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LT

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!

LS

Lisa S.

Customer Service Rep

Small-Business (50 or fewer emp.)

4/29/2024

"Method has a lot of handy features!"

4.5/5

What do you like best about Method CRM?

Method allows us to send emails and see when they are opened. We can save templates that automatically load when needed. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The reporting formats and options are not always enough. The custom fields are not all searchable. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Lisa! Thanks so much for taking the time to leave this review. I'm happy to hear that Method has helped your business get organized and more efficient. Your comments on reporting are also greatly appreciated, and I'll pass all your comments to the team right away. Thanks again!

LP

Lesly P.

Small-Business (50 or fewer emp.)

8/3/2023

"Not too comprehensive"

2.5/5

What do you like best about Method CRM?

We work with clients and contracts; it is good to have a place where the actual contract goes with the actual job and client (it's called an "Estimate") Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Names of functions do not match how they are understood (i.e. an "Estimate" is the screen that has your AWARDED project, contract, and information about the project; I do NOT think of this as an Estimate. Also, it's weird to have both a list of Contacts AND a list of Companies) . Method was very hard to learn and I still feel after two years I don't have a proper grasp of it; just enough to keep my head above water. You also have to repeat steps; if it' in the proposal stage it goes in as an "Opportunity" and you input ALL the client info. If you are awarded the job it turns into an "Estimate"; one would think the address, etc. could just copy over but it doesn't; you have to re-enter it all again. Review collected by and hosted on G2.com.

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

Before Method, using paper file folders for projects, sometimes if the name of different projects are similar, one can mix up contracts. With Method, in the "Estimate" for that particular project, only the contract that pertains to that project is uploaded there so there can be no mix ups or incorrect contracts with incorrect projects. Also, it is nice to be able to record updates on the project and notes and all can see the status. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello Lesly, and thank you for taking the time to share your experience. Glad to see that you're managing projects more efficiently than before joining Method. Our Product team is working on making it easier to navigate the platform based on feedback like yours, so we really appreciate you contributing to the betterment of Method!

DL

Douglas L.

Small-Business (50 or fewer emp.)

1/23/2024

"method"

5/5

What do you like best about Method CRM?

Ability to customize Method including new views and reports.

Sync with QuickBooks.

Ability to customize views based on who is using it.

Reporting capabilities.

Support and training.

Ease of use once set up. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Steep learning curve to get in and actualy program new reports and views. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Douglas! Thanks so much for this insightful review. I love that you've found several benefits of and uses for Method for your company. I'm also grateful for your feedback about the learning curve for reports and views and will pass it on to the team. Promoting ease of use is a primary focus for our developers in 2024. Thanks again!

SA

Steve A.

Bilingual (Japanese/English) Business Consultant

Small-Business (50 or fewer emp.)

1/3/2024

"Excellent tool"

5/5

What do you like best about Method CRM?

Intuitive design, simple to use, has great features you'd expect of a CRM Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Some default features are useful if organizations need them, but for those that don't, they're extra work or extra data that you're forced to enter but won't have much value - in fact they will be confusing. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Steve! Thanks so much for your review. I'm so glad to hear that Method's been a useful tool for you so far, and I hope you continue to find success with it. I especially appreciate your feedback around default features, and I will absolutely pass your review on to the rest of the team. Thanks again!

SM

Steve M.

Small-Business (50 or fewer emp.)

3/12/2024

"Positive experience. Pricing could be a bit more competitive."

3.5/5

What do you like best about Method CRM?

I like the fact that it works with Quickbooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Haven't had a real dislike to this point. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Steve! Thanks so much for leaving this review. I'm happy to hear that you've found success with Method's QuickBooks sync and have centralized your data effectively. I also really appreciate your feedback about our pricing and will pass everything on to the team right away. Thanks again!

BP

Boyd P.

Mid-Market (51-1000 emp.)

4/25/2024

"Very Pleased"

5/5

What do you like best about Method CRM?

The ability to set reminders and designate the contact that is made accordingly Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The multiple-contact interface is sometimes congested. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Boyd! Thanks so much for taking the time to leave this review. I'm happy to hear that Method's reminders and contact designation have helped your business be more productive. I also really appreciate your feedback about the multiple-contact interface. I'll pass your review on to the team right away. Thanks again!

IY

Ilya Y.

VP of Sales & Marketing

Small-Business (50 or fewer emp.)

1/18/2024

"Fast, simplle, inntuitive and easye to use. The customer support team is fantastic."

5/5

What do you like best about Method CRM?

The simplicity and ability to connect many apps into one system Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

THe only concern would be the color and interface customization I would make it company colors. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Ilya! Thank you so much for your review. I'm super excited to hear that you're happy with Method so far, and I can't wait to see where your business takes its functionality. I also really appreciate your feedback about color and interface customization and will pass everything on to the team. Thanks again!

UP

Verified User in Printing

Small-Business (50 or fewer emp.)

1/17/2024

"Method CRM"

4.5/5

What do you like best about Method CRM?

Method is great because it allows us to create sales documates, purchase documents, manage our contacts, assign tasks, track opportunities, all while syncing with QB online. The customer service is reliable and fast, the chat tool used allows us to find solutions to any issues quickly and for free! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't dislike much actually, just wish there was a desktop app for Mac users 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 awesome review. I really appreciate your feedback about a desktop app, and I love hearing all the great things you've accomplished so far with the product. I'll be sure to pass this on to the rest of the team. Thanks again!

LW

Laurie W.

Small-Business (50 or fewer emp.)

8/17/2023

"Customer Service is Bar=None."

4.5/5

What do you like best about Method CRM?

I am able to customiza anything and everything. The customization team is wonderful. I have yet to find anything that Method is not abl to do or build for my business. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish that there were SOPs already created forme to distribute to my team as we on board new members. I would love to see a step by step guide from the moment a call comes in to the moment a contract/ invoice is generated. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hi Laurie! Thrilled to see you're enjoying our no-code customization and that Method is helping you streamline your operations. I especially appreciate the valuable feedback around SOP building and will pass it along to our Product team. Thanks again for sharing your experience and contributing to the improvement of Method!