Method Integration

Method CRM

4 / 5 14 reviews

Who Uses This Software?

Small and mid-size businesses who use QuickBooks Desktop or QuickBooks Online.


Average Ratings

14 Reviews
  • 4 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Method Integration
  • www.method.me/
  • Founded 2010
  • Canada

About Method CRM

A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows.


Method CRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Method CRM Reviews Recently Reviewed!

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

May 31, 2017
4/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money

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

Cons: 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.

Overall: 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

Good starter CRM

Jan 05, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I would recommend this product for a company that is wanting to implement a CRM. It's a little clunky in some parts though.

Did Not Deliver but Charged..

Jan 03, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: We originally chose it because of the integration with Quickbooks.

Cons: It's not customizable like they say it is.

Overall: 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.

Recommendations to other buyers: They should refund $ when companies like ours invest time and money and then are left with nothing.

Vendor Response

by Method Integration on January 11, 2017

Hi Gina ¿ I appreciate your frustrations from this atypical experience. We take pride in helping small businesses personalize their accounts or create custom apps everyday, so I'm sorry to hear a personalized solution wasn¿t the end result of working with the team. I hope you've found an application suited to your organization's needs and wish you all the best in 2017. Sincerely, Lynda Byrne, Method Loyalty Manager.

A great idea but highly complex

Dec 09, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

Comments: I signed up for Method to test out for CRM functionality. It is not an easy plug and plays program. I have to pay to be taught how to customize or get support on customizing for my business. The free videos are not all encompassing. They concept is great and I have a few customers in mind - but each has different needs so while I can learn and test for myself I would have to pay to learn for them as well. The NEW version does not integrate with Outlook - only their old version. Support is very slow on responsiveness to questions or issues.

Great connection to Quickbooks

Oct 03, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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

Cons: Customization is a little more technical and requires some knowledge.

Overall: 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

VERY Disappointing

Jun 27, 2016
1/5
Overall
1 / 5
Ease of Use
5 / 5
Features & Functionality
1 / 5
Value for Money

Comments: 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.

Pros: Great features. Appears to work well for multiple industries.

Cons: Can't use it... NO support

Horrible Platform & Customer Service

Jul 27, 2015
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: 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.

Vendor Response

by Method Integration on July 29, 2015

Hi Cedric, my name is Lynda and I¿m Method¿s Loyalty Marketing Manager. I¿m so sorry to hear you have had a poor experience with Method. We are a team that strives to provide customers with great service, so thank you for your honest review. Your feedback will be addressed by the team so we can diagnose the root problem of your issue and ensure this is not a repeated experience. Again, my deepest apologies for not meeting your needs, Cedric. I wish your team much success in finding a solution that suits you and helps you grow your business. Sincerely, Lynda Byrne

Method CRM Rocks!

Sep 30, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a Certified QuickBooks ProAdvisor for more than 10 years, I've rarely seen a product that interfaces as seamlessly and easy as Method CRM does with QuickBooks. It provides a key component for small businesses to handle their Customer Relationships as well as making it easy for the small business owner to customize her workflow. Method has an intuitive interface, security features that any IT manager would drool over and the capability to grow with any business. While Method doesn't have a user's manual, they do have an impressive list of "how-to" videos on YouTube that is growing regularly thanks to the energy and humor of Errol and his writing partner, Alex.
I could list all the detailed nuances that contribute to the 5 star rating but instead I encourage you to check it out for yourself.

Method is a Great Solution

Sep 11, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I highly recommend Method CRM as a solution for any organization who needs to integrate information between their QuickBooks accounting system, their CRM system and their Operations system. Right out-of-the box, Method is a powerful CRM solution that seamlessly integrates with QuickBooks. As a Method developer, I have developed Operations systems and customized the CRM system for many clients, providing them with systems that work the way their organization works as well as providing them with seamless integration between their Accounting, Operations and CRM systems. The key advantages to using Method for this approach are that they do not have to adjust their business processes to make the best use of their CRM or Operations software nor do they need to do double-entry of data in order to keep the Accounting, Operations and CRM systems in sync. As their business requirements change in the future, we can customize their Method system to meet those needs. I really love working with a client to take all the different pieces they use to manage their business (spreadsheets, Access databases, manual processes) and creating a cohesive solution that incorporates everything in ONE place: Their Very Own Method Solution. ¿Turning Chaos into Order.¿ It¿s a beautiful thing.

Method CRM and QuickBooks

Aug 22, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Best App for QuickBooks

May 27, 2013
5/5
Overall

Comments: 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.

Pros: The engine that syncs the data between Method CRM and QuickBooks and the web site uptime are very reliable. My clients rarely contact me for support issues.

Cons: Most people don't know how much customization you can do with this app. So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens.

Method CRM tops for QuickBooks Users

May 07, 2013
5/5
Overall

Comments: As a Certified QuickBooks ProAdvisor for 10 years, I'm well versed in the needs of the small business community. Method CRM provides a seamless integration with QuickBooks that is painlessly simple. Providing the end-user a completely customizable Customer Relations Manager that will sync all information with email integration and customer portals included. In addition, it allows the company's business processes to be streamlined and customized to fit their individual needs.In a nutshell, you can't find a better add-on for QuickBooks and the entrepreneur.

Pros: integration, price value, user-friendly, web-based, easily customizable

Cons: not yet, but still looking...

Its become our ERP

May 07, 2013
5/5
Overall

Comments: We've been using MethodCRM for the past 3 years. Prior to that we had experimented with Salesforce and developing our own internal solutions, but nothing we did solved QuickBooks integration. From day one MethodCRM gave us the synchronization we were missing. With its built-in design platform we have created our own custom billing and email marketing solutions. MethodCRM continues to scale as we grow.

Pros: Excellent value

Cons: Learning curve

Perfect CRM for QuickBooks users

May 06, 2013
5/5
Overall

Comments: I first started using Method CRM as a way to build custom business solutions for my QuickBooks clients. As a long time QuickBooks ProAdvisor, I was impressed with its robust sync engine, and customizable processes, screens and reports. Once I started using the CRM portion in my own business, though, it quickly became indispensable. Not only do I have all the features of a standard CRM, but my clients have a portal to check on their account, pay their bill and check documents with me in a secure fashion. I have mobile access on my smartphone for entering time in the field , logging a client call, or looking up a phone number. And everything syncs with QuickBooks Desktop or QuickBooks Online in real time, painlessly.

Pros: *The best QuickBooks sync engine I've seen in 14 years of QB consulting. *The ability to build custom solutions for any business. No more trying to develop complicated QuickBooks workarounds for clients that don't fit the standard mold.

Cons: Due to the nature of QuickBooks Online, Method CRM has more limited syncing abilities with that version.