Compare Method CRM and Nutshell 
At a Glance
Market Segments
Small-Business (89.8% of reviews)
Small-Business (79.0% of reviews)
Entry-Level Pricing
Free Trial
Starting at $13.00 1 user Per Month
Method CRM
Star Rating
(330)4.4 out of 5
Market Segments
Small-Business (89.8% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial
Free Trial is available
Browse all 4 pricing plansNutshell
Star Rating
(1,413)4.3 out of 5
Market Segments
Small-Business (79.0% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13.00 1 user Per Month
Free Trial is available
Browse all 8 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Nutshell excels in user experience, particularly with its seamless call logging and transcription feature. Users appreciate how every conversation is documented automatically, providing clarity and confidence in managing client relationships.
- Users say that Method CRM shines with its unmatched two-way QuickBooks sync, which is highly valued for keeping financial data organized. The integration with QuickBooks allows for a smooth workflow, making it easier for users to manage their sales processes.
- According to verified reviews, Nutshell is praised for its easy setup process, with many users noting that they can get started on their own without much hassle. This contrasts with Method CRM, where some users found the initial setup straightforward but less intuitive in comparison.
- Reviewers mention that while Method CRM offers strong customization features, Nutshell's straightforward approach to tracking and managing leads is often seen as more effective for small businesses, as it focuses on essential functionalities without unnecessary complexity.
- Users highlight that Nutshell's customer support team is very responsive and positive, which enhances the overall user experience. In contrast, while Method CRM also has a solid support system, some users feel that the level of responsiveness could be improved.
- G2 reviewers note that both products have their strengths in reporting and analytics, but Method CRM's ability to provide detailed insights into work order statuses and territory performance is particularly appreciated, making it a strong choice for users needing in-depth data management.
Pricing
Entry-Level Pricing
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
Nutshell
Sales Foundation
Starting at $13.00
1 user Per Month
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
Free Trial
Method CRM
Free Trial is available
Nutshell
Free Trial is available
Ratings
Meets Requirements
8.5
256
8.4
1,124
Ease of Use
8.3
261
8.7
1,222
Ease of Setup
8.0
156
8.5
655
Ease of Admin
8.3
136
8.7
523
Quality of Support
9.0
250
8.7
1,027
Has the product been a good partner in doing business?
8.9
136
8.8
516
Product Direction (% positive)
8.8
240
8.5
1,112
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
8.8
191
|
Verified
8.5
890
|
Verified
Feature Not Available
Feature Not Available
8.4
164
|
Verified
8.3
864
|
Verified
8.4
182
|
Verified
8.1
879
|
Verified
7.5
116
7.5
676
|
Verified
8.3
159
|
Verified
8.1
728
|
Verified
8.2
145
|
Verified
7.4
675
|
Verified
8.5
155
|
Verified
7.3
584
8.3
153
7.6
651
Marketing Automation
7.7
125
|
Verified
7.7
671
|
Verified
7.5
121
7.6
603
8.3
154
|
Verified
8.4
814
|
Verified
Feature Not Available
7.2
574
Customer Support
8.4
148
|
Verified
7.9
637
8.5
156
|
Verified
7.9
660
|
Verified
8.3
161
8.0
690
|
Verified
7.9
128
7.4
557
|
Verified
8.2
132
7.8
577
|
Verified
Reporting & Analytics
8.0
166
|
Verified
7.8
795
|
Verified
8.2
185
|
Verified
8.2
857
|
Verified
7.3
120
7.4
683
|
Verified
Mobile & Social
7.5
99
|
Verified
7.2
552
|
Verified
Feature Not Available
7.0
551
|
Verified
7.9
132
|
Verified
7.1
649
|
Verified
Platform
8.2
136
|
Verified
7.7
639
|
Verified
8.3
128
7.9
612
|
Verified
8.5
140
|
Verified
8.4
661
|
Verified
7.9
88
7.2
483
|
Verified
7.1
91
6.5
427
|
Verified
7.8
102
|
Verified
7.3
502
8.6
135
|
Verified
8.4
640
|
Verified
7.9
112
|
Verified
7.3
482
|
Verified
Integration
8.0
132
|
Verified
7.9
607
|
Verified
7.6
108
|
Verified
7.5
541
|
Verified
7.7
100
|
Verified
7.3
478
|
Verified
Generative AI
6.6
48
Feature Not Available
Agentic AI - CRM
5.0
6
7.6
42
6.1
6
7.5
40
6.7
7
7.2
41
6.1
6
7.3
41
5.3
6
7.2
41
5.0
6
7.3
40
5.6
6
7.2
41
Email Marketing
Not enough data
8.1
249
Not enough data
8.4
261
Not enough data
Feature Not Available
Not enough data
8.3
260
Not enough data
8.5
264
Not enough data
8.1
249
Not enough data
Feature Not Available
Not enough data
8.2
222
Not enough data
Feature Not Available
Reporting & Analytics
Not enough data
7.1
139
Not enough data
8.1
241
Generative AI
Not enough data
6.5
159
Not enough data
6.7
159
Agentic AI - Email Marketing
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
Integration
Not enough data
8.0
246
Not enough data
7.2
206
Not enough data
7.0
197
Not enough data
7.8
218
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integrated Workflows
Not enough data
8.3
195
Not enough data
8.2
192
Not enough data
7.3
160
Not enough data
Feature Not Available
Not enough data
8.1
170
Not enough data
8.0
180
Not enough data
8.1
168
Repeatability and Reportability
Not enough data
Feature Not Available
Not enough data
8.2
173
Not enough data
8.2
168
Not enough data
7.4
151
Not enough data
Feature Not Available
AI and Automation
Not enough data
7.7
165
Not enough data
7.9
164
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Engagement
Not enough data
6.8
12
Not enough data
7.5
12
Not enough data
7.2
12
Not enough data
7.2
13
Not enough data
7.5
12
Not enough data
7.7
13
Not enough data
7.4
12
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
Customization
Not enough data
8.3
44
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
41
Additional Functionality
Not enough data
8.6
43
Not enough data
6.8
35
Not enough data
8.5
42
Not enough data
6.6
33
Not enough data
8.0
40
Agentic AI - Google Workspace for Sales
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 - Sales Performance Management
Not enough data
6.7
9
Not enough data
7.4
9
Not enough data
6.9
9
Incentives
Not enough data
6.8
94
Not enough data
6.6
98
Not enough data
6.5
94
Not enough data
7.6
99
Personalization
Not enough data
7.5
107
Not enough data
7.7
106
Not enough data
8.2
118
Not enough data
7.7
105
Administrative
Not enough data
7.7
109
Not enough data
7.5
103
Not enough data
7.3
97
Agentic AI - Email Tracking
Not enough data
7.9
12
Not enough data
8.2
11
Not enough data
8.3
11
Not enough data
8.5
11
Not enough data
8.2
11
Not enough data
8.5
11
Not enough data
8.5
11
Analytics
Not enough data
8.0
187
Not enough data
8.0
181
Not enough data
7.9
175
Customizations
Not enough data
8.4
185
Not enough data
8.3
192
Not enough data
8.3
192
Not enough data
8.0
176
Not enough data
8.4
190
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Analytics
Not enough data
6.9
13
Not enough data
6.9
13
Not enough data
7.1
13
Not enough data
7.2
13
Not enough data
7.7
13
Data Sourcing
Not enough data
7.6
163
Not enough data
7.9
173
Not enough data
Feature Not Available
Not enough data
8.5
184
Not enough data
8.2
170
Predictive Analytics
Not enough data
7.9
172
Not enough data
7.8
167
Not enough data
Feature Not Available
Not enough data
7.5
161
Sales Management
Not enough data
8.4
189
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.5
197
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Method CRM and Nutshell are categorized as CRM
Unique Categories
Method CRM is categorized as Invoice Management and E-Signature
Nutshell is categorized as Sales Engagement, Google Workspace for Sales, Sales Analytics, Sales Performance Management, Email Tracking, Online Form Builder, and Email Marketing
Reviews
Reviewers' Company Size
Method CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Nutshell
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
Construction
15.5%
Wholesale
5.7%
Accounting
4.4%
Consumer Services
4.1%
Automotive
3.8%
Other
66.6%
Marketing and Advertising
7.9%
Computer Software
7.4%
Construction
5.3%
Information Technology and Services
4.9%
Financial Services
3.3%
Other
71.2%
Alternatives
Discussions
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
BB
QuickBooks Online isn’t optimized for customer relations
QuickBooks organizes your business finances helping you track purchases and payments, and how your...Read more
How do you mass download documents from classic to new version?
1 Comment
MM
Hi Landon, thanks for bringing this to our attention! You will need to contact our support team to assist you on this. They can be easily reached by live...Read more
I am unable to email from Nutshell. This started after my company did an upgrade. Also, How do I could get multiple bcc emails to show in their account? Or is they a way to use a distribution group list and have each email show up in members accounts? I may need help getting it set up.
2 Comments
AR
Call the Help Desk; they typically answer earlier in the day or call you back the same day. There is no BCC availability that I am aware of.Read more
What integration options have you found that work best for Nutshell?
2 Comments
AB
I love fireflies.ai but it requires API or zapier
Google workplaces has a great chrome extension for gmail which has caught a lot more for input f...Read more
Is there a limit to the number of contacts that I can add to Nutshell?
1 Comment
Official Response from Nutshell
No. All Nutshell subscriptions include unlimited contacts and data storage.Read more
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