Method CRM Reviews 2022

Method tends to focus on the key contact for accounts and not the account itself – At my old company, you could open up an account and see all the activity, and the tab for key contacts was just one of many tabs. Method tends to focus on the key contacts and your correspondence with them. However, if you want to log that your sales rep did a lot of cold calling with no key contacts to enter, it gets kind of comberson.

There is a bit of a learning curve initially when implementing Method CRM. It’s not as intuitive as I would like, especially if you are the one managing the interface. That being said, the customer support team is INCREDIBLE and has been a huge help whenever I have an issue, big or small.

Currently no complaints. Some things are a bit confusing at first — lead vs contact vs customer, Method’s default options being contact-centric rather than company-centric, etc. However, once you read documentation or customer service explains how things work (and implements company-centric options if needed), everything makes sense and works well.

There’s only one thing I don’t like and is the fact that I can not use it while offline, in my field of work sometimes it’s difficult to get wifi or any cellular data available so this makes it difficult to work

So far I have not come across anything major I dislike. The customization is very technical so one has to really learn the background and how things are connected. But I guess that is to be expected.

What problems is Method CRM solving and how is that benefiting you?

Method helps to track our interaction with each contact and account. This lets other team members see 6 months from now what we have already done with this customer and not start from scratch. I also like that from your emails, Method can quickly add those to the correspondence record for that person.

Thanks to Method CRM, I now have a total endpoint CRM solution for my team that fits our unique needs and doesn’t break the bank. We are better tracking our customers and sales without having to give salespeople access to QuickBooks.

Lead and opportunity management. MethodCRM has a simple interface. Once you understand the logic of who/what Method calls particular things/fields in their CRM, the software is easy to use.

They are solving issues like security information about our clients by keeping it all together in one place easily accessible by only our employees, helping us increase credibility with our clients.

Anything can be customized – you can slim apps down or make them as sophisticated and loaded with information as you want. I can create apps for different departments or different purposes and we can change them as we work with them.

Features

LEAD MANAGEMENT FEATURES

• Lead Qualification
• Lead Capture
• Lead Distribution
• Lead Nurturing
• Lead Segmentation
• Pipeline Management
• Prospecting Tools
• Source Tracking

Pros

“Their comprehensive approach to CRM was very cool and helpful.”

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

“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.”

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

Cons

“Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method.”

“Before that everything was done manually very hard to follow and keep track of the work.”

“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 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.”

Pricing

Starting From: 

$25.00 /month

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):

Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account.