# Insightly CRM vs Method CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Insightly CRM excels in providing a seamless integration of CRM and project management features, allowing users to track customer interactions from lead generation to project delivery. This holistic approach is appreciated for its **clean workflows** and strong email and calendar functionalities.
- **Users say** that Method CRM stands out for its **deep customization** capabilities, which enable businesses to tailor fields, workflows, and documents like invoices and proposals to fit their branding. The drag-and-drop tools make it easy to adapt the system to specific needs, enhancing user satisfaction.
- **Reviewers mention** that while Insightly CRM has a solid user experience, it faces challenges in matching specific workflow needs for some users, leading to occasional configuration difficulties. However, many still find it **easy to use** and appreciate its intuitive design.
- **According to verified reviews** , Method CRM is particularly effective for managing annual renewal contracts, helping users stay organized and ensuring accuracy in renewals. This feature has proven to be extremely valuable for businesses looking to streamline their contract management processes.
- **G2 reviewers highlight** that Insightly CRM has a higher overall satisfaction score compared to Method CRM, indicating a more favorable reception among users. The platform's ability to provide a visual representation of contacts through relationship mapping is frequently praised.
- **Users report** that while both platforms offer good support, Method CRM receives higher marks for its customer service quality. Reviewers appreciate the responsive support team, which contributes to a smoother user experience, especially during the initial setup phase.



| | Insightly CRM | Method CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 944 | 339 | 
| **Largest Market Segment** | Small-Business (73.1% of reviews) | Small-Business (89.2% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | Free Trial | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### Method CRM

Pros:
- Ease of Use (19 reviews)
- Easy Customization (19 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (6 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Method CRM | 
|---|---|---|
  | **Meets Requirements** | 8.3 (801 reviews) | 8.5 (261 reviews) | 
  | **Ease of Use** | 8.4 (806 reviews) | 8.3 (266 reviews) | 
  | **Ease of Setup** | 8.3 (362 reviews) | 8.1 (161 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.3 (140 reviews) | 
  | **Quality of Support** | 8.0 (686 reviews) | 9.0 (254 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.9 (141 reviews) | 
  | **Product Direction (% positive)** | 8.0 (774 reviews) | 8.8 (245 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Method CRM

#### Entry-Level Pricing

Plan: Free trial

Price: Free Trial

Description: When you start your free trial, your account will automatically include all of the features in our CRM Pro plan. If you want the CRM Enterprise features, you can also add them for free during your trial. You can also add unlimited users during your free trial.

Key Features:
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals

[Browse all 4 editions](https://www.g2.com/products/method-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |

#### Signature Process

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Document Signing** | Not enough data | Not enough data | 
| **Reminders and Expirations** | Not enough data | Not enough data | 
| **Sign-In Process** | Not enough data | Not enough data | 
| **Mobile Signatures** | Not enough data | Not enough data | 
| **Signature Workflow** | Not enough data | Not enough data | 
| **Bulk Digital Signatures ** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Signature Document Creation** | Not enough data | Not enough data | 

#### Agentic AI - E-Signature

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Security and Scalability

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | Not enough data | 
| **Signature History and Audit** | Not enough data | Not enough data | 
| **Enterprise Scalability** | Not enough data | Not enough data | 

#### Platform

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Custom Branding** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 733 |
| **Method CRM** | 7.6/10 | 224 |

#### Sales Force Automation

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Contact & Account Management** | 8.5 (629 reviews) ✓ Verified | 8.8 (193 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (599 reviews) ✓ Verified | 8.4 (167 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (628 reviews) ✓ Verified | 8.5 (187 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 7.5 (116 reviews) | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.3 (159 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 8.2 (145 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 8.5 (156 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (424 reviews) ✓ Verified | 8.3 (153 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.7 (125 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.5 (121 reviews) | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | 8.3 (154 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | Feature Not Available | 

#### Customer Support

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.4 (148 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (400 reviews) | 8.5 (156 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (460 reviews) | 8.3 (161 reviews) | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.9 (128 reviews) | 
| **Support Analytics** | 7.8 (361 reviews) | 8.2 (132 reviews) | 

#### Reporting & Analytics

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.0 (167 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (555 reviews) ✓ Verified | 8.2 (186 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 7.3 (120 reviews) | 

#### Mobile & Social

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.5 (100 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | Feature Not Available | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.9 (132 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.2 (137 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.3 (129 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.5 (140 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 7.9 (88 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.1 (91 reviews) | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.8 (102 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.6 (135 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.9 (112 reviews) ✓ Verified | 

#### Integration

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.0 (132 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.6 (108 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.7 (100 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 6.6 (48 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 5.0 (6 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 6.1 (6 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 6.7 (7 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 6.1 (6 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 5.3 (6 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 5.0 (6 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 5.6 (6 reviews) | 

### Invoice Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |

#### Invoice Generation

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Templates** | Not enough data | Not enough data | 
| **Digital Invoices** | Not enough data | Not enough data | 
| **Recurring Invoices** | Not enough data | Not enough data | 

#### Invoice Processing

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Approvals** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Consolidation** | Not enough data | Not enough data | 
| **Match Invoices** | Not enough data | Not enough data | 

#### Analytics

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Due Dates** | Not enough data | Not enough data | 
| **Cashflow** | Not enough data | Not enough data | 
| **KPIs** | Not enough data | Not enough data | 
| **Payment Tracking** | Not enough data | Not enough data | 

#### Integration

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Accounting** | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | 
| **ERP** | Not enough data | Not enough data | 
| **Account Sync** | Not enough data | Not enough data | 

#### Agentic AI - Invoice Management

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Method CRM** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Method CRM** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Insightly CRM | Method CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Method CRM (2):** [Invoice Management Software](https://www.g2.com/categories/invoice-management), [E-Signature Software](https://www.g2.com/categories/e-signature)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Method CRM | 
|---|---|---|
| **Small-Business** | 73.1% | 89.2% | 
| **Mid-Market** | 20.3% | 9.9% | 
| **Enterprise** | 6.6% | 0.9% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Method CRM

- **Construction:** 15.5%
- **Wholesale:** 5.6%
- **Accounting:** 4.3%
- **Consumer Services:** 4.0%
- **Automotive:** 3.7%
- **Electrical/Electronic Manufacturing:** 3.1%
- **Marketing and Advertising:** 3.1%
- **Retail:** 3.1%
- **Building Materials:** 2.5%
- **Consumer Goods:** 2.5%
- **Other:** 52.6%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3064 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to Method CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13840 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Thryv](https://www.g2.com/products/thryv/reviews) — 4.2/5 stars (1999 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3064 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.6/5 stars (1167 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4807 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Method CRM

- Title: [We have struggled with Method not working correctly for 4 months and still having issues. Why does it take so long and why dont you value customers?](https://www.g2.com/discussions/50425-we-have-struggled-with-method-not-working-correctly-for-4-months-and-still-having-issues-why-does-it-take-so-long-and-why-dont-you-value-customers) — 2 comments, 1 upvote
  > **Top comment:** "How is Method not working correctly? Have you reached out to their customer support via chat?"
- Title: [What version of QuickBooks do I need to use Method:CRM?](https://www.g2.com/discussions/50132-what-version-of-quickbooks-do-i-need-to-use-method-crm) — 2 comments, 2 upvotes
  > **Top comment:** "Method:CRM supports both QuickBooks Desktop and QuickBooks Online. 

QuickBooks Online
QuickBooks Online USA, UK, Canada, Australia, India, and Global..."
- Title: [What is Method CRM used for?](https://www.g2.com/discussions/what-is-method-crm-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Method CRM is your all-in-one tool for managing leads, automating sales processes, creating estimates and invoices, collecting payments, and syncing..."
- Title: [How much does Method CRM cost?](https://www.g2.com/discussions/how-much-does-method-crm-cost) — 1 comment
  > **Top comment:** "$45/mo"
- Title: [What is method CRM?](https://www.g2.com/discussions/what-is-method-crm) — 1 comment
  > **Top comment:** "It is an advanced CRM system that integrates with Quickbooks as well. You can use it to track all your customer contacts in one place as well as track new..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-method-crm)