Method CRM Erfahrungen

Under promised and OVER delivered!!!

Kommentare: We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!

Vorteile:

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!!

Nachteile:

No current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you!

All-in-one Quickbooks CRM

Kommentare: Excellent. Method customer service has been top notch.

Vorteile:

Excellent user interface and easy integration with Quickbooks desktop.

Nachteile:

It is pricey but you could opt for less features for a lower price.

Prone to Critical Errors, Only useful for small, simple businesses

Kommentare: Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Vorteile:

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Nachteile:

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

This was made for dummies

Vorteile:

I found the total integration with QuickBooks was the best compared to other products I have looked at .

Nachteile:

At this point in time I cannot find a fault worth mentioning

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Kommentare: I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me

Vorteile:

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

Nachteile:

This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.

A good integration

Kommentare: Overall I like this program and the integration with quickbooks

Vorteile:

Method has been a good program for our school. Being able to see all of the accounts in real-time make managing everything a lot easier.

Nachteile:

The reports part of this has not been my favorite. I paid extra to have the support team build the specific report I needed but it's still a little clunky. Also as I would love to see an ability to run specific campaigns and reports on them. Right now you can use tags to identify campaigns but that is also a clunky way to do it.

Stay Away from Method

Kommentare: Anyone looking for a crm system for their business please stay away from Method CRM. Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks. Thousands of of dollars later in implementation and it's still not good. Please if you or your team or friends are looking please steer away from Method CRM you will thank you me .
They only want to help if you pay we spent 21 k in implementation and our syncs are not syncing properly and it's not right. Not at all happy with it. My staff and it department are doing extra work to fix things in quickbooks and costing our company even more money.

Vorteile:

the best part of of Method is that it syncs with Quick books

Nachteile:

the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing.

Great Product with some Customization

Kommentare: Great client support, awesome response times and highly effective software and backup team.

Vorteile:

Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members. We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.

Nachteile:

The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.

This CRM is amazing.

Vorteile:

Where to even start?? This is such a user friendly platform, I think training anyone in to use it would be a breeze. Does everything we wanted it to, and keeps record of EVERYTHING we needed.

Nachteile:

I wouldn't so much call this a con, but I don't trust reviews that don't have one. For the customization pages, it can be extremely overwhelming. Maybe if that portion were just a little easier to navigate, then this would be a 10/10!

Method has solved all of the issues in my Sales Process.

Kommentare: Method increased my productivity exponentially. Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method. I would say Method saved my business, if not my sanity!

Vorteile:

The QB integration is the BEST part of the program. Customization, collaboration and client accessibility are ALL a very close 2nd. The program is extremely agile.

Nachteile:

Payment system integration has disappointed me greatly. I was excited to be able to have my clients pay me through the portal but in 2 months we still have not been able to iron this out. On the bright side, the support team has truly been working diligently to resolve the issue. I was impressed and pleased at how knowledgeable they are. I know we will soon resolve the problem, but that is my least like part of the program.

Horrible experience with a lot of delays

Kommentare: Horrible. We started out excited, signed up for a year pre-paid, and then were told it would be a couple weeks before they could even begin working with us. OK, we waited, and finally had our first 2 hours session with a programer. He was to get back with us by the end of the day with a timeline and cost. Never heard back. Contacted Method a few days later, only to find out he had quit the same day we met with him. It was another week before anyone started working with us and they said they would credit us for the time spent with the first programmer. That did not happen. Still have bugs, can't use as we need, so we asked to cancel. Only to find out we were outside our 30 day grace period to cancel, so no refund would be given. We signed up 12/14/22. Our first meeting with a programmer was 1/6/23. We requested to cancel 2/1/23. Our grace period should not have started until we started working with their programmer, at the very least. Their "who cares" attitude is what we've had to deal with the past 30 days. I do not recommend anyone to use this software because it will cost you way more than just the cheap user fees.

Vorteile:

If you need an out of the box solution, it's OK.

Nachteile:

It needed too many modifications to get it to where we could even use it, and everything came with delays and high cost.

Excellent Tool

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

Vorteile:

It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue.

Nachteile:

I am currently very satisfied with the software at all aspects.

KBS - Method Review

Kommentare: Overall great

Vorteile:

We like the sales order feature the best it integrates with quickbooks.

Nachteile:

Would like it to be more customizable for our needs

Did Not Deliver but Charged..

Kommentare: 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.

Vorteile:

We originally chose it because of the integration with Quickbooks.

Nachteile:

It's not customizable like they say it is.

Product is very flexible and the support has been great.

Kommentare: Estimating and service scheduling.

Vorteile:

I love the customizeability of the application and the support to get those things done has been great.

Nachteile:

It is not as intuitive as it could be, but that could be because it is so customizeable that it might be hard to create perfect screens for everyone. I think with a little work, I could totally make it easy to use for my office, but I need the time to do it.

Great CRM to work on.

Kommentare: Great experience !

Vorteile:

User Friendly and customizable, I would recommend this CRM.

Nachteile:

Would be nice to timestamp and save notes automatically

I spent two weeks on the free trial. This was enough to let me know if was not a good fit.

Kommentare: 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.

Vorteile:

This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry.

Nachteile:

I did not have near the experience in programming needed to make this software work for my purposes. I found that the canned CRM systems (where the programming and forms are already set up) were a much better fit with FAR less work and time in set up.

Billed me for services for 4 years. Never stored any contact data offered me a $49.00 refund.

Kommentare: 0 on 10 and ignored my request for a refund for the work they did not do.

Vorteile:

Nothing. Very unprofessional. Took no responsability.

Nachteile:

Very poor service. Blamed the issue on me while they had been charging me for 4 years and not doing anything for us.

Method to QB Desktop Pro issues

Kommentare: We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought multi user QB.

Vorteile:

This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file. It has many powerful customizable features, including a powerful new template designer.

Nachteile:

Customization of the software requires significant technical knowledge and is not for the average user whose business is something other than software customization. If you internet connection is slow, Method is almost nonfunctional. Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks.

Great connection to Quickbooks

Kommentare: This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM - Donor Mgmt works well. It is a good quality alternative. Offers online donor receipts. Etc

Vorteile:

Ease of setup - sync with Quickbooks so you do not have multiple entries.

Nachteile:

Customization is a little more technical and requires some knowledge.

Very user friendly and great for every-day use!

Kommentare: tracking sales leads, generating reports for internal sales teams

Vorteile:

I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal!

Nachteile:

Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful.

DO NOT BUY this product if you need help. There is no one to help you!

Kommentare: My staff can see QB info

Vorteile:

Great integration with Quickbooks.

Nachteile:

It is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense!

Method has made switching CRM platforms extremely easy!

Kommentare: So many benefits! It is truly an amazing CRM!

Vorteile:

User friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location

Nachteile:

Switching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them

Owner

Kommentare: We are opting to customize the software portal feature to give our customers access to real time data in their account.

Vorteile:

Recording interactions between our company and our customer for future reference.

Nachteile:

The contact management could be a little smoother.

Great software

Vorteile:

It is easy to navigate and understand. We use it company wide. The fact that is links to quick-books is great.

Nachteile:

In my opinion there is not any cons. The more I use methods, the more i realize what it can do for managing customers and sales.