Method CRM

Excellent CRM to customize with Great Customer Support

Comments: I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Pros:

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons:

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

Mostly great, but somewhat overwhelming

Comments: 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.

Pros:

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

Cons:

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.

Alternatives Considered: Housecall Pro

Reasons for Switching to Method CRM: Less expensive, better integration with quickbooks, more aligned with my particular business model.

Lacking in Customer Support

Comments: 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.

Pros:

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

Cons:

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.

For the Technology saavy users, must be advanced IMO

Comments: Good experience overall. Thei customer support and tutorials to help are excellent.

Pros:

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons:

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Method CRM: We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.

Reasons for Switching to Method CRM: The support and demo were great. Also the price.

Makes it easy for clients to keep track of transactions and for us to keep track of leads

Pros:

The search and linking of the account with QBO is an amazing feature!

Cons:

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.