Method CRM

4.1 (101)
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CRM excelente para usuarios de QuickBooks

Calificación general

4.1 /5
(101)
Relación calidad-precio
3.8/5
Funciones
4.0/5
Facilidad de uso
3.8/5
Asistencia al cliente
4.0/5

77%
Un ha recomendado esta aplicación
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Reseñas de 101

Manuel
Manuel
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 501-1,000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Muy buena opción

Revisado el 6/12/2022

Miy recomendable su facturación y gestión de clientes es muy buena y facil de usar

Miy recomendable su facturación y gestión de clientes es muy buena y facil de usar

Puntos a favor

Sus soluciones integradas para la gestión de potenciales clientes, la facturación y más opciones y lapersonalizacion para satisfacer necesidades diarias

Puntos en contra

Multiples opciones para personas sin experiencia

Álvaro
Álvaro
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Excelente opción con muchas, muy completas y prácticas funciones para el día a día

Revisado el 1/5/2023

En general, Method CRM es una solución sólida para las pequeñas y medianas empresas que buscan una...

En general, Method CRM es una solución sólida para las pequeñas y medianas empresas que buscan una plataforma de gestión de relaciones con clientes fácil de usar y personalizable. Muy buen trabajo el realizado con esta plataforma

Puntos a favor

Las maravillosas opciones de automatización, personalización, y lo que facilita el trabajo en el día a día

Puntos en contra

La curva de aprendizaje inicial quizás es un poco elevada, aunque una vez te haces con la herramienta, merece la pena el esfuerzo

Respuesta de Method Integration

Hello Álvaro! Glad to see you're enjoying Method's automation and customization capabilities and that it's helped you simplify your everyday operations. Thanks for taking the time to share your experience.

Usuario verificado
Calificación general
  • Sector: Bienes de consumo
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

This CRM is amazing.

Revisado el 10/7/2018

Puntos a favor

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.

Puntos en contra

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!

Respuesta de Method Integration

Thank you for your feedback! Customization can certainly have a steep learning curve. However, our professional services team is here to help. Reach out to use and we'll gladly make Method fit like glove!

Rosie
Calificación general
  • Sector: Suministros y equipo para empresas
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best integration with QBO and Gmail for Free Trial/Great Price

Revisado el 11/11/2020

So far, Method has helped me develop my brand new business with processes that will not have to be...

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.

Puntos a favor

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

Puntos en contra

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Respuesta de Method Integration

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

Schecky
Schecky
Calificación general
  • Sector: Producción de alimentos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

Buyer Beware

Revisado el 6/10/2022

Bottom line: Product does not work as advertised. Would NEVER recommend

We chose Method as it...

Bottom line: Product does not work as advertised. Would NEVER recommend

We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues.

We decided to pay for the full year upfront. Do NOT do that.

We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker.

We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good.

We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored.

We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers.

We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them

Puntos a favor

Set up was guided well. App and website sync well.

Puntos en contra

Anemic tech support. Poor customer service once refund requested.

Respuesta de Method Integration

Hello Schecky,

Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience.

We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation.

Please reach out to [email protected] if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience.

Lisa
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

This Could be Perfect....

Revisado el 26/3/2020

I can set reminders that actually work with Method. We have been able to set up cases for issues...

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.

Puntos a favor

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.

Puntos en contra

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?

John
Calificación general
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Saved me from outgrowing QuickBooks

Revisado el 1/4/2018

Puntos a favor

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

Puntos en contra

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

Jonathan
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Usefull tool

Revisado el 26/3/2020

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

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

Puntos a favor

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 .

Puntos en contra

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

Noah
Calificación general
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Method is a fantastic web-based QuickBooks CRM

Revisado el 24/4/2018

Time saving and job tracking

Time saving and job tracking

Puntos a favor

Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.

Puntos en contra

Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)

Christine
Calificación general
  • Sector: Comercio minorista
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Beneficial and necessary tool to make money!

Revisado el 9/9/2021

A great tool that I would recommend. I hope my boss/administrator never changes software. I learned...

A great tool that I would recommend. I hope my boss/administrator never changes software. I learned quickly.

Puntos a favor

This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen.

Puntos en contra

I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints.

Respuesta de Method Integration

Thank you for the review, Christine! We appreciate the feedback.

Brittney
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Organized and simple

Revisado el 23/3/2021

I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to...

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.

Puntos a favor

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

Puntos en contra

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

Respuesta de Method Integration

Hi Brittney thanks for sharing your feedback! It's great to hear that Method:CRM is working well for your company.

Rebekah
Rebekah
Calificación general
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 0.0 /10

VERY Disappointing

Revisado el 27/6/2016

I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online...

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.

Puntos a favor

Great features. Appears to work well for multiple industries.

Puntos en contra

Can't use it... NO support

Valerie
Calificación general
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

At first glance, powerful CRM. Over year of use has lead to second thoughts.

Revisado el 3/2/2018

Puntos a favor

The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business.

Puntos en contra

The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy.

Omar
Calificación general
  • Sector: Organización de eventos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Excellent Tool

Revisado el 27/10/2020

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

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

Puntos a favor

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.

Puntos en contra

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

Respuesta de Method Integration

Thanks for the positive review Omar!

Taylor
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

KBS - Method Review

Revisado el 26/5/2022

Overall great

Overall great

Puntos a favor

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

Puntos en contra

Would like it to be more customizable for our needs

Respuesta de Method Integration

Thanks for taking the time to leave a review, Taylor! Our experts are always around to assist with your customization needs, so don't hesitate to give us a shout!

Wanda
Calificación general
  • Sector: Edición
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best CRM

Revisado el 24/8/2020

Puntos a favor

I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Puntos en contra

Honestly, I haven't found anything I don't like about this software.

Respuesta de Method Integration

Hi Wanda,

Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at [email protected].

Best,
The Method Team

Michael
Calificación general
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Product is very flexible and the support has been great.

Revisado el 4/7/2018

Estimating and service scheduling.

Estimating and service scheduling.

Puntos a favor

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

Puntos en contra

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.

Respuesta de Method Integration

Hey Michael,

Thank you so much for your kind review. We are always looking for ways to improve our platform and we appreciate your feedback on the screen customization process. Certainly, the complexities behind making a platform so "flexible" and customizable are large, and our goal is to try to make it even more simple to the end user. Little by little we are getting there!

I know that business owners like yourself do not have enough time to dive deep into customizations, that's where our professional services team comes into play. We are here when you need us!

Byan
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great CRM to work on.

Revisado el 8/4/2020

Great experience !

Great experience !

Puntos a favor

User Friendly and customizable, I would recommend this CRM.

Puntos en contra

Would be nice to timestamp and save notes automatically

Emily
Calificación general
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 2-10 empleados
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 3.0 /10

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

Revisado el 9/4/2018

If you had the time and knowledge to program this software, it could really be incredible. I think...

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.

Puntos a favor

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

Puntos en contra

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.

Doug
Calificación general
  • Sector: Fabricación de productos eléctricos/electrónicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

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

Revisado el 30/9/2023

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

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

Puntos a favor

Nothing. Very unprofessional. Took no responsability.

Puntos en contra

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

Respuesta de Method Integration

Hi, Doug. As a part of its services, Method offers data storage, security, and maintenance, which all users can access at any time they wish. I regret that you were not able to leverage Method for your needs, and I'm sorry to see you leave us on negative terms. Thank you for contributing your feedback and helping Method evolve.

John
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Method to QB Desktop Pro issues

Revisado el 28/4/2020

We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and...

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

Puntos a favor

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.

Puntos en contra

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.

Mark
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great connection to Quickbooks

Revisado el 3/10/2016

This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM -...

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

Puntos a favor

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

Puntos en contra

Customization is a little more technical and requires some knowledge.

Megan
Megan
Calificación general
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Very user friendly and great for every-day use!

Revisado el 24/4/2018

tracking sales leads, generating reports for internal sales teams

tracking sales leads, generating reports for internal sales teams

Puntos a favor

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!

Puntos en contra

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.

Respuesta de Method Integration

Hi Megan, thanks for your review of Method:CRM. I'll pass along your feedback to the team as we're always looking to further improve our offerings. Thanks again, Lynda

Usuario verificado
Calificación general
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great , Easy to use CRM

Revisado el 24/4/2018

Seamless and easy quick books integrations

Seamless and easy quick books integrations

Puntos a favor

I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.

Puntos en contra

Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.

Respuesta de Method Integration

Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review.
Lynda

Erika
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Method has made switching CRM platforms extremely easy!

Revisado el 24/4/2018

So many benefits! It is truly an amazing CRM!

So many benefits! It is truly an amazing CRM!

Puntos a favor

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

Puntos en contra

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

Respuesta de Method Integration

Thanks for reviewing our CRM, Erika. I will be sure to pass along your feedback to our product team, as we're always looking to improve.
Thanks again,
Lynda