9.1
Spot Score
Streamline your sales and grow your business.
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Starts from $25/User/Month when Billed Yearly
Method CRM has established itself as a versatile and highly customizable solution for businesses seeking seamless integration with QuickBooks Online (QBO). The standout features include its exceptional customer support, intuitive design, and remarkable customization capabilities, which have empowered users to tailor the platform to their specific workflows and ...Read more
Exceptional customer support, with quick response times and knowledgeable representatives.
Seamless integration with QuickBooks Online (QBO) and Gmail, reducing redundant data entry and streamlining workflows.
Highly customizable interface, allowing businesses to tailor CRM functions to their unique needs.
Intuitive and easy-to-use software, making it accessible even for those without deep technical expertise.
Initial customization can be complex and often requires programming expertise or professional support.
The interface can feel outdated or lack visual appeal, with muted UI designs and minimal color separation.
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Showing 121-130 out of 160
TB
Ted Brock
04/19/19
One time billing / PREPAYMENT
PROS & CONS What are the best aspects of this product? Works with Quickbooks... that is the only reason we purchased it. What aspects are problematic or could work better? Did not end up working with our particular needs. The biggest problem is that we prepaid everything up front which was over $2,000. When we decided not to use it anymore we could not get our money back. Instead of cancelling, I dropped our plan to the lowest cost in case we ever wanted to revisit the product. 18 ...
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NS
Neil Sanghavi
12/19/18
Good Product. Easy to use
PROS & CONS What are the best aspects of this product? integrates with Quickbooks Desktop. Easy to work with. What aspects are problematic or could work better? I am ok with it What features/services would you like to see in future versions of this product? Its ok as is for my business What specific problems in your company were solved by this product? CRM & integration with Quickbooks Are you a current user of this product? Yes
LH
Laura Hogan
11/30/18
Great platform
PROS & CONS What are the best aspects of this product? The platform is very clean, easy to navigate and provides everything I needed in a CRM. What aspects are problematic or could work better? The customization aspect is hard for me. I know code and I edit wordpress websites a lot but the editing tables, forms, and screens are all so interconnected you had to update one and then go and update another to have everything working correctly. It was just a lot to do and a lot to ...
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LF
Leonardo Faye
11/26/18
So easy to use and implement, fully customization
PROS & CONS What are the best aspects of this product? Easy to use, customization, automatic synchronization What aspects are problematic or could work better? System needs a better calendar What features/services would you like to see in future versions of this product? We need a calendar more oriented to scheduling service What specific problems in your company were solved by this product? Double entry, manual synchronization Are you a current user of this product? Yes
AD
Ariel Dabora, CPA
11/23/18
Easy Setup, Good Support, Highly Customizable Platform - Recommended
PROS & CONS What are the best aspects of this product? Good contact management, high customization , good training videos What aspects are problematic or could work better? no cons identified yet What features/services would you like to see in future versions of this product? ability to send text message reminders and thank you follow ups What specific problems in your company were solved by this product? network management Are you a current user of this product? Yes
HJ
Hilton Janfield
11/13/18
Customize almost anything, make it perfect for you.
PROS & CONS What are the best aspects of this product? Ultimate customizability - almost anything can be modified, added, removed, adjusted, etc. to your pleasure, letting you make it perfect for your business. Real time two-way sync to QuickBooks is a great plus as well. What aspects are problematic or could work better? Steep learning curve, especially for customizing the new CRM interface, but the outstanding support, one half-hour guided tour, and free hour with a consultant ...
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JR
Jacob Ruiz
11/13/18
Excellent software and service
PROS & CONS What are the best aspects of this product? The best aspects of this product is the 'easy going' use of it. It is linked to Quickbooks so we could track the process from quotes to invoices. The Mobile App is very helpful, now my office is my cellphone, not even my desktop or laptop but my mobile device, most of the time I am traveling here and there, selling, I use my cellphone for everything, Method has the app that simplifies my job. What aspects are problematic or could ...
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MB
Madison Balmat
10/16/18
Great customer service
PROS & CONS What are the best aspects of this product? Efficient task reminder and great customer service. What aspects are problematic or could work better? Email notifications are frustrating. What features/services would you like to see in future versions of this product? Maybe a calendar function for tasks. What specific problems in your company were solved by this product? Organization. Are you a current user of this product? Yes
LK
Lori K (Campbell) Aitken
10/16/18
Finally...a CRM platform that's a breeze to set up!
PROS & CONS What are the best aspects of this product? Set up via Quickbooks Online is virtually effortless and the Method CRM Gmail Gadget is absolutely genius. In fact, I'd say it's the absolute game changer for me. What aspects are problematic or could work better? Quickbooks Online Payment Integration is not available for Canadian users. What features/services would you like to see in future versions of this product? Again...Quickbooks Online Payment Integration needs to be ...
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AM
Ann Marie Houlihan
10/11/18
New to Method CRM, but so far so good
PROS & CONS What are the best aspects of this product? Typically using a software is clunky in the beginning, this is very intuitive. I like how you can customize it. Customer support via chat is awesome. What aspects are problematic or could work better? I probably need to spend more time with it, but sometimes I can't find the assignments that I create. That said, I always get the email notifying me about the activity and I guess that's the most important part. What ...
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