Link copied to clipboard # Insightly CRM vs Method CRM Comparison - What are their main differences? Share [ Export ](/compare/insightly-crm/method-crm/export.csv) Insightly CRMMethod CRM[+ Add Product](#) Reviews **Insightly CRM** [ 4.2/5(945) ](https://www.g2.com/products/insightly-crm/reviews#reviews) **Method CRM** [ 4.4/5(346) ](https://www.g2.com/products/method-crm/reviews#reviews) Pricing **Insightly CRM** Free Trial **$29** / user, per month (billed annually) · Plus **Method CRM** Free Trial **Free Trial** · Free trial **Pricing Insights** from reviews Time to Implement **Insightly CRM** 1 monthFaster Based on 207 responses **Method CRM** 2 months Based on 114 responses Return on Investment **Insightly CRM** 11 months1 month sooner Based on 154 responses **Method CRM** 12 months Based on 100 responses Perceived Cost **Insightly CRM** $$$$$ **Method CRM** $$$$$ Average Discount **Insightly CRM** 9%1% more **Method CRM** 8% ![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM") ![Method CRM](https://images.g2crowd.com/uploads/product/hd_favicon/c0c5a9fc20467fcea803413baafe0914/method-crm.svg "Method CRM") G2 offers free advice on this comparison. 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Pros & Cons **Insightly CRM** [ Ease of Use (28) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564738&qs=pros-and-cons#reviews)[ Easy Customization (11) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564723&qs=pros-and-cons#reviews)[ Learning Curve (9) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564351&qs=pros-and-cons#reviews)[ Limited Customization (7) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564006&qs=pros-and-cons#reviews) **Method CRM** [ Ease of Use (22) ](https://www.g2.com/products/method-crm/reviews?filters%5Bsentiment_snippet%5D=1580303&qs=pros-and-cons#reviews)[ Easy Customization (20) ](https://www.g2.com/products/method-crm/reviews?filters%5Bsentiment_snippet%5D=1580215&qs=pros-and-cons#reviews)[ Learning Curve (8) ](https://www.g2.com/products/method-crm/reviews?filters%5Bsentiment_snippet%5D=1579857&qs=pros-and-cons#reviews)[ Limited Customization (6) ](https://www.g2.com/products/method-crm/reviews?filters%5Bsentiment_snippet%5D=1580185&qs=pros-and-cons#reviews) Integrations **Insightly CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_03f4c2e785b8fc7c8fb27969776e8cfc/engage-by-cloudresearch.png "Product Avatar Image") Engage by CloudResearch ](https://www.g2.com/products/engage-by-cloudresearch/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e6691c2017a7f50824d2f1f0375bdbd8/harvest.png "Product Avatar Image") Harvest ](https://www.g2.com/products/harvest/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8e123398655ea08944802dc11fbc74e6/intuit-mailchimp-email-marketing.png "Product Avatar Image") Intuit Mailchimp Email... ](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image") Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ View all ](https://www.g2.com/products/insightly-crm/integrations) **Method CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_11f092c33dbb714ec6d98bde5301c372/boomerang-for-gmail.png "Product Avatar Image") Boomerang for Gmail ](https://www.g2.com/products/boomerang-for-gmail/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_47428da869b5f8e54ade900c837084c4/quickbooks-desktop-enterprise.jpg "Product Avatar Image") QB Enterprise ](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_886c6362df2546780d72afd6d2eed4d9/quickbooks-desktop-pro.png "Product Avatar Image") Desktop Pro ](https://www.g2.com/products/quickbooks-desktop-pro/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_50b93b0f332ffa4a17f0c4c1f6c6464b/quickbooks-online.png "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ View all ](https://www.g2.com/products/method-crm/integrations) Screenshots **Insightly CRM** ![Insightly CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/100041/Insightly-dashboard-2020.png) **Method CRM** ![Method CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/39245/App-store-graphic-flow.jpg) Ratings Meets Requirements **Insightly CRM** 8.2 8.2803 **Method CRM** 8.5 8.5265 Ease of Use **Insightly CRM** 8.4 8.4808 **Method CRM** 8.3 8.3270 Ease of Setup **Insightly CRM** 8.3 8.3364 **Method CRM** 8.1 8.1165 Ease of Admin **Insightly CRM** 8.5 8.5338 **Method CRM** 8.4 8.4143 Quality of Support **Insightly CRM** 8.0 8.0686 **Method CRM** 9.1 9.1258 Has the product been a good partner in doing business? **Insightly CRM** 8.5 8.5322 **Method CRM** 8.9 8.9144 Product Direction (% positive) **Insightly CRM** 8.0 8.0775 **Method CRM** 8.8 8.8249 Features CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) 7.8 737 7.7 230 Sales Force Automation Contact & Account Management 8.5 630 | Verified 8.8(won by 0.3) 194 | Verified Opportunity & Pipeline Mgmt. 8.3 601 | Verified 8.4(won by 0.1) 167 | Verified Task / Activity Management 8.1 628 | Verified 8.4(won by 0.3) 187 | Verified Territory & Quota Management 7.5(tied score) 348 | Verified 7.5(tied score) 116 Desktop Integration 8.0 451 | Verified 8.3(won by 0.3) 159 | Verified Product & Price List Management 7.5 337 | Verified 8.3(won by 0.8) 146 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Quote & Order Management 7.6 347 | Verified 8.5(won by 0.9) 159 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Customer Contract Management 8.0 422 | Verified 8.3(won by 0.3) 153 Partner Relationship Mgmt. (PRM) Feature Not Available Feature Not Available Contract/License Management Not enough data Not enough data Marketing Automation Email Marketing 7.6 405 | Verified 7.7(won by 0.1) 125 | Verified Lead Management 8.1 523 | Verified 8.3(won by 0.2) 154 | Verified Campaign Management Feature Not Available 7.5(won by default) 121 Marketing ROI Analytics 7.5(won by default) 338 | Verified Feature Not Available Email Management Not enough data Not enough data File Management Not enough data Not enough data Deal Management Not enough data Not enough data Customer Support Case Management 7.8 393 8.4(won by 0.6) 148 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Customer Support Portal 7.8 399 8.5(won by 0.7) 157 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Knowledge Base 7.9 460 8.3(won by 0.4) 161 Call Center Features 7.6 324 | Verified 7.9(won by 0.3) 128 Support Analytics 7.8 360 8.2(won by 0.4) 132 Workflow Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Calendar Management Not enough data Not enough data Pipeline Management Not enough data Not enough data Content Management Not enough data Not enough data Communication Management Not enough data Not enough data Visual Analytics Not enough data Not enough data Template Management Not enough data Not enough data Predictive Analytics Not enough data Not enough data Document Management Not enough data Not enough data Channel Management Not enough data Not enough data Commission Management Not enough data Not enough data Field Sales Management Not enough data Not enough data Reporting & Analytics Reporting 7.9 530 | Verified 8.0(won by 0.1) 166 | Verified Dashboards 7.9 553 | Verified 8.2(won by 0.3) 186 | Verified Forecasting 7.6(won by 0.3) 386 | Verified 7.3 120 Mobile & Social Social Collaboration Features 7.8(won by 0.3) 355 | Verified 7.5 99 | Verified Mobile User Support 7.8 415 | Verified 7.9(won by 0.1) 133 | Verified Social Network Integration 7.7(won by default) 351 | Verified Feature Not Available Third-Party Integrations Not enough data Not enough data Social Media Integration Not enough data Not enough data Customer Support Not enough data Not enough data Multi-Channel Social Integration Not enough data Not enough data Platform Customization 7.9 316 | Verified 8.2(won by 0.3) 136 | Verified Workflow Capability 8.1 310 | Verified 8.3(won by 0.2) 127 User, Role, and Access Management 8.4 322 | Verified 8.5(won by 0.1) 139 | Verified Internationalization 8.0(won by 0.1) 214 | Verified 7.9 88 Sandbox / Test Environments 7.2(won by 0.1) 87 7.1 90 Document & Content Mgmt. 7.6 251 | Verified 7.8(won by 0.2) 102 | Verified Performance and Reliability 8.3 321 | Verified 8.6(won by 0.3) 135 | Verified Output Document Generation 7.5 213 | Verified 7.9(won by 0.4) 111 | Verified Mobile Access Not enough data Not enough data Lead Generation Not enough data Not enough data Integration Data Import & Export Tools 8.0(tied score) 288 | Verified 8.0(tied score) 131 | Verified Integration APIs 7.6(tied score) 236 | Verified 7.6(tied score) 107 | Verified Breadth of Partner Applications 7.3 222 | Verified 7.7(won by 0.4) 99 | Verified Third-Party Integration Not enough data Not enough data Internal Chat Integration Not enough data Not enough data Collaboration Tools Not enough data Not enough data Prospecting Tools Not enough data Not enough data Real-Time Data Not enough data Not enough data Generative AI AI Text Generation 6.9(won by 0.3) 27 6.6 48 Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Agentic AI - CRM Autonomous Task Execution 7.6(won by 1.9) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 5.7 7 Multi-step Planning 8.3(won by 2.2) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.1 6 Cross-system Integration 7.9(won by 0.8) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.1 8 Adaptive Learning 8.1(won by 2.0) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.1 6 Natural Language Interaction 7.8(won by 1.8) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.0 7 Proactive Assistance 7.4(won by 2.4) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 5.0 6 Decision Making 7.6(won by 2.0) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 5.6 6 Calendar/Reminder System Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Import/Export Not enough data Not enough data Lead Capture Not enough data Not enough data Batch Processing Not enough data Not enough data Email Tracking Not enough data Not enough data Tagging Not enough data Not enough data Pipeline Reports Not enough data Not enough data Drag & Drop Not enough data Not enough data Segmentation Not enough data Not enough data Customizable Fields Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Interaction Tracking Not enough data Not enough data CRM Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data Contact Database Not enough data Not enough data Referral Tracking Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Lead Qualification Not enough data Not enough data Marketing Automation Not enough data Not enough data Email Templates Not enough data Not enough data Sales Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Reminders Not enough data Not enough data Lead Scoring Not enough data Not enough data Data Security Not enough data Not enough data Customizable Reports Not enough data Not enough data Calendar Sync Not enough data Not enough data For Startups Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data For iPad Devices Not enough data Not enough data Customizable Templates Not enough data Not enough data Activity Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data For Mac Devices Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Lead Nurturing Not enough data Not enough data Gamification Not enough data Not enough data Prioritization Not enough data Not enough data Web-based Deployment Not enough data Not enough data Softphone Not enough data Not enough data Single Sign On Not enough data Not enough data Customer Database Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Mobile App Not enough data Not enough data Email Sequences Not enough data Not enough data Customer Segmentation Not enough data Not enough data Lead Assignment Not enough data Not enough data For Small Businesses Not enough data Not enough data Live Chat Not enough data Not enough data Business Card/Badge Scanning Not enough data Not enough data Data Visualization Not enough data Not enough data Customer Social Profiles Not enough data Not enough data Social Promotion Not enough data Not enough data Monitoring Not enough data Not enough data Engagement Tracking Not enough data Not enough data Social Media Monitoring Not enough data Not enough data Customer Engagement Not enough data Not enough data Sentiment Analysis Not enough data Not enough data Brand Tracking Not enough data Not enough data Audience Targeting Not enough data Not enough data Workflow Automation Not enough data Not enough data Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);) 8.3 47 Not enough data Agentic AI - Sales Analytics 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 Third-Party Integrations Not enough data Not enough data CRM Integration Not enough data Not enough data Data Sourcing Data Sourcing 8.2(won by default) 35 Not enough data Exporting & Sharing Data 8.6(won by default) 43 Not enough data Multi-Device Data Visualization 8.3(won by default) 35 Not enough data Interactive Dashboards 8.7(won by default) 41 Not enough data Data Segmentation 8.0(won by default) 36 Not enough data Predictive Analytics Lead Scoring 7.9(won by default) 37 Not enough data Opportunity Scoring 7.9(won by default) 38 Not enough data Risk Analysis 7.8(won by default) 33 Not enough data Live Forecasting 7.8(won by default) 35 Not enough data Budgeting/Forecasting Not enough data Not enough data Correlation Analysis Not enough data Not enough data Competitive Analysis Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Statistical Analysis Not enough data Not enough data Sales Management Live Pipeline Management 8.5(won by default) 37 Not enough data Sales Gamification 8.1(won by default) 30 Not enough data Account-Based Analytics 8.7(won by default) 32 Not enough data Activity Tracking 8.8(won by default) 39 Not enough data Predictive Analytics Not enough data Not enough data Visual Analytics Not enough data Not enough data Task Management Not enough data Not enough data Contact Management Not enough data Not enough data Lead Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Workflow Management Not enough data Not enough data Additional Functionality Dynamic Modeling Not enough data Not enough data Lead Qualification Not enough data Not enough data Lead Capture Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Contact Database Not enough data Not enough data API Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Collaboration Tools Not enough data Not enough data Dashboard Creation Not enough data Not enough data Modeling & Simulation Not enough data Not enough data Exception Reporting Not enough data Not enough data Generative AI Not enough data Not enough data Sales Reports Not enough data Not enough data Performance Metrics Not enough data Not enough data "What If" Scenarios Not enough data Not enough data Customizable Reports Not enough data Not enough data Data Import/Export Not enough data Not enough data AI Copilot Not enough data Not enough data Graphical Data Presentation Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Business Process Control Not enough data Not enough data Multi-Currency Not enough data Not enough data Pipeline Reports Not enough data Not enough data Show 3 feature categories with incomplete data E-Signature[Hide 79 FeaturesShow 79 Features](javascript:void(0);) Not enough data Not enough data Signature Process 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 Multi-Party Signing Not enough data Not enough data Electronic Signature Not enough data Not enough data Agentic AI - E-Signature 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 Third-Party Integrations Not enough data Not enough data Multi-Language Not enough data Not enough data Security and Scalability 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 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 Email Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data Forms Management Not enough data Not enough data Contact Management Not enough data Not enough data Compliance Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Registration Management Not enough data Not enough data Event Management Not enough data Not enough data Marketing Management Not enough data Not enough data Expiration Management Not enough data Not enough data Offline Access Not enough data Not enough data Video Management Not enough data Not enough data Additional Functionality File Sharing Not enough data Not enough data Approval Process Control Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Authentication Not enough data Not enough data Data Security Not enough data Not enough data Reminders Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Version Control Not enough data Not enough data Single Sign On Not enough data Not enough data Audit Trail Not enough data Not enough data AI Copilot Not enough data Not enough data Activity Dashboard Not enough data Not enough data Encryption Not enough data Not enough data Signature Capture Not enough data Not enough data Document Conversion Not enough data Not enough data Drag & Drop Not enough data Not enough data Archiving & Retention Not enough data Not enough data Team Collaboration Not enough data Not enough data Generative AI Not enough data Not enough data Status Tracking Not enough data Not enough data Customizable Fields Not enough data Not enough data Searchable Database Not enough data Not enough data QR Codes Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Search/Filter Not enough data Not enough data Multi-Location Not enough data Not enough data Real-Time Data Not enough data Not enough data Data Synchronization Not enough data Not enough data Age Verification Not enough data Not enough data Customer Database Not enough data Not enough data Secure Data Storage Not enough data Not enough data Waiver Kiosk Not enough data Not enough data Data Import/Export Not enough data Not enough data Photo Capture Not enough data Not enough data Conditional Logic Not enough data Not enough data Customizable Templates Not enough data Not enough data Invoice Management[Hide 18 FeaturesShow 18 Features](javascript:void(0);) Not enough data Not enough data Invoice Generation 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 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 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 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 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 Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);) Not enough data Not enough data Agentic AI - Accounting & Finance Autonomous Task Execution Not enough data Not enough data User Insights Reviewers' Company Size [![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews) Insightly CRM Small-Business(50 or fewer emp.) 73.2% Mid-Market(51-1000 emp.) 20.3% Enterprise(\> 1000 emp.) 6.5% [![Method CRM](https://images.g2crowd.com/uploads/product/hd_favicon/c0c5a9fc20467fcea803413baafe0914/method-crm.svg "Method CRM")](https://www.g2.com/products/method-crm/reviews) Method CRM Small-Business(50 or fewer emp.) 89.6% Mid-Market(51-1000 emp.) 9.5% Enterprise(\> 1000 emp.) 0.9% Small-Business (50 or fewer emp.) 73.2% 89.6% Mid-Market (51-1000 emp.) 20.3% 9.5% Enterprise (\> 1000 emp.) 6.5% 0.9% Reviewers' Industry [![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews) Insightly CRM Marketing and Advertising 9.9% Information Technology and Services 6.2% Construction 4.8% Computer Software 4.0% Financial Services 3.9% Other 71.2% [![Method CRM](https://images.g2crowd.com/uploads/product/hd_favicon/c0c5a9fc20467fcea803413baafe0914/method-crm.svg "Method CRM")](https://www.g2.com/products/method-crm/reviews) Method CRM Construction 15.3% Wholesale 5.5% Accounting 4.3% Consumer Services 4.0% Automotive 3.7% Other 67.3% FAQs ## Insightly CRM vs Method CRM FAQs Generated using AI Last updated: August 15, 2026 ### What is the difference between Insightly CRM vs Method CRM? Insightly CRM and Method CRM differ most in their reviewer-cited strengths, with Insightly CRM excelling in ease of use and Method CRM leading in customization and QuickBooks integration. | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | [Method CRM](https://www.g2.com/products/method-crm/reviews) | | --- | --- | | 4.2/5 (945 reviews) | 4.4/5 (339 reviews) | | Small-Business | Small-Business | | 8.3 | 8.1 | | 8.0 | 9.0 | | Ease of Use (28 all-time mentions) | Easy Customization (19 all-time mentions) | ### How do the pricing models of Insightly CRM and Method CRM compare? Method CRM is rated higher for value, with reviewers expressing greater satisfaction with its pricing and customization flexibility. - **Insightly CRM:** In recent reviews, several reviewers mention that Insightly CRM is cost effective and offers a good balance of features, but some note that advanced features are locked behind higher-priced tiers. - **Method CRM:** Reviewers consistently highlight Method CRM's pricing as favorable, especially given its deep customization and QuickBooks integration, with one noting it was still cheaper than other custom software even after front-loaded customizations. - **Switching reasons:** Recent Insightly CRM reviewers cite transitioning away due to stagnation in feature updates and a desire for more tailored solutions. ### What are the best alternatives to Insightly CRM and Method CRM? The top three alternatives to Insightly CRM and Method CRM are Agentforce Sales, HubSpot Sales Hub, and Pipedrive. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945 reviews) | Small-Business | In recent reviews, some find it cost effective but note higher-tier features cost more | Ease of Use (28 all-time mentions) | | [Method CRM](https://www.g2.com/products/method-crm/reviews) | 4.4/5 (339 reviews) | Small-Business | Reviewers highlight favorable pricing for customization and QuickBooks integration | Easy Customization (19 all-time mentions) | | [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,876 reviews) | Mid-Market | — | — | | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | — | | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5 (3,111 reviews) | Small-Business | — | — | ### Which CRM features should I prioritize when comparing Insightly CRM and Method CRM? Buyers comparing Insightly CRM and Method CRM should prioritize customization, integration capabilities, tracking, reporting, and support quality. - **Customization:** Method CRM (19 all-time mentions for Easy Customization, 8 for Customization Options); Insightly CRM (11 for Easy Customization, 10 for Customizability). - **Integration capabilities:** Method CRM (14 all-time mentions for Integration, 13 for QuickBooks Online); Insightly CRM (9 for Integrations, 6 for Integration). - **Tracking:** Insightly CRM (8 all-time mentions for Easy Tracking); Method CRM (tracking cited in recent reviews for jobs, opportunities, and activities). - **Reporting:** Insightly CRM (6 all-time mentions for Reporting); Method CRM (recent reviews note reporting as an area for improvement). - **Support quality:** Method CRM (12 all-time mentions for Customer Support); Insightly CRM (8 for Customer Support). ### What are the pros and cons of Insightly CRM vs Method CRM? Insightly CRM's headline strength is ease of use, while Method CRM stands out for customization and QuickBooks integration. - **Insightly CRM strengths:** Ease of Use (28 all-time mentions), Integrations (9), Customizability (10), Feature Richness (9), Customer Support (8), Easy Tracking (8). - **Insightly CRM trade-offs:** Learning Curve (9), Limited Customization (7), Limited Features (7), Time-Consuming (6), Contact Management (5). - **Method CRM strengths:** Easy Customization (19), Integration (14), Customer Support (12), Efficiency (8), Intuitive (8), Seamless Integration (8), Task Management (6), Lead Management (5). - **Method CRM trade-offs:** Learning Curve (7), Limited Customization (6), Bugs (5), Expensive (4). ### Is Insightly CRM or Method CRM better for small businesses? Method CRM is the stronger fit for small businesses, with higher reviewer satisfaction and a focus on customization and QuickBooks integration. - **Insightly CRM:** Small-Business segment; reviewers highlight ease of use and organization but note some limitations in customization and reporting. - **Method CRM:** Small-Business segment; reviewers consistently praise its adaptability, QuickBooks sync, and support, making it highly suitable for small business workflows. ### Which CRM platform has better integrations? Method CRM is favored for integrations, especially for QuickBooks, with higher all-time mention counts and more recent reviewer emphasis. - **Insightly CRM:** Integrations cited in 9 all-time reviews, including Google Workspace, Outlook, Slack, and Mailchimp. - **Method CRM:** QuickBooks Online integration cited in 13 all-time reviews, with additional mentions for Zapier and Formstack in recent reviews. ### How do Insightly CRM and Method CRM compare on customer support? Method CRM leads on Quality of Support by a full point (9.0 vs 8.0), a material difference per the Delta Rule. - **Insightly CRM:** Reviewers describe support as responsive and helpful, with several citing dedicated customer success managers, but some note delays and less effective automated help. - **Method CRM:** Reviewers consistently praise outstanding support, including live chat, expert consultants, and quick responses, with 12 all-time mentions for Customer Support. ### Which is easier to implement, Insightly CRM or Method CRM? Insightly CRM and Method CRM score within 0.2 points on Ease of Setup (8.3 vs 8.1), indicating parity in implementation experience. - **Insightly CRM:** Reviewers frequently describe setup as easy and straightforward, with many citing quick onboarding and minimal training required. - **Method CRM:** Reviewers note that while initial setup can be challenging due to customization options, support is available and implementation is rated positively once workflows are established. ### Which product has better Tracking? Tracking is a core strength for both Insightly CRM and Method CRM, with reviewers citing robust tracking features in each platform. - **Insightly CRM:** 8 all-time mentions for Easy Tracking, with reviewers highlighting tracking of contacts, leads, opportunities, tasks, and projects. - **Method CRM:** Tracking cited in recent reviews for jobs, opportunities, activities, and sales data, with reviewers emphasizing its role in organizing workflows and centralizing information. 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