--- title: Method CRM Reviews meta\_title: 'Method CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 339 reviews by the users' company size, role or industry to find out how Method CRM works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 339 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Method CRM Reviews & Product Details Visit Website Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business. * * * Product Website Method CRM Seller [Method Integration Inc.](https://www.g2.com/sellers/method-integration-inc) Discussions [Method CRM Community](https://www.g2.com/products/method-crm/discuss) Languages Supported English Solution Type All-in-One Overview by Julia Poon (The best QuickBooks CRM) Show More ## Pricing Pricing provided by Method CRM. ### Free trial Free Trial [ View More Pricing Information ](https://www.g2.com/products/method-crm/pricing) ## Method CRM Integrations (7) What do users say about integrations? Verified by Method CRM [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Boomerang for Gmail ](https://www.g2.com/products/boomerang-for-gmail/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Enterprise ](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Desktop Pro ](https://www.g2.com/products/quickbooks-desktop-pro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online Advanced ](https://www.g2.com/products/quickbooks-online-advanced/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Brooke M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brooke M.") BM Brooke M. office manager Small-Business (50 or fewer emp.) 1/29/2025 "Method CRM is SO MUCH MORE than it seems!" 5/5 What do you like best about Method CRM? Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our team! We weren’t initially looking for a CRM platform. We needed something designed for custom manufacturing, and Method CRM has been so much more than it seems. This platform checks every box for us. It gives our team one place to keep track of customer details, project information, estimates, work orders, invoices, documents, photos, and all the little details that matter when every job is custom. The QuickBooks sync is also a huge win, and now with Method Pay, we can keep the payment process connected too! Customers can pay through a branded portal, we can collect deposits, and payments sync back to QuickBooks, which makes the whole process feel so much smoother from start to finish. It is now our single source for workflow and communications. Method CRM has been incredibly adaptable to our needs. It was extremely easy to implement and integrate with Quickbooks Desktop (where MANY softwares won’t). The potential and customizations are ENDLESS, and we can clearly see how it can grow with our business as we fine-tune or adjust our workflow. Method’s customer support has been outstanding as well. Even their AI chat bot is the most intelligent and efficient bot I have ever communicated with! Their help center, video tutorials, live chat, and expert consultants—everyone has been so professional, helpful, and intuitive. They really want you to succeed. Moving to a cloud platform was intimidating at first, but Method is always performing smoothly and quickly. It updates me quicker than my team can from out in the field. Pricing is great as well! We front loaded customizations to create different apps we wanted, and it was still cheaper than other custom software! Review collected by and hosted on G2.com. What do you dislike about Method CRM? I wouldn't change a thing! The customization platform is unique, but once you understand how it works you can really get an idea of the endless possibilities of how it can be adapted to serve you. There hasn't been an area that was lacking that we couldn't edit to fully serve our needs. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? To give you an example of our old workflow, we used to keep separate project folders for every order. If a customer wanted to make a change, a folder was misplaced, or an employee needed to add a project note and used a scrap piece of paper, it became very troublesome to track down all the copies and versions of the same order before invoicing. Sometimes I wouldn’t be told a project was invoiceable until DAYS after it was completed. And if a customer called asking for the status of their project, I basically had to call every team member before I could give the customer an update. We wanted all information in one place, and Method CRM makes that possible. It allows our production staff, field technicians, clerical employees, and Managers/Admins to run their tasks in ONE place. Calls and emails are attached directly to the customer file within Method CRM. The production stages for each item on an order are tracked and linked to the work order in real time, so it’s much easier to see where things stand. I can send estimates and invoices and also display helpful documents on the Customer Portal. It also lets my customers view past transactions and estimates, and accept new work within their Portal. It’s professional and branded to us. Everything is optional, too—if I want to hide certain fields or documents from the customer view, I can do that. Method CRM doesn’t confine you to a box. Overall, Method CRM is saving us TIME and MONEY. It helps us work more efficiently and handle a heavier workload without even noticing. For our business, in custom manufacturing, I never thought a platform would serve every need, but it does! Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-10779798/official_response/edit) Hi Brooke, thank you for such a detailed review! We're thrilled to hear how well Method is supporting your business' unique workflows and that it has been easy to implement. We are especially delighted to hear that our support team and resources have been helpful as you've gotten up and running. We appreciate your suggestions and will pass that along to the relevant product teams as we continuously strive to improve our product and services. Thank you again for choosing Method! 6/26/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Marlayna V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marlayna V.") MV Marlayna V. Sales, Marketing & Graphic Designer Small-Business (50 or fewer emp.) 3/19/2026 "Bridging the Gap Between Sales and Success" 5/5 What do you like best about Method CRM? What makes Method CRM truly exceptional is its unparalleled ability to bridge the gap between sales and accounting through its seamless, real-time sync with QuickBooks. This deep integration eliminates the headache of double data entry and ensures that everyone on your team is working with the most accurate, up-to-date financial information. Beyond its technical efficiency, Method stands out as a highly flexible, no-code platform that lets you customize every workflow and field to mirror your unique business processes perfectly. The platform also provides an incredibly professional experience for your clients through its robust customer portals, allowing them to view and pay invoices with ease. This combination of centralized visibility and automated self-service turns a standard database into a powerful productivity engine. It ultimately provides a "single source of truth" that gives you total confidence in your data and the freedom to focus on growing your business rather than managing spreadsheets. Review collected by and hosted on G2.com. What do you dislike about Method CRM? While Method CRM is a powerhouse for integration, it does have a few minor hurdles to consider. Most notably, there is a small learning curve when first navigating the platform; because it offers such deep customization, it can take a bit of time for new users to feel completely fluent in building out their specific workflows. Additionally, some users have encountered occasional client and invoice sync issues, particularly when dealing with complex data mappings between the CRM and QuickBooks. These syncing hiccups can sometimes require manual intervention or troubleshooting to ensure that every record matches perfectly across both systems. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Method CRM primarily solves the frustration of fragmented data by creating a seamless, real-time bridge between sales activities and accounting. By eliminating the need for double data entry into QuickBooks, it resolves the common problem of manual errors and saves hours of administrative "grunt work" every week. This integration benefits you by ensuring that your entire team is always looking at a single source of truth, allowing sales and accounting to stay perfectly aligned on customer history, invoice statuses, and payment details without constant back-and-forth communication. Beyond just syncing data, the platform addresses the limitations of "cookie-cutter" software by offering a highly customizable, no-code environment that can be tailored to your specific business logic. This flexibility, combined with automated features like client payment portals, directly improves your cash flow and operational efficiency. Ultimately, Method functions as a scalable productivity engine that grows alongside your business, providing the clarity and professional edge needed to focus on high-level strategy rather than getting bogged down in repetitive manual tasks. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12513026/official_response/edit) Hi Marlanya, thank you for such a thoughtful review. We're thrilled to hear that our deep integration with QuickBooks, customizability, and features such as customer portals have been so valuable to you. We appreciate your feedback and if our team can support you at any time, please don't hesitate to reach out at hello@method.me. Thanks again for choosing Method! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Packaging and Containers](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Packaging and Containers") AP Verified User in Packaging and Containers Small-Business (50 or fewer emp.) 7/21/2026 "Seamless 2-Way Sync with Quickbooks Desktop and Highly Customizable CRM" 5/5 What do you like best about Method CRM? We are most impressed by the 2 way syncing Method does with our Quickbooks Desktop. It works great! Also we really like the amount of customization that is able to be done to tailor the CRM to our exact needs. Review collected by and hosted on G2.com. What do you dislike about Method CRM? I think that understanding how to do customizations yourself is a little bit difficult at the beginning, especially if you have no previous customization/computer/programming experience. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? It is helping us to reduce the amount of manual data insertion that needs to be done and is also reducing the amount of duplicate data that needs to be manually inputted into different spreadsheets. It helps us to better centralize data and dashboards. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tyler M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler M.") TM Tyler M. Digital Marketing Consultant Mid-Market (51-1000 emp.) 4/16/2026 "Effortless CRM with Excellent Insights" 5/5 What do you like best about Method CRM? I use Method CRM to manage all my customers, leads, and sales activity in one place, which helps me stay organized and follow up properly throughout the sales process. I love how it helps me keep track of quotes, invoices, and customer details without needing to switch between systems. The system is simple and easy to use, making it very helpful for managing everything without having to track everything manually. The quotes feature is great, and I find the CRM incredibly valuable for providing more insights and reminders. The initial setup was super easy, I'd rate it a 10 out of 10. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Maybe a bit more features or AI. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I use Method CRM to manage customers, leads, and sales activity in one place, staying organized and tracking everything without manual effort. It provides insights and reminders, eliminating the need to switch systems. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12639500/official_response/edit) Hi Tyler, thank you for such a thoughtful review. We're so thrilled to hear that Method has helped you stay organized and on top of your sales process in such a meaningful way. Your feedback means a lot to us, thank you again. Validated ReviewerIncentivizedSource: G2 invite ![Paul .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul .") P Paul . Small-Business (50 or fewer emp.) 5/7/2026 "Customizable CRM with Excellent Support" 4.5/5 What do you like best about Method CRM? I use Method CRM for invoicing, estimates, and coordinating installations for our business. It does an excellent job with emails, reminders, and payment tracking. I find the support for customizations outstanding, as their support staff are amazing, helping us create very customized applications. Method CRM fits our custom workflows for invoices, estimates, and installation projects perfectly, like a glove. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Better documentation for the audit trail and how to work with that would be great. Training on how to obtain certain data better is needed. The initial setup was a massive undertaking and took a long time and lots of work to reach the current point. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I use Method CRM for invoicing, estimates, and installation coordination. It handles emails, reminders, and payment tracking excellently, fitting our customized workflows perfectly. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12775771/official_response/edit) This genuinely made our support team's day, thank you. Glad to hear that you've got invoicing, estimates, installations, and payment tracking all running the way you need them to. That's exactly what we're here for. Setup does take some work to get right and fitting your business workflows, but we're really glad you stuck with it because it sounds like it's working well for you. On the audit trail documentation, that's something our team is actively working on. Appreciate you sharing this. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller RB Ray B. sales manager Small-Business (50 or fewer emp.) 4/29/2026 "Method CRM’s Screen Layout Makes Customer History and Activity Easy to Access" 4.5/5 What do you like best about Method CRM? The best thing about Method CRM is screen arrangement. Left side has all the possible information to see customer history and spending habits. Contact information and activities are easy to access. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Currently the only thing is not being able to create a blanket purchase order in Sales Orders. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? Being able to access customer data is the most important thing, the ability to find all of this information in customer profiles benefits me the most. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12714706/official_response/edit) Thank you for your review, we're really glad to hear this. Accessing your customer data and having all the information you need is key and we're glad that Method has been working well for you. We hear you about the purchase order and will pass that on to the appropriate team as we continue to improve our product and services. Thanks again! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Hari G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hari G.") HG Hari G. 2/2/2026 "Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities" 5/5 What do you like best about Method CRM? I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable. Additionally, I admire the trusted integration ecosystem that Method CRM offers, alongside its extensive customization options which are crucial for me. Scalability is another great aspect for service businesses using this platform. The initial setup was straightforward and user-friendly, especially for QuickBooks users, as it's designed to bridge the gap between CRM and accounting functionality quickly. Review collected by and hosted on G2.com. What do you dislike about Method CRM? I dislike API rate limits because they are problematic for high-volume data needs, especially when syncing with Xero where there's a limit of 60 calls per minute. I also experience occasional lag and performance issues during large-scale operations, which could be smoother. Additionally, the real-time QuickBooks sync, although a core feature, sometimes has glitches and slow synchronization that could be more robust. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I use Method CRM for workflow automation, customer self-service, and sales pipeline management. It integrates seamlessly with QuickBooks, allowing for easy accounting and CRM functionality bridging. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12295756/official_response/edit) Hi Hari, thank you for your thoughtful review. We're thrilled to hear how much value you're getting from Method's two-way Quickbooks sync, customer portals, and customization options–especially as your business scales. It's also great to know the initial setup felt intuitive and helped bridge the gap between CRM and accounting quickly. Your feedback is appreciate as we strive to continuously improve our product and services. Thank you for choosing Method! Validated ReviewerSource: Organic ![Jason K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jason K.") JK Jason K. Commercial Moving Dispatcher Small-Business (50 or fewer emp.) 3/6/2026 "Streamlined Scheduling with Top-Notch Calendar Feature" 5/5 What do you like best about Method CRM? I use Method CRM throughout my day to track jobs, scheduling, and accounts. It centralizes information, so communication in the office is streamlined. I love the calendar feature, which has proven to be a powerful tool for our dispatch and project management teams' collaboration. The easy-to-read presentation and the simple editing process make the calendar feature perfect for building and tracking jobs. Also, the initial setup was easy. Review collected by and hosted on G2.com. What do you dislike about Method CRM? I think that training videos and tutorials could be improved. The training tasks need to be directly tied to a tutorial. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I use Method CRM to track jobs, scheduling, and accounts. It centralizes information, streamlining office communication. The calendar feature is invaluable for project management and dispatch, thanks to its easy presentation and simple editing. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12447556/official_response/edit) Hi Jason, thank you for your thoughtful review. We're glad to hear that Method is helping you stay on top of your jobs, scheduling, and accounts, and that the calendar feature has been a strong asset to your team. We also appreciate your feedback on training resources. We'll be sure to share that with our team as we continue to improve the onboarding experience. Thank you for choosing Method! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![whitaker b.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "whitaker b.") WB whitaker b. Enterprise (\> 1000 emp.) 2/23/2026 "Enhances Territory Management, Needs Better Workflow Automation" 4.5/5 What do you like best about Method CRM? I like that Method CRM keeps things organized and gives me data. It helps me know what areas of my territory are benefiting and selling my product. It keeps track of the doctors I have talked to and visited. The initial setup of Method CRM was easy. Review collected by and hosted on G2.com. What do you dislike about Method CRM? I find the workflow is slow. It could improve my workflow automation. It would help me not have to keep track of little things as much and have a built-in to-do list. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I like Method CRM because it keeps my sales process organized, helps track data, and lets me know what areas of my territory are selling. It tracks which doctors I've visited, but the workflow could be faster and better with automation to reduce manual tracking. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12397691/official_response/edit) Hi Whitaker, thank you for your review. We're glad to hear that your initial set up was easy and that Method has helped keep your sales process organized. Our team is always happy to help, if you want to explore how we can optimize your workflows feel free to reach out to us at hello@method.me. Validated ReviewerSource: Organic JA Jaime A. sales development representative Mid-Market (51-1000 emp.) 4/28/2026 "Efficient CRM with Room for Interface Improvement" 4.5/5 What do you like best about Method CRM? I use Method CRM to eliminate double data entry, and it gives my sales team access to relevant data. I like the two-way QuickBook sync and self-service customer portals. It helps me a lot because instead of manually doing the emails, it helps me to do it by itself. Review collected by and hosted on G2.com. What do you dislike about Method CRM? Maybe if they use an easy interface, because some people are not able to understand the system. It was not easy. Review collected by and hosted on G2.com. What problems is Method CRM solving and how is that benefiting you? I use Method CRM to eliminate double data entry and provide my sales team with access to relevant data. Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-12706207/official_response/edit) Thank you for sharing this. Really glad to hear Method is helping you save time and provide your sales team with the data they need. We also hear you on the interface. Because Method is flexible and can be customized around different business workflows, there can be a learning curve at first. That said, making the experience easier and more intuitive is something our team is always working on. Don't hesitate to reach out to our support team at any time. We really appreciate the feedback. Validated ReviewerIncentivizedSource: G2 invite ## Questions about Method CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Method CRM ](https://www.g2.com/products/method-crm/discussions/new) MM Method Marketing Team • Last activity over 4 years ago What version of QuickBooks do I need to use Method:CRM? 2 Upvotes 2 [ Join the conversation ](https://www.g2.com/discussions/50132-what-version-of-quickbooks-do-i-need-to-use-method-crm) ![Alexa B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexa B.") AB Alexa Barratt • Last activity about 4 years ago How do I add subtotals to reporting and also how may I create a custom function to export my reporting? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/how-do-i-add-subtotals-to-reporting-and-also-how-may-i-create-a-custom-function-to-export-my-reporting) [ View all Discussions ](https://www.g2.com/products/method-crm/discuss) ## Pricing Options Pricing provided by Method CRM. ### Free trial Free Trial ### Grow with Method CRM: 25% off 3 months with 3+ licenses on CRM Quick Start $27.00 1 User Per Month ### Grow with Method CRM: 25% off 3 months with 3+ licenses on CRM Pro $45.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/method-crm/pricing) Method CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-method-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,907) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-method-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_757d0364afd1effbea535cb62844bd90/insightly-crm.png "Product Avatar Image") Insightly CRM 4.2/5(945) [ Compare Now ](https://www.g2.com/compare/insightly-crm-vs-method-crm) ##### ##### Method CRM Features Platform Customization User, Role, and Access Management Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. 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