Method:CRM

Method:CRM

Method Integration
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About

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since 2006, we’ve empowered contractors to take control of projects and bring efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more on one convenient platform. More than one million users across over 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process. Our software helps construction professionals complete more projects while reducing delays, eliminating costly errors and increasing customer satisfaction. Buildertrend also provides integrations with other valuable software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Homebuilders, remodelers and specialty contractors

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.0 / 5
ease 3.9 / 5
features 4.2 / 5
design 3.9 / 5
support 4.2 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Handles pretty much all aspects of managing construction jobs - crew time clock, schedules, customer interface, estimates, sub-contractor mgmt, etc. etc. etc. Many features we don't even use. They are constantly improving the product, and the customer support is excellent.
  • 1. User-friendly interface: Buildertrend has a simple and easy-to-use interface, making it accessible for anyone to use. 2. Cloud-based: Buildertrend is cloud-based, so it can be accessed anywhere with an internet connection. 3. Project management: Buildertrend allows you to manage your projects from start to finish, including scheduling, budgeting, and communication. 4. Customer portal: Buildertrend provides a customer portal, so your clients can view the progress of their project and communicate with you directly. 5. Integrations: Buildertrend integrates with other software, such as QuickBooks and Square Takeoffs, making it easier to manage your business.
  • This is the most intuitive CRM I've ever used I've used multiple CRMs In the last 15 years and this one surpassed all previous CRMs in the past love Buildertrend!
  • The idea that everything is all in one place from Lead to Estimate to Invoicing for the customer and Bids to POs to payments for the Subs.
  • The support team at Buildertrend is exceptional. Our dedicated support team for our system of forty franchise locations and growing is fantastic. They are always willing to work with us to problem solve and have timely responses every time. Buildertrend listens to client feedback and makes enhancements and updates to the system based on that feedback.

Cons

  • There are some inconsistencies between screens and there have been issues with some text entry screens not being sure data is saved before closing, although they are improving this.
  • 1. Buildertrend can be expensive for small businesses or contractors with limited budgets. 2. Learning curve: Although the interface is user-friendly, there is still a learning curve to understanding all the features and how to use them effectively. 3. Limited customization: While Buildertrend offers many features, it may not have all the customization options some businesses require. 4. Customer support: Some users have reported issues with customer support, including long wait times and difficulty getting issues resolved. 5. Limited mobile app: The mobile app for Buildertrend is limited in functionality compared to the desktop version.
  • Nothing at this time to complain about they have made this awesome compared to when I first used it.
  • The payment system for paying subcontractors. Printing the checks I would send to the subs did not work and banks would not honor them.
  • The lack of having an open API has been a downside to our working with Buildertrend. Being able to integrate with our CRM system would be a significant advantage to our franchise owners and also help to justify the cost of their Buildertrend subscription.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Buildertrend
Founded: 2006
United States
www.buildertrend.com

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

Alternatives

Procore

Procore

Procore Technologies

Categories

Categories

Appliance Repair Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Nonprofit Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Supported
Cash Management Supported
Construction Breakdowns Supported
General Ledger Supported
Job Costing Supported
Overrun Projections Supported
Payroll Management Supported
Purchase Order Management Supported
Quotes / Estimates Supported

Construction Estimating Features

Accounting Integration Supported
Audit Trail Supported
Bid Management Supported
Billing & Invoicing Supported
Building Product Database Supported
Calculators Not Supported
Change Orders Supported
Contract Management Supported
Cost Database Supported
Customer Management Supported
Customizable Templates Supported
Electrical Estimating Supported
Historical Database Supported
HVAC Estimating Supported
Job Costing Supported
Plumbing Estimating Supported
Price Data / Price Books Not Supported
Project Management Supported
Quote Management Supported
Reporting/Analytics Supported
Scheduling Supported
Subcontractor Management Supported
Takeoff Supported
What-if Analysis Supported

Construction Management Features

Accounting Integration Supported
Budget Tracking/Job Costing Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Supported
Incident Reporting Supported
Mobile Access Supported
Offline Access Supported
Residential Supported
RFI & Submittals Supported
Subcontractor Management Supported
Timesheets Supported

Construction Scheduling Features

Bid Management Supported
Change Orders Supported
Gantt Charts Supported
Job Scheduling Supported
Project Scheduling Supported
Rescheduling Supported
Staff Calendar Supported
Task Management Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Supported
License Tracking Supported
Permit Tracking Supported
Skills & Competencies Supported
Task Management Supported
Work Hour Tracking Supported

Home Builder Features

Accounting Management Supported
Bid Management Supported
Contract Management Supported
CRM Supported
Job Costing Supported
Job Scheduling Supported
Permit Management Supported
Quotes / Estimates Supported
Subcontractor Management Supported
Supplier Management Supported
Warranty / Service Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Residential Construction Estimating Features

Bid Management Supported
Billing & Invoicing Supported
Building Product Database Supported
Change Orders Supported
Customer Management Supported
Project Management Supported
Quote Management Supported
Scheduling Supported
Takeoff Supported

Takeoff Features

3D View Supported
Assembly Takeoff Supported
Cross Section Creation Supported
Electronic Plans Supported
Elevation Checking Supported
Error Checking Supported
Site Balancing Supported
Slope Routines Supported
Subcontractor Management Supported

Construction CRM Features

Client Tracking Not Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Not Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Nonprofit Features

Accounting Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Not Supported
Membership Management Not Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Xero Supported
Chat Agents Not Supported
Contractor's Office Supported
Cubit Supported
Freedom Merchants Not Supported
Google Workspace Not Supported
Groundflag Supported
MindCloud Not Supported
PayPal Not Supported
Pinterest Supported
ProEst Supported
Spot AI Supported
Vonage Business Not Supported
Wufoo Not Supported
Zapier Not Supported
doForms Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Xero Supported
Chat Agents Supported
Contractor's Office Not Supported
Cubit Not Supported
Freedom Merchants Supported
Google Workspace Supported
Groundflag Not Supported
MindCloud Supported
PayPal Supported
Pinterest Not Supported
ProEst Not Supported
Spot AI Not Supported
Vonage Business Supported
Wufoo Supported
Zapier Supported
doForms Supported
Claim Buildertrend and update features and information
Claim Buildertrend and update features and information
Claim Method:CRM and update features and information
Claim Method:CRM and update features and information