Method CRM Reviews & Pricing

by Method Integration | Founded 2010, Toronto, Canada

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What is Method CRM?

Industry Specialties: Serves all industries

Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.

Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.

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User Sentiment

Based on 158 reviews:

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Method CRM Pricing

Based on our most recent analysis, Method CRM pricing starts at $25 (Per User, Monthly).

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Starting From: $25
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Method CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Method CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Method CRM Benefits and Insights

Why use Method CRM?

Key differentiators & advantages of Method CRM

Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only).
Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company.
Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks.
Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more.
Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead.
Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET.
Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more.

Industry Expertise

Built for any type of small business. Particularly helpful for companies in accounting, construction, field service, manufacturing and the nonprofit space.

Method CRM Reviews

Average customer reviews & user sentiment summary for Method CRM:

158 reviews

84%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Method CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.

Cons

Limited Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.

Researcher's Summary:

Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback.

What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships.

Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.

Key Features

Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields.
Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports.
Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time.
Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents.

Limitations

These are some of the product’s shortcomings based on user feedback at the time of this review:

Customizing pages is time-consuming and complicated.
On-screen menus are inadequate.
Customization requires significant technical knowledge.
Can’t pin or attach files to a contact.

Suite Support

Support through email, chat and phone is available Monday through Friday, 9:00 a.m. to 6:00 p.m. EST.

Email: Fill out the brief form on the “Contact Us” page to receive email support. Live chat option also available.

Phone: 1 (888) 925-6238.

Training: Official training not available. Offers an extensive, searchable help center, a good resource to become more familiar with the system. Over 450 articles cover everything from setup to integrations to troubleshooting.

Tickets: No info available.