--- 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. AVAIL Forensics' Method CRM review **Rating:** 5.0/5.0 stars **Reviewed by:** Troy V. | Principal Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Method CRM?** The ease of use and the total integration with QuickBooks Online software **What do you dislike about Method CRM?** Not being able to automatically with 1 or 2 clicks copy/add contacts back and forth between Method contacts and Outlook contacts. This should be an easy feature that EVERYONE would be able to use. **Recommendations to others considering Method CRM:** If you are looking for the most integration between your CRM and QuickBooks, this is the software for your business. **What problems is Method CRM solving and how is that benefiting you?** Speed of getting quotes to customers and not having to retype anything from Method to QuickBooks to run the orders including purchase orders and invoices. **Official Response from Sarah Iranca:** > Hi Troy! 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! ### 2. We love Method! **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren H. | Marketing Coordinatior, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2022 **What do you like best about Method CRM?** It is intuitive. All of our sales reps prefer Method over other programs that we have tried. **What do you dislike about Method CRM?** I wish the emails were better designed. If they were, I wouldn't have to use mailchimp. The emails are generic. **What problems is Method CRM solving and how is that benefiting you?** a database to track our customers and our interactions with them. ### 3. Method CRM review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Method CRM?** Method CRM helps to provide access to a database where we can add leads, vendors and customers which makes the work easy while grabbing the customer to the system. Gmail and various integrations help to keep track of all customer interactions. Percentage in opportunities is a great help for further steps. **What do you dislike about Method CRM?** Customization can be made simple for use like an easier way to enter leads and customers. Screen changing is also difficult. The no of reports built in this CRM is less, can be enhanced to build more reports. **What problems is Method CRM solving and how is that benefiting you?** Method CRM is used to prepare reports for the analysis of the job application in our project. Used to keep track of customers' information and email campaigns.It helped in making estimations and proposals more professionally. **Official Response from Shana Cesaire:** > Thank you for taking the time to leave a review! Your feedback is important to us as we're always looking to improve our product. If you're willing to share more about your experience, please drop us a line at hello@method.me. ### 4. Best bang-per-buck when you need to sync with Quickbooks Desktop (Enterprise). **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Method CRM?** Method has a no-code solution for customizers to use, but you can learn it too! Also the REST API is a great resource to have. **What do you dislike about Method CRM?** The customizations could be better documented so that we don't have to depend on customizers so much. Although this is a small issue because having customization services outsourced helps tremendously. **Recommendations to others considering Method CRM:** Method is a no-brainer for anyone using Quickbooks Desktop. **What problems is Method CRM solving and how is that benefiting you?** Gives me a dependable, easy-to-use way to sync to Quickbooks Enterprise. Quickbooks Desktop does not have a web api like QB Online, so Method serves as my middleman. I query and sync items using the method REST API. **Official Response from Shana Cesaire:** > We're glad that you're taking advantage of Method's two-way QuickBooks sync and API for your business. Thanks for the review! ### 5. Method:CRM the Software of the digital Age **Rating:** 5.0/5.0 stars **Reviewed by:** Justin J. | Business Consultant and Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Method CRM?** What I appreciate most about Method: CRM is the quick and easy Quick Books Two Way Sync Seamless integration, The Beautiful Customization Features, and the Excellent Customer Service. Methods Two Way Sync makes it easy and efficient to input data and has it flawless transfer between the two. Tracking leads, customers, vendors, and contacts has never been easier. Customization has to be one of my favorite features as I can make this software solution solve, fit or suit any need that I have as my business grows and transforms. And the customer service, the care, the training, and the help I receive every time I ask a question is amazing. **What do you dislike about Method CRM?** There is honestly nothing to not like about Method: CRM, if I had to choose anything it would be the learning curve that is just slight, and the lack of industry-specific templates that I think would be beneficial to most people. **Recommendations to others considering Method CRM:** Do the customization, its worth it. **What problems is Method CRM solving and how is that benefiting you?** I am solving a multitude of problems with Method. From employee tracking, customer portal, and digitizing payments. Saving time on double data entry. Its creates organization in our systems and infrastructure. To keep tracking of customer needs, work orders, employee time, activities, and assignments and has almost complete ridden us of all paper trail. ### 6. Very Intuitive with great customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Edmond S. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Method CRM?** Easy to use all the features and anytime you run into issues it's very easy to speak to an actual person who helps! **What do you dislike about Method CRM?** Haven't come across any issues worth noting **Recommendations to others considering Method CRM:** Will have everything you need to stay on top of things and the best part is how easy it is to use. Won't have too much down time training new employees. **What problems is Method CRM solving and how is that benefiting you?** I have all the information I need to do my job anywhere I go. Has made me work much more efficiently. **Official Response from Julia Poon:** > Hi Edmond, thanks so much for leaving a review. We're glad that Method:CRM has helped keeping things organized for you. ### 7. Method CRM Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Donnie C. | Sales Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Method CRM?** The customization of apps, and the tech **What do you dislike about Method CRM?** The tech help team is great and always responsive **Recommendations to others considering Method CRM:** Pay for the customization consults, they are worth the money - read all the help documents **What problems is Method CRM solving and how is that benefiting you?** Making special apps to manage unique workflows has been the hallmark of why Method CRM has been such a great product for us. It helps increase productivity and overall business performance by offering such an open-ended platform to build from. **Official Response from Shana Cesaire:** > Hi Donnie, we're glad that you've been able to tailor Method to your business. Thank you for the review! ### 8. Method CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer W. | Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **What do you like best about Method CRM?** Creating automation in the system is helpful for small businesses to run efficiently. Creating invoices seamlessly and work orders from the Estimate helps our business. **What do you dislike about Method CRM?** The sync with Quickbooks needs to happen at a specific computer for our organization. If the system could sync to Quickbooks somehow web-based or offline, that would be helpful. **Recommendations to others considering Method CRM:** Make sure you are entering clean data and ensure you take the time to customize the system to your needs. **What problems is Method CRM solving and how is that benefiting you?** It is a web-based system, so it can be accessed anywhere and shows real-time data. We can even use the mobile app to keep the business running and increase our ability to respond to customer needs. **Official Response from Sarah Iranca:** > Hey Jennifer! Thanks for the review! We are so glad you are getting great use out of our features and tools! Our support team is always available to help you with QuickBooks sync-related topics! ### 9. Effective **Rating:** 4.0/5.0 stars **Reviewed by:** Caroline C. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** Customization options. Insightly provides effective tools that help businesses manage sales **What do you dislike about Method CRM?** How often the system crashes, however, customer service is very helpful. **Recommendations to others considering Method CRM:** Method can help you make more sales at a higher value, faster, and for less cost. **What problems is Method CRM solving and how is that benefiting you?** It’s easy to create deals within the Sales dashboard in less than five minutes, or make activity reports that can be filtered according to team member or customer engagement level. **Official Response from Shana Cesaire:** > Hi Caroline, thank you for the review. We're happy to hear that you're enjoying Method and that our support team is providing the level of customer service we strive for! ### 10. Method is AMAZING! **Rating:** 5.0/5.0 stars **Reviewed by:** Joanna R. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Method CRM?** Hands down the best system I have ever used for customer tracking and lead progression. It tells you everything you need to know with a simple click and my whole team can use it! **What do you dislike about Method CRM?** So far I am liking every aspect and intergration. The only wish would be for it to auto connect to phone calls somehow so that you can see notes when someone calls in... but we all have dreams. Maybe one day they will intigrate something like this. **What problems is Method CRM solving and how is that benefiting you?** We are certiainly optimizing our lead organization, we are all able to see the history of each customer contact, and there is better review and followthrough aspects. **Official Response from Sarah Iranca:** > Hey Joanna! Thanks for the review! We appreciate your suggestions and are always looking to add new features to better our user's experience. So glad you're enjoying Method and all we have to offer! ### 11. 100% Satisfied! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Sales Manager - Public Libraries in USA & Canada, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** Ease of use and Online access from anywhere **What do you dislike about Method CRM?** Some updates are not necessarily beneficial; wish there was a way to go back to a previous version's feature **Recommendations to others considering Method CRM:** Look no further... Very stable platform, very accessible via the web, very user-friendly **What problems is Method CRM solving and how is that benefiting you?** Being able to enter orders from anywhere and access them in the future; Being able to quickly identify if a customer is past due ### 12. RNR SYSTEMS INC. **Rating:** 4.0/5.0 stars **Reviewed by:** Roger N. | MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Method CRM?** Customer Service is great. You will not feel left out **What do you dislike about Method CRM?** HELP is very good till you buy the software. After you bought the CRM. I found customer or technical help don't give you enough time **What problems is Method CRM solving and how is that benefiting you?** The method gives you enough time to understand the CRM. Technical help is always available **Official Response from Julia Poon:** > Hi Roger, We are happy to hear you are enjoying Method! Feel free to contact your CSM if you need additional technical support. We want you to have the best experience possible. Thanks again. ### 13. Method has allowed us to integrate all of our accounting and business data. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2022 **What do you like best about Method CRM?** The ability to customize Method to fit our business requirements. From customized screens to reports Method meets the needs of our business. **What do you dislike about Method CRM?** We would like a better backup system to include versions for when we are changing Method code. **What problems is Method CRM solving and how is that benefiting you?** The integration with Quickbooks has been significant. Also the ability to customize the data we need. **Official Response from Filipa Alves:** > Hi there! Thank you for taking the time to share your experience. Glad to hear you've been enjoying our QuickBooks integration and our customization capabilities. I've taken note of your backup system suggestion and will be passing it on to our developer's team. It’s hearing experiences like yours that help us shape and improve the evolution of Method:CRM. Again, thanks for sharing! ### 14. The most efficient CRM available **Rating:** 5.0/5.0 stars **Reviewed by:** Emre U. | Global Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Method CRM?** It is user-friendly, outlook compatible for quick activity/task assignment, aligned with Quickbooks for one-click integration, efficient and effective for tracking and creating new sales. By far the best customer support out there! **What do you dislike about Method CRM?** In all honesty not much, the estimate/quotation print layout customization is complex, but with the membership you are provided a 1-hour customer support assistance for this issue. **Recommendations to others considering Method CRM:** Do not look further. I have used several CRMs in the past and this one just does it. It is straight, simple and helps you accomplishes what needs to be done **What problems is Method CRM solving and how is that benefiting you?** Lead management and task management. With the launch of a new product range we needed to separate our old customer with new potentials and be able to track our follow-ups - Method by far exceeds this in every manner. ### 15. This platform offers the best experience for sales activity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Method CRM?** The platform is helpful in managing follow ups. I like how the platform is simple to use and navigate as well as how effective it is while working with it. It's just the best **What do you dislike about Method CRM?** Currently it's working to my perfection. Nothing so far that I can say I find to be out of place while using the platform since it has been effectively customized to meet my needs **Recommendations to others considering Method CRM:** It's the best service in the market **What problems is Method CRM solving and how is that benefiting you?** Sales activity are more organized. It's easy to carry out market research while using the tools incorporated in the platform and it also saves on time **Official Response from Sarah Iranca:** > Hey there! Thank you so much for the review, we really appreciate it! Glad to know that Method is serving your customization needs! ### 16. Functional, customizable and user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Nick T. | Senior Sales and Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Method CRM?** From a Sales perspective, there are lots of convienent tools. From email templates, activity reminders, mobile app and more. You'll always be pro-active with your leads and customer base. **What do you dislike about Method CRM?** Self customization is difficult and time for Method support to do it can get expensive. **What problems is Method CRM solving and how is that benefiting you?** Customers falling through the cracks, Consistancy of emails, internal team communication through tasks and assigned activities. **Official Response from Sarah Iranca:** > Hi Nick! Thank you for taking the time to write this review, we really appreciate it! Glad to know that you're enjoying Method's sales features, templates, and mobile app! ### 17. Method:CRM - ✅ Closing Deals - 🤓 Not Mastering a Software System! **Rating:** 4.5/5.0 stars **Reviewed by:** 🔷 Sean T. | Certified Professional Resume Writer (CPRW), Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Method CRM?** The connection/integration with my bookkeeping software (Quickbooks Online). Method's customer service team is pretty helpful. They do offer consulting as well. **What do you dislike about Method CRM?** Customizations are little difficult to make, but it's not impossible. :) Also, the visual appeal of the system itself isn't really amazing. Not a deal-breaker **Recommendations to others considering Method CRM:** Take advantage of the free one hour consulting call and be ready with detailed information regarding what you want to customize. **What problems is Method CRM solving and how is that benefiting you?** I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to Quickbooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more! **Official Response from Shana Cesaire:** > Thank you for taking the time to leave a review, Sean! We appreciate your feedback and hope that Method continues to help you manage your business! ### 18. The Price is Right! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Method CRM?** Fully customizable CRM solution that's much more affordable than the competitors. Easy integration with Quickbooks. **What do you dislike about Method CRM?** If you require significant customization after the initial setup you may need to pay for consultation, but I've found the free support staff to be very knowledgeable and helpful. **Recommendations to others considering Method CRM:** If you don't need all the bells and whistles of Salesforce then Method CRM is a great option. **What problems is Method CRM solving and how is that benefiting you?** CRM Solution for digital sales, integrated with Quickbooks. Significantly reduced our CRM expenses when switching from another top competitor. **Official Response from Sarah Iranca:** > Thank you for taking the time to leave this review! We're glad you're enjoying Method's sync with QuickBooks and our customizability! ### 19. Not my favorite **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2021 **What do you like best about Method CRM?** I had a hard time coming up with something to put here, but the thing I like best is probably one of the most basic features... a primary key they call the Opportunity Number. As a Project Manager, I use this number throughout the project in all documents. This is by no means unique to a CRM, so... **What do you dislike about Method CRM?** Method is not my favorite CRM by any means. It's clunky and the UI is not friendly. The Side Bar for Gmail is useless. The MailChimp connection exists... Right now I am tagging via an import / and export process which leaves much to be desired. There is no option (which I am aware of) to connect inboxes, so I am duplicating my efforts to notate all work. **Recommendations to others considering Method CRM:** I recommend thinking about: the ease of use you are seeking; if you want to duplicate your efforts or utilize an integration to capture you existing workflow so that others can reference those actions later; the type of interface you want to engage with daily; and what kinds of connections with other programs like email providers or accounting services (Ex: Mailchimp or Quickbooks, etc). All of these factors can play a role into the type of CRM that ir right for you. **What problems is Method CRM solving and how is that benefiting you?** Haveing a CRM is ideal and nice. Having a field for "Next Steps" is nice, but having to enter the last activity on one screen and then enter the next step on a totally different screen completely eliminates any sense of streamlining a process and wastes time. In a sense this CRM gets the team on the same page, but not after wasting a ton of clicks and time. ### 20. MethodCRM is a small-business solution - limited only by the business owner's imagination **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Method CRM?** I'm constantly impressed by how much can be customized to fit my needs and help me work smarter, not harder. Also, the integrations with payment solutions, Quickbooks and Outlook or GMAIL is great for lead and sales tracking. **What do you dislike about Method CRM?** Like many online solutions, it can sometimes seem sluggish, have service outages and make me miss my locally installed applications. But that's a problem with working in the cloud generally. **What problems is Method CRM solving and how is that benefiting you?** It takes time and forethought to maximize its potential, but I can see the value in my bottom line. I'm handling twice the volume of sales with almost the same number of staff because it's giving my customers a self-service option. Integration with QuickBooks and Outlook was my original problem-to-be-solved but it's helped in so many other ways. **Official Response from Sarah Iranca:** > We appreciate the review! So glad that Method's customizations have been helping you save time and energy! Thank you for taking the time to leave a review! ### 21. Customizable solution for Quickbooks integration **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2022 **What do you like best about Method CRM?** Method has allowed us to have an integrated solution for estimates and contact management that works with our existing Quickbooks accounting software. **What do you dislike about Method CRM?** Customizations are difficult without knowledge of the backend or paying an hourly rate. **What problems is Method CRM solving and how is that benefiting you?** Method streamlined our estimate process **Official Response from Shana Cesaire:** > Thanks for taking the time to leave a review! We're always looking to improve the customization experience for our customers. If you want to tell us more about your experience, drop us a line at hello@method.me. ### 22. Experience Now **Rating:** 5.0/5.0 stars **Reviewed by:** Jill H. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about Method CRM?** It integrates with Quickbooks and is user-friendly. The support is amazing and being able to customize. We look forward to using more apps as we continue to grow our business. **What do you dislike about Method CRM?** I feel the calendar can be improved a bit, but there are not many dislikes in it now. **Recommendations to others considering Method CRM:** Figure out your needs before customizing. **What problems is Method CRM solving and how is that benefiting you?** The importing process on our estimates has significantly reduced our time. We really appreciate having access to it from any device, allowing us to communicate with customers directly. **Official Response from Sarah Iranca:** > Thanks for the review and feedback Jill! It's great to know that Method has been saving you lots of time with our sync with QuickBooks! ### 23. Logistics Managere **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Furniture | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2021 **What do you like best about Method CRM?** It is easy to use and teach others how to use **What do you dislike about Method CRM?** There are times that it runs a bit slow. **What problems is Method CRM solving and how is that benefiting you?** We are better able to track customer orders and follow up with this. The main benefit we have been able to realize is better visablity into the customer follow up through out the company, anyone answering the phone can quickly see what is going on when a customer calls. **Official Response from Julia Poon:** > Thank you for taking the time to share this feedback with us. We are glad that our customer management is giving your teams visibility to each customer. ### 24. Excellent System, Highly Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Michael J. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Method CRM?** The extent of customization available makes the system extremely useful. **What do you dislike about Method CRM?** The system can be complicated at times until you learn it. **What problems is Method CRM solving and how is that benefiting you?** Tracking orders and payments **Official Response from Sarah Iranca:** > Thank you for the review Michael! We really appreciate it! We're glad you're finding great use from Method! ### 25. It's been real good using it so far. I've been using it for some time now and I've had no problems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Method CRM?** It's very easy to use. You can use multiple ways to search for your customers. **What do you dislike about Method CRM?** There's nothing that i've come up on that i dislike as yet. **What problems is Method CRM solving and how is that benefiting you?** It helps in sending out invoices to clients and that helps us in doing less work and makes our work lives easier. **Official Response from Filipa Alves:** > Hello! We’re glad to hear you’re enjoying Method:CRM! Thank you for taking the time to review us. ### 26. Slow turnaround of projects, low quality work, very little resources and programming dedicated. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Method CRM?** The staff are friendly, however that is quicky offset by all other issues. (See below) **What do you dislike about Method CRM?** Everything. There is so much wrong with this company and service. Slow turnaround of projects, low quality work, very little resources and programming dedicated. We constantly have a can kicked in our faces, major projects delayed, basic functionality doesn't work, the system just DOESN'T work properly. **Recommendations to others considering Method CRM:** Don't go down this path. **What problems is Method CRM solving and how is that benefiting you?** Just looking for basic CRM capabilities, the problem we are currently trying to solve is how to get Method to dedicate enough resources to fulfill our company's needs. Very few benefits have been realized **Official Response from Sarah Iranca:** > Firstly, thanks for the review, we really appreciate you taking the time to voice your concerns. We are so sorry our system did not work for your business as Method truly believes in helping businesses reach their potential through our tools and features. We would love to know your thoughts on how we can better your experience and fix the issues you have outlined. Let us know more by emailing us at marketing@method.me. We would really appreciate hearing more about your concerns and how we can help. ### 27. Method CRM integrates well with Gmail **Rating:** 4.0/5.0 stars **Reviewed by:** Kelli R. | Sales Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Method CRM?** Using the Method Gadget I can stay in Gmail and access/log activities through Gmail instead of switching back over to Method. The email is connected to the activity. **What do you dislike about Method CRM?** At times while searching for contacts, spelling and capitalization must be correct for the search to populate. **Recommendations to others considering Method CRM:** When looking for a CRM Method should be on your list of considerations. **What problems is Method CRM solving and how is that benefiting you?** Logging communication with leads and customers is great. Method CRM also gives you the ability to schedule follow up activities and with pop up notification sent to your email. **Official Response from Sarah Iranca:** > Thanks for the review Kelli, we are always glad to see Method users benefiting from our integrations with other apps! As for case sensitivity, this isn't the experience Method is designed to provide. If you could email marketing@method.me with more details on when this is happening, we'll be happy to get working on a fix for you! ### 28. World Class Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Method CRM?** The follow-up from each team. The customer care has been terrific and I am excited now to be a part of this process. **What do you dislike about Method CRM?** Nothing. Everyone is so educational. The setup seems easy. **What problems is Method CRM solving and how is that benefiting you?** None. I am awaiting my free CRM Onboarding tomorrow! **Official Response from Sarah Iranca:** > Hi Michael, thank you so much for the review! We are so glad to know that our support team has been able to help you! ### 29. Works Great but could be improved **Rating:** 4.0/5.0 stars **Reviewed by:** Admin A. | COO / HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2021 **What do you like best about Method CRM?** I like that it integrates fully with Quickbooks via either instant manual integration or the 15 min auto integration. **What do you dislike about Method CRM?** It seems like all data does not always transfer during integration, and I don't like that it does not allow for customized auto numbering and sometimes does not retain signatures on the invoices. **Recommendations to others considering Method CRM:** The system does need to be more user-friendly concerning the customer making adjustments and changes to fit their business. As of now, it's quite costly and a bit overwhelming to make any tweaks or changes that better work with the individual company. **What problems is Method CRM solving and how is that benefiting you?** Customer Invoicing Purchase Orders CRM Management The benefit would be that it can be used on multiple platforms; however, I wish that the iPad and iPhone software was as expansive as the computer version. There are quite a few limitations that I find using the iPad/iPhone version, and we have techs in the field who use both. It should be the same across the board. That would make things much more manageable. **Official Response from Shana Cesaire:** > Thank you for taking the time to share this feedback with us. We're always looking to improve our product, and we’d love to hear more about your experience. If you’re willing to share more, please drop us a line at hello@method.me ### 30. Overall, a good solution with QBO integration. **Rating:** 3.5/5.0 stars **Reviewed by:** Ron R. | General Manager & Vice President of Franchise Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Method CRM?** Clean landing page which allows for easy navigation between applications. **What do you dislike about Method CRM?** Customization and troubleshooting support are lacking for a multi-unit franchise operation. **Recommendations to others considering Method CRM:** For a multi-unit franchise operation, this software requires lots of customization. **What problems is Method CRM solving and how is that benefiting you?** Ability to have all locations in one area for reporting. Easier ability to track incoming leads and value of leads to sales. **Official Response from Sarah Iranca:** > Hey Ron! Thanks for the review, we really appreciate it! Glad to know you are enjoying Method's navigation! Our support team is always available to help with customizations to help you create a solution that fits your business! ### 31. Great marriage of CRM and financial software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2022 **What do you like best about Method CRM?** Ability to integrate with QuickBooks Desktop **What do you dislike about Method CRM?** Interface speed performance fluctuates too much, is a bit slow; somewhat visually outdated **What problems is Method CRM solving and how is that benefiting you?** They are tying together financial software and CRM, which is a huge plus for our workflows **Official Response from Shana Cesaire:** > Thank you for taking the time to leave a review! We're always looking to improve Method and your feedback is valuable. ### 32. So glad we gave Method a try! **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya S. | Customer Service Representative / Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Method CRM?** We loved how easy it has been so far to pair with QuickBooks and integrate our old program to Method. **What do you dislike about Method CRM?** I haven't found anything so far! We are just getting started with Method but we haven't found a dislike yet. **What problems is Method CRM solving and how is that benefiting you?** Such a time saver! Before we were doing double work putting something in QB then going and doing the same in our CRM. We love that QB and Method sync and cut down on our work. **Official Response from Sarah Iranca:** > Thanks for the review Tonya, we are so glad your start with Method has been easy and saving you lots of time with our sync with QuickBooks! ### 33. Great modern CRM with lots of add-on features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Method CRM?** With the various apps that you can add-on to this CRM seems to cover everything we need - customer & leads estimates/sales process, web-to-lead link from our website and support for customers. One of the significant factors was working with Quickbooks Desktop enterprise (we use the manufacturing module). The system works quickly and has a nice modern layout that is easy to customize and re-arrange. It's got a lot of customization options for each section and process but also looking forward to working with their design team on additional customization that's included. Method will be extremely helpful in getting our team on the same page on leads and the status of pending orders plus keeping track of our support cases which right now is managed in excel. This is going to be really great for our employees to have access on mobile or online and out of Quickbooks. Their documentation and how-to help center answers most questions. **What do you dislike about Method CRM?** Our Outlook can't be connected to the Method CRM (has to have exchange type service) because we use Gmail for our service provider, we can do it through gmail online but its a whole process change - -this is important because it's an easy way to import communication into MethodCRM for leads and customers. I am still figuring out the settings for when notifications are being sent to the customer, cases I think always emails which I would like to turn off for some things (entering old case history for example). We are also using texting with customers (WhatsApp) alot more and looking for them to add some support for importing this into customer information but not able to do right now. Since I have never implemented, the documentation on the process seems lacking (same for all the others too), I get step by step instructions but a general guide/flow chart on how/why to use certain features and in what order would be nice. **What problems is Method CRM solving and how is that benefiting you?** Moving away from excel spreadsheets and delays in communication between the team regarding potential sales, sales updates and customer support. This is very important as our client base grows to be able to manage and keep track of customer and leads so we don't miss out on opportunities. **Official Response from Shana Cesaire:** > Thank you for taking the time to write a review. We appreciate the feedback and are always looking for new ways to improve our product. We'd love to hear more about your experience, so if you're willing to share please contact us at hello@method.me. ### 34. Amazing program!! Allows us to be very organized and its very simple to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Method CRM?** I love that I can add activities and set as reminders ! **What do you dislike about Method CRM?** So far, there is nothing that I dislike about method! **What problems is Method CRM solving and how is that benefiting you?** It is allowing us to be more organized and plan our day better!! **Official Response from Filipa Alves:** > Hi there! We're glad to see that Method:CRM is helping your business. Thank you for taking the time to leave a review! ### 35. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Method CRM?** I like how you can access evething remotely either from your lap yop or your phone **What do you dislike about Method CRM?** Something the system shuts down which can make it annoying **Recommendations to others considering Method CRM:** Take your time and learn the tool properly **What problems is Method CRM solving and how is that benefiting you?** Easy to keep track of your busines **Official Response from Sarah Iranca:** > Hey there, thanks for the review, we appreciate it! We're so glad you are loving Method's accessibility through mobile and desktop! ### 36. Absolute Disappointment **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2021 **What do you like best about Method CRM?** It has a nice appearance for customers who want to log in to the port and view transactions and pay invoices. It works OK for that. The representative who customizes the software was very knowledgeable and genuinely cared about making the software work for me, but in the end, this is what kept me hanging on to something that would never work. **What do you dislike about Method CRM?** I spent several thousand dollars trying to implement this, I probably had a total of 12 hours trying to customize the system so that I could write quotes and send invoices with it, but it was obviously not going to work once my service writer decided the new job position wasn’t for him. Luckily I switched him over to just using QuickBooks desktop and he changed his mind. You could probably use this platform for writing quotes if they are limited to 1-10 line items. Also, if you are doing any progress invoicing or invoicing based on actual time and expenses, the invoice will have to be created in QuickBooks, and then synced with method. Method also does not sync automatically, which I was led to believe that it did. The sync engine also apparently will not work in a server environment. The activities app just doesn't make any sense. It's kind of like recording an email of an email, but if there is a chain of emails, you can only see that last one in the chain, instead of all of them. Probably good for recording details of a phone call or direct meeting with a customer, but the app for recording activities, contacts, and opportunities is too cumbersome to use while on the phone or in a meeting. How is someone supposed to complete the new contact, then make the opportunity, then record the activity all in one quick meeting with a customer? If you want jobs to show up hierarchically with customers, you have to pay them $200 extra to "create" this app called companies, then they just switch it on for you. This should be built into the system because it is supposed to properly sync with QuickBooks. I was led to believe that it accepted Quickbooks payments, but it only works with Quickbooks payments for Quickbooks online. I even opened an Authorize.net account just to use this, but Authorize.net deems it necessary to keep all of your revenue for 5 business days, which is absolutely insane. Most of what you have to pay them to cusotmize in the app should be included in the software. For example, I had to pay money to be able to add a line item into an estimate. YOU CANNOT ADD A LINE ITEM INTO THE MIDDLE OF AN INVOICE OR QUOTE WITHOUT PAYING THEM EXTRA MONEY. The proposals app can only be used with services, not parts. Useless. The webform cannot ve used with a Captcha, and works very poorly for uploading photos, another feature that you have to pay to customize. Now that I have had the Method experience, I’m extremely wary of any service that uses the work integrate I thought purchase orders would be useful, but if someone makes a purchase order in Method, you can no longer make them in QuickBooks because it will overwrite the PO number. I ended up paying for another QuickBooks user. The whole platform is sold to you based on the fact that a user would not need to use Quickbooks, but, you are probably going to pay more for this product once they add up all the different apps. I have tried them all and QuickBooks works better than all of them. Especially if you use QuickBooks online, there is absolutely no reason to use this software at all. I could write another page on everything else that disappointed me but I have wasted enough time and money on this product as is. My current goal is to get a refund, but they tell you that there are no refunds after one month, which is exactly how much time it takes for your reps to find another job and tell you they are leaving. **What problems is Method CRM solving and how is that benefiting you?** I wanted a useful CRM, I have received no long term benefits **Official Response from Sarah Iranca:** > First off, thank you for sharing your feedback with us. It’s great to hear that you had a good experience with our professional services team. When it comes to personalizing Method, our customization services usually present a strong ROI for many of our customers, but we’re sorry this wasn’t your experience. The needs of every business are different, and while we weren’t the right solution for you, we hope you find something that fits the bill of what you’re looking for. As a growth-focused company, we appreciate your detailed review on how we can better meet business needs like yours. If you’d like to share more feedback on the areas you think Method can improve, please drop us a line at marketing@method.me. ### 37. Excellent Business Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Greg C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Method CRM?** Integration to QuickBooks and the ability to build out whatever data points we need to track for our jobs. We track chemicals used at each job site and parts that are used as well along with scheduled maintenance and other important data points related to each job. **What do you dislike about Method CRM?** I would like to find a better customizable Dashboard. I know they are out there but haven't had the time to look into a good Dashboard and KPI monitor. **What problems is Method CRM solving and how is that benefiting you?** We use Method for all of our Work Order Tracking and Scheduling. The Scheduling gives our employees clear routes and job tasks with the ability to track our custom data points per service call. **Official Response from Sarah Iranca:** > Hi Greg — thanks for taking the time to share your feedback, we really appreciate it! We're glad to hear that Method:CRM is making work order tracking easier for your team. If you're looking for enhanced dashboard capabilities, you'll be pleased to hear that this is on our product roadmap and will be coming to our users soon. In the meantime, our professional services team would be happy to help you build the dashboard of your dreams. ### 38. Very accommodating on every level. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** The simplicity of the platform. It's very user-friendly! **What do you dislike about Method CRM?** Wish I would have known about it sooner as we have wasted ample time and money on zoho. **Recommendations to others considering Method CRM:** We are enjoying the method and all of its integrations **What problems is Method CRM solving and how is that benefiting you?** We are making all the point-of-sale information able to turn into useful data. ### 39. Positive Experience with Method **Rating:** 5.0/5.0 stars **Reviewed by:** Wayne B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about Method CRM?** We are a growing company and have been using QB Enterprise (Desktop version) for years. We required a tight two-way integration/synchronization between our CRM and ERP software tools. We spoke to all the leading CRM software developers; we had demonstrations, sometimes 2 or 3, from possible CRM providers. We finally decided on Method for two principle reasons; 1. they have an "out of the box" integration with QB Enterprises that was simple to install. 2. There customer support has been excellent; this is an important point when implementing new software. **What do you dislike about Method CRM?** We need some customization to satisfy our needs; this was expected as no two businesses are alike. The customization needs to be done by Method. **Recommendations to others considering Method CRM:** Be thorough in your review of the CRM software tools; if a tight integration between the QB ERP software and your CRM is needed, Method is the clear option for you. **What problems is Method CRM solving and how is that benefiting you?** We are now centralizing our customer data in one program. Transparency among the company departments/employees is much better with Method vs. custom spreadsheets used by our company employees. **Official Response from Method Marketing Team:** > Thank you for taking the time to share this feedback with us! Glad to hear that you're enjoying Method's two-way sync with QuickBooks and the increased transparency between your departments. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. They're more than happy to help! ### 40. Method as a CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Method CRM?** I like that putting sales orders and estimates in Method is easy and very user-friendly. **What do you dislike about Method CRM?** I don't like that Method doesn't connect to QuickBooks correctly.It causes extra work on the accounting side. They try to get you to use their software. **What problems is Method CRM solving and how is that benefiting you?** Putting in sales orders and estimates is quick and easy. This allows the sales team to process requests promptly. Everything can be imputed with a few clicks which makes order processing a smooth process. **Official Response from Shana Cesaire:** > Thank you for taking the time to leave a review. We're glad that Method has optimized your estimates and order processing. For help connecting to QuickBooks, please drop us a line at hello@method.me ### 41. Looking to keep yourself organized? Method is the way to go **Rating:** 5.0/5.0 stars **Reviewed by:** Astrid M. | Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2021 **What do you like best about Method CRM?** I absolutely love that Method keeps everyone on the loop of what is going on at your job. It facilitates every step and you can work smoothly without worrying where to find all of the information from your job. The section that includes Opportunities and activities are the ones that I use the most to keep everything organized of what happened throughout the day. I am usually contacting and following up with potential customers and I think having the dashboard with all of the information from my job,is absolutely helpful. **What do you dislike about Method CRM?** Actually,there is not such a thing as disliking something from it. It has been the best program to work with. The only comment I would share is that sometimes it is not too clear how to import all the contacts from an excel spreadsheet. In addition ,I just found out how everything should be updated in the activities section so I do not have to apply an update on the description. Probably a reminder on how to log this information in,would be appreciated. **Recommendations to others considering Method CRM:** I would love to recommend Method for your company since it creates a better work environment between all the users. Method's team is on top of everything that you need from then and you can always find everything you need by either contacting them or getting some help from the website. **What problems is Method CRM solving and how is that benefiting you?** Keeping everyone updated with what's happening during the day and having the benefit of finding all the information at just one place. Also,it is important to mention that not having a program downloaded into my computer which will take a lot of space,is very helpful for every person that works at a company. Sometimes,you will see the problem of runingt out if space and that is something that you have to stop worrying with Method since you open the website and all of the information is right there. **Official Response from Method Marketing Team:** > We're glad to see that Method is helping your team stay connected, Astrid! We're always here to answer any questions you may have. Drop us a line at hello@method.me ### 42. Integrates with QBO, highly customizable, good support. **Rating:** 4.5/5.0 stars **Reviewed by:** Dawn H. | Business Owner & Master Arborist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2021 **What do you like best about Method CRM?** They offer very helpful virtual appointments to get us set up and automated with our website. I like how customizable it is. I have experience with using several CRMs and I wanted to get away from the higher-priced canned version offered for my industry into something that would spur me into more creativity and innovation for my own small business's best needs. **What do you dislike about Method CRM?** I wish attachments could feed to QBO somehow. There should be a way to favorite, flag or prioritize activities. Method can be a little laggy and frustrating at times for remote workers in areas with weaker internet. The Gmail plugin is annoying in that it doesn't work well with emails from 3rd parties, such as my voicemail app and forwarded emails. It won't allow me to add the info from certain emails and the search for a new lead feature seems like too many clicks when it doesn't pull the right account up automatically. I hope they will continue to improve these things. **What problems is Method CRM solving and how is that benefiting you?** I am spending far less time on administrative work and improving my ability to delegate tasks, which gives me both the time and the ability to do what I really want to be doing. With Method CRM, QBO, and my website integrated together, and everyone on the team using Method, I am working remotely from the woods where I prefer to be! ### 43. Easy, Effective, Support **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy R. | CEO, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2021 **What do you like best about Method CRM?** The moment you sign on, you can get to work immediately. The support staff sets up your system & even customizes it to your needs. If a problem arises, they are there! **What do you dislike about Method CRM?** If you are downloading any saved contacts that you have from previous trade shows the cell mapping from an excel sheet (comma delimited) is a pain **What problems is Method CRM solving and how is that benefiting you?** CRM and Quickbooks Integration. On the cloud site Right Networks ### 44. Great tech support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Method CRM?** Customer Service Chat was fast and they stayed on top of it until the issue was solved. They even jumped on a screen share. **What do you dislike about Method CRM?** The search feature to find contacts could be more user friendly **What problems is Method CRM solving and how is that benefiting you?** We keep track of all our orders in process and we keep track of all our leads in our 6-9 month sales cycle. **Official Response from Shana Cesaire:** > We're happy to hear that our team has been supportive. We strive to provide a great customer experience. Thank you for taking the time to leave a review! ### 45. Great CRM for QuickBooks Desktop **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** It syncs easily with QuickBooks Desktop Enterprise. I also like how responsive and helpful the support and dev teams are from Method CRM. **What do you dislike about Method CRM?** Not as intuitive as it could be, especially the customization features. Also, could use more marketing automation features. **What problems is Method CRM solving and how is that benefiting you?** Our tech support/sales team can now create estimates easily and look up past sales data. It has saved the team a bunch of time, preventing back and forth with orders team. ### 46. Very user friendly, well organized **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?** Organized dashboard, very easy to find everything you need. **What do you dislike about Method CRM?** When I press the return button on my mouse, it returns to the previous web page, not to the previous view. Example, when viewing a customer's invoice, using the back button takes me back to my list of customers not back the customer's invoices. **What problems is Method CRM solving and how is that benefiting you?** Quickly viewing active and inactive estimates and invoices **Official Response from Sarah Iranca:** > 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 and features! ### 47. Method is good for our start up **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Method CRM?** Contact management works great for our needs **What do you dislike about Method CRM?** I haven't heard back about doing some more customization in a while. **Recommendations to others considering Method CRM:** Make sure not to need a lot of customization, it starts to add up on the costing. **What problems is Method CRM solving and how is that benefiting you?** To have all contacts in one place and easily set reminders. It would be perfect if it would integrate with the outlook calendar. **Official Response from Sarah Iranca:** > Thanks for the review, we appreciate it! So glad that you're getting great value from our contact management tools! Our support team is always available to answer any questions you have about Method customizations and we have tutorials for you on our site as well! ### 48. Solid performance, great customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Method CRM?** We love Method for it's responsive customer support and flexibility for customizations! **What do you dislike about Method CRM?** Method is very flexible, but requires some time to get fully set up and customized. **What problems is Method CRM solving and how is that benefiting you?** The quickbooks integration and support for adjustable user permissions allows us to control data much more effectively, keeping everyone in the loop at all times. This was impossible with other systems we tried. ### 49. I recommend Method all the time! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Method CRM?** It's rare these days that you can get help on the phone, but Method support is always there, and extremely helpful. I also LOVE their customization team. The program works perfectly for our photography business and my virtual assistant (in another state) can easily access and see her daily tasks. **What do you dislike about Method CRM?** There is a classic and new version. When we did customizations, they are specific to only one version. But team did offer to make them visible in both. **What problems is Method CRM solving and how is that benefiting you?** I am the owner, and love the ability to have a Virtual Assistant use the system remotely and effectively. That is the biggest benefit for sure. Nowadays, we don't always work in the same office, or STATE and Method makes it easy for my team to access and work from anywhere. ### 50. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Wilmot W. | Business Consultant/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2021 **What do you like best about Method CRM?** The ease of use and the resources: guides, customer service, and account managers. **What do you dislike about Method CRM?** The number of apps that can integrate with Method **Recommendations to others considering Method CRM:** Communicate with your customer service advisor. They are helpful. **What problems is Method CRM solving and how is that benefiting you?** Immediate sync with QBO. The ability to manage leads through the entire sales process and afterward. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+00%3A48%3A12+-0500&secure%5Bsession_id%5D=92c6e02e-23a0-45ad-94de-ad22c6b0bf39&secure%5Btoken%5D=cb63125a3ebd1c6451001f0e82be57344d5d8d7767c38741b4db4bbfd9c85d07&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)