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

For your sake, go with Method

PROS & CONS What are the best aspects of this product? QuickBooks integration is great for sales and cost transparency, the CRM is actually customizable for a layperson and they now have good tutorials for almost every aspect of Method, the customer support will always be able to guide you. They are infinitely patient and immediately responsive. What aspects are problematic or could work better? Better documentation is needed on some things or expanded to include all aspects of app ...

Method is the way to go!

PROS & CONS What are the best aspects of this product? How compatible it is with Quickbooks. The people behind the product are even better. I have never dealt with such an awesome customer support team. They want to help you! Tiffany is great. What aspects are problematic or could work better? Report Designer to be compatible with Window 10 What features/services would you like to see in future versions of this product? Report Designer to be compatible with Window 10 What ...

They were very helpful and fast. My problem was resolved within minutes of me asking for help!

PROS & CONS What are the best aspects of this product? Our company uses quickbooks for all accounting so the fat that method allows to sync our work directly makes everything so much easier for us. What aspects are problematic or could work better? We've had some issues in the past as far as how the work links to quickbooks but it has always been an easy fix once we call customer service. What features/services would you like to see in future versions of this product? The fact ...

Great CRM for synchronization with Quickbooks

PROS & CONS What are the best aspects of this product? Seamless synchronization with Quickbooks - Out of this world customer service What aspects are problematic or could work better? Easier template editing for reports and email/print templates What features/services would you like to see in future versions of this product? Linkage of estimates to activities What specific problems in your company were solved by this product? Quote management for outside reps Are you a ...

METHOD is the best CRM software in the market!

PROS & CONS What are the best aspects of this product? METHOD is user-friendly software that has helped our business keep track of our leads and turn them into paying customers. I also like the fact that when I can't quite figure out how to use a certain feature the METHOD support chat is always ready to help. What aspects are problematic or could work better? Honestly, I can't find a flaw that I feel needs better attention. What features/services would you like to see in future ...

Quickbooks Integrated CRM

PROS & CONS What are the best aspects of this product? It syncs with our Quickbooks and allows us to keep our Quickbooks file a little "cleaner" by not importing them until we are ready. What aspects are problematic or could work better? The Method Gmail gadget could have more functions What specific problems in your company were solved by this product? Excellent for managing our customers Are you a current user of this product? Yes

Impressed with the customer support

PROS & CONS What are the best aspects of this product? The ability to set follow-ups for myself and my colleagues, the integration with QuickBooks, and the customer support. What aspects are problematic or could work better? Sometimes it doesn't function with my Gmail as it should. What features/services would you like to see in future versions of this product? I would love to be able to set follow up dates by choosing X number of days, months, or weeks rather than by a calendar ...

Amazing CRM for a Sales Department

PROS & CONS What are the best aspects of this product? As a sales rep this is a very useful tool for me and my company. The ability keep on top of transactions of each customer and see when they last purchased is a great help. We use the Activities as a great way to notate all interactions with our customers to keep everyone on the same page. This is a great tool to help any sales team improve their sales opportunities and in an efficient manner. What aspects are problematic or could ...

Awesome CRM if you rely on Quickbooks

PROS & CONS What are the best aspects of this product? Very easy to use, the browser interface is very easy to use. Syncs with Quickbooks flawlessly and saved our company a TON on cloud hosting. Allows my sales team to complete orders without having to potentially gunk up our company file. Makes it very easy to consolidate our customers in a digestible fashion for our Sales team. What aspects are problematic or could work better? The email tracking support is OK at best, other CRMs ...

Amazing Customer Service

PROS & CONS What are the best aspects of this product? The integration with Quickbooks makes this a no-brainer for my company. What aspects are problematic or could work better? I did have some login issues, but customer service was able to fix the problem quickly. I do have some issues with the interface of being able to make sales reps (that are no longer employed) to show as inactive. What specific problems in your company were solved by this product? Organization of sales ...