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

"Executive Director"

What do you like best about Method CRM? Amazing customer service with Shane! Always accessible and knowledgeable. What do you dislike about Method CRM? Would like to have video tutorials available when needed What problems is Method CRM solving and how is that benefiting you? Contact management, manage the process of tasks involved in business cycle

"Excellent tool"

What do you like best about Method CRM? Intuitive design, simple to use, has great features you'd expect of a CRM What do you dislike about Method CRM? Some default features are useful if organizations need them, but for those that don't, they're extra work or extra data that you're forced to enter but won't have much value - in fact they will be confusing. What problems is Method CRM solving and how is that benefiting you? Tracking projects, leads and contacts

"Methos is very reliable and efficient"

What do you like best about Method CRM? Method is really easy to use, the lay out of the interface is very organized and the number of features makes wonders for efficiency. What do you dislike about Method CRM? I have not found any downsides yet. I have only been using it for two months What problems is Method CRM solving and how is that benefiting you? To create quotes with ease

"Method CRM has already saved us countless hours!"

What do you like best about Method CRM? We love how Method CRM integrates with Gmail, QuickBooks Online, our website and more! The customer service is wonderful and between them and their IT team in assisting us our implementation was a breeze. In addition, the ability to customize Method to suite our needs is invaluable...we highly recommend! What do you dislike about Method CRM? The UI is a bit muted and could benefit from more color and/or seperation in the list views. What problems is ...

"Between customization and connecting QB, Method CRM has been a fantastic addition to our business!"

What do you like best about Method CRM? We currently use Method CRM as a Quickbooks replacement for our sales department, and we have noticed an increase in sales support via customizations. We've made automatic email follow-ups, track activities as a KPI measurement, and even email shipping notifications through Method. I am responsible for all of our company's back-end coding for Method, and it is almost as robust as a complete coding environment. I've yet to find a hard limitation in ...

"Customization representative is very east to work with"

What do you like best about Method CRM? Our interest was in finding a CRM that would confidently link to QuickBooks. Method has met our needs completely. The response time is minutes from our representative and the customization team is very easy to work with and explains things in real time in our account, We are very pleased and looking forward to the ease of use in improving our CRM. What do you dislike about Method CRM? So far I cannot say anything negative about Method CRM. What ...

"Very useful software with lots of potential to customize"

What do you like best about Method CRM? At the initial setup, we easily imported our customer database from Quickbooks Online into Method CRM. After getting comfortable using the base software, the customizations consulting team at Method has been a great resource to add several tools for customized mailing list functionality and customized database features that we are continuing to develop. It comes at a cost for each customization, but it is still far more reasonable in price than any ...

"So Happy With Method"

What do you like best about Method CRM? I was so happy with how quickly we were up and running with Method. The team was outstanding at tailoring the software to my needs. I highly recommend it! What do you dislike about Method CRM? Some of the tools I don't need, but it's nice to have them for future use. What problems is Method CRM solving and how is that benefiting you? We use Quick Books Enterprise and Method already has the integration in place. Now our sales team has complete ...

"Fast, Friendly, Knowledgable and Efficient"

What do you like best about Method CRM? Very easy to use and navigate. Customer service is easy to access and quick to resond and very knowledgeable. I love how I am able to link my gmail to method so all my sent emails go straight to my sent box in gmail. What do you dislike about Method CRM? I love everything about Method. The only thing I feel would help is when I do a new activity I would like to see all the past activities right there on that screen instead of just the last activity. ...

"Method is very easy to use and customize and easily integrate it with any other product solutions"

What do you like best about Method CRM? The customizable interfaces are great for fine tuning screens to match your business needs. What do you dislike about Method CRM? The thing I dislike most about method is the report builder and email template builder. I feel these are areas that could be enhanced. What problems is Method CRM solving and how is that benefiting you? Allowing open access to information for teams. Creating business workflows and automating email messages to end users. The ...