Method CRM Reviews (339)

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Reviews

Method CRM Reviews (339)

View 3 Video Reviews
4.4
339 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and seamless integration with QuickBooks, highlighting how it simplifies customer management and streamlines workflows. The high level of customization allows businesses to tailor the platform to their specific needs, enhancing overall efficiency. However, some users note a steep learning curve for new users, which can be a challenge during initial setup.

Pros & Cons

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Verified User in Medical Practice
UM
Verified User in Medical Practice
Small-Business (50 or fewer emp.)
"Easy Contact Management, but Mobile Search Glitches"
3.5/5
What do you like best about Method CRM?

It stores all contact info and easy to navigate Review collected by and hosted on G2.com.

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 greys out, and then I can’t use it. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi there, thank you for taking the time to write this review. We're glad to hear that Method is helping your team stay organized with leads and customers. We appreciate the feedback on the mobile experience and apologize that it did not meet expectations. We are always looking for ways to improve the platform and will pass this on to the relevant product teams. Thank you again.

Christopher D.
CD
Christopher D.
Website Developer
Small-Business (50 or fewer emp.)
"Effortless Integration with a range of tools"
3.5/5
What do you like best about Method CRM?

I like Method CRM for its simple integration with other tools like Formstack and Zapier. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing that springs to mind Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Christopher, thank you for your review. We're so glad to hear that Method has provided you with a seamless integration experience. We appreciate your feedback and recommendation. Thank you for choosing Method.

Michael F.
MF
Michael F.
Appointment maker
Small-Business (50 or fewer emp.)
"When I have a problem with method they respond back to me immediately."
5/5
What do you like best about Method CRM?

Ease of Use Customer support Number of features Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Does not have any dislike with method It is good Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Michael, thank you for your review. We're so happy to hear that you've had a great experience with Method — especially when it comes to ease of use, the number of features, and the support from our team. We're excited to continue supporting your growth. Thank you again for choosing Method!

Hilary G.
HG
Hilary G.
Market Developer
Small-Business (50 or fewer emp.)
"Quick and Efficient"
5/5
What do you like best about Method CRM?

I love methods to manage my business it's very organized, has never failed me and I get to have support at all times, I receive a response for any questions I may have very quickly and get all my questions answered. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is a little old school, would love to have an easier time to manage it Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Hilary, thank you for your review! We're thrilled to hear that Method has been able to help your business stay organized and that our support team has been helpful. We're excited to continue supporting your business as you grow with Method, thank you again!

Nicholas T.
NT
Nicholas T.
Owner
Small-Business (50 or fewer emp.)
"Small business CRM powerhouse"
5/5
What do you like best about Method CRM?

Customizability, Many Features and more! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Learning Curve to understand how to use. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Nicholas, thank you for your review. We're glad to hear that Method's customizability and features have been valuable to your team! We understand there can be a learning curve and we are here to support you every step of the way. Thank you for sharing your experience, we appreciate your recommendation.

Sabrina F.
SF
Sabrina F.
Office Administrator
Small-Business (50 or fewer emp.)
"Method for making your work easier"
5/5
What do you like best about Method CRM?

Methods system helps you track jobs, invoices, payments, Sales, and everyone on your team has the ability to track their work. You can get the basics and as you grow add more apps to your dashboard Review collected by and hosted on G2.com.

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 in one system Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Sabrina, thank you for your review! It's great to hear that Method is helping your team stay on top of jobs, sales, and customer communications. We appreciate the desire for a more all-in-one solution that includes financial/HR tools and thank you for the insight. Your feedback is valuable to us and we thank you for choosing Method.

AP
Ashley P.
Account Manager
Small-Business (50 or fewer emp.)
"Very Poor Experience, Waste of Time"
0/5
What do you like best about Method CRM?

I didn't like anything about Method CRM. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Every aspect was awful. Long, drawn out process that got us no where. Complete waste of time and no accountability was taken. Beware of working with this company if you are looking to implement a CRM. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Ashley, thank you for taking the time to share your feedback. We're very sorry to hear that your experience with Method was disappointing. We know how valuable your time is and it's unfortunate that we couldn't deliver the kind of support or results you were expecting.

Our goal with every implementation is to create a clear and collaborative partnership, but we understand in your case that things didn't come together as they should have. Your feedback is important to us and we take it seriously as we continue to improve our processes.

We'd appreciate the opportunity to learn more about what went wrong and how we can do better. To speak with a member of our team, you can reach out to us at hello@method.me

MB
Mathias B.
Owner
Small-Business (50 or fewer emp.)
"Works"
2.5/5
What do you like best about Method CRM?

Works well to allow my field sales personnel to enter their orders into our Quickbooks OF system Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like that everything is 2-way sync. Some lists should be one-way only. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hey Mathias, thank you for taking the time to leave this review. We're happy to hear that Method is helping your field sales team efficiently enter orders into QuickBooks. Your note on sync preferences is appreciated and we'll be sure to pass that on to the relevant product teams. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again.

Marcus B.
MB
Marcus B.
Director of Sales & Service
Mid-Market (51-1000 emp.)
"Happy New Customer With Method"
5/5
What do you like best about Method CRM?

I enjoy how it organizes all sales data for real time data sharing. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

i do not like how short the character spaces for sales entry. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Marcus, Thanks for your review! We're glad to hear that Method has helped make your sales data more organized and efficient to report on. We also appreciate your feedback as our team is always looking for ways to improve the user experience and insight like yours helps us do that. We're excited to continue supporting your business as you grow with Method, Thank you!

GG
Gavin G.
Customer Support Specialist
Small-Business (50 or fewer emp.)
"I use method everyday and it is great and easy to use."
4/5
What do you like best about Method CRM?

The auto calculating margins are the most helpful. It handles a lot of the work for you. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I dislike that there is not a rounding feature after the margins. I would like each item to be rounded up to the nearest dollar. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

Hi Gavin, thank you for leaving a review! We're so glad to hear that you've found Method's auto calculating margins helpful. We're always working to improve our product and services so your feedback is valuable to us. Thank you again!