Method CRM Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow. (22 mentions)

Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency. (20 mentions)

Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency. (17 mentions)

Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed. (14 mentions)

Users appreciate the seamless integration of Method CRM with QuickBooks, enhancing workflow efficiency and customer management. (9 mentions)

Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features. (8 mentions)

Users experience limited customization, as changes often require costly developer support and can complicate the system. (6 mentions)

Users experience several glitches and performance issues, particularly with the mobile app and integration syncing. (5 mentions)

Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability. (4 mentions)

Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities. (4 mentions)

5 Pros or Advantages of Method CRM

1. Ease of Use

Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow.

See 22 mentions

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whitaker b.

Enterprise (> 1000 emp.)

4.5/5

"Enhances Territory Management, Needs Better Workflow Automation"

What do you like 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

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you like about Method CRM?

It stores all contact info and easy to navigate

2. Easy Customization

Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.

See 20 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like 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 tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like 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.

3. Integration

Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.

See 17 mentions

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Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like 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 tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like 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.

4. Customer Support

Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.

See 14 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like 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 tea

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you like about Method CRM?

I love the seamless integration with QuickBooks, which aligns perfectly with my customer and invoice management, saving me from duplicate efforts. The

5. Easy Integration

Users appreciate the seamless integration of Method CRM with QuickBooks, enhancing workflow efficiency and customer management.

See 9 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

"Method CRM is SO MUCH MORE than it seems!"

What do you like 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 tea

Christopher D.

Small-Business (50 or fewer emp.)

3.5/5

"Effortless Integration with a range of tools"

What do you like about Method CRM?

I like Method CRM for its simple integration with other tools like Formstack and Zapier.

5 Cons or Disadvantages of Method CRM

1. Learning Curve

Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.

See 8 mentions

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Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Deep Customization, Steep Learning Curve"

What do you dislike about Method CRM?

I find there's a steep learning curve for new users.

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

I found the initial setup process of Method CRM to be quite challenging and overwhelming, especially for new users or those who are not very technical

2. Limited Customization

Users experience limited customization, as changes often require costly developer support and can complicate the system.

See 6 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

The main downside for us is that due to the level of customization, any changes require paid developer support. A small change can sometimes affect ot

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

I found the initial setup process of Method CRM to be quite challenging and overwhelming, especially for new users or those who are not very technical

3. Bugs

Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.

See 5 mentions

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Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you dislike about Method CRM?

It does have a few glitches, mostly in the mobile app. When I try to search for a contact that I’ve copied and pasted, the search field sometimes grey

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

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

4. Expensive

Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.

See 4 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

The main downside for us is that due to the level of customization, any changes require paid developer support. A small change can sometimes affect ot

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"The CRM is a good tool for tracking specific tasks related to each customer individually."

What do you dislike about Method CRM?

Glitches in the system or limitations with basic profile without customization. Customization is expensive and not a quick process.

5. Missing Features

Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.

See 4 mentions

See Related User Reviews

Harper L.

Small-Business (50 or fewer emp.)

4.0/5

"Great CRM for SMBs Looking for QuickBooks Integration"

What do you dislike about Method CRM?

The interface feels slightly outdated compared to some modern CRMs, and the learning curve for customization can be steep if you don’t have prior expe

Sabrina F.

Small-Business (50 or fewer emp.)

5.0/5

"Method for making your work easier"

What do you dislike about Method CRM?

That it doesn’t have everything a business needs. Like the financial side, and payroll, and employee hr and clock in benefits. Companies need an ALL i

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Verified User in Package/Freight Delivery

Small-Business (50 or fewer emp.)

4/28/2026

"Customizable, High-Performance, and Backed by Reliable Support"

5/5

What do you like best about Method CRM?

It is customizable to meet our needs. It has enhanced performance and the support is reliable. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is not fully integrated with Quickbooks. There are some apps that do not link transactions together from Method to Quickbooks. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi there, thank you for your review. We're glad to hear that Method has helped your business improved productivity and accuracy. It's also great to know that that our team has been able to provide reliable support and help you customize the software to your needs. We're excited to continue supporting your business as you grow with Method. Thanks again!

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.

Response from Michelle Wong of Method CRM

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.

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.

Response from Michelle Wong of Method CRM

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.

Misty D.

Administrator

Telecommunications

Small-Business (50 or fewer emp.)

12/30/2025

"Essential for Renewal Management and Revenue Tracking"

4/5

What do you like best about Method CRM?

Method CRM has been especially effective for managing our annual renewal contracts. It helps us stay on top of renewals and ensures we catch add-ons that increase the cost of renewals each year, which has been extremely valuable for accuracy and revenue tracking. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The main downside for us is that due to the level of customization, any changes require paid developer support. A small change can sometimes affect other areas of the system, so it’s critical that updates are handled by someone very familiar with how everything works. This makes changes more expensive, but also necessary to maintain stability. Review collected by and hosted on G2.com.

What problems is Method CRM solving and how is that benefiting you?

Method CRM solved our challenge with accurately tracking Monthly Recurring Revenue (MRR). They set up a solution that allows us to import our monthly reports and easily sort the data by TSD and customer. This gives us clear visibility into our revenue by TSD, by customer, or both, making reporting and analysis much more efficient and accurate. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Misty, thank you for your thoughtful review. We’re glad to hear that Method has helped your team better manage renewals, track add-ons, and get clearer visibility into your MRR. You’re totally right—highly customized systems need careful handling to avoid unintended impacts. Our team is here to support those changes, and we appreciate your understanding that this can involve additional fees. Your feedback means a lot to us and we appreciate you choosing Method!

wade m.

Small-Business (50 or fewer emp.)

3/2/2026

"Complex Customization, Poor Support"

0.5/5

What do you like best about Method CRM?

Never implemented Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The customization process with Method CRM is really cumbersome and costly. Instead of allowing a general overview, you have to handhold through each button click, which just draws out the whole process. Then they charge for every little change instead of just making them on the call. It's also problematic that information is spread across different areas and isn't user-friendly for sales reps. I never even got to the point of using the software because after meeting with their customization expert, I realized it wouldn't be a good fit and asked for a refund. But they stopped responding, and even after trying to get in touch with the team lead, it was just a dead end, sticking strictly to their policy without a solution. The initial setup was terrible too, and I had to rate them a one because they wouldn't refund the deposit although no actual work began. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Wade, thank you for taking the time to sharing your experience. We're sorry to hear that the implementation and customization process did not meet your expectations.

Our team strives to be transparent about our customization process, agreements, deposits, and refund policies before any work begins. Our records show that a customization agreement was signed and all communications and refund requests were handled in accordance with the agreed-upon terms. We understand you see this situation differently, and we're sorry it didn't work out. Our team made multiple attempts to offer solutions within our policy.

We understand that circumstances can change, and that can be frustrating. If you wish to further this conversation, you can connect with a member of our team at hello@method.me

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

10/1/2026

"Excellent Support, QuickBooks Integration, and Easy-to-Use Value"

5/5

What do you like best about Method CRM?

Excellent customer support, quick responsiveness, integration with Quick Books, easy to use, economic pricing, helpful AI chatbot! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Web Designer is not as intuitive or easy to use as I would like. Review collected by and hosted on G2.com.

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.

Response from Michelle Wong of Method CRM

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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!

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.

Response from Michelle Wong of Method CRM

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!

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.

Response from Michelle Wong of Method CRM

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!

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/20/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

Guest users or non-business users of the software, not included in G2 scores.

"Powerful CRM for Managing Customer Info, Sales Opportunities, and Communications"

5/5

What do you like best about Method CRM?

I love how it manages customer information, sales opportunities, communications, and even potential customers. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Most advanced CRM can be costly especially for starters and growers. The technicality around the usage is something that requires learning and continuous upgrade. There are complexities around the setup. Review collected by and hosted on G2.com.