Method crm review: Should You Buy It?

Method crm integration

Method crm review – is a platform that provides tools for creating and managing chatbots, which are automated conversational interfaces that can interact with users through messaging applications. This platform is part of the larger Method CRM platform, which offers additional features such as contact management, project management, and invoicing.

Since is here, it has been helping thousands of  businesses automate their customer service or marketing efforts and engage with customers through messaging apps. By leveraging the power of chatbots, businesses can create more engaging and personalized experiences for their customers, while also saving time and resources.

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What Method:CRM offers you

Method CRM offers a wide range of features designed to help businesses manage various aspects of their operations. Some of the key features include:

Contact Management

This feature allows businesses to keep track of their contacts, including customer details, communication history, and more. This information can be used to personalize interactions and improve customer relationships.

Project Management

With Method CRM’s project management feature, businesses can easily create and manage projects, assign tasks, and track progress. This can help teams stay organized and improve collaboration.


Method CRM’s invoicing feature allows businesses to create and send professional invoices to customers. This can help businesses get paid faster and streamline their billing process.

Reporting and Analytics

Method CRM offers powerful reporting and analytics tools that provide insights into various aspects of a business, such as sales performance, customer behavior, and more. This information can be used to make data-driven decisions and improve business outcomes.


Method crm review on integration

Method:CRM can integrate with QuickBooks, which is a popular accounting software used by many businesses. This integration allows for seamless transfer of data between the two platforms, which can save businesses time and reduce the risk of errors. With the QuickBooks integration, Method:CRM users can automatically sync customer data, invoices, and payments between the two systems, eliminating the need for manual data entry. This integration can help businesses streamline their accounting processes and improve their overall financial management.

By combining these features with’s chatbot capabilities, businesses can create a comprehensive business management solution that automates many aspects of their operations. For example, a chatbot could be used to qualify leads and route them to the appropriate sales team member, while the project management feature could be used to track the progress of the sales process. Invoicing could be automated by integrating with the chatbot to send invoices directly to customers based on the interactions they have had. Overall, Method CRM’s features provide businesses with the tools they need to manage their operations efficiently and effectively.

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The pros and cons of using Method CRM

Method CRM review

Pros of Using Method:CRM

  1. Visual Builder:’s visual builder allows users to create chatbots without the need for coding skills. The drag-and-drop interface makes it easy to create custom chatbots, with no programming knowledge required.
  2. Audience Targeting:’s audience targeting feature allows businesses to reach their target audience more effectively. The chatbots can be designed to address specific user needs and interests, making it easier to engage with them and drive conversions.
  3. Conversation Flow Management:’s conversation flow management tools enable businesses to create chatbot experiences that are engaging and intuitive. The platform provides options for branching conversations, so users can customize the chatbot experience based on user responses.
  4. Analytics Tracking:’s analytics tracking feature provides insights into chatbot performance. Businesses can monitor chatbot usage, track user behavior, and identify areas for improvement. This data can be used to optimize the chatbot experience and improve overall performance.

Cons of Using

  1. Limited Integration:’s integration capabilities may be limited compared to more advanced chatbot platforms. While the platform does offer integrations with popular messaging apps like Facebook Messenger, WhatsApp, and Slack, it may not have the same level of flexibility as other chatbot tools.
  2. Limited Customization: While’s visual builder makes it easy to create chatbots, it may be limiting for businesses with specific design requirements. Customization options may be limited, which could result in a chatbot that doesn’t align with a business’s branding or design preferences.

Overall, is a powerful tool for creating and managing chatbots. Its visual builder, audience targeting, conversation flow management, and analytics tracking features provide businesses with the tools they need to create engaging and effective chatbot experiences. However, it’s important to note that the platform’s integration capabilities may be limited, and businesses with specific design requirements may find the customization options to be limiting.

What customers say about Method crm review

Customers review about method CRM

Many customers appreciate the ease of use and flexibility of’s visual builder, which allows them to create chatbots without coding skills. They also praise the audience targeting and conversation flow management features, which enable them to create engaging and effective chatbot experiences. In addition, users appreciate the analytics tracking feature, which provides valuable insights into chatbot performance.

However, some customers have expressed frustration with’s limited customization options, particularly when it comes to design. Others have noted that the integration options may be more limited than some other chatbot platforms, which could be a drawback for businesses with complex needs.

Reviews on has been generally positive, with many users finding it to be a powerful tool for creating and managing chatbots. However, there are some limitations to the platform, and businesses should carefully evaluate whether it meets their specific needs before investing in it.

Method:CRM Pricing pricing

  1. Free Plan: The free plan is designed for small businesses and solo entrepreneurs. It includes basic features like contact management and basic customization options, but it does not include access to
  2. Basic Plan: The Basic plan costs $25 per user per month and includes features like contact management, project management, and invoicing. It also includes access to’s visual builder, but it limits the number of chatbot interactions to 500 per month.
  3. Pro Plan: The Pro plan costs $49 per user per month and includes all the features of the Basic plan, plus advanced customization options, advanced reporting, and unlimited chatbot interactions.
  4. Enterprise Plan: The Enterprise plan for larger businesses with complex needs. Pricing is customized based on a business’s specific needs, and it includes features like custom development and dedicated support. From $75/user/year.


You have read on Method CRM review.

Method CRM are powerful tools for businesses looking to improve their customer engagement and business operations.’s visual builder, audience targeting, conversation flow management, and analytics tracking features make it easy for businesses to create and manage chatbots, contact management, project management, and invoicing features provide a comprehensive solution for managing all aspects of a business.

While there are some limitations to’s customization options and integration capabilities, these may not be significant drawbacks for many businesses. Overall, CRM’s pricing is competitive, and the platform’s flexibility and ease of use make it a strong choice for businesses looking for a comprehensive CRM solution that includes chatbot capabilities.

If you’re considering Method CRM for your business, it’s important to evaluate whether they meet your specific needs. However, with their range of features and pricing options, these tools may be a great fit for many businesses. We encourage you to try them out and see how they can improve your business operations and customer engagement.

About Donna Baily 97 Articles
Graduated from Economics University and have been doing marketing, affiliates, blogging for more than 5 years. I started VTSoft Review to re-share all SaaS products and digital tools that I know, which can help you grow your business and make money online. Follow me on:

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