Method CRM Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

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

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

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

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

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

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

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

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

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

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

5 Pros or Advantages of Method CRM

1. Ease of Use

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

See 22 mentions

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whitaker b.

Enterprise (> 1000 emp.)

4.5/5

"Enhances Territory Management, Needs Better Workflow Automation"

What do you like about Method CRM?

I like that Method CRM keeps things organized and gives me data. It helps me know what areas of my territory are benefiting and selling my product. It

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you like about Method CRM?

It stores all contact info and easy to navigate

2. Easy Customization

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

See 20 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

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

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like about Method CRM?

I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable.

3. Integration

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

See 17 mentions

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Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

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

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you like about Method CRM?

I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable.

4. Customer Support

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

See 14 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

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

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you like about Method CRM?

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

5. Easy Integration

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

See 9 mentions

See Related User Reviews

Brooke M.

Small-Business (50 or fewer emp.)

5.0/5

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

What do you like about Method CRM?

Method CRM helps our team keep track of the important job details that are easy to miss and ensures that information is actually accessible to our tea

Christopher D.

Small-Business (50 or fewer emp.)

3.5/5

"Effortless Integration with a range of tools"

What do you like about Method CRM?

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

5 Cons or Disadvantages of Method CRM

1. Learning Curve

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

See 8 mentions

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Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Deep Customization, Steep Learning Curve"

What do you dislike about Method CRM?

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

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

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

2. Limited Customization

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

See 6 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

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

Patience N.

Small-Business (50 or fewer emp.)

5.0/5

"Seamless QuickBooks Integration, Highly Customizable"

What do you dislike about Method CRM?

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

3. Bugs

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

See 5 mentions

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Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Easy Contact Management, but Mobile Search Glitches"

What do you dislike about Method CRM?

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

Hari G.

5.0/5

"Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities"

What do you dislike about Method CRM?

I dislike API rate limits because they are problematic for high-volume data needs, especially when syncing with Xero where there's a limit of 60 calls

4. Expensive

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

See 4 mentions

See Related User Reviews

Misty D.

Small-Business (50 or fewer emp.)

4.0/5

"Essential for Renewal Management and Revenue Tracking"

What do you dislike about Method CRM?

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

Verified User

Small-Business (50 or fewer emp.)

3.5/5

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

What do you dislike about Method CRM?

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

5. Missing Features

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

See 4 mentions

See Related User Reviews

Harper L.

Small-Business (50 or fewer emp.)

4.0/5

"Great CRM for SMBs Looking for QuickBooks Integration"

What do you dislike about Method CRM?

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

Sabrina F.

Small-Business (50 or fewer emp.)

5.0/5

"Method for making your work easier"

What do you dislike about Method CRM?

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

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Christopher D.

Website Developer

Small-Business (50 or fewer emp.)

12/9/2025

"Effortless Integration with a range of tools"

3.5/5

What do you like best about Method CRM?

I like Method CRM for its simple integration with other tools like Formstack and Zapier. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing that springs to mind Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Christopher, thank you for your review. We're so glad to hear that Method has provided you with a seamless integration experience. We appreciate your feedback and recommendation. Thank you for choosing Method.

Michael F.

Appointment maker

Small-Business (50 or fewer emp.)

10/2/2025

"When I have a problem with method they respond back to me immediately."

5/5

What do you like best about Method CRM?

Ease of Use Customer support Number of features Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Does not have any dislike with method It is good Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Michael, thank you for your review. We're so happy to hear that you've had a great experience with Method — especially when it comes to ease of use, the number of features, and the support from our team. We're excited to continue supporting your growth. Thank you again for choosing Method!

Hilary G.

Market Developer

Small-Business (50 or fewer emp.)

9/4/2025

"Quick and Efficient"

5/5

What do you like best about Method CRM?

I love methods to manage my business it's very organized, has never failed me and I get to have support at all times, I receive a response for any questions I may have very quickly and get all my questions answered. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is a little old school, would love to have an easier time to manage it Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Hilary, thank you for your review! We're thrilled to hear that Method has been able to help your business stay organized and that our support team has been helpful. We're excited to continue supporting your business as you grow with Method, thank you again!

Nicholas T.

Owner

Small-Business (50 or fewer emp.)

7/10/2025

"Small business CRM powerhouse"

5/5

What do you like best about Method CRM?

Customizability, Many Features and more! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Learning Curve to understand how to use. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Nicholas, thank you for your review. We're glad to hear that Method's customizability and features have been valuable to your team! We understand there can be a learning curve and we are here to support you every step of the way. Thank you for sharing your experience, we appreciate your recommendation.

Sabrina F.

Office Administrator

Small-Business (50 or fewer emp.)

5/21/2025

"Method for making your work easier"

5/5

What do you like best about Method CRM?

Methods system helps you track jobs, invoices, payments, Sales, and everyone on your team has the ability to track their work. You can get the basics and as you grow add more apps to your dashboard Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

That it doesn’t have everything a business needs. Like the financial side, and payroll, and employee hr and clock in benefits. Companies need an ALL in one system Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Sabrina, thank you for your review! It's great to hear that Method is helping your team stay on top of jobs, sales, and customer communications. We appreciate the desire for a more all-in-one solution that includes financial/HR tools and thank you for the insight. Your feedback is valuable to us and we thank you for choosing Method.

Ashley P.

Account Manager

Small-Business (50 or fewer emp.)

8/13/2025

"Very Poor Experience, Waste of Time"

0/5

What do you like best about Method CRM?

I didn't like anything about Method CRM. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Every aspect was awful. Long, drawn out process that got us no where. Complete waste of time and no accountability was taken. Beware of working with this company if you are looking to implement a CRM. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Ashley, thank you for taking the time to share your feedback. We're very sorry to hear that your experience with Method was disappointing. We know how valuable your time is and it's unfortunate that we couldn't deliver the kind of support or results you were expecting.

Our goal with every implementation is to create a clear and collaborative partnership, but we understand in your case that things didn't come together as they should have. Your feedback is important to us and we take it seriously as we continue to improve our processes.

We'd appreciate the opportunity to learn more about what went wrong and how we can do better. To speak with a member of our team, you can reach out to us at hello@method.me

Mathias B.

Owner

Small-Business (50 or fewer emp.)

6/3/2025

"Works"

2.5/5

What do you like best about Method CRM?

Works well to allow my field sales personnel to enter their orders into our Quickbooks OF system Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like that everything is 2-way sync. Some lists should be one-way only. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hey Mathias, thank you for taking the time to leave this review. We're happy to hear that Method is helping your field sales team efficiently enter orders into QuickBooks. Your note on sync preferences is appreciated and we'll be sure to pass that on to the relevant product teams. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again.

Marcus B.

Director of Sales & Service

Mid-Market (51-1000 emp.)

8/20/2025

"Happy New Customer With Method"

5/5

What do you like best about Method CRM?

I enjoy how it organizes all sales data for real time data sharing. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I do not like how short the character spaces for sales entry. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Marcus, Thanks for your review! We're glad to hear that Method has helped make your sales data more organized and efficient to report on. We also appreciate your feedback as our team is always looking for ways to improve the user experience and insight like yours helps us do that. We're excited to continue supporting your business as you grow with Method, Thank you!

Gavin G.

Customer Support Specialist

Small-Business (50 or fewer emp.)

6/17/2025

"I use method everyday and it is great and easy to use."

4/5

What do you like best about Method CRM?

The auto calculating margins are the most helpful. It handles a lot of the work for you. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I dislike that there is not a rounding feature after the margins. I would like each item to be rounded up to the nearest dollar. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Gavin, thank you for leaving a review! We're so glad to hear that you've found Method's auto calculating margins helpful. We're always working to improve our product and services so your feedback is valuable to us. Thank you again!

Daniel G.

National Sales rep

Mid-Market (51-1000 emp.)

6/11/2025

"Best CRM I have used in 30 years"

5/5

What do you like best about Method CRM?

Simple ease of use and layout and design Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing about the method do I dislike. It's a dream CRM Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Daniel, thank you for your review. We're so glad to hear that you've found Method easy to use. We appreciate your recommendation and look forward to continue supporting your growth. Thanks again!