Method CRM
Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.
Average Rating: 4.4/5.0
Total Reviews: 337
How Do G2 Users Rate Method CRM?
- Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
- Workflow Capability: 8.3/10 (Category avg: 8.5/10)
- Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
- Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)
Who Is the Company Behind Method CRM?
- Seller: Method Integration Inc.
- Company Website:
- Year Founded: 2010
- HQ Location: Toronto
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Twitter: @MethodCRM
2,075 Twitter followers -
LinkedIn® Page: www.linkedin.com
112 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Owner, Office Manager
- Top Industries: Construction, Wholesale
- Company Size: 88% Small, 10% Medium
What Do G2 Reviewers Say About Method CRM?
AI-generated summary from verified user reviews
Pros
- Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow.
- Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.
- Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.
- Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.
- Users highlight the extensive customization options of Method CRM, enabling tailored workflows that enhance operational efficiency.
Cons
- Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.
- Users experience limited customization, as changes often require costly developer support and can complicate the system.
- Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.
- Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.
- Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.
What Are Recent G2 Reviews of Method CRM?
"Bridging the Gap Between Sales and Success"
Rating: 5.0/5.0 stars
— Marlayna V.
"Method CRM is SO MUCH MORE than it seems!"
Rating: 5.0/5.0 stars
— Brooke M.
What Are G2 Users Discussing About Method CRM?
- What is Method CRM used for? - 1 comment
- What are the three benefits of CRM?
- How much does Method CRM cost? - 1 comment
- What is method CRM? - 1 comment
- What are the features of CRM software? - 1 comment

