Madison B.
MB
Business Office Assistant
Small-Business (50 or fewer emp.)
"Easy Customization and Seamless Payments with Method"
5/5
What do you like best about Method CRM?

I love how easy it is to customize the platform. I work with a study abroad company with many different payment nuances, and it has made the process much easier. Before adding Method, we were solely using Quickbooks and another CRM. We would send students emails with the link to Quickbooks and instruct them to pay on our website. Now, it is integrated where the student can pay on Method's portal easily. It is so helpful that they can see all of their past payments, current invoices, and future ones. We also have found that the price is very affordable, and the site rarely lags, especially when our whole team is on the platform. Currently, we have a specialized customizer consultant that is able to create iterations that work perfectly for us. She understands our needs and implements them, and even has ideas to make our processes easier. Method also has a support live chat. It starts with the AI bot, which can be helpful, but if that doesn't work, their team of humans is also right there and easily reachable. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

One downside, for us specifically, is that we also use another CRM concurrently to handle communications (Found before we found Method and can't easily switch over) is that the two platforms do not have integrations to each other. This makes sense, but I wish there was some connection (ie Method and QuickBooks Online sync) Review collected by and hosted on G2.com.

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