Compare Instantly and Method CRM 
At a Glance
Market Segments
Small-Business (95.2% of reviews)
Small-Business (89.3% of reviews)
Entry-Level Pricing
Free Trial Per Month
Free Trial
Instantly
Star Rating
(4,072)4.8 out of 5
Market Segments
Small-Business (95.2% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial Per Month
Free Trial is available
Browse all 4 pricing plansMethod CRM
Star Rating
(335)4.4 out of 5
Market Segments
Small-Business (89.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Instantly excels in user-friendliness, with many users appreciating its straightforward setup process. One user highlighted how easy it was to connect the API, making it a breeze to send emails, while Method CRM users noted some challenges in matching their specific workflow needs.
- Users say that Method CRM stands out for its deep integration with QuickBooks, which is particularly beneficial for B2B operations. Reviewers praised its ability to sync not just basic contact data but also invoices and payments, eliminating the hassle of double data entry.
- According to verified reviews, Instantly's support team receives high marks for being responsive and helpful. Users mentioned that they could quickly reach real people for assistance, contrasting with some Method CRM users who felt that while support was good, it could be more proactive in addressing specific needs.
- Reviewers mention that Instantly's email warm-up feature is a game-changer for cold emailing, enhancing deliverability. In comparison, Method CRM users expressed satisfaction with its task management capabilities but noted that it could benefit from more advanced email marketing features.
- G2 reviewers highlight that Method CRM has a strong focus on accounting integration, which is a unique selling point. Users appreciate how it bridges sales and accounting seamlessly, while Instantly, although effective for email management, does not offer the same level of financial integration.
- Users report that both products offer free trials, but Instantly's overall user experience and ease of use have led to a higher satisfaction score. Many users found Instantly's interface more intuitive, which can be crucial for small businesses looking to implement a CRM quickly.
Pricing
Entry-Level Pricing
Instantly
Free
Free Trial
Per Month
Everything you need to scale your cold outreach campaigns.
- Unlimited email sending accounts
- Unlimited domain warmup
- Advanced sequences
Method CRM
Free trial
Free Trial
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.
- Real-time sync with QuickBooks
- Create estimates, sales orders, invoices, and more
- Accept payments through customer portals
Free Trial
Instantly
Free Trial is available
Method CRM
Free Trial is available
Ratings
Meets Requirements
9.3
3,444
8.5
259
Ease of Use
9.4
3,624
8.3
264
Ease of Setup
9.2
2,790
8.1
158
Ease of Admin
9.4
1,847
8.3
138
Quality of Support
9.6
3,415
9.0
253
Has the product been a good partner in doing business?
9.5
1,821
8.9
139
Product Direction (% positive)
9.8
3,477
8.7
242
Features by Category
Signature Process
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Signature
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
9.0
157
8.8
192
|
Verified
8.6
151
Feature Not Available
9.0
164
8.4
165
|
Verified
8.9
152
8.4
184
|
Verified
8.6
152
7.5
116
9.0
153
8.3
159
|
Verified
8.6
147
8.2
145
|
Verified
8.5
142
8.5
156
|
Verified
8.6
150
8.3
153
Marketing Automation
9.4
156
7.7
125
|
Verified
9.4
157
7.5
121
9.3
157
8.3
154
|
Verified
9.0
160
Feature Not Available
Customer Support
8.9
153
8.4
148
|
Verified
9.1
150
8.5
156
|
Verified
9.0
150
8.3
161
8.2
140
7.9
128
8.8
144
8.2
132
Reporting & Analytics
8.9
138
8.0
166
|
Verified
9.2
136
8.2
185
|
Verified
8.7
136
7.3
120
Mobile & Social
8.6
142
7.5
99
|
Verified
8.4
130
Feature Not Available
8.5
133
7.9
132
|
Verified
Platform
8.7
193
8.2
136
|
Verified
8.9
187
8.3
128
9.0
183
8.5
140
|
Verified
8.5
184
7.9
88
8.5
181
7.1
91
8.8
180
7.8
102
|
Verified
9.3
187
8.6
135
|
Verified
8.6
192
7.9
112
|
Verified
Integration
9.2
158
8.0
132
|
Verified
8.9
155
7.6
108
|
Verified
8.8
152
7.7
100
|
Verified
Generative AI
8.7
115
6.6
48
Agentic AI - CRM
8.3
12
5.0
6
8.1
12
6.1
6
7.6
12
6.7
7
7.4
12
6.1
6
7.9
12
5.3
6
7.6
12
5.0
6
8.2
12
5.6
6
Email Marketing
8.9
2339
Not enough data
9.3
2371
Not enough data
9.5
2378
Not enough data
9.4
2340
Not enough data
9.6
2403
Not enough data
9.4
2354
Not enough data
9.1
2233
Not enough data
9.1
2053
Not enough data
8.4
1943
Not enough data
Reporting & Analytics
9.2
2299
Not enough data
9.2
2303
Not enough data
Generative AI
8.7
1402
Not enough data
8.7
1406
Not enough data
Agentic AI - Email Marketing
8.4
58
Not enough data
8.3
57
Not enough data
8.8
59
Not enough data
8.8
57
Not enough data
8.8
57
Not enough data
Integration
9.3
2336
Not enough data
8.9
2204
Not enough data
8.7
2167
Not enough data
8.7
2048
Not enough data
8.2
1999
Not enough data
8.2
1930
Not enough data
Data Availability
9.1
531
Not enough data
9.1
522
Not enough data
8.9
507
Not enough data
8.7
191
Not enough data
Data Accuracy
9.1
484
Not enough data
9.1
500
Not enough data
8.8
212
Not enough data
Agentic AI - Sales Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
9.0
462
Not enough data
9.2
468
Not enough data
9.4
505
Not enough data
9.3
470
Not enough data
8.8
447
Not enough data
8.9
472
Not enough data
Features
9.2
472
Not enough data
8.9
495
Not enough data
9.0
461
Not enough data
9.0
474
Not enough data
9.1
458
Not enough data
8.8
446
Not enough data
9.0
463
Not enough data
9.2
455
Not enough data
9.3
472
Not enough data
Lead Intelligence
8.7
169
Not enough data
8.9
170
Not enough data
8.9
171
Not enough data
Lead Management
9.0
194
Not enough data
8.5
198
Not enough data
8.9
192
Not enough data
Marketing Campaigns
8.6
205
Not enough data
8.3
227
Not enough data
8.5
205
Not enough data
8.9
195
Not enough data
8.9
194
Not enough data
Campaign Execution
8.4
162
Not enough data
8.9
179
Not enough data
8.5
160
Not enough data
9.4
161
Not enough data
Agentic AI - Account Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.8
436
Not enough data
9.0
410
Not enough data
9.4
453
Not enough data
8.9
404
Not enough data
Organization
9.1
413
Not enough data
9.1
395
Not enough data
9.0
400
Not enough data
Performance Analysis
8.8
406
Not enough data
9.2
432
Not enough data
Sales Analysis
8.6
442
Not enough data
8.7
404
Not enough data
Generative AI
9.0
289
Not enough data
9.0
286
Not enough data
Agentic AI - AI Sales Assistant
8.7
5
Not enough data
8.7
5
Not enough data
8.0
5
Not enough data
8.3
5
Not enough data
9.0
5
Not enough data
8.0
5
Not enough data
7.3
5
Not enough data
Diagnosis
8.8
1497
Not enough data
9.2
1547
Not enough data
9.1
1577
Not enough data
9.2
1479
Not enough data
Tracking
9.1
1497
Not enough data
9.1
1457
Not enough data
9.3
1558
Not enough data
9.1
1473
Not enough data
9.0
1466
Not enough data
Reporting
9.3
1616
Not enough data
9.3
1631
Not enough data
9.2
1563
Not enough data
9.0
1586
Not enough data
Agentic AI - Email Deliverability
8.7
38
Not enough data
8.8
39
Not enough data
8.8
39
Not enough data
8.8
39
Not enough data
9.0
39
Not enough data
Integrated Workflows
8.3
242
Not enough data
9.2
290
Not enough data
7.0
231
Not enough data
7.4
229
Not enough data
8.2
249
Not enough data
7.7
231
Not enough data
7.9
239
Not enough data
Repeatability and Reportability
8.0
223
Not enough data
8.3
234
Not enough data
8.3
227
Not enough data
7.9
229
Not enough data
7.4
220
Not enough data
AI and Automation
8.4
230
Not enough data
8.3
233
Not enough data
8.4
232
Not enough data
8.1
228
Not enough data
8.1
219
Not enough data
Generative AI
8.3
227
Not enough data
Agentic AI - Sales Engagement
8.1
78
Not enough data
8.2
76
Not enough data
8.0
76
Not enough data
8.0
73
Not enough data
7.9
76
Not enough data
8.0
74
Not enough data
7.9
74
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Intelligence
9.2
508
Not enough data
8.9
500
Not enough data
9.0
505
Not enough data
9.0
503
Not enough data
8.5
513
Not enough data
Agentic AI - Lead Intelligence
7.5
8
Not enough data
Agentic AI - Lead Mining
8.8
11
Not enough data
8.3
11
Not enough data
Agentic AI - Visitor Identification
Not enough data
Not enough data
Agentic AI - Email Tracking
8.7
33
Not enough data
8.6
33
Not enough data
8.6
32
Not enough data
8.6
32
Not enough data
8.4
32
Not enough data
8.5
32
Not enough data
8.5
32
Not enough data
Analytics
9.3
927
Not enough data
9.2
901
Not enough data
8.9
861
Not enough data
Customizations
9.3
889
Not enough data
9.5
922
Not enough data
9.1
950
Not enough data
9.3
918
Not enough data
9.1
900
Not enough data
Generative AI
8.9
637
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Instantly and Method CRM are categorized as CRM
Unique Categories
Instantly is categorized as Sales Engagement, Email Deliverability, AI Sales Assistant, Account Data Management, Lead Mining, Lead Intelligence, Visitor Identification, Email Tracking, Sales Intelligence, and Email Marketing
Method CRM is categorized as Invoice Management and E-Signature
Reviews
Reviewers' Company Size
Instantly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
45.1%
Computer Software
8.8%
Information Technology and Services
6.9%
Consulting
5.5%
Staffing and Recruiting
4.1%
Other
29.7%
Construction
15.3%
Wholesale
5.6%
Accounting
4.4%
Consumer Services
4.1%
Automotive
3.8%
Other
66.9%
Discussions
What is Instantly used for?
9 Comments
YO
Cold email inbox set up and maintenance. Read more
Instantly has no more discussions with answers
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
SM
How is Method not working correctly? Have you reached out to their customer support via chat?Read more
What version of QuickBooks do I need to use Method:CRM?
2 Comments
MM
Method:CRM supports both QuickBooks Desktop and QuickBooks Online.
QuickBooks Online
QuickBooks Online USA, UK, Canada, Australia, India, and Global...Read more
What is Method CRM used for?
1 Comment
Official Response from Method CRM
Method CRM is your all-in-one tool for managing leads, automating sales processes, creating estimates and invoices, collecting payments, and syncing...Read more
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