Method CRM Reviews in May 2025: User Ratings, Pros & Cons

Great customer support

PROS & CONS What are the best aspects of this product? So far from the little bit of experience I've had with Method I have been very pleased with their customer support and flow of the software. What aspects are problematic or could work better? I'm still learning my way around, so I'm not sure what could be improved at this point. What features/services would you like to see in future versions of this product? Pardot and the opportunities included in the main package. What ...

A comprehensive tool that stores so much customer information

PROS & CONS What are the best aspects of this product? Method CRM is quite comprehensive. It can store so much customer information, is customizable, and the search capabilities are very good. What aspects are problematic or could work better? I encountered some problems with consistency in integration with QB's online. We always have problems with it running on our Citrix server and losing connection with QB's. We have to constantly get a hold of our IT guys to re-sync them. It may ...

Add needed functionality to QuickBooks Online with Method CRM

PROS & CONS What are the best aspects of this product? QuickBooks Online does not have the function to enter internal notes for the invoices for the salespeople to review without the customer knowing on their statements. And we no longer have to give out statements to customers anymore when we can give them customer portals instead to clarify which transactions the customers have paid for and what they have still open and pending. What aspects are problematic or could work better? ...

Making it simple

PROS & CONS What are the best aspects of this product? Syncs with quickbooks, has some robust features. Opportunities are really easy to keep track of. What aspects are problematic or could work better? Some of the functionality is hard to use, such as changing default screens for some features, or changing the way our estimates look. What features/services would you like to see in future versions of this product? Time cards, and scheduling! What specific problems in your ...

Get in sync with your team

PROS & CONS What are the best aspects of this product? The customization aspect and customer service are strong aspects. What aspects are problematic or could work better? I am still exploring the ins and out of this program but it's exciting to have one program where all the information on a company can be present. I don't know how other team members will embrace sharing their contacts but it's a work in progress. What features/services would you like to see in future versions of ...

Perfect integration with QuickBooks Online and Method:CRM

PROS & CONS What are the best aspects of this product? Integration with Quickbooks and Mailchimp is perfect. You have everything you need a click away like invoices, estimates but also you can export your clients to a specific list in Mailchimp. Love it. What aspects are problematic or could work better? You need to have some technical knowledge to add custom fields in your contact information for example. But after you figured out how it works, it is pretty straightforward. What ...

Quick customer service & easy to customize!

PROS & CONS What are the best aspects of this product? We've used this for our company and the customization capabilities have been great. We can tailor it to our needs for clients! What aspects are problematic or could work better? We've had issues with clients being able to pay on their phones. What features/services would you like to see in future versions of this product? More capabilities to print graphs & charts of project progress. It would be helpful from a visual ...

Great product

PROS & CONS What are the best aspects of this product? The product is great from the begging, but it is also very customizable. What aspects are problematic or could work better? Customizing reports is a bit cumbersome, but they have great videos to walk you through the process. What features/services would you like to see in future versions of this product? Easier customization What specific problems in your company were solved by this product? Keeping track of various ...

First Call - Success!

PROS & CONS What are the best aspects of this product? I am just getting started but my initial connections have been excellent - great support and amazing flexibility What aspects are problematic or could work better? So much to learn - can't really weigh in until I make it through the learning materials - of which there are plenty! What features/services would you like to see in future versions of this product? Unknown yet What specific problems in your company were solved ...

Method CRM has saved my company so much time and money. Thanks!

PROS & CONS What are the best aspects of this product? Allows my reps to enter orders into Quickbooks from anywhere...even when traveling and from their smartphones What aspects are problematic or could work better? The ability to easily modify the layout and add fields What features/services would you like to see in future versions of this product? The ability to easily modify the layout and add fields What specific problems in your company were solved by this product? ...