Method CRM Reviews

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

My experience with Method CRM has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down.

December 31, last best day to reach out to donors. I get a notice that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me.
When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say.

before that everything was done manually very hard to follow and keep track of the work

Time saving and job tracking

I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online and I thought I'd found it in MethodCRM. But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).

Just now, in the middle of a chat session, I was abandoned by the person helping me after advising me she had a meeting to go to a meeting. A meeting... I am the owner of, and have worked in, service-based businesses my whole adult life. Abandoning a customer to go to a meeting is unacceptable. I wasn't handed off to someone else, just dropped.

Method appears to subscribe to the same LACK of service, the service industry has morphed into. Acting as if they (the "service" company) is doing the consumer a favor or requiring the consumer to jump through hoops and accommodate THEIR schedule.

VERY disappointing, Method... Having a great product is not enough. You just stand behind your product and provide support to the people that pay your salaries - the customers.

Great experience !

tracking sales leads, generating reports for internal sales teams

Bottom line: Product does not work as advertised. Would NEVER recommend

We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues.

We decided to pay for the full year upfront. Do NOT do that.

We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker.

We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good.

We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored.

We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers.

We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them

I am satisfied because it is a really efficient tool to grow my business.

Overall great

After speaking with Method employees about the needs of our company, we were sold on two different consulting packages. Two months later, we still didn't have a functioning tool. They did not deliver what was promised. We heard multiple times there were "glitches" in their system and that "others had said the same thing". It became painfully obvious they have a great concept, but the platform is still in development and not up to par with other CRMs. We had to ask for things like creating functioning fields, fixing broken algorithms, and providing consistent formatting on the entry screens. When we got the CRO involved, she punted it back down the org chart. They would only spend more time if we spent more $. They didn't take responsibility and only refunded a small portion. It's like they stole from our company. I can not recommend Method at all.

Love the product so far, looking forward to adapting it more to our company business flow. Still working out the bugs at this time.

If you had the time and knowledge to program this software, it could really be incredible. I think the software was just far more than my small company needed, so it just wasn't a great fit.

We have been evaluating Method CRM for over a year now (paying their fees the entire time.) After our evaluation, we decided NOT to go with Method for Quickbooks Pro / CRM. Here is why.

1.) The Method CRM Platform & Method Website - EXTEREMELY SLOW and POOR DEVELOPMENT.
2.) The Method CRM Customer Service - Our account manager and the development team was very slow if they even responded. We felt like they just did not care about us or our issues.
3.) The Method CRM Overall Experience - NOT A GOOD ONE. We are still in the process of finding that CRM but we know Method CRM is not the one.

Do yourself a favor and look elsewhere.

Its okay but I still see there being a lot of room for improvement

I have been consulting on QuickBooks for about 15 years. The more that I consult with clients on QuickBooks, the more that I am finding that I need to let QuickBooks do the accounting and other systems do the business work flow. Method CRM allows me to bring the whole package to my clients.
When we started introducing Method CRM to our clients, it really opened their eyes to being able to have integrated systems and not having to duplicate their efforts. Method CRM has a flawless two way sync engine that will update the customer information in either system. With this we have been able to tailor the system for the things that their employees needed to see. Being able to customize Method CRM has opened doors for us that were impossible to do just with QuickBooks alone. QuickBooks along with Method CRM is definitely a winning combination.
It is amazing how we can help our clients with all of their business needs.

As a QuickBooks ProAdvisor, I have been using Method CRM for several years and recommending it for my clients that want to be able to get to their QuickBooks data easily and customize it to how they want to use it. It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports.

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