Syncs to QB beautifully.
I have used this app along with the desktop version for a few years now. I feel it works great. The Quickbooks sync is flawless.
The biggest feature that I wanted was customization. They allow me to add my own tables and fields. I can add fields for extra data into their tables as well. All in all very happy with it.
Some honest downsides:
You cannot download and backup your customizations to your own storage. Has not been an issue yet, but always a nagging though in the back of my mind.
They do not have a direct code option for customizations. It’s all drag and drop/ click options. This means that you can’t reuse templates you build very easily. Especially if building separate apps that you want to blend the look seamlessly. So customizing multiple screens takes longer than needed. But it works great when it’s done.
Last feature it’s missing is a scanner object. It’s a crm that lets you save attachments. But there is no easy way to get the attachments scanned in. It would be totally possible for them to add a web scan feature. And I would applaud them if this single feature was added. Even if it was an add on purchase feature it would be worth it.Jeremy Hayden
Not a sales CRM
Automation is horrible.
Heavy data entry.
Customer service and support will charge you for assistance.
Method CRM expects user to fix own issues and challenges.James Robert Caldwell
Developer Response
Hi, thank you for leaving us your feedback! We would love to dive a bit deeper into the problems you've encountered. If you're willing to share more, please drop us a line at hello@method.me.No auto login
Horrible UXwiiwiwuiwiiwuuiwieuue
Method:CRM
- Versions
- Price History
- Description
- FAQ
Version History of Method
2.1.47
July 3, 2024
What's New: Enhanced push notification delivery and reliability. General performance improvements and bug fixes.
More2.1.46
April 8, 2024
Signing in has never been easier! We've added Single Sign-On options for Intuit, Xero, Microsoft, and Apple. Choose your preferred platform for a quick and effortless login. Discover a brand new Sign In Screen UI designed for clarity and ease of use. Our updated interface not only looks better but also makes navigating the app more intuitive. We've updated our libraries to boost the app's speed and reliability. Enjoy a smoother and more stable experience with every action.
More2.1.27
June 15, 2023
This version has implemented push notifications for our users as well as some bug fixes
2.1.26
January 12, 2023
Internal updates to improve our technology
2.1.4
October 17, 2022
- Libraries updates
2.1.3
December 17, 2021
- Bug fixes and UI improvements
2.1.2
December 15, 2021
Bug fixes and performance improvements
2.1.1
October 14, 2021
Bug Fixes and Performance improvements
2.1.0
October 6, 2021
Bug Fixes and Performance improvements
2.0.1
November 6, 2019
Fixed an issue where opening the app causes a crash on iOS 13 and higher
Price History of Method
Description of Method
Method:CRM is the #1 CRM for growing businesses that use QuickBooks. Use this app to close deals faster, maximize your productivity, and keep your customers happy — no matter where your day takes you.
Here are the key benefits of the Method iOS app.
#1 Give every lead the attention needed to close the sale.
• Instantly assign a sales rep to each new lead to kickstart your nurture efforts.
• Stop deals from slipping through the cracks with seamless opportunity management.
• Convert leads to QuickBooks customers with the click of a button.
#2 Bring revenue in faster with a streamlined sales process.
• Empower your sales reps to create sales and purchase transactions without QuickBooks access.
• Get paid sooner with easy online payment options for your customers.
• Sync data between Method:CRM and QuickBooks in real-time for seamless accounting.
#3 Drive more repeat business with excellent customer service.
• Gain a 360-degree of every customer from their purchase history to recent interactions with your team.
• Schedule automatic reminders to follow up with your customers and leads.
• Send individual or mass emails directly from Method:CRM.
#4 Finally, a CRM that meets your every need.
• Customize your Method:CRM account, so it’s perfect for your business.
• Create workflow automation that mirrors your exact processes and saves you time.
• Get data-driven insights from custom fields and personalized reports.
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Method: FAQ
Does Method offer an iPad version?
Method is available on iPad devices.
Who is responsible for the creation of the Method app?
Alocet Incorporated developed the Method app.
What is the minimum iOS version required to use Method?
Your iOS device must have at least iOS 13.4 installed to use the app.
What is the overall rating of the app?
2.3: The Method app receives average reviews and ratings.
What app category is Method?
Business Is The App Genre Of The Method App.
What’s the current version of the Method app?
The current version of Method is 2.1.47.
When was the most recent Method update released?
The latest Method update came out on September 14, 2024.
When did the app first launch?
Method was first released on February 6, 2023.
What’s the age rating for the Method app?
Alocet Incorporated: Contains no objectionable material.
What are the languages offered by Method?
The Method app can be used in American English.
Is Method one of the titles available through Apple Arcade?
No, Method is not part of Apple Arcade.
Does Method feature in-app purchases?
No, you won't find in-app purchases featured in Method.
Can I utilize Method with Apple Vision Pro?
No, you cannot utilize Method with Apple Vision Pro.
Are ads featured prominently in Method?
No, ads are not featured prominently in Method.
Screenshots of Method
