About Method CRM

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management, email marketing, lead management, document storage, forecasting, sales pipeline management, segmentation and workflow management. Teams using Method:CRM can add customer or sales details, create estimates, payments, invoices and receipts in the system and receive secure online payments from customers. Method:CRM offers two-way integration with QuickBooks, which allows organizations to schedule recurring or one-time reminders to check-in, send lists of customers to Mailchimp and create reports to gain insights that help drive more sales. Additionally, users can automate lead collection by embedding forms into websites to capture new leads, view and update estimates via the mobile app and allow leads to approve estimates through self-service portals. Method:CRM enables employees to record details of each client interaction, keep track of every conversation at each stage of the buying cycle, sync contact lists to Mailchimp and send email campaigns to customers. Pricing is available on a monthly and annual subscription basis and support is extended via live chat, documentation, phone and an inquiry form.
Method CRM Software - Method:CRM client billing information
Method CRM Software - Method:CRM customer list
Method CRM Software - Method:CRM mobile app interface
Method CRM Software - Method:CRM customer profile
Method CRM video
Method CRM Software - Method:CRM client billing information - thumbnail
Method CRM Software - Method:CRM customer list - thumbnail
Method CRM Software - Method:CRM mobile app interface - thumbnail
Method CRM Software - Method:CRM customer profile - thumbnail

Method CRM pricing

Method CRM does not have a free version but does offer a free trial. Method CRM paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.
Free Version:
No
Free trial:
Yes

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Method CRM Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4
5 reviews of 108,000 View all reviews
Chitta ranjan D.
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 07/01/2019

Excellent CRM to customize with Great Customer Support

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Pros

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

Cherie H.
  • Industry: Market Research
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
2
Customer Support
5

5
Reviewed on 27/02/2021

For the Technology saavy users, must be advanced IMO

Good experience overall. Thei customer support and tutorials to help are excellent.

Pros

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Method CRM

We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.

Reasons for Switching to Method CRM

The support and demo were great. Also the price.

Response from Method Integration

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Replied 02/03/2021
David W.
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/09/2021

This was made for dummies

Pros

I found the total integration with QuickBooks was the best compared to other products I have looked at .

Cons

At this point in time I cannot find a fault worth mentioning

Response from Method Integration

Thank you for finding the time to leave a review, David!

Replied 14/09/2021
Verified Reviewer
  • Industry: Hospital & Health Care
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
2
Ease of Use
2
Customer Support
1

3
Reviewed on 09/03/2021

Prone to Critical Errors, Only useful for small, simple businesses

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Pros

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Cons

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it...
There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point.
These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Alternatives Considered

SugarCRM, Zoho CRM and Salesforce Sales Cloud

Reasons for Choosing Method CRM

Integration with Quickbooks

Switched From

Keap

Response from Method Integration

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

Replied 16/03/2021
Ryan T.
  • Industry: Civil Engineering
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
3
Customer Support
5

5
Reviewed on 20/07/2021

Mostly great, but somewhat overwhelming

Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Pros

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Cons

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Alternatives Considered

Housecall Pro

Reasons for Switching to Method CRM

Less expensive, better integration with quickbooks, more aligned with my particular business model.

Response from Method Integration

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Replied 27/07/2021

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