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

"Method has allowed us to integrate all of our accounting and business data."

What do you like best about Method CRM? The ability to customize Method to fit our business requirements. From customized screens to reports Method meets the needs of our business. What do you dislike about Method CRM? We would like a better backup system to include versions for when we are changing Method code. What problems is Method CRM solving and how is that benefiting you? The integration with Quickbooks has been significant. Also the ability to customize the data we need.

"Powerful customizable solution"

What do you like best about Method CRM? I love that I can customize the Method platform to fully fit the unique needs of my sales team. Plus, the customer portal feature is an absolute game-changer, allowing our customers immediate access to their account history and saving my team valuable time in having to pull up old transactions for clients. What do you dislike about Method CRM? There is a bit of a learning curve initially when implementing Method CRM. It's not as intuitive as I would ...

"Easily accessible support for setup & troubleshooting"

What do you like best about Method CRM? Method has chat support available during regular business hours. Chat representatives are excellent in understanding issues and providing insight or links to the appropriate help articles. In setting up, customizing or utilizing a CRM — this type of support is critical. Method makes this easier by providing this chat support option. What do you dislike about Method CRM? Currently no complaints. Some things are a bit confusing at first — lead vs ...

"Great product and support staff"

What do you like best about Method CRM? The ease of use and flexibility. The staff is friendly and quick to respond. The program is customizable and or you can use its current layout. The price is amazing for what you get. What do you dislike about Method CRM? There is nothing I can actually say I dislike. What problems is Method CRM solving and how is that benefiting you? Helping us build a foundation to grow our company. It has streamlined our invoicing process and the accuracy of invoices.

"Amazing program!! Allows us to be very organized and its very simple to use."

What do you like best about Method CRM? I love that I can add activities and set as reminders ! What do you dislike about Method CRM? So far, there is nothing that I dislike about method! What problems is Method CRM solving and how is that benefiting you? It is allowing us to be more organized and plan our day better!!

"It's been real good using it so far. I've been using it for some time now and I've had no problems"

What do you like best about Method CRM? It's very easy to use. You can use multiple ways to search for your customers. What do you dislike about Method CRM? There's nothing that i've come up on that i dislike as yet. What problems is Method CRM solving and how is that benefiting you? It helps in sending out invoices to clients and that helps us in doing less work and makes our work lives easier.

"Great software that keeps growing to give us more"

What do you like best about Method CRM? How easy it is to use, and how everything can be integrated all in one. I appreciate very much that they are constantly improving to offer better service making it easier than the cmpatetion. What do you dislike about Method CRM? There's only one thing I don't like and is the fact that I can not use it while offline, in my field of work sometimes it's difficult to get wifi or any cellular data available so this makes it difficult to work What problems ...

"All representatives I've worked with at Method have been extremely helpful."

What do you like best about Method CRM? Every person I've communicated with at Method has provided top-notch support. This includes Sales, Support and Customization services. What do you dislike about Method CRM? Product documentation is a good high-level overview. It is not, however, sufficient to support customization or provide enough technical detail for the product. What problems is Method CRM solving and how is that benefiting you? Customization will help our team ask the correct ...

"We love Method!"

What do you like best about Method CRM? It is intuitive. All of our sales reps prefer Method over other programs that we have tried. What do you dislike about Method CRM? I wish the emails were better designed. If they were, I wouldn't have to use mailchimp. The emails are generic. What problems is Method CRM solving and how is that benefiting you? a database to track our customers and our interactions with them.

"I recommend Method all the time!"

What do you like best about Method CRM? It's rare these days that you can get help on the phone, but Method support is always there, and extremely helpful. I also LOVE their customization team. The program works perfectly for our photography business and my virtual assistant (in another state) can easily access and see her daily tasks. What do you dislike about Method CRM? There is a classic and new version. When we did customizations, they are specific to only one version. But team did ...