Method CRM

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!

Have no doubts and make the switch

Kommentare: Quick and easy to transition into. Quick and easy to learn how to use as well.

Vorteile:

Method is quick and there is no lag when clicking around.

Nachteile:

Lack of inventory. Not their fault. It's just something we as a company were looking for.

Basic User Friendly CRM

Kommentare: Method works as a good management tool, but needs some improving to compete with the other CRM softwares available.

Vorteile:

The CRM has a user friendly interface. I like that the dashboard is customizable.

Nachteile:

There is no information available in regards to the overall performance of individual sales reps. We have had some issues with information populating correctly from Quickbooks. However, the Method team was able to resolve.

First time user

Kommentare: So far the experience is great and loving it so far

Vorteile:

Very well organized platform. Really like the help features that is offered.

Nachteile:

Not really found anything i dislike about the platform

Mostly great, but somewhat overwhelming

Kommentare: Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Vorteile:

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Nachteile:

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Not a good fit for our organization

Kommentare: It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.

Vorteile:

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time!

Nachteile:

I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos.

Powerful CRM platform

Kommentare: We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be.
Lots of customization effort has to be done to get it to where we want it to be.

Vorteile:

Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable.

Nachteile:

Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules.

Method has great ease of use and organization

Kommentare: Overall experience is very good with Method and I use it Mon-Fri at work, never had any problems besides the program slowly lagging over time.

Vorteile:

Method organizes everything very well and allows for an easy user experience

Nachteile:

Method can bog itself down after being used all day and the program will run very slowly until you refresh

Method-A Great, Easy to Use CRM

Kommentare: I have used several CRM systems and Method is by far the best

Vorteile:

Easy to use, easy to update. Every step of the sales process plus sales history pulls up quickly and easily

Nachteile:

Having to use the drop down menu when accessing customers

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.

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.

Lacking in Customer Support

Kommentare: 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.

Vorteile:

I like the ability to create email campaigns and include videos and pictures.

Nachteile:

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

The Method Support Team and Programmers are Super!

Kommentare: The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Vorteile:

I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Nachteile:

The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

This Could be Perfect....

Kommentare: 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.

Vorteile:

I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Nachteile:

This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

Your data is not safe with Method. They deleted our data twice forcing us to rebuild from scratch.

Vorteile:

Ability to customize application. However, features are a moot point for a foreign, cloud-based company that accidentally and irretrievably deletes your data multiple times.

Usefull tool

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

Vorteile:

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Nachteile:

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

Pleased with the Product

Kommentare: We have been very pleased with how we have been able to use it to solve our sales needs.

Vorteile:

We have been able to customize it to meet our needs.

Nachteile:

Some of our customizing has caused it to slow down and have a few bugs that we have had to work out.

Excellent Customer Service

Vorteile:

Aside from numerous integrations and apps that allow all of the functions of my job to become seamless and automated, I especially value the extensive customer support that is available. I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered. They have basically "held my hand" setting up and customizing Method to be as user friendly as possible. I am so glad I found this software, it will completely simplify and advance they way we do business.

Nachteile:

nothing to complain about. But If I had one wish, it would be that Method could integrate with a map program I use that maps new customers each time they are entered.

Great CRM Software for your Businesses

Kommentare: Great customer service
Great CRM is easy to use for every level in your company
Sync your emails, save time

Vorteile:

I really enjoy having tools that would make my job organized, dynamic and up to the flow of my customer needs. I really enjoy this CRM!

Nachteile:

Every feature is well designed from database to opportunities.

Simply great software functionality and easy to use.

Kommentare: Ability to customize the software for our business needs. Easy software to use!

Vorteile:

Functionality. There are so many custom options that we offer as a business and this software is great for that!

Nachteile:

Software works very slow at times and the sidebar is too sensitive. Its a minor thing but I dont like how the sidebar expands, often becomes a stumbling block when trying to click a small box that is very close to the sidebar.

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!

Organized and simple

Kommentare: I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to send out sales order and emails.

Vorteile:

I liked the activities because it helps remind me and holds me accountable to finish tasks.

Nachteile:

Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.

Good product to use and great customer service

Vorteile:

It's easy to use and a great way to stay organized. The customer support team is responsive and eager to help.

Nachteile:

Wish we could have more than 10 items shown at a time. Would prefer to scroll through estimates or bills instead of having to go to the next page.

We've enjoyed getting more organized and intentional in our lead follow up.

Kommentare: lead followup

Vorteile:

I like that it's cloud based, customizable, QB integrated, and has quick helpful customer support via CHAT

Nachteile:

Sometimes a little wonky just trying to enter a simple quick note on a file but you get used to it...

Worst program ever

Kommentare: Customer service sucked

Vorteile:

Nothing company over all looks like it's starting out and doesn't have the bavkbo e for customer service

Nachteile:

We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes. Simple things that should be part of there program. Company is a mess