--- 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: '2026-07-16' 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 a specialized customer relationship management (CRM) solution designed specifically for small to medium-sized businesses (SMBs) that utilize QuickBooks for their accounting needs. This platform addresses the unique challenges faced by these businesses, offering a flexible and adaptable system that aligns with their operational workflows rather than forcing them to conform to a one-size-fits-all approach. Unlike traditional CRMs that often require users to adjust their processes to fit the software, Method CRM empowers businesses to customize their experience. Users can easily build workflows, screens, and processes that reflect their actual operations without the need for extensive developer resources or high enterprise costs. This level of customization is particularly beneficial for growing businesses that need a CRM that evolves alongside their changing processes, allowing them to maintain efficiency and effectiveness in their customer management. Method CRM is particularly valuable for businesses in various industries, including construction, field services, manufacturing, warehousing, and professional services. These sectors often rely on QuickBooks for their accounting functions but face limitations when it comes to managing customer relationships and operational workflows. Method CRM bridges this gap by providing a comprehensive platform that integrates seamlessly with QuickBooks, ensuring that all accounting data is current and accessible across both systems. This real-time two-way sync allows teams to manage leads, customers, estimates, invoices, and jobs from a single interface, fostering collaboration among sales, operations, and finance departments. One of the standout features of Method CRM is its ability to support the specific workflows that businesses in these industries depend on daily. With nearly 4,000 small businesses trusting Method CRM, it has proven to be an effective tool for enhancing productivity and streamlining processes. The platform's high rating of 4.4 out of 5 stars on G2, based on over 300 verified reviews, reflects its effectiveness and user satisfaction. By providing a CRM solution that is not only powerful but also tailored to the needs of QuickBooks users, Method CRM stands out as a valuable asset for SMBs looking to enhance their customer relationship management capabilities. ## 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. Method review **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian N. | Transport adminastrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2022 **What do you like best about Method CRM?** the ase of applications and how smoothly it runs **What do you dislike about Method CRM?** if it could take the busniess name and add it to work orders that would be good currently it prints off without adding the business name **What problems is Method CRM solving and how is that benefiting you?** method is making it easier to find busniess oppurtunities and make it seemless in the way you can move from one to the other **Official Response from Filipa Alves:** > Hello Adrian and thank you for taking the time to share your experience with us! Happy to see that Method:CRM is helping you scope business opportunities and making sure you don't miss out on any prospect. I'll be passing your feedback regarding work orders to our developer's team — thank you for helping us improve Method:CRM! ### 2. Method for my home watch business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Method CRM?** Help keeps my customers and home visits totally organized. Very easy to use and elegant interface. Sinks well with invoice system. **What do you dislike about Method CRM?** Not much. Works very well for all aspects of my business. **What problems is Method CRM solving and how is that benefiting you?** It's really hard to keep track of all the visits, work orders, and scheduled service calls. Method solves that problem for me in one place. It increases productivity to a great degree. **Official Response from Filipa Alves:** > Hello and thank you for sharing your experience with Method! It's great to hear that the platform is helping you be more productive while streamlining work orders, job scheduling, and tracking customer interactions. ### 3. Works on their Timing **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Method CRM?** One thing nice with method is its cloud based and can be accessed anywhere in the world **What do you dislike about Method CRM?** The most frustrating part with method, is the fact that they just push updates whenever they want to and so what if they crash your system for a while. may be a few minutes or and hour or 2. **What problems is Method CRM solving and how is that benefiting you?** we used method for our work flow **Official Response from Filipa Alves:** > Hello! Thank you for sharing your experience. It's great to hear that you enjoy the Method's cloud-based nature and that it's helping you streamline your workflows. I'll pass your feedback around system updates to our Developer's team. Thanks again for contributing to the betterment of Method! ### 4. We have easily implemented and used Method CRM for our quoting and invoicing needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Method CRM?** It has helped our sales staff and accounting staff connect and be on the same page. **What do you dislike about Method CRM?** It allows additions to quickbooks and has no pop up or notices that what is being pulled over is not in the database. **What problems is Method CRM solving and how is that benefiting you?** Method helps us all have access to the same information. It keeps us on the same page and moving forward. **Official Response from Filipa Alves:** > Hello, and thank you for taking the time to share your experience! We're thrilled to hear Method's helping your sales and accountant staff collaborate more seamlessly. I especially appreciate your feedback around notifications for synced information and will be passing it on to our Product team. Thanks again for contributing to the improvement of Method! ### 5. Great system to keep all your customers info, transactions and documents in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Lance P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Method CRM?** The customization made it suitable for our business both sales and service with other crms just couldn't **What do you dislike about Method CRM?** Customizations are complex and must be done by someone with computer programming skills. **What problems is Method CRM solving and how is that benefiting you?** Keeping all customer's info in one place. **Official Response from Filipa Alves:** > Hi Lance! We're happy you found value in Method:CRM's centralized data and full customization capabilities. Thank you for taking the time to share your experience! ### 6. Powerful customizable solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Method CRM?** I love that I can customize the Method platform to fully fit the unique needs of my sales team. Plus, the customer portal feature is an absolute game-changer, allowing our customers immediate access to their account history and saving my team valuable time in having to pull up old transactions for clients. **What do you dislike about Method CRM?** There is a bit of a learning curve initially when implementing Method CRM. It's not as intuitive as I would like, especially if you are the one managing the interface. That being said, the customer support team is INCREDIBLE and has been a huge help whenever I have an issue, big or small. **What problems is Method CRM solving and how is that benefiting you?** Thanks to Method CRM, I now have a total endpoint CRM solution for my team that fits our unique needs and doesn't break the bank. We are better tracking our customers and sales without having to give salespeople access to QuickBooks. ### 7. Really like the assigned activities as well as the customizations available. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Method CRM?** Customizations that are available for this program are great. Also the helpful tasks and reminders that you can set up etc. **What do you dislike about Method CRM?** Support and maintenance and speed can be not so great. **Recommendations to others considering Method CRM:** N/A **What problems is Method CRM solving and how is that benefiting you?** Better follow-up systems for customers as well as time-tracking and record keeping. We are definitely more productive as a team. **Official Response from Sarah Iranca:** > Hey! Thanks for the review! We are so glad that you're getting great value from our customization tools! ### 8. METHOD REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Travis R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Method CRM?** VERY ON POINT AND INFORMATIVE WITH ALL TASK AND HELP KEEPS THE USER ORGANIZED. **What do you dislike about Method CRM?** IT DOES TAKE TAKE A MOMENT TO UNDERSTAND BUT ONCE YOU GET ITS COMPLETLY EASY AND THE SIMPLIEST SOFTWARE TO USE. **What problems is Method CRM solving and how is that benefiting you?** ALL THINGS SALES METHOD HAS HELPED ORGANIZE. ### 9. Method is great for Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Devin D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Method CRM?** It so easy to customize your screens to work for your business. We were able to transfer our paper estimate forms into an easy to use form on method. **What do you dislike about Method CRM?** The only thing I can think of is I would like it to be colorful **What problems is Method CRM solving and how is that benefiting you?** Time saving, tracking accuracy, customer service **Official Response from Filipa Alves:** > Hi Devin! Thanks for taking the time to share your feedback. Love to see that Method's helping you be more productive and accurate, especially when servicing your customers. I appreciate your suggestion around colors and will be passing it along to the Product team. Thank you again! ### 10. Method Saved Our lives **Rating:** 5.0/5.0 stars **Reviewed by:** Latonia W. | VP Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2023 **What do you like best about Method CRM?** I like that Method connects with QBO and we no longer need to use another CRM to manually enter info. **What do you dislike about Method CRM?** I dislike that the updates have nit been transferred to Method via QBO. There are small issues. **What problems is Method CRM solving and how is that benefiting you?** Method is eliminating the need to do double entries. **Official Response from Filipa Alves:** > Hello Latonia! We're very happy to hear that Method:CRM has eliminated the need for manual double entry. Thanks for taking a moment to share your experience with us! ### 11. Great Product and Customer Service is Amazing!! **Rating:** 5.0/5.0 stars **Reviewed by:** TAMI F. | Operations and Payroll Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Method CRM?** The product is intuitive and easy to train. It allows for customization when needed and the support has been awesome. **What do you dislike about Method CRM?** The only thing we have found that is a little "clunky" is using with outlook for emailing. **What problems is Method CRM solving and how is that benefiting you?** Keeping track of customers and follow-up. **Official Response from Filipa Alves:** > Hi Tami! Thanks for taking the time to review Method:CRM. We're happy that you found it intuitive and that you've had a positive experience with our support team. Your feedback regarding the Outlook integration is very helpful, and I'll be passing it along to the Product team. Thank you again! ### 12. researched several CRM platforms before we went with Method. **Rating:** 5.0/5.0 stars **Reviewed by:** scott s. | Mid Atlantic Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2023 **What do you like best about Method CRM?** We find it very easy to navigate and great customer support. **What do you dislike about Method CRM?** if not admin can be lil difficulty in changing settings etc . **What problems is Method CRM solving and how is that benefiting you?** before the company did not have a contact / follow up system. Now all employs can see actts etc. Much easier **Official Response from Filipa Alves:** > Hi Scott! Thanks for taking the time to share your experience with Method:CRM. We're very happy to learn you've had such a positive experience so far! I'll be passing your feedback surrounding Admin permissions to the Product team. Again, thank you for contributing to the development of Method! ### 13. User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Method CRM?** Their prompt customer service replies and Customization feature **What do you dislike about Method CRM?** The monthly customization fees really add up! **What problems is Method CRM solving and how is that benefiting you?** It saves time when tracking leads **Official Response from Filipa Alves:** > Hello, and thanks for taking the time to share your experience! Glad to hear Method is speeding up your lead tracking and that you're enjoying the customization capabilities. Making DIY customization easier is a major focus for us this year. Thank you again for taking the time to contribute to the betterment of Method. ### 14. Method for the workplace **Rating:** 2.5/5.0 stars **Reviewed by:** Tony M. | Construction rental coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Method CRM?** Keeps everything organized. Able to look up orders. The versatility and customization to business demand. **What do you dislike about Method CRM?** When it doesnt save. Gliches or number changes when adjusting line items. **What problems is Method CRM solving and how is that benefiting you?** Helping the team stay organized and productive. **Official Response from Filipa Alves:** > Hello Tony! We're glad to see you've found value in its customization capabilities. As for the issues you've experienced, we'd like to learn more about your experience. If you're willing, please reach out at hello@method.me. Thank you for sharing your feedback with us and contributing to the development of Method:CRM! ### 15. An Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2022 **What do you like best about Method CRM?** It's intuitive for my business, and helps me with my workflows to maintain steady and reliable customer contact! **What do you dislike about Method CRM?** There's a little bit of a learning curve, but they provide you with plenty of support to get through that. **What problems is Method CRM solving and how is that benefiting you?** It's helped me to maintain customer contact, and allowed me to visualize my sales process. It's been integral in getting my business started and off on the right foot. **Official Response from Sarah Iranca:** > Hi John, thank you for the review, we appreciate your feedback! We're glad to know that Method has become an integral part of your business! ### 16. control snd organize **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo R. | System Integration Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2023 **What do you like best about Method CRM?** be able to cystomize my quickbooks invoices **What do you dislike about Method CRM?** everything is good no issues snd so far so good **What problems is Method CRM solving and how is that benefiting you?** invoice signatures and agree on my users tetms ### 17. Easily accessible support for setup & troubleshooting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Method CRM?** Method has chat support available during regular business hours. Chat representatives are excellent in understanding issues and providing insight or links to the appropriate help articles. In setting up, customizing or utilizing a CRM — this type of support is critical. Method makes this easier by providing this chat support option. **What do you dislike about Method CRM?** Currently no complaints. Some things are a bit confusing at first — lead vs contact vs customer, Method's default options being contact-centric rather than company-centric, etc. However, once you read documentation or customer service explains how things work (and implements company-centric options if needed), everything makes sense and works well. **What problems is Method CRM solving and how is that benefiting you?** Lead and opportunity management. MethodCRM has a simple interface. Once you understand the logic of who/what Method calls particular things/fields in their CRM, the software is easy to use. **Official Response from Filipa Alves:** > Hi there! Thank you for taking the time to share your feedback with us. We're very happy to learn that you've had such a positive experience with our support representatives! ### 18. Great software that keeps growing to give us more **Rating:** 5.0/5.0 stars **Reviewed by:** Vicky C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Method CRM?** How easy it is to use, and how everything can be integrated all in one. I appreciate very much that they are constantly improving to offer better service making it easier than the cmpatetion. **What do you dislike about Method CRM?** There's only one thing I don't like and is the fact that I can not use it while offline, in my field of work sometimes it's difficult to get wifi or any cellular data available so this makes it difficult to work **What problems is Method CRM solving and how is that benefiting you?** They are solving issues like security information about our clients by keeping it all together in one place easily accessible by only our employees, helping us increase credibility with our clients. **Official Response from Julia Poon:** > Hi Vicky, Great to see that Method is helping your business! Thank you for the kind review. ### 19. Powerful and neat, and great support. **Rating:** 5.0/5.0 stars **Reviewed by:** David R. | Sales Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Method CRM?** Packed with features and endlessly customizable, yet still simple to use. And the support I received, along with follow-up emails, was incredible. **What do you dislike about Method CRM?** The contacts import tool is a bit too complicated. **What problems is Method CRM solving and how is that benefiting you?** Inputting leads and being able to follow up on them. And customizing pricing options. I'm getting ahead now. **Official Response from Filipa Alves:** > Hello David! Happy to hear you've had a pleasant experience with Method:CRM. Thank you for sharing your feedback! ### 20. Outstanding service **Rating:** 5.0/5.0 stars **Reviewed by:** Kim D. | Service and Logistics Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Method CRM?** Support and service are excellent. Very easy to arrange for calls/meetings. Their communication style and ability to understand our needs and help us get the most out of Method were outstanding! **What do you dislike about Method CRM?** I do not have any downside or any issues with them at all. **What problems is Method CRM solving and how is that benefiting you?** The platform allows for our sales team to access estimates/invoices/payments very quickly and efficiently. **Official Response from Filipa Alves:** > Hello Kim! We're beyond happy that your experiences with Method:CRM and our support team have been so positive. Thank you so much for taking the time to leave this stellar review! ### 21. Great Value and Easy to Use! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Method CRM?** I like being able to keep all of our information in one location. It's a great convenience to see everything pertaining to an account. Recent conversations and quotes are visible to everyone on your team. **What do you dislike about Method CRM?** I dislike that it is not easy to see other information without opening a new window. For example, if I am viewing a customer’s opportunity, I cannot look at the activities or estimates without loosing my view of the opportunity or opening a new screen. It also doesn’t save things as they are changed unless you hit the save button. When viewing the list of opportunities for a contact, I wish I could see more details to pick the one I'd like to open - a preview of the Description would be nice. It would also be great if the main account menu for all other opportunities, estimates, and activities was visible on an opportunity page. **Recommendations to others considering Method CRM:** You can mold this to function best for your company. Take advantage of that. Always reach out to them with your questions. Their support team is excellent! **What problems is Method CRM solving and how is that benefiting you?** CRM has become easier with the use of activities and the link to our QBO software that allows us to see things in one place. This allows us to also recommend other products that may be beneficial to our customers. **Official Response from Sarah Iranca:** > Thanks for your review, we appreciate the feedback, Lisa! It's great to know that Method is helping your business organize your leads and customers! ### 22. Method - A CRM Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Eugene B. | Owner/Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Method CRM?** Method integrated with our QuickBooks Premier Desktop (2019 and 2022). This makes quotes, invoices, and payments very easy to manage. This sync feature alone has saved us a tremendous amount of time. The customizations we have made over the last few years have been relatively minor. **What do you dislike about Method CRM?** Imports are a bit difficult. There is a lot of customization required to achieve basic functionality. We tried to do some of this ourselves, but the back-end system requires significant understanding before even simple things can be done. However, the agent we have worked with is fast and efficient. We accumulate a list of things to do and he knocks them out in a single session. Email capability and integration is marginally useful. Communication and activities with leads is cumbersome and not very useful. Emails that are saved to the CRM lose all formatting. **Recommendations to others considering Method CRM:** Nutshell and similar web-based CRMs only provide a minor part of the functionality that you may require. Quoting and invoicing are often features that require synchronizing with external partners, increasing the cost and creating a fractured environment. Vtiger was our previous CRM but, it lacked synchronization with QuickBooks. The one thing that lacks in Method is good integration with individual and group email. However, Method does have a Gmail app that allows emails to be saved as activities associated with a contact. The built-in email features is cumbersome, but others might find it more useful. We just use IMAP clients for our Google Workspace accounts. **What problems is Method CRM solving and how is that benefiting you?** Keeping QuickBooks desktop (multi-user installation on our server) in sync with invoices was our biggest inefficiency. Method Integration Engine runs on my desktop whenever I have QB open. It syncs automatically and I can also trigger the sync and watch the progress. **Official Response from Sarah Iranca:** > Hi Eugene! Thank you for taking the time to write this review, we really appreciate it! Glad to know that you're enjoying Method's sync with QuickBooks and that our support team has been a useful resource to you! ### 23. Just Perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Veterinary | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2023 **What do you like best about Method CRM?** The simplicity of it, the way it links with outlook so that tasks are efficiently reminded. Customer service is also VERY good! **What do you dislike about Method CRM?** Sometimes I accidentally make a new contact through the outlook add-on and select New Customer instead of Lead. There is no way to undo this or switch a customer to a lead. I have to make them inactive and create a new one. This is kind of tedious and annoying. **What problems is Method CRM solving and how is that benefiting you?** General CRM needs, automatically integrating with Quickbooks when a lead becomes a customer. **Official Response from Filipa Alves:** > Hello! Thanks for taking the time to review Method:CRM. We're very happy to hear you're enjoying our Outlook integration and will pass along your positive words to the Support team. Your feedback regarding new contact creation is very helpful and has been relayed to our Product team. Again, thank you for sharing your experience and contributing to the development of Method! ### 24. A simple solution that is customizable to our needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Method CRM?** It is intuitive and easy to pick up quickly. The support staff is helpful and responsive. **What do you dislike about Method CRM?** It is not as readily integrated into other software systems as other CRMs. **What problems is Method CRM solving and how is that benefiting you?** It helped us get away from a paper-based system and into a system where we can more easily track and dispatch our work orders. **Official Response from Filipa Alves:** > Hello! We're very glad to learn you've found Method:CRM easy to adapt to and that you found the value in our centralized data system. Thank you for sharing your experience with us, and I'll relay your kind words to our support team! ### 25. Love the customization & customer service! **Rating:** 4.0/5.0 stars **Reviewed by:** Wendy J. | Administration Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Method CRM?** Method can be customized to be exactly as we need it to be for our purposes. VERY user friendly and easy to learn. Also appreciate the response time of customer service. Syncs nicely with Quickbooks. **What do you dislike about Method CRM?** There can be some lag times or glitches that really don't have a rhyme or reason and aren't fixed. Customer is helpful, but some of the smaller details never get fully resolved. **What problems is Method CRM solving and how is that benefiting you?** Sales tracking - our sales team can easily track where their leads are at. Mgmt can see at any given time what is being worked on and the stage it's in. ### 26. Efficient, Thorough, And easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan S. | Product R&D and Conference Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2022 **What do you like best about Method CRM?** The major benefit to using Method is the **What do you dislike about Method CRM?** The major benefit to using Method CRM is that it provides you will all the essential applications needed in a CRM. From the easy-to-follow videos that allow you to find the answers to questions quickly and give you detailed videos as well. **Recommendations to others considering Method CRM:** Make sure you play around with it before your set up meeting and make sure that you get all questions answered. **What problems is Method CRM solving and how is that benefiting you?** Method CRM is allowing us to close the gaps in communication between individuals within the office by allowing us to share contacts and leads with each other in an easy and efficient manner. **Official Response from Shana Cesaire:** > Hey Ryan, thank you for the review! It's great to hear that Method is helping your team stay connected! ### 27. Seamless work, great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2022 **What do you like best about Method CRM?** The customer service is stellar. I have been able to schedule meetings with a representative who really knows the program. She is always so professional and quick to address any questions I have. Although the company has paid plans, they encourage you to use and exhaust many complimentary features that can take you very far. You get to test drive the software and spend time developing an effective action plan. You can even get a recording of the zoom in order to share with the rest of the team! Fantastic! **What do you dislike about Method CRM?** Honestly, there is nothing I can say I dislike at this point. Everything promised has been delivered; I haven't encountered an issue that I'd prefer to be handled differently. I do wish the trial period were longer so that more of my team could experience the software for free as it applies to onboarding. **What problems is Method CRM solving and how is that benefiting you?** It's saving us time managing client correspondence and how those actions tie in with our Quickbooks activity. Now there are less steps involved. This software allows more steps to be automated. **Official Response from Filipa Alves:** > Thank you for taking the time to share your review! We're glad to hear you had such a positive experience with Method:CRM. If you would like an extension on the trial period, please reach out to marketing@method.me. We're always happy to help! ### 28. very pleased with Method! **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph M. | Sales Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Method CRM?** Catergory based apps makes finding purchase and sales orders fast. **What do you dislike about Method CRM?** I wish Method help was easier to access, sometimes the help centers pathway to finding a solution is longer then anticipated. **What problems is Method CRM solving and how is that benefiting you?** Purchase Orders and sales orders. Contact information is also easy to find **Official Response from Filipa Alves:** > Hello Joseph! Thank you for sharing your experience with us. Glad to learn you're enjoying the Purchase Orders and Sales Orders features in Method:CRM! ### 29. Method is a big time saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Method CRM?** The seem less interface with QB's. Allows sales people to create accounts and submit sales orders in QB's without QB's access. **What do you dislike about Method CRM?** Creating sales reciepts. It is an unnecessary component. **What problems is Method CRM solving and how is that benefiting you?** Entering sales orders. Sales people can enter sales orders and access invoices in Quickbooks. **Official Response from Filipa Alves:** > Hi Michael! Very happy to hear that you've had a good experience with Method:CRM's seamless sync with QuickBooks. Thank you so much for sharing your experience! ### 30. Quite painful onboarding but hopefully worth it **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Method CRM?** The Quick Books Integration and being able to see all the quotes for each client in real time will be priceless for us, up until now we have no quick and simple way of seeing this crucial detail in an efficient manner **What do you dislike about Method CRM?** the on-boarding has been much more complex than anticipated, the importing is proving very painful and the free one hour consulting they offer is not enough time, so im left with working it out for myself **What problems is Method CRM solving and how is that benefiting you?** the doubledata entering and live data in both method and quickbooks in real time **Official Response from Filipa Alves:** > Hello and thanks for taking the time to share your feedback with us! We're happy to learn you're enjoying our Estimates feature. If you're still struggling with customization, I'd like to recommend you reach out to your Customer Success Manager (CSM) for assistance. Alternatively, you can also visit the Method Help Center ( https://help.method.me/en/ ) for tips on how to set up Method:CRM and additional insights into our feature packs. Again, thank you for sharing your experience with us and contributing to the development of Method. ### 31. I am starting the usage of the program. Have worked in estimates and oportunities. **Rating:** 4.0/5.0 stars **Reviewed by:** Demian P. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2022 **What do you like best about Method CRM?** The flexibility to changes and customization and great customer support. **What do you dislike about Method CRM?** The costs seems high, need to subcontract different apps and pay for each one. So, I pay QuickBooks and other apps method. **What problems is Method CRM solving and how is that benefiting you?** Our job is done faster, able to track the estimates, oportunities easier. **Official Response from Filipa Alves:** > Hi Demien! Thank you for taking the time to share your feedback with us. Glad to see Method:CRM is helping your business run faster and smoother, and that you've had a positive experience with our customer support. ### 32. Replacing a very old CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Method CRM?** Ease of use and the integration with quickbooks. **What do you dislike about Method CRM?** The tiles are more difficult to use than the drop-down menu. **What problems is Method CRM solving and how is that benefiting you?** Integration of a CRM, customer quotes, and Quickbooks (accounting). ### 33. Very smooth **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about Method CRM?** I recently proposed a question to through the chat portal and it was so smooth. I was able to even share a file through the portal to help better explain what I was asking. I was super happy with that feature. **What do you dislike about Method CRM?** Nothing, everything was so smooth I have nothing to complain about. :) **What problems is Method CRM solving and how is that benefiting you?** We had planned on using ServiceTitan for our CRM needs but the process of getting the estimators retrained became too complicated. Method allows for us to keep alot of the same steps we were already using. It made switching to Method SO easy. **Official Response from Shana Cesaire:** > We're glad to hear that you've had a positive experience with our support team. Thanks for the review, Alex! ### 34. Great product and support staff **Rating:** 5.0/5.0 stars **Reviewed by:** William G. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2022 **What do you like best about Method CRM?** The ease of use and flexibility. The staff is friendly and quick to respond. The program is customizable and or you can use its current layout. The price is amazing for what you get. **What do you dislike about Method CRM?** There is nothing I can actually say I dislike. **What problems is Method CRM solving and how is that benefiting you?** Helping us build a foundation to grow our company. It has streamlined our invoicing process and the accuracy of invoices. **Official Response from Filipa Alves:** > Hi William, We're very happy to learn that Method:CRM is helping you grow your business. Thank you for sharing your experience! ### 35. All representatives I've worked with at Method have been extremely helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve P. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Method CRM?** Every person I've communicated with at Method has provided top-notch support. This includes Sales, Support and Customization services. **What do you dislike about Method CRM?** Product documentation is a good high-level overview. It is not, however, sufficient to support customization or provide enough technical detail for the product. **What problems is Method CRM solving and how is that benefiting you?** Customization will help our team ask the correct questions on the front end with our customers. Customization is the absolute key for our use case of using Method. **Official Response from Julia Poon:** > Hi Steve, We are happy to hear that you are enjoying Method's in-depth customizations and customer support. Thank you for sharing your experience with us and contributing to the development of Method! ### 36. Excellent onboarding and CS service! **Rating:** 4.5/5.0 stars **Reviewed by:** Veronica M. | President and principal consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Method CRM?** When I enquired about the platform, I was put in touch with someone who could answer my questions. Then when I signed up, I continued speaking with the same person! **What do you dislike about Method CRM?** I haven't been using it long enough to say that I dislike anything in it. I chose it because it answered my immediate needs and what I foresee needing as I grow. **Recommendations to others considering Method CRM:** I am impressed with the level of customer service and follow-ups that I've had since becoming a customer. I also really appreciated that I could have 1 hour with an engineer to make changes to what I needed to see. I'm really happy with the systems, and it is saving me a lot of time and energy with a very reasonable price tag. **What problems is Method CRM solving and how is that benefiting you?** before, I would keep track of my engagements in 1 excel file/customer. Now I entered all the worked hours in one tool and can invoice without forgetting anything. **Official Response from Shana Cesaire:** > Thank you for the review, Veronica! ### 37. User Friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Dimitri M. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2022 **What do you like best about Method CRM?** Easy to follow dashboard guide & helpful in many daily functions. **What do you dislike about Method CRM?** Nothing that I can think of at the moment. **What problems is Method CRM solving and how is that benefiting you?** Method helps to easily keep track of leads, opportunities and pending deals to be closed. **Official Response from Filipa Alves:** > Hey Dimitri! We're glad to hear you're enjoying Method:CRM. Thanks for taking the time to share your experience with us. ### 38. Does the job well **Rating:** 4.5/5.0 stars **Reviewed by:** Sandi D. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Method CRM?** The fact that we can keep all notes about customers in one place. **What do you dislike about Method CRM?** The way you have to go about making changes to each screen to accommodate what you need. It takes a lot of tweaking and adjusting to do so. The way that Method pulled our contacts over is not good as well. It did not sync well and now we have to go in and manually fix them. **What problems is Method CRM solving and how is that benefiting you?** keeping track of notes for customers all in one place and easy to look up **Official Response from Shana Cesaire:** > Thank you for your feedback, Sandi! We'd love to hear more about your experience. Please don't hesitate to drop us a line at hello@method.me ### 39. Great Customer Service and Amazing Customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jai B. | Head of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Method CRM?** I am really happy with the onboarding process. The moment I got on the phone with Shane Li from the customer success team, I knew I was in good hands. He has been walking me through every step of the onboarding process, answering my questions, suggesting customization that would improve my business's workflow. I love working with him. **What do you dislike about Method CRM?** Nothing at this moment. So far everything has been great, but again we are only a few weeks in, as I discover things that I believe could improve I will update my review. **Recommendations to others considering Method CRM:** If you are looking for a CRM that can be customized to your needs, Method is the answer. **What problems is Method CRM solving and how is that benefiting you?** Workflow. Most CRM's out there, based on my experience, are not easily customized to your business, but Method allows you to work with a developer to customize the CRM to your needs, I love how detailed we can get on what we want the platform to do for us. **Official Response from Sarah Iranca:** > Hey Jai, thanks for the review! We are so glad that you're getting great value from Method! Our team is always here to help! ### 40. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Method CRM?** Method is easy to navigate and use. Making corrections is fast, and the speed at which it exports files into emails is excellent. **What do you dislike about Method CRM?** The system will glitch and not save all of the time correctly. **What problems is Method CRM solving and how is that benefiting you?** I am not sure as I am just an end user, and other people in my company report issues in Method. **Official Response from Filipa Alves:** > Hello! I'm glad to hear you've found value in Method's email integrations. As for the issues your team has experienced, we'd love to hear more about your experience. If you’re willing to share, please drop us a line at hello@method.me. Thank you for taking the time to review Method:CRM! ### 41. Easy to use/self train. **Rating:** 5.0/5.0 stars **Reviewed by:** Katie M. | Marketing and Sales Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** I was able to self-train and get familiar with the system without fear of making an error. It's easy to navigate and everything is set up in a simple format. Other CRM's have left me feeling lost and needing direction. This has been simple but effective. **What do you dislike about Method CRM?** My biggest concern is the that when you convert estimates to sales orders and then to invoices you're not able to see what sales order has been converted. There's no reference to the sales order what so ever. I would love to see a clickable button on the invoice/sales orders that show the previous stage of the transaction. **Recommendations to others considering Method CRM:** Affordable and Easy to Use. Definitely a great asset to any company who chooses to use it. **What problems is Method CRM solving and how is that benefiting you?** I am able to keep detailed notes and documents on customers or orders and set reminders for myself. It's a huge benefit for someone like me who handles multiple accounts and is typically multitasking throughout the day. **Official Response from Sarah Iranca:** > Hi Katie! Thank you for taking the time to write this review, we really appreciate it! Glad to know you're finding Method easy to navigate! ### 42. New to Method, Good Customer Support **Rating:** 3.5/5.0 stars **Reviewed by:** Alex M. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Method CRM?** The follow up was consistent, and they sent info for me to read well I waited for support **What do you dislike about Method CRM?** As a new user its hard to figure out how to use this system. It's not very intuitive **What problems is Method CRM solving and how is that benefiting you?** It's partially solving working with clients and the organization **Official Response from Filipa Alves:** > Hi Alex, Thank you for taking the time to share your feedback! Great to hear about the positive support experience and that Method:CRM has been helpful to your business. We'd love to learn more about your difficulties using the system. If you're willing to share more, please reach out to us at hello@method.me. ### 43. Great addition to QuickBooks! **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya S. | Sales / Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2022 **What do you like best about Method CRM?** I love that is syncs up with QuickBooks so I don't have to duplicate my work. **What do you dislike about Method CRM?** I haven't found anything yet that I don't like. **Recommendations to others considering Method CRM:** I would definitely recommend this product to anyone wanting to save time, become more organized and make more sales!! **What problems is Method CRM solving and how is that benefiting you?** I definitely have a cleaner customer/lead list with no duplicates now. A benefit I have found is that I am much more organized with my traces to call my customers. **Official Response from Shana Cesaire:** > We're glad to hear that Method is helping you keep organized! Thank you for taking the time to leave a review, Tonya! ### 44. Great integration with QBO, and customer support team was very quick and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Method CRM?** Complete integration with QBO, easy to create leads into opportunities and house estimates, activities and invoices all under the customer profile. **What do you dislike about Method CRM?** The automation flows, and template editing is a bit cumbersome and not very user friendly **What problems is Method CRM solving and how is that benefiting you?** full integration with QBO, reducing redundant inputs and having to navigate through multiple software **Official Response from Filipa Alves:** > Thank you much for sharing your feedback with us! We're glad to hear that you've had a positive experience with Method:CRM's two-way sync with QuickBooks and that our team has been supportive. ### 45. The Right Fit for Companies that Use Quickbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Alan S. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about Method CRM?** This ACTUALLY WORKS WITH QUICKBOOKS DESKTOP!!! This thing is designed for A-to-Z to work beautifully with QuickBooks desktop. It syncs almost flawlessly, and it Gives me visibility for what's happening with QuickBooks while I'm on the road. In addition their support is awesome With very human interactions. **What do you dislike about Method CRM?** It could be prettier And it could automatically sync email conversations like salesforce does. **Recommendations to others considering Method CRM:** If you have Quickbooks Desktop start here and do not begin anywhere else. You will be happy And save money **What problems is Method CRM solving and how is that benefiting you?** I am able to look at current inventory when I'm on the road and keep track of open estimates much more easily. That means if somebody has a big order against inventory but I also have a bunch of outstanding quotes, I can check with the folks that I've already quoted to make sure they don't want the material first. That helps me to get the highest price possible **Official Response from Sarah Iranca:** > Thanks for the review and feedback Alan, super glad that your start with Method has been easy and saving you lots of time with our sync with QuickBooks Desktop! ### 46. Sooooo much easier to work with an understand... **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Method CRM?** The software's ability to sync with Quickbooks. It stops us from having to re-organize our workflows. Method can easily be adapted to anyone currently using Quickbooks. **What do you dislike about Method CRM?** N/A - Have nothing I dislike about this software as of now. **Recommendations to others considering Method CRM:** N/A **What problems is Method CRM solving and how is that benefiting you?** It was our solution to finding a software that can easily adapt to the quickbooks system we have been using for years. With most CRMS the feeling its we have to abandon quickbooks and start over. Method solves that problem. **Official Response from Shana Cesaire:** > It's good to hear that Method has extended your QuickBooks experience! Thanks for the review, Alex! ### 47. Method is a great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Noah W. | Design Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2022 **What do you like best about Method CRM?** I love the ease of access that Method provides. It is so user-friendly and the interface is beautiful. I enjoy using this software because it allows me to enjoy all aspects of my job. **What do you dislike about Method CRM?** There are a few issues that I have run into with Method, but overall very few. Sometimes the line items load slowly. I also have a few issues with the webpages loading, but these are minor. **Recommendations to others considering Method CRM:** Go for it! Method is awesome! **What problems is Method CRM solving and how is that benefiting you?** I am helping people realize their dream with new garages. I receive drawings that I digitize and then use Method to quote. The quotes are very professional and neat. **Official Response from Shana Cesaire:** > Thank you for the review, Noah! We love hearing that Method helps you enjoy all aspects of your job! ### 48. Solid CRM with an awesome support team to stand behind it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Method CRM?** I love the ability to set up email templates with the mail merge feature which uses simple pieces of code to pull info such as the customer's name and business and stick it right into your email saving you from having to modify it each time. I also like how they offer the option to customize the CRM for your needs for an extra fee. They are very quick at answering technical questings in the chat. **What do you dislike about Method CRM?** I wish it had ways to sort the leads based on value better. **What problems is Method CRM solving and how is that benefiting you?** I use it for telemarketing to schedule who I need to call and when to make sales. This is something i would not be able to do without a CRM **Official Response from Shana Cesaire:** > It's great to hear that Method is working great for your business! Thanks for the review! ### 49. Very Friendly and a real Time-Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Flor U. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Method CRM?** - It can sync with quickbooks quickly and easy. - A really time saver. - Very easy to customize templates. - Very nice apps to operate different functions. - Reasonable price. - Price can be adjusted by selecting what we really need, or what each user really needs. - Super quick customer service. Always solved my problems, questions or requests. - Customer service really knows what they are doing. - Very nice and friendly all teh staff that I have interacted in customer service. **What do you dislike about Method CRM?** There are a few features that I would add as part of some of the apps, but other than that, I am pretty happy. I would add as standard the creation of bill from purchase orders. Also, I consider standard to be able to use different templates to print an invoice or bill or purchase order. Reports seems a little bit underdevelop. I asked customer service about it and they told that I can customize them, so I will work on this customization. **Recommendations to others considering Method CRM:** I consider that Method is very easy at start-up, quite simple to understand, and we can work almost immediately with little implementation time. Also, for me, as a QuickBooks user, it is advantageous because the sync app works perfectly. **What problems is Method CRM solving and how is that benefiting you?** Save time by avoiding doing double work with quickbooks. Sync is just excellent and impressevely quick. I almost did nothing when I started using Method. Everything was there pretty quickly. I am still exploring other apps, but so far I like all of them. **Official Response from Sarah Iranca:** > Thanks for the review Flor, we are so glad you are enjoying Method and that our support team has been able to help you along! ### 50. Simple and intuitive application with a lot of potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2021 **What do you like best about Method CRM?** Intuitive to use. The easy navigation through the menu and the linkage between the applications that make it up. **What do you dislike about Method CRM?** Some synchronization problems you have with QBO. Many times conflicts appear from backdated operations, which did not exist. Other times conflicts that we find, are not exposed as conflicts.it is very complicated the process of changing companies for a contact when he/she has changed companies. **Recommendations to others considering Method CRM:** Simple to use, good connection with Quickbooks online. possibility to customize screens and reports without much difficulty. **What problems is Method CRM solving and how is that benefiting you?** The entire customer contact cycle is implemented in the CRM. From lead entry, quoting, generation of a purchase order, invoicing and the entry of a collection from a customer. The entire circuit is in the CRM. The main benefit obtained is to have a shared work methodology, order and well-defined processes, which has helped us to implement. **Official Response from Julia Poon:** > Thank you so much for taking the time to share your experience with us. We are glad that Method:CRM is helping your business. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+15%3A41%3A47+-0500&secure%5Bsession_id%5D=145d8324-6676-4de8-b30b-1f1a19b1eab9&secure%5Btoken%5D=71fcd60e2b32fdf238993fb5915d302693750f140098a4b70286d0d7724299a0&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)