick to respond to you. For me, Method has been pretty easy to learn. I am now looking to learn to sequence emails to help me get emails out automatically since I have found my way around the platform. I can move around the setup pretty quickly. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Due to how our company has it set up I would personally want to move things around to make fewer mouse movements and a couple fewer clicks. Im not sure if that is something I can change or if it looks like from the meeting it's our IT side. Review collected by and hosted on G2.com.

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

Well, it's really a great sales tool. I like the flow of how I have my process down from taking fresh leads putting in notes then being able to set up scheduling call backs. I do want to learn how to sequence emails to save time. This looks a little bit much for me to set up so if I can easy my task on Method I'd love it more. So let's see if we get that set up. Then it's game on. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello Lance and thank you for sharing you experience! Glad to see that you've found value in Method's sales features and our team has been able to support you promptly. Here's a help center article on how to send emails based on set parameters: https://help.method.me/en/articles/2589684-send-email-action — if you still need help setting up automated emails, feel free to drop us a line at hello@method me explaining what you're trying to achieve in more detail.

Madison G.

Small-Business (50 or fewer emp.)

3/15/2024

"It’s great so far!"

5/5

What do you like best about Method CRM?

We are still new to this software but love the customer service, the messaging bot is very helpful, and you can customize basically everything! Can't wait to have everything customized! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish the free customization our was more than one hour because we can only get very little done as it takes a lot of time. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Madison! Thanks so much for taking the time to leave this review. I really appreciate your feedback about our customer service and your free customization hour. I can't wait to see where your business takes Method's workflows down the road. Thanks again, and I'll pass this review on to the team right away.

Verified User in Machinery

Small-Business (50 or fewer emp.)

1/25/2024

"Method CRM: Versatile, Easy, and Well-Supported"

5/5

What do you like best about Method CRM?

Method is a very flexible product with seemingly infinite integration options. It's intuitive and easy to use, and the more it's used and integrated, the more powerful of a tool it becomes. All my experiences so far with Method's team from sales to support to programming have been superb. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Some integration and custom programming is necessary to get the best out of Method depending on your existing systems, however, Method has done a good job of making that integration as easy as possible. 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 this review. I'm over the moon to hear about your positive experience with the product. Your feedback around customization is especially valuable, and you should know that making Method easier to use and personalize is a priority in 2024. Thanks again!

Verified User in Retail

Small-Business (50 or fewer emp.)

4/19/2023

"Between customization and connecting QB, Method CRM has been a fantastic addition to our business!"

5/5

What do you like best about Method CRM?

We currently use Method CRM as a Quickbooks replacement for our sales department, and we have noticed an increase in sales support via customizations. We've made automatic email follow-ups, track activities as a KPI measurement, and even email shipping notifications through Method.

I am responsible for all of our company's back-end coding for Method, and it is almost as robust as a complete coding environment. I've yet to find a hard limitation in this regard.

All in all, Method CRM is customizable to your own particular needs and serves as a competent Quickbooks CRM replacement. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

When looking at Method CRM as an option, it's vital to remember it's a CRM that is still dependent on Quickbooks for Finance.

I would love to see more support for the Financial aspects of Quickbooks as Method CRM, lacks support for Credit Memos and the Accounting aspects are not fully fledged out.

As well as auditing features such as Quickbooks' Audit Log are present but, again not fully fledged out.

I've been assured the lovely folks at Method are consistently working on new features. Review collected by and hosted on G2.com.

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

Our business was fully using Quickbooks prior to Method CRM; through customizations to emailing and Activities we have been able to increase our follow-up percentage and keep our customers engaged with the sales team. No longer do customers fall by the way side, even if they do not currently need us we have policies and customizations in play that make sure they know we are there for them. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello! Firstly, thank you for sharing your experience with us. Although the Product team is actively working on increasing the functionality of Method, I'll make sure to pass on your feedback about credit memos and other accounting features. Love to see that you've already found so much value in Method CRM!

Verified User in Import and Export

Small-Business (50 or fewer emp.)

5/28/2024

"easy to use, lots of good features...outstanding tech support/customer service, best I've ever seen."

5/5

What do you like best about Method CRM?

what'a most helpful is the ability to make a sales call and use the app to document the info so I can move onto the next one. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

No downsides. All good. totally happy with Method. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thank you very much for leaving this review. I'm so happy to hear that you've been able to stay on top of your sales calls with Method's help. I'll pass on your review to the team right away - especially Dhruv and Jaina! Thanks again.

Dan E.

Small-Business (50 or fewer emp.)

4/19/2024

"Very easy to navigate and use"

5/5

What do you like best about Method CRM?

I like getting reminders on task that I may have forgotten Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Really nothing comes to mind. its very easy to naviagte Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Dan! Thanks for leaving this review. I'm happy to hear that Method's reminders feature helps you in your daily operations! I can't wait to see where you can take the platform. Thanks again.

luca t.

Sales Manager

Small-Business (50 or fewer emp.)

11/16/2023

"Powerful CRM, but Pricey for Small Businesses"

4.5/5

What do you like best about Method CRM?

With Method, everything changed for the better. The user interface is intuitive and easy to navigate, making it simple for our team to input and access customer information. The automation features have been a lifesaver, streamlining our sales and marketing processes, and saving us countless hours of manual work. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

For smaller businesses, the cost of the CRM may be a bit high. It would be great if they offered more budget-friendly plans for startups

The sales order report could be improved Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Luca! Thank you so much for taking the time to leave this review. I appreciate your kind words about Method, as well as your insightful feedback on sales order reports and our pricing model. I'll be passing your review on to the team right away. Thanks again!