Method CRM is the customizable CRM for QuickBooks that adapts to your business, not the other way around. Rated the #1 CRM for businesses using QuickBooks, Method lets growing companies automate their real-world workflows, so everything fits the way their business actually works, saving them hours every week.
In the real world, business changes daily. There are new customer requirements, new job details, rules to follow, workflows to refine, and people to onboard. Teams get slowed down jumping between tools, retyping the same information, and fixing mistakes, whether they are juggling spreadsheets or a CRM that forces them into a box. Method replaces that with one system that flexes as fast as the work does.
Yes to real-world business
Customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising your QuickBooks connection. Make it yours with Method AI. Say what you need in plain words, like "add the PO number column" or "hide the cost column on estimates", and the screen you're on changes. Any change can be undone in one step by simply ask Method AI, and our experts build the bigger stuff for you, all in two-way sync with QuickBooks.
Yes to quote to cash
Connect the dots across your business, streamlining every step from lead to payment. Capture leads through web forms, track opportunities and follow-ups, keep complete customer histories, create estimates and proposals, collect approvals and e-signatures, and convert approved work into invoices in one click. With Method Pay, customers pay by card or ACH through a branded 24/7 portal, and each payment is matched to its invoice and posted to QuickBooks automatically. Even easier, Tap to Pay lets your team accept contactless cards on their phone, with no extra hardware. Deposits, payment links, recurring billing, and clear visibility into paid, pending, refunded, and overdue transactions are built in.
Yes to QuickBooks
Method instantly syncs with QuickBooks Online and QuickBooks Desktop across your business, eliminating double entry and reducing busy work and errors. Customer records, estimates, invoices, and payments stay current in both systems, while QuickBooks remains your accounting system of record. Role-based access lets sales, service, and operations work with the data they need without direct access to your QuickBooks file.
Yes to expert support
Customers praise Method for fast access to real subject-matter experts who treat you like a partner, not a ticket. Method's team helps you set up, customize, and keep evolving your workflows, and handles deeper builds when you need them.
Built for operational businesses
Manufacturers and distributors manage orders, approvals, purchasing, and billing without adopting a large, expensive ERP. Field service businesses schedule jobs, dispatch teams, track work, and invoice faster. Construction companies connect estimates, change orders, job activity, and billing. Professional services teams manage relationships, proposals, recurring work, and payments around their own processes.
Nearly 4,000 businesses use Method to connect leads, customers, quotes, jobs, invoices, and payments in one customizable system while QuickBooks continues to handle accounting. Yes, there's a Method for that.
Average Rating: 4.4/5.0
Total Reviews: 344
How Do G2 Users Rate Method CRM?
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Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
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Performance and Reliability: 5.6/10 (Category avg: 9.0/10)
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Enterprise Scalability: 7.5/10 (Category avg: 8.9/10)
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Signature Document Creation: 6.7/10 (Category avg: 9.1/10)
Who Is the Company Behind Method CRM?
Who Uses This Product?
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Who Uses This: Owner, Office Manager
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Top Industries: Construction, Wholesale
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Company Size: 88% Small, 10% Medium
What Do G2 Reviewers Say About Method CRM?
AI-generated summary from verified user reviews
Pros
- Users appreciate the ease of use of Method CRM, highlighting the straightforward setup and user-friendly navigation.
- Users value the easy customization of Method CRM, allowing seamless adaptation to unique business needs and workflows.
- Users value the seamless integration with QuickBooks, enhancing workflow and accessibility for their custom manufacturing needs.
- Users commend the outstanding customer support of Method CRM, noting its prompt responses and helpful resources.
- Users value the easy integration of Method CRM with QuickBooks, streamlining workflows and enhancing daily operations.
Cons
- Users face a steep learning curve with Method CRM's initial setup and functionality, making it challenging for newcomers.
- Users face limited customization, as many changes require expensive developer support and can complicate system stability.
- Users face glitches and performance issues with the Method CRM, particularly affecting the mobile app and syncing.
- Users find Method CRM's customization costs to be high, with added fees making changes expensive over time.
- Users note the missing features in Method CRM, particularly for project management, financials, and advanced reporting tools.
What Are G2 Users Discussing About Method CRM?
