I use Method CRM throughout my day to track jobs, scheduling, and accounts. It centralizes information, so communication in the office is streamlined. I love the calendar feature, which has proven to be a powerful tool for our dispatch and project management teams' collaboration. The easy-to-read presentation and the simple editing process make the calendar feature perfect for building and tracking jobs. Also, the initial setup was easy. Review collected by and hosted on G2.com.

I think that training videos and tutorials could be improved. The training tasks need to be directly tied to a tutorial. Review collected by and hosted on G2.com.

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 keeps track of the doctors I have talked to and visited. The initial setup of Method CRM was easy. Review collected by and hosted on G2.com.

I find the workflow is slow. It could improve my workflow automation. It would help me not have to keep track of little things as much and have a built-in to-do list. Review collected by and hosted on G2.com.

I use Method CRM to eliminate double data entry, and it gives my sales team access to relevant data. I like the two-way QuickBook sync and self-service customer portals. It helps me a lot because instead of manually doing the emails, it helps me to do it by itself. Review collected by and hosted on G2.com.

Maybe if they use an easy interface, because some people are not able to understand the system. It was not easy. Review collected by and hosted on G2.com.

The most helpful part of this method for me is being able to create opportunities and save reminders tied to activities. Review collected by and hosted on G2.com.

So far, I haven’t come across anything I dislike about it. Review collected by and hosted on G2.com.

The two-way sync with QuickBooks Online was a must-have and works flawlessly. Implementation was straightforward, and we now use it every single day. The customization options have been outstanding, letting us tailor workflows to match how we actually operate. Method has filled gaps in our processes that other CRMs couldn’t address, making our team more efficient without forcing us to change the way we work. Review collected by and hosted on G2.com.

Because there are so many customization options, it can take a little time upfront to set things up exactly how you want them. Also, user-level customizations are limited — most adjustments require a customization appointment. That said, the appointments are pleasant, and the Method team has been easy to work with and quick to understand what we need. Review collected by and hosted on G2.com.

I like the ability to see variations of different work order statuses at a glance, and how easily I can add and remove items. I also appreciate being able to add photos to the tickets. The integration with QuickBooks and customization features are very helpful for our work order management. Review collected by and hosted on G2.com.

Our payroll pulls from Method CRM, so if we remove or add labor items, it will adversely affect the payroll. We have to wait to move them to QuickBooks before making hour-related adjustments. Review collected by and hosted on G2.com.

I had another great experience with Method CRM as they're always eager to find solutions to our needs, allowing us to get the most out of the software. I also appreciate its integration with QuickBooks. Review collected by and hosted on G2.com.

I find the inability to do accounting within the same software a downside. The initial setup was cumbersome, though it has been worth it. Review collected by and hosted on G2.com.

I use Method CRM for scheduling text, invoicing, and opportunity tracking, which helps in streamlining day-to-day operations. As a new user today of an existing Method CRM instance, it has been fantastic. Review collected by and hosted on G2.com.

Right now, I would have to say that opportunity tracking could be enhanced. Review collected by and hosted on G2.com.

I like how seamlessly it integrates with QuickBooks. Review collected by and hosted on G2.com.

The setup process was a little clunky and we had several calls to the developer to get it worked up. Review collected by and hosted on G2.com.

It helps us keep track of all our jobs, opportunities, and activities in one place, which makes it much easier to stay organized. Review collected by and hosted on G2.com.

I haven’t experienced any downsides to using Method CRM so far. Review collected by and hosted on G2.com.