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AR

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 suite 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 seperation in the list views. 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 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!

JP

James P.

VP of Sales

Small-Business (50 or fewer emp.)

9/27/2023

"So Happy With Method"

5/5

What do you like best about Method CRM?

I was so happy with how quickly we were up and running with Method. The team was outstanding at tailoring the software to my needs. I highly recommend it! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Some of the tools I don't need, but it's nice to have them for future use. Review collected by and hosted on G2.com.

Response from Julia Poon of Method CRM

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Hi, James! Thank you so much for this review. I'm so happy to hear that implementing Method has been a success for your business, and even more so that you've tailored it to your needs. I hope your relationship with Method continues to blossom for years to come. Thanks again!

UC

Verified User in Construction

Small-Business (50 or fewer emp.)

1/31/2024

"new to method"

4.5/5

What do you like best about Method CRM?

emailing from the po screen is a great addition. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

untill recently was not having emails from method in my outlook sent file. this has been remedied. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thanks for this review. I love to hear that you enjoy Method's emailing functionality for POs, and that you're saving time on processes already. Thanks for your patience around issues with your Outlook outbox, and I'm glad it's been remedied - the team is committed to enhancing existing functionality for 2024. Here's to even more future growth!

UC

Verified User in Construction

Small-Business (50 or fewer emp.)

1/17/2024

"Screens of Georgia"

3.5/5

What do you like best about Method CRM?

The Method team is very responsive when we have a question, issue or concern. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

We feel there are several things we have requested that should have been a standard feature but Method considers them to be custom. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hello! Thank you so much for leaving this review. I appreciate your comment about Method's default features and will pass it on to the team. That said, I'm so happy to hear that you've had success with the product and that our team has been able to support you on your journey. Thanks again!

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

2/26/2024

"Excellent Technical Help"

4.5/5

What do you like best about Method CRM?

Smooth integration into Quickbooks. Customer support is top notch. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Sync conflicts are labeled as record number instead of document number. Other than thati have no complaints. 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'm really glad to hear that you've had a positive experience with Method so far and that our team has been able to help you on your growth journey. I also really appreciate your feedback on sync conflicts. I'll pass your review to the team right away. Thanks again!

AR

Anthony R.

Small-Business (50 or fewer emp.)

8/8/2023

"pretty good but not perfect"

4/5

What do you like best about Method CRM?

that it syncs with Quickbooks. Can be used in the field as a mobile app. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is only an online platform. There should be a version of the mobile app that can be used when there is no cell/wifi reception. Then the app can connect when it gets a good signal. Good for people in the field. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello Anthony, and thanks for taking the time to share your experience. Happy to see you're a fan of Method's two-way QuickBooks sync and CRM features. I especially appreciate your feedback for the mobile app and will make sure to pass it along to our Product team. Thank you again for contributing to the betterment of Method!

CO

Chad O.

Vice President

Small-Business (50 or fewer emp.)

9/7/2023

"Great customer service"

4/5

What do you like best about Method CRM?

Easy integration and helpful staff. The support chat works very well and the agents are very responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish there was an easier way to create a Case from an email instead of cases needing to be generated in a customer portal. When we used Trello we were able to have a case created by having a client send to our support email. Review collected by and hosted on G2.com.

Response from Julia Poon of Method CRM

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Hi, Chad! Thank you so much for your kind words and constructive feedback. Your comments on case creation are especially valuable, and I'll pass everything along to the team right away. Thanks again for taking the time to help our product grow — creating a convenient, user-friendly experience is a top priority at Method.

PT

Peter T.

Small-Business (50 or fewer emp.)

9/11/2023

"Method is very easy to use and customize and easily integrate it with any other product solutions"

5/5

What do you like best about Method CRM?

The customizable interfaces are great for fine tuning screens to match your business needs. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The thing I dislike most about method is the report builder and email template builder. I feel these are areas that could be enhanced. Review collected by and hosted on G2.com.

Response from Julia Poon of Method CRM

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Hi Peter! Thank you so much for your kind review and your constructive feedback. The Product team is actively working hard to improve Method's existing customization features like the report builder and template builder, as well as launch exciting new ones. Thank you again for your review — I will definitely be passing it along to the team.

AM

Amanda M.

Executive Sales Manager

Mid-Market (51-1000 emp.)

5/4/2022

"I love everything about this program- it simplifies my day to day sales operation seamlessly!"

5/5

What do you like best about Method CRM?

It simplifies my day-to-day sales operation seamlessly, links to our website so our customers can order and I can keep track of sales flow in Method perfectly! I love the instructional videos Method has to offer, I use these often for training purposes. Method CRM's staff is exceptional at answering questions & concerns promptly as well Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

can be slow at times or the connection can lag during updates other than that I have zero complaints, I am not sure what needs to be done to improve this issue? It is not something that disrupts me too often. Review collected by and hosted on G2.com.

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

None that I am aware of. I noticed if we do have issues Methods team is very quick to resolve these issues for us. My sales have increased because I can spend more time focusing on my customer's calls while current customers can go to our website and order rather than me having to manually send customers their invoices. Review collected by and hosted on G2.com.

AB

Alexa B.

Financial Analyst

Small-Business (50 or fewer emp.)

3/1/2022

"Customizeable and nice features"

3/5

What do you like best about Method CRM?

Very easy to sync with Quickbooks Desktop - the best in class in this regard. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Downside is there is no out of the box subtotaling, unless I missed something. I will have to read a lot of documentation to feel comfortable using the system, but I feel that the resources are appropriate in answering my questions.

Have difficulty entering customers as both customers and vendors, generally have issues with the contacts screen. CRM is not as customizable as we would like, compared to Zoho CRM. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

Probably the best out-of the box solution compared to other customizeable CRM tools such as Google Product or Salesforce Review collected by and hosted on G2.com.

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

Good tool for invoicing, excellent quickbooks integration! Will expand its services to our other AR accounts in the next year or so. New user so still learning. Review collected by and hosted on G2.com.

Response from Sarah Iranca of Method CRM

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Hey Alexa, thanks for the review! We are so glad that you're getting great value out of our features! Our support team is always available to answer any questions you have about Method tools!