--- title: Method CRM Reviews meta_title: 'Method CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 338 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: 338 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Method CRM Reviews **Vendor:** Method Integration Inc. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 338 ## About Method CRM Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is rated #1 QuickBooks CRM on G2. 4.4/5 stars from 300+ verified reviews. ## Method CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** in Method CRM, benefiting from its intuitive setup and organization of data. (19 reviews) - Users value the **easy customization** of Method CRM, allowing tailored workflows that enhance daily efficiency and operation. (19 reviews) - Users value the **unmatched QuickBooks integration** with Method CRM, enhancing efficiency and bridging CRM and accounting needs. (14 reviews) - Users value the **responsive customer support** from Method CRM, ensuring quick answers and assistance with features. (12 reviews) - Users value the **extensive customization options** in Method CRM, enabling tailored workflows that enhance operational efficiency. (8 reviews) - Efficiency (8 reviews) - Intuitive (8 reviews) - Users praise the **seamless integration** with QuickBooks, enhancing efficiency and reducing the risk of duplicate efforts. (8 reviews) - User-Friendly (8 reviews) - Users appreciate the **seamless integration** of Method CRM with QuickBooks, enhancing workflow efficiency and customer management. (7 reviews) **What users dislike:** - Users find the **learning curve challenging** , requiring time to adapt to Method CRM's extensive customization options. (7 reviews) - Users face **limited customization** , often requiring costly developer support for even small changes that impact system stability. (6 reviews) - Users face **glitches and performance issues** in Method CRM, particularly with the mobile app and during high-volume operations. (5 reviews) - Users find the **customization costs** of Method CRM to be high, impacting overall affordability and budget management. (4 reviews) - Users note **missing features** such as project management and advanced reporting, limiting its effectiveness as a comprehensive CRM. (4 reviews) - Slow Performance (4 reviews) - CRM Issues (3 reviews) - Delays (3 reviews) - Not Intuitive (3 reviews) - Slow Loading (3 reviews) ## Method CRM Reviews ### 1. Everything you need with flexibility and convenience **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon H. | Salesman, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Method CRM?** It's easily integrates with my entire team and it makes a very easy to communicate tasks and activities. **What do you dislike about Method CRM?** The search function could work better when I'm trying to look up companies or parts in the items list. **What problems is Method CRM solving and how is that benefiting you?** It helps me as a sales rep stay organized, and it helps me plan my future future activities, and manage projects. **Official Response from Serena Rubino:** > Hi Brandon, thank you taking the time to share this feedback with us! It's experiences like yours that help shape the evolution of our tools (like the search function)! We're so happy to hear that Method has made it easy for you to communicate with your team. We will pass along your review to our team, thank you again! ### 2. Quick and Professional **Rating:** 4.5/5.0 stars **Reviewed by:** AMANDA H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Method CRM?** Method has allowed our company to better manage incoming leads by helping us input customer interactions and create follow up activities. This allows us to personalize our interactions with our leads and even our current customers. Implementing this into our office has allowed for us to nurture and turn quite a few more leads into customers. **What do you dislike about Method CRM?** There are a lot of redundancies in estimates to invoices. When one could just create a sales order and send to customer rather than go through all of the prompts to move from estimate to invoicing. Estimates are just estimates and sometimes change when an actual sales order is made. It would make sense to remove the estimates and just have sales orders and invoices. Anytime we try to do a sync (lead to customer), the server boggs down our system and crashes our computer. We have opted out all together to run syncs for this purpose. **What problems is Method CRM solving and how is that benefiting you?** How and when to follow up with leads and customers. **Official Response from Ryan Flanigan:** > Hi, Amanda. Thank you so much for taking the time to leave this super helpful review. I'm happy to hear that you've been able to keep organized with Method's activity tracking and follow-ups. Your concerns around estimates and issues with syncing have also been noted and passed on to the team. Thank you again for your review! ### 3. It was a new learning experience but easily grasped. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Method CRM?** How structured everything was and accesible. **What do you dislike about Method CRM?** Having to go back too many times to access similar things. **What problems is Method CRM solving and how is that benefiting you?** Ability to record customer interations to help better my services with them and many others in the future. **Official Response from Michelle Wong:** > Hello, thank you for your review. We're thrilled to hear that you've found Method to be well structured and accessible. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method! ### 4. Small business review **Rating:** 4.5/5.0 stars **Reviewed by:** Allison G. | Sales Assistant/Purchaser, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Method CRM?** As a small business, we love that Method CRM has a 2-way sync into Quickbooks. The support is very responsive, and will esacalate issues that can't be resolved right away. **What do you dislike about Method CRM?** Method CRM is lacking when it comes to project management. We would love a way to organize with photos and show which items have been received in the warehouse. **What problems is Method CRM solving and how is that benefiting you?** Our previous program does NOT sync well with QuickBooks, and is requiring a lot of double work for the admin team. We love that Method CRM has a 2-way sync. **Official Response from Ryan Flanigan:** > Hi, Allison! Thanks for your review - it was a pleasure to read. I'm so glad you are enjoying Method's two-way sync with QuickBooks. Thank you especially for your feedback about project management features. I'll pass your review on to the team right away. Thanks again! ### 5. Most user-friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mirna R. | administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Method CRM?** it is very user friendly, it pretty much mirrors Quickbooks. The customization possibilities are nearly endless. There is a lot that can be done with it. It's really a great system. **What do you dislike about Method CRM?** that some of the options for editing the program are blocked for users and we have to pay customization for it. **What problems is Method CRM solving and how is that benefiting you?** we are able to create estimates from opportunities and turn them into invoices. Customers are able to approve and pay for invoices from the Method portal. **Official Response from Ryan Flanigan:** > Hi, Mirna! Thank you for your review. It's great to hear that you're happy with what Method has to offer, and I especially appreciate your feedback about the customization model. I'll pass this on to the team right away - thanks again! ### 6. User friendly, seamless integration with Quickbooks, comprehensive customer supper **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | Office Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Method CRM?** 1. seamless integration with Quickbooks 2. customer chat for support 3. user friendly and buildable for specifics 4. QB sync engine **What do you dislike about Method CRM?** very rare but when errors occur or unavailable **What problems is Method CRM solving and how is that benefiting you?** Inventory management Invoices with 4 price levels **Official Response from Serena Rubino:** > Hi Kelly! Thank you for your review. We're thrilled to hear that Method has been a positive addition to your business operations, and that our Support team has been helpful. We will pass this along to our team, thank you again! ### 7. Great app to grow your business **Rating:** 5.0/5.0 stars **Reviewed by:** FJ W. | Programs Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Method CRM?** For our sales campaign, I tried a few different CRMs in the past, but none seemed to function quite as well as Method CRM does. It enables you to obtain more qualified leads and expand your company more quickly. **What do you dislike about Method CRM?** Although I like the touch method CRM adds to my leads, I do struggle a bit trying to import data from another platform. That said, I think they have great features and also have room for improvement. **What problems is Method CRM solving and how is that benefiting you?** I was looking for something to help improve my lead quality and method CRM has done a great job. **Official Response from Ryan Flanigan:** > Hi FJ, thanks so much for your response and for your positive feedback! We're thrilled to hear that our platform has helped you obtain more qualified leads and grow your business faster. We especially appreciate your input on Method's data import process, and I will pass your review on to the team right away. Thanks again. ### 8. Review of my experience with MethodCRM **Rating:** 4.5/5.0 stars **Reviewed by:** Phil H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Method CRM?** The integration with QBO - Apparebtly I must enter more text than just a few words **What do you dislike about Method CRM?** The insability to interact with email. you can send an email from Method but when the contact response, the only way to capture the resposne is with teh side bar - but there is no way to respojknd with the string. What a pain! The formatting on outbaound emails is much too limited. BTWE - the next Question is prinmary role - I have severakl..... **What problems is Method CRM solving and how is that benefiting you?** This survey is hocky yo uask what the purposes this app is wused for - but not easy to click oin more than one answer now any freetect I'mtrying to use it for email campaigns - a pain it is. **Official Response from Ryan Flanigan:** > Hi, Phil. Thanks for taking the time to write this review and for sharing your feedback about Method. Your comments on our email functionality are especially valuable in helping us deliver the best product possible. I'll share this review with the team right away. Thanks again! ### 9. It’s not the easiest CRM but it provides enough information **Rating:** 3.5/5.0 stars **Reviewed by:** Steve C. | Territory Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Method CRM?** I like the fact that the report generator is pretty easy to run **What do you dislike about Method CRM?** The layout of contact information is a little scattered. **What problems is Method CRM solving and how is that benefiting you?** Monthly sales and contact maintenance **Official Response from Serena Rubino:** > Hi Steve, thank you for taking the time to write this review! We appreciate your feedback and will be passing it along the team. Thank you for sharing your experience with us and contributing to the development of Method CRM. ### 10. Easy to Use Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Method CRM?** I like the easy access to different things such as contacts, estimates, and sales orders. I am able to search for customers or files in a matter of seconds. **What do you dislike about Method CRM?** I think that this software is good, there is not much I would improve upon. **What problems is Method CRM solving and how is that benefiting you?** This is helping me solve the differentiation between customers in one company. **Official Response from Ryan Flanigan:** > Hi there! Thanks so much for your positive feedback. We're glad to hear that you find Method CRM easy to use and efficient in managing your contacts and sales orders, and can't wait to see where you can take our platform next! Thanks again. ### 11. Method Donor CRM **Rating:** 5.0/5.0 stars **Reviewed by:** George T. | Senior Enlisted Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Method CRM?** Only CRM we found that seamlessly transmits and updates quickbooks online donor data and vice versa in both directions. All CRMs, including salesforce, only go in one direction. Data input into method updates customers in quickbooks, and quickbooks updates to customers updates method. **What do you dislike about Method CRM?** The pre-made reports require some updates as they are not visually appealing out of the box. **What problems is Method CRM solving and how is that benefiting you?** Donor management, retention, and donation reporting with CONTACT information included. Can view new donors over a time period, who donated a period before but not a specific period (donor retention). Additionally, the program is uber easy to use out of the box. **Official Response from Ryan Flanigan:** > Hi, George! Thank you so much for taking the time to leave this review. I'm so happy to hear that you've found success in Method:Donor and that the platform has let you use all your platforms harmoniously. Your feedback about reports is also greatly appreciated, and I'll pass it on to the team ASAP. Thanks again! ### 12. The CRM [roducy is overall a good easy product to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Method CRM?** Intuitive and its ability to work with Quickbooks **What do you dislike about Method CRM?** Technical Assistance accesseing a person to help with program issues **What problems is Method CRM solving and how is that benefiting you?** Custom management along wth ptojcet nd activity management. **Official Response from Michelle Wong:** > Hi there, thank you for your review. We are thrilled to hear that Method's intuitive design and QuickBooks integration are working well for you. We are sorry to hear that you've ran into issues connecting with our team when faced with platform issues. Should you need any additional assistance at this time, please reach out to us at hello@method.me. Thank you again for choosing Method. ### 13. I have used lots of of info tracking business apps. This is the best, most productive one. **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan B. | Account Management and Inside Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Method CRM?** Tags help along the ease of implementation to quickly find the topics we need stats on. **What do you dislike about Method CRM?** I have not encountered any dislikes about Method thus far. **What problems is Method CRM solving and how is that benefiting you?** Method is solving the problem of keeping measurable interactions with customers, and calendar reminders. **Official Response from Ryan Flanigan:** > Hi, Ryan! Thanks so much for this review! I am so happy that you've been able to keep your business better organized with Method's tags, CRM features, and calendar reminders. I look forward to seeing how our product can help your business even more down the line. Thanks again! ### 14. More than just a CRM... **Rating:** 5.0/5.0 stars **Reviewed by:** Yousif E. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Method CRM?** I can basically customize the platform to suit my business needs. If I tried to do this with any other platform, it would be costly and not as seamless of an experience. **What do you dislike about Method CRM?** Limited design options, I wish you could play with the look and feel of the platform to match your company's branding. **What problems is Method CRM solving and how is that benefiting you?** Method is allowing me to build custom apps that are tailored to my business. **Official Response from Ryan Flanigan:** > Hi, Yousif! Thanks so much for your review and for sharing your experience customizing Method. Cheers! ### 15. Method user review ( 2years ) **Rating:** 4.0/5.0 stars **Reviewed by:** Rudy F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Method CRM?** I like the customization of Method the most. Being able to build what you need when you need it has been more then helpful for my team and I. **What do you dislike about Method CRM?** There isn't much to dislike about Method, I think you must be aware of what you are signing up for. Out of the box, it's not going to be exactly what you need but with the options of the customization, you can build it to your needs. **What problems is Method CRM solving and how is that benefiting you?** Method helps us create orders for our customers from start to finish. The backend API plug-ins make everything sync and workin hand in hand. **Official Response from Ryan Flanigan:** > Hi, Rudy! Thanks for leaving this super helpful review. I love to hear that you've leveraged Method's customization and integration capabilities for your business. Your feedback about the platform's out-of-the-box functionality is also appreciated. I'll pass your review on to the team right away. Thanks again! ### 16. Nuanced customization, seamless quickbooks integration and superb customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Method CRM?** Before Method CRM we used quickbooks exclusively, taking notes on pads of paper and filing them away. Now, I have customers who call from months or years ago and I can see every phone conversation and the notes that were taken. Every time we went out to the customers house and the reason. Having this information at our fingertips makes our interactions with customers smooth and professional! **What do you dislike about Method CRM?** Method CRM is highly cuzomizable! But as a double edged sword, you almost need to be a coder in order to affectively and efficiently create work flows and reports and porcesses. **What problems is Method CRM solving and how is that benefiting you?** One thing our business depends on is accurate scheduling. We schedule different installers sometimes to multiple jobs per day, we also schedule times for our field techs to measure and estimate and dates for our customers to return samples. This is easy and clearly differentiates the different schedules, creating follow -ups when necessary **Official Response from Ryan Flanigan:** > Hi there! Thank you for taking the time to leave this review. I'm so glad Method has enhanced your experience as a QuickBooks user, and that you've been able to improve professionalism and efficiency. I also appreciate your feedback on customization and will pass it on to the team. Note that our developers are committed to making customization easier for everyone down the line. Thanks again! ### 17. I finally have all my STUFF in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Method CRM?** What I enjoy most about Method CRM is the Acivities feature. I can make my daily notes, add a follow up time and date, a reminder gets emailed on the due date of the task. Being able to drag emails and other files into the customer's file is so helpful to keep all important files in one place. I also find that using the "Tags" is super helpful when searching for customers that buy certain products. **What do you dislike about Method CRM?** I think it would be a nice feature to have the date of when each contact was entered into the system. This would help indicate if the contact info is current or not. If and when the contact info is updated then a the date of entry could be refreshed. This would eliminate all the guess work. **What problems is Method CRM solving and how is that benefiting you?** All of the sales team work remotley and are consisently entering all sales calls into the CRM. Head office can easily follow what's happening with each customer. When sale people are away, their customers can still receive the same level of attention to detail because of having every little detail contained within the CRM. **Official Response from Ryan Flanigan:** > Hi there! Thank you so much for leaving this review - I can't wait to send it to the team. I really appreciate your idea about a contact entry date, and I'm so glad to hear you've boosted efficiency with Method. Thanks again! ### 18. CRM - Small Business Friendly & Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Method CRM?** I enjoy the user-friendliness of the Method CRM. I was able to learn the whole system within a few weeks of being introduced to it and find it to be very easy to adjust to. I've also reached out to the customer support team (AI bot and live chat) and found answers very easily. I use this system every day and am very happy with how the business is functioning as a result of Method CRM. **What do you dislike about Method CRM?** I wish there was an option to add photos in line items as we are an engineering firm and sometimes item descriptions just don't do a product justice. **What problems is Method CRM solving and how is that benefiting you?** Purchase orders, estimates, sales orders, contacts, lead organizing, template customization, personalization options. **Official Response from Ryan Flanigan:** > Hi there! Thanks so much for leaving this review. I really appreciate hearing all the great things you have to say about Method, and I especially value your feedback about photos in line items. I can't wait to pass your review on to the team. Thanks again! ### 19. Great for customization for small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Method CRM?** How we can customize the templates, the features, and works flows for our business. **What do you dislike about Method CRM?** The tags on the workflow can be a bit confusing. It would be helpful if the end user support was a more helpful for our core user. As an admin user, this not as much of a problem for me. For the end user, they often have questions that are not in the support center. **What problems is Method CRM solving and how is that benefiting you?** Sending Estimate and invoices. We are currently building out features that will save us alot of overhead cost automating processes beyond the CRM that we started out with method. **Official Response from Ryan Flanigan:** > Hi, Michael! Thanks so much for taking the time to leave this review. I'm happy you've boosted efficiency with Method's features and customizations! I also appreciate your feedback about intuitiveness around tags, and I'll pass it on to the team ASAP! 2024 is all about making the platform a better experience for everyone involved. Thanks again! ### 20. Responsive Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Elyse H. | Inside Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Method CRM?** The team at Method CRM is fantastic. When questions arise, their customer service has an answer or solution to us within 20 minutes. Truly a game changer. I would recommend Method CRM to any B2B organization. **What do you dislike about Method CRM?** I do not yet have any feedback of this nature. **What problems is Method CRM solving and how is that benefiting you?** Keeping our team informed and streamlining comms. **Official Response from Ryan Flanigan:** > Hi, Elyse! Thank you very much for your review. I'm so glad to hear that your experience with Method and our support team has been positive, and that you've streamlined your communication process. I can't wait to send your review to the team - thanks again! ### 21. Wonderful and customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Method CRM?** Systems integrations and personal customizations to applications for organizational, financial and operatational need. **What do you dislike about Method CRM?** Can be slow at times, if multiple users on same page- work can not be saved accordingly. **What problems is Method CRM solving and how is that benefiting you?** Client management **Official Response from Ryan Flanigan:** > Hi there! Thank you for your review. We're thrilled to hear that you're enjoying the customizable features and seamless integrations that Method offers. We especially appreciate your note about performance issues. Rest assured that we are actively working on improvements to enhance your experience, especially when multiple users are working at the same time. Thanks again! ### 22. Fast, Friendly, Knowledgable and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Method CRM?** Very easy to use and navigate. Customer service is easy to access and quick to resond and very knowledgeable. I love how I am able to link my gmail to method so all my sent emails go straight to my sent box in gmail. **What do you dislike about Method CRM?** I love everything about Method. The only thing I feel would help is when I do a new activity I would like to see all the past activities right there on that screen instead of just the last activity. It would help me in remembering every interaction I have had with my customer without having to go to a different screen to look at the entire history instead of just the last interaction. **What problems is Method CRM solving and how is that benefiting you?** Method helps me keep track of my leads and how many contacts I have made with my customers. It is also very easy to schedule a follow up so I can make sure I do not miss an important follow up. **Official Response from Julia Poon:** > Hi, Olivia! Thank you so much for taking the time to leave this review and for your kind words. Your point on activity history is well-made and I'll pass it on to the team right away. Thanks again for contributing to the betterment of Method! ### 23. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2024 **What do you like best about Method CRM?** Method is the first CRM I have used in my professional career. It has been easy to navigate and help manage each and every one of my customers in a timely manner on a day-to-day basis. **What do you dislike about Method CRM?** The only issue I have seen so far since using Method is the ability to make duplicate customer contacts, however I've recently learned how to resolve that issue which has been helpful. **What problems is Method CRM solving and how is that benefiting you?** Managing each customer efficiently as possible. **Official Response from Ryan Flanigan:** > Hi there! Thank you for your review of Method. I'm so happy to hear that as your first CRM, Method has already helped you drive efficiency and customer service at your business. Your feedback about contact duplication is extremely valuable, and I'll pass everything on to the team right away. Thanks for helping us deliver the best product possible! Cheers. ### 24. My daily CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Lance M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Method CRM?** I will say the chat time is pretty quick to respond to you. For me, Method has been pretty easy to learn. I am now looking to learn to sequence emails to help me get emails out automatically since I have found my way around the platform. I can move around the setup pretty quickly. **What do you dislike about Method CRM?** Due to how our company has it set up I would personally want to move things around to make fewer mouse movements and a couple fewer clicks. Im not sure if that is something I can change or if it looks like from the meeting it's our IT side. **What problems is Method CRM solving and how is that benefiting you?** Well, it's really a great sales tool. I like the flow of how I have my process down from taking fresh leads putting in notes then being able to set up scheduling call backs. I do want to learn how to sequence emails to save time. This looks a little bit much for me to set up so if I can easy my task on Method I'd love it more. So let's see if we get that set up. Then it's game on. **Official Response from Filipa Alves:** > Hello Lance and thank you for sharing you experience! Glad to see that you've found value in Method's sales features and our team has been able to support you promptly. Here's a help center article on how to send emails based on set parameters: https://help.method.me/en/articles/2589684-send-email-action — if you still need help setting up automated emails, feel free to drop us a line at hello@method me explaining what you're trying to achieve in more detail. ### 25. It’s great so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Madison G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Method CRM?** We are still new to this software but love the customer service, the messaging bot is very helpful , and you can customize basically everything! Can't wait to have everything customized! **What do you dislike about Method CRM?** I wish the free customization our was more than one hour because we can only get very little done as it takes a lot of time. **What problems is Method CRM solving and how is that benefiting you?** Organize **Official Response from Ryan Flanigan:** > Hi, Madison! Thanks so much for taking the time to leave this review. I really appreciate your feedback about our customer service and your free customization hour. I can't wait to see where your business takes Method's workflows down the road. Thanks again, and I'll pass this review on to the team right away. ### 26. Method CRM: Versatile, Easy, and Well-Supported **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Method CRM?** Method is a very flexible product with seemlingly infinite integration options. It's intuitive and easy to use, and the more it's used and integrated, the more powerful of a tool it becomes. All my experiences so far with Method's team from sales to support to programming have been superb. **What do you dislike about Method CRM?** Some integration and custom programming is necessary to get the best out of Method depending on your existing systems, however, Method has done a good job of making that integration as easy as possible. **What problems is Method CRM solving and how is that benefiting you?** We have several other software packages in place that don't integrate well with each other. Method is the 2-way communication bridge connecting these systems together and giving us complete customer and sales data in one place. **Official Response from Ryan Flanigan:** > Hi there! Thanks so much for this review. I'm over the moon to hear about your positive experience with the product. Your feedback around customization is especially valuable, and you should know that making Method easier to use and personalize is a priority in 2024. Thanks again! ### 27. Between customization and connecting QB, Method CRM has been a fantastic addition to our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Method CRM?** We currently use Method CRM as a Quickbooks replacement for our sales department, and we have noticed an increase in sales support via customizations. We've made automatic email follow-ups, track activities as a KPI measurement, and even email shipping notifications through Method. I am responsible for all of our company's back-end coding for Method, and it is almost as robust as a complete coding environment. I've yet to find a hard limitation in this regard. All in all, Method CRM is customizable to your own particular needs and serves as a competent Quickbooks CRM replacement. **What do you dislike about Method CRM?** When looking at Method CRM as an option, it's vital to remember it's a CRM that is still dependent on Quickbooks for Finance. I would love to see more support for the Financial aspects of Quickbooks as Method CRM, lacks support for Credit Memos and the Accounting aspects are not fully fledged out. As well as auditing features such as Quickbooks' Audit Log are present but, again not fully fledged out. I've been assured the lovely folks at Method are consistently working on new features. **What problems is Method CRM solving and how is that benefiting you?** Our business was fully using Quickbooks prior to Method CRM; through customizations to emailing and Activities we have been able to increase our follow-up percentage and keep our customers engaged with the sales team. No longer do customers fall by the way side, even if they do not currently need us we have policies and customizations in play that make sure they know we are there for them. **Official Response from Filipa Alves:** > Hello! Firstly, thank you for sharing your experience with us. Although the Product team is actively working on increasing the functionality of Method, I'll make sure to pass on your feedback about credit memos and other accounting features. Love to see that you've already found so much value in Method CRM! ### 28. easy to use, lots of good features...outstanding tech support/customer service, best I've ever seen. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Method CRM?** what'a most helpful is the ability to make a sales call and use the app to document the info so I can move onto the next one. **What do you dislike about Method CRM?** No downsides. All good. totally happy with Method. **What problems is Method CRM solving and how is that benefiting you?** changing my Domain address. Dhrov and jainaben were top notch. Best I've ever seen **Official Response from Ryan Flanigan:** > Hi there! Thank you very much for leaving this review. I'm so happy to hear that you've been able to stay on top of your sales calls with Method's help. I'll pass on your review to the team right away - especially Dhruv and Jaina! Thanks again. ### 29. Very easy to navigate and use **Rating:** 5.0/5.0 stars **Reviewed by:** Dan E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Method CRM?** I like getting reminders on task that I may have forgotten **What do you dislike about Method CRM?** Really nothing comes to mind. its very easy to naviagte **What problems is Method CRM solving and how is that benefiting you?** keeping all my leads and customers together. **Official Response from Ryan Flanigan:** > Hi, Dan! Thanks for leaving this review. I'm happy to hear that Method's reminders feature helps you in your daily operations! I can't wait to see where you can take the platform. Thanks again. ### 30. Powerful CRM, but Pricey for Small Businesses **Rating:** 4.5/5.0 stars **Reviewed by:** luca t. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Method CRM?** With Method, everything changed for the better. The user interface is intuitive and easy to navigate, making it simple for our team to input and access customer information. The automation features have been a lifesaver, streamlining our sales and marketing processes, and saving us countless hours of manual work. **What do you dislike about Method CRM?** For smaller businesses, the cost of the CRM may be a bit high. It would be great if they offered more budget-friendly plans for startups The sales order report could be improved **What problems is Method CRM solving and how is that benefiting you?** Informed decision-making, better targeting of marketing efforts, and the ability to identify areas for improvement in your sales and customer service processes. **Official Response from Ryan Flanigan:** > Hi, Luca! Thank you so much for taking the time to leave this review. I appreciate your kind words about Method, as well as your insightful feedback on sales order reports and our pricing model. I'll be passing your review on to the team right away. Thanks again! ### 31. Method has a lot of handy features! **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa S. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Method CRM?** Method allows us to send emails and see when they are opened. We can save templates that automatically load when needed. **What do you dislike about Method CRM?** The reporting formats and options are not always enough. The custom fields are not all searchable. **What problems is Method CRM solving and how is that benefiting you?** Method allows us to track everything - emails, calls, quotes, opportunities, lost sales, won sales, and lead sources. **Official Response from Ryan Flanigan:** > Hi, Lisa! Thanks so much for taking the time to leave this review. I'm happy to hear that Method has helped your business get organized and more efficient. Your comments on reporting are also greatly appreciated, and I'll pass all your comments to the team right away. Thanks again! ### 32. Not too comprehensive **Rating:** 2.5/5.0 stars **Reviewed by:** Lesly P. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Method CRM?** We work with clients and contracts; it is good to have a place where the actual contract goes with the actual job and client (it's called an "Estimate") **What do you dislike about Method CRM?** Names of functions do not match how they are understood (i.e. an "Estimate" is the screen that has your AWARDED project, contract, and information about the project; I do NOT think of this as an Estimate. Also, it's weird to have both a list of Contacts AND a list of Companies) . Method was very hard to learn and I still feel after two years I don't have a proper grasp of it; just enough to keep my head above water. You also have to repeat steps; if it' in the proposal stage it goes in as an "Opportunity" and you input ALL the client info. If you are awarded the job it turns into an "Estimate"; one would think the address, etc. could just copy over but it doesn't; you have to re-enter it all again. **What problems is Method CRM solving and how is that benefiting you?** Before Method, using paper file folders for projects, sometimes if the name of different projects are similar, one can mix up contracts. With Method, in the "Estimate" for that particular project, only the contract that pertains to that project is uploaded there so there can be no mix ups or incorrect contracts with incorrect projects. Also, it is nice to be able to record updates on the project and notes and all can see the status. **Official Response from Filipa Alves:** > Hello Lesly, and thank you for taking the time to share your experience. Glad to see that you're managing projects more efficiently than before joining Method. Our Product team is working on making it easier to navigate the platform based on feedback like yours, so we really appreciate you contributing to the betterment of Method! ### 33. method **Rating:** 5.0/5.0 stars **Reviewed by:** Douglas L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Method CRM?** Ability to customize Method including new views and reports. Sync with QuickBooks. Ability to customize views based on who is using it. Reporting capabilities. Support and training. Ease of use once set up. **What do you dislike about Method CRM?** Steep learning curve to get in and actualy program new reports and views. **What problems is Method CRM solving and how is that benefiting you?** Reporting in quickBooks Online does not provide the functionality we need. Method provides that ability. **Official Response from Ryan Flanigan:** > Hi, Douglas! Thanks so much for this insightful review. I love that you've found several benefits of and uses for Method for your company. I'm also grateful for your feedback about the learning curve for reports and views and will pass it on to the team. Promoting ease of use is a primary focus for our developers in 2024. Thanks again! ### 34. Excellent tool **Rating:** 5.0/5.0 stars **Reviewed by:** Steve A. | Bilingual (Japanese/English) Business Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Method CRM?** Intuitive design, simple to use, has great features you'd expect of a CRM **What do you dislike about Method CRM?** Some default features are useful if organizations need them, but for those that don't, they're extra work or extra data that you're forced to enter but won't have much value - in fact they will be confusing. **What problems is Method CRM solving and how is that benefiting you?** Tracking projects, leads and contacts **Official Response from Ryan Flanigan:** > Hi, Steve! Thanks so much for your review. I'm so glad to hear that Method's been a useful tool for you so far, and I hope you continue to find success with it. I especially appreciate your feedback around default features, and I will absolutely pass your review on to the rest of the team. Thanks again! ### 35. Positive experience. Pricing could be a bit more competitive. **Rating:** 3.5/5.0 stars **Reviewed by:** Steve M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Method CRM?** I like the fact that it works with Quickbooks. **What do you dislike about Method CRM?** Haven't had a real dislike to this point. **What problems is Method CRM solving and how is that benefiting you?** Containment of information. **Official Response from Ryan Flanigan:** > Hi, Steve! Thanks so much for leaving this review. I'm happy to hear that you've found success with Method's QuickBooks sync and have centralized your data effectively. I also really appreciate your feedback about our pricing and will pass everything on to the team right away. Thanks again! ### 36. Very Pleased **Rating:** 5.0/5.0 stars **Reviewed by:** Boyd P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Method CRM?** The ability to set reminders and designate the contact that is made accordingly **What do you dislike about Method CRM?** The multiple-contact interface is sometimes congested. **What problems is Method CRM solving and how is that benefiting you?** Having all personnel in line minimizing double efforts **Official Response from Ryan Flanigan:** > Hi, Boyd! Thanks so much for taking the time to leave this review. I'm happy to hear that Method's reminders and contact designation have helped your business be more productive. I also really appreciate your feedback about the multiple-contact interface. I'll pass your review on to the team right away. Thanks again! ### 37. Fast, simplle, inntuitive and easye to use. The customer support team is fantastic. **Rating:** 5.0/5.0 stars **Reviewed by:** Ilya Y. | VP of Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Method CRM?** The simplicity and ability to connect many apps into one system **What do you dislike about Method CRM?** THe only concern would be the color and interface customization I would make it company colors. **What problems is Method CRM solving and how is that benefiting you?** Connecting leads and converting them into sales. integration with accounting. **Official Response from Ryan Flanigan:** > Hi, Ilya! Thank you so much for your review. I'm super excited to hear that you're happy with Method so far, and I can't wait to see where your business takes its functionality. I also really appreciate your feedback about color and interface customization and will pass everything on to the team. Thanks again! ### 38. Method CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Method CRM?** Method is great because it allows us to create sales documates, purchase documents, manage our contacts, assign tasks, track opportunities, all while syncing with QB online. The customer service is reliable and fast, the chat tool used allows us to find solutions to any issues quickly and for free! **What do you dislike about Method CRM?** I don't dislike much actually, just wish there was a desktop app for Mac users **What problems is Method CRM solving and how is that benefiting you?** QB online does not allow us to create Sales Orders to track transactions so that's why we started using method - now it's become our tool for managing customers, projects, and digital marketing. **Official Response from Ryan Flanigan:** > Hi there! Thanks so much for leaving this awesome review. I really appreciate your feedback about a desktop app, and I love hearing all the great things you've accomplished so far with the product. I'll be sure to pass this on to the rest of the team. Thanks again! ### 39. Customer Service is Bar=None. **Rating:** 4.5/5.0 stars **Reviewed by:** Laurie W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Method CRM?** I am able to customiza anything and everything. The customization team is wonderful. I have yet to find anything that Method is not abl to do or build for my business. **What do you dislike about Method CRM?** I wish that there were SOPs already created forme to distribute to my team as we on board new members. I would love to see a step by step guide from the moment a call comes in to the moment a contract/ invoice is generated. **What problems is Method CRM solving and how is that benefiting you?** Creating processes and customizing CRM needs just for our company and the things that are unique to us **Official Response from Filipa Alves:** > Hi Laurie! Thrilled to see you're enjoying our no-code customization and that Method is helping you streamline your operations. I especially appreciate the valuable feedback around SOP building and will pass it along to our Product team. Thanks again for sharing your experience and contributing to the improvement of Method! ### 40. Method CRM has already saved us countless hours! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Method CRM?** We love how Method CRM integrates with Gmail, QuickBooks Online, our website and more! The customer service is wonderful and between them and their IT team in assisting us our implementation was a breeze. In addition, the ability to customize Method to suite our needs is invaluable...we highly recommend! **What do you dislike about Method CRM?** The UI is a bit muted and could benefit from more color and/or seperation in the list views. **What problems is Method CRM solving and how is that benefiting you?** Method has allowed us to migrate away from paper work orders and also having to manually create invoices from those work orders. **Official Response from Ryan Flanigan:** > Hi there! Thank you so much for your review. I'm so glad to hear that you've found our integrations, customization, and customer service helpful to your business. I also really appreciate your feedback on our user interface and will definitely be passing your review along to the team. Thanks again! ### 41. So Happy With Method **Rating:** 5.0/5.0 stars **Reviewed by:** James P. | VP of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Method CRM?** I was so happy with how quickly we were up and running with Method. The team was outstanding at tailoring the software to my needs. I highly recommend it! **What do you dislike about Method CRM?** Some of the tools I don't need, but it's nice to have them for future use. **What problems is Method CRM solving and how is that benefiting you?** We use Quick Books Enterprise and Method already has the integration in place. Now our sales team has complete transparancy with customer history and interactions. **Official Response from Julia Poon:** > Hi, James! Thank you so much for this review. I'm so happy to hear that implementing Method has been a success for your business, and even more so that you've tailored it to your needs. I hope your relationship with Method continues to blossom for years to come. Thanks again! ### 42. new to method **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Method CRM?** emailing from the po screen is a great addition. **What do you dislike about Method CRM?** untill recently was not having emails from method in my outlook sent file. this has been remedied. **What problems is Method CRM solving and how is that benefiting you?** im new to this company and method. it seems really stream lined and our admins seem to like it. **Official Response from Ryan Flanigan:** > Hi there! Thanks for this review. I love to hear that you enjoy Method's emailing functionality for POs, and that you're saving time on processes already. Thanks for your patience around issues with your Outlook outbox, and I'm glad it's been remedied - the team is committed to enhancing existing functionality for 2024. Here's to even more future growth! ### 43. Screens of Georgia **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about Method CRM?** The Method team is very responsive when we have a question, issue or concern. **What do you dislike about Method CRM?** We feel there are several things we have requested that should have been a standard feature but Method considers them to be custom. **What problems is Method CRM solving and how is that benefiting you?** Better communication with our customers, it helps us streamline our internal communication as well. **Official Response from Ryan Flanigan:** > Hello! Thank you so much for leaving this review. I appreciate your comment about Method's default features and will pass it on to the team. That said, I'm so happy to hear that you've had success with the product and that our team has been able to support you on your journey. Thanks again! ### 44. Excellent Technical Help **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Method CRM?** Smooth integration into Quickbooks. Customer support is top notch. **What do you dislike about Method CRM?** Sync conflicts are labeled as record number instead of document number. Other than thati have no complaints. **What problems is Method CRM solving and how is that benefiting you?** Quick Books Integration **Official Response from Ryan Flanigan:** > Hi there! Thanks so much for leaving this review. I'm really glad to hear that you've had a positive experience with Method so far and that our team has been able to help you on your growth journey. I also really appreciate your feedback on sync conflicts. I'll pass your review to the team right away. Thanks again! ### 45. pretty good but not perfect **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Method CRM?** that it syncs with Quickbooks. Can be used in the field as a mobile app. **What do you dislike about Method CRM?** It is only an online platform. There should be a version of the mobile app that can be used when there is no cell/wifi reception. Then the app can connect when it gets a good signal. Good for people in the field. **What problems is Method CRM solving and how is that benefiting you?** It's helpful to keep up with customers that you have already serviced. It will let you know when you can stop by again to help keep the relationship with the customer. **Official Response from Filipa Alves:** > Hello Anthony, and thanks for taking the time to share your experience. Happy to see you're a fan of Method's two-way QuickBooks sync and CRM features. I especially appreciate your feedback for the mobile app and will make sure to pass it along to our Product team. Thank you again for contributing to the betterment of Method! ### 46. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Chad O. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Method CRM?** Easy integration and helpful staff. The support chat works very well and the agents are very responsive and helpful. **What do you dislike about Method CRM?** I wish there was an easier way to create a Case from an email instead of cases needing to be generated in a customer portal. When we used Trello we were able to have a case created by having a client send to our support email. **What problems is Method CRM solving and how is that benefiting you?** ticketing a work orders that sync with quickbooks **Official Response from Julia Poon:** > Hi, Chad! Thank you so much for your kind words and constructive feedback. Your comments on case creation are especially valuable, and I'll pass everything along to the team right away. Thanks again for taking the time to help our product grow — creating a convenient, user-friendly experience is a top priority at Method. ### 47. Method is very easy to use and customize and easily integrate it with any other product solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Peter T. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Method CRM?** The customizable interfaces are great for fine tuning screens to match your business needs. **What do you dislike about Method CRM?** The thing I dislike most about method is the report builder and email template builder. I feel these are areas that could be enhanced. **What problems is Method CRM solving and how is that benefiting you?** Allowing open access to information for teams. Creating business workflows and automating email messages to end users. The end user portal also providing a self serve option to view/pay invoices is also helpful. **Official Response from Julia Poon:** > Hi Peter! Thank you so much for your kind review and your constructive feedback. The Product team is actively working hard to improve Method's existing customization features like the report builder and template builder, as well as launch exciting new ones. Thank you again for your review — I will definitely be passing it along to the team. ### 48. I love everything about this program- it simplifies my day to day sales operation seamlessly! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda M. | Executive Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** It simplifies my day-to-day sales operation seamlessly, links to our website so our customers can order and I can keep track of sales flow in Method perfectly! I love the instructional videos Method has to offer, I use these often for training purposes. Method CRM's staff is exceptional at answering questions & concerns promptly as well **What do you dislike about Method CRM?** can be slow at times or the connection can lag during updates other than that I have zero complaints, I am not sure what needs to be done to improve this issue? It is not something that disrupts me too often. **What problems is Method CRM solving and how is that benefiting you?** None that I am aware of. I noticed if we do have issues Methods team is very quick to resolve these issues for us. My sales have increased because I can spend more time focusing on my customer's calls while current customers can go to our website and order rather than me having to manually send customers their invoices. ### 49. Customizeable and nice features **Rating:** 3.0/5.0 stars **Reviewed by:** Alexa B. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Method CRM?** Very easy to sync with Quickbooks Desktop - the best in class in this regard. **What do you dislike about Method CRM?** Downside is there is no out of the box subtotaling, unless I missed something. I will have to read a lot of documentation to feel comfortable using the system, but I feel that the resources are appropriate in answering my questions. Have difficulty entering customers as both customers and vendors, generally have issues with the contacts screen. CRM is not as customizable as we would like, compared to Zoho CRM. **Recommendations to others considering Method CRM:** Probably the best out-of the box solution compared to other customizeable CRM tools such as Google Product or Salesforce **What problems is Method CRM solving and how is that benefiting you?** Good tool for invoicing, excellent quickbooks integration! Will expand its services to our other AR accounts in the next year or so. New user so still learning. **Official Response from Sarah Iranca:** > Hey Alexa, thanks for the review! We are so glad that you're getting great value out of our features! Our support team is always available to answer any questions you have about Method tools! ### 50. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Erica R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Method CRM?** It's very easy to use and it's makes my work and follow ups much smoother process. **What do you dislike about Method CRM?** Sometimes the features are not available **What problems is Method CRM solving and how is that benefiting you?** It's making my follow ups so much easier to keep up with **Official Response from Ryan Flanigan:** > Hi, Erica! Thank you so much for this review. I'm glad to hear that you find Method's user interface friendly and that you've automated your follow-up process. And I'm sure the team would love to discuss unavailable features with you. Thanks again for your review - I'll send it around right away. ## Method CRM Discussions - [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 - [How do I add subtotals to reporting and also how may I create a custom function to export my reporting?](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) - 1 comment, 1 upvote - [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 - [How do I integrate 3rd party applications with Method:CRM?](https://www.g2.com/discussions/50133-how-do-i-integrate-3rd-party-applications-with-method-crm) - 1 comment, 1 upvote - [How do you mass download documents from classic to new version?](https://www.g2.com/discussions/42952-how-do-you-mass-download-documents-from-classic-to-new-version) - 1 comment, 1 upvote - [View Method CRM pricing details and edition comparison](https://www.g2.com/products/method-crm/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+15%3A44%3A57+-0500&secure%5Bsession_id%5D=64bfbf5a-b2cb-4498-a4b6-209b527961eb&secure%5Btoken%5D=b5140286389ed9a75c4f7435f1b887113c6b88beeb4775cd7066df89c34379db&format=llm_user) ## Method CRM Integrations - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews) - [Magento Open Source](https://www.g2.com/products/magento-open-source/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Method CRM Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile & Social** - Social Collaboration Features - Mobile User Support **Integration** - Accounting - Payments - ERP - Account Sync **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Method CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - 4.2/5.0 (925 reviews)