🏷️ About: The Method:CRM app is a customer relationship management tool designed for growing businesses that use QuickBooks. It helps businesses to close deals faster, maximize productivity, and keep customers happy. The app allows users to manage leads, sales, and customer interactions from anywhere, at any time.
We Investigate the app owner's website (Method.me), verify their legitimacy, and uncover hidden scams and complaints.
- Simple and easy-to-use contact screen
- Helpful in assisting sales process and pipeline mapping
I am a CPA and QuickBooks ProAdvisor and until very recently I was an Advanced Method Consultant - that is until Method deleted our company’s data...not once but twice - forcing us to rebuild our data. After that I could not in good conscience recommend Method to any of our clients. Method’s CEO, tried to buy my silence by asking me to sign a non disclosure agreement in exchange for a cash payment, which I refused. People need to know that their data is not safe with this company and that our situation is not an isolated incident.
And to be clear, this was not due to non-payment. Also my data was irretrievably deleted.
I put in my log in credentials, which I have verified are correct, and the dashboard pops up for a second before I am brought back to the log in screen. Still have not been able to get in and check MethodCRM out.
A lot of glitches, unstable, saving issues.
Horrible UX
Liked the idea of being able to access method while on the go with my phone. Unfortunately I can even log in, and yes my log in information is correct as I go to my computer and enter my credentials and it works fine.
Not sure if MethodCRM is even supported anymore? Some fixes would be nice.
No Face ID options
This becomes a pain when passwords need to be long and random for security
I've been using this for a month now. Amazing! My favorite is the contact screen. Simple. I'm using it more and more each day. All my business related contacts are in Method. I can customize the screen on my laptop, then see the results on my iPhone! Man, I've been waiting for this.
It fully integrates with all versions of QuickBooks. Its fully customizable - and it's accessible in the palm of my hand.
Method has been excellent in assisting our sales process and allowing us to map out our pipeline.
Method CRM appears generally safe, but use with caution.
JustUseApp Safety Score for Method CRM is 33.3/100.
This assessment is based on our NLP analysis of 23 user reviews.
Combined with the app store average rating of 2.3/5.
Method CRM appears legitimate, though exercise caution.
Our NLP models processed user feedback to estimate legitimacy. JustUseApp Legitimacy Score for Method CRM is 60.6/100 .
This conclusion is based on analysis of 23 user reviews.
- Instantly assign sales reps to new leads
- Seamless opportunity management to prevent deals from slipping through the cracks
- Convert leads to QuickBooks customers with a single click
- Empower sales reps to create sales and purchase transactions without QuickBooks access
- Easy online payment options for customers
- Real-time data syncing between Method:CRM and QuickBooks for seamless accounting
- Gain a 360-degree view of every customer from their purchase history to recent interactions with your team
- Schedule automatic reminders to follow up with customers and leads
- Send individual or mass emails directly from Method:CRM
- Customizable account to fit the needs of your business
- Create workflow automation to save time
- Get data-driven insights from custom fields and personalized reports.
