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

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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.

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

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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

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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Cory E.

Owner

Small-Business (50 or fewer emp.)

8/6/2025

"Terrible Implementation - After Several Months, We Never Went Live and Had to Abort!"

0/5

What do you like best about Method CRM?

Nothing, it was the worst business decision of my life. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Everything, especially the implementation team. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Cory, thank you for taking the time to share your experience. We are very sorry to hear your implementation with Method did not meet expectations. That is not the experience we aim to deliver and your feedback is very valuable to us.

For every customer, our implementation process is designed to ensure alignment from the start with opportunities to adjust as needs evolve. While this process has helped many of our customers go live successfully, we understand that sometimes a solution may not turn out to be the right fit.

We welcome the opportunity to connect and learn more about what went wrong in this project to understand how we can refine our approach and do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team.

Verified User in Construction

Small-Business (50 or fewer emp.)

11/28/2024

"Great CRM that syncs with Quickbooks in real time, customizable, with great support!"

4.5/5

What do you like best about Method CRM?

The best thing about Method is how easy it is to manage leads and customer information, and being able to have everything related to that customer (invoices, estimates, proposals) in one place, where everyone can have access to.

The fact that it syncs to quick books in real time is a real added value for our company!

And whatever questions we have, their support team are just an email away, and are always ready to have quick calls with us to show us around when needed, or discuss features and how they can be used.

They also offer customization services to enable companies to tweak things the way they would work best for them! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

If they had project management features, like enabling the user to make a process of tasks with automation, it would make it the perfect one-stop-shop! Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

edit

Thank you for sharing your positive experience with Method CRM! We're glad to hear that you find it easy to manage leads and customer information, and that the real-time sync with Quickbooks is adding value to your company. We appreciate your feedback about the project management features, and we'll keep that in mind as we continue to enhance our platform. We can't wait to share this with our team. Thank you again!

Annie F.

Sales & Delivery Lead

Small-Business (50 or fewer emp.)

8/23/2024

"Solid functional program as long as you have time to learn and customize it"

4.5/5

What do you like best about Method CRM?

This program is well thought out and has many features to help grow your business. It seems well suited for a company with multiple sales people and will help maintain communication between the staff.

It can easily work with Quickbooks though the sync is not quite as quick as they lead you to expect. Information imported from Quickbooks often needs editing in Method to make it most useful in this program.

Customer support, though slow, will work with you to get your issues solved even if it takes hours or days to get solved. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The program is not intuitive and requires instruction to use it to its maximum functionality. The process of customizing can be overwhelming because of the level of detail in the process.

I wish things were simplified so that tasks did not require as many clicks as they currently do. Often you have to open 3-4 levels of screen to edit one thing.

FAQ/ help doesn't always turn up results that relate to the question so you have to contact customer support which is a lengthy process. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Annie. Thank you very much for this thoughtful review. I'm happy to hear about your positive experience getting ramped up with Method. I also really appreciate your feedback on the customization process and our QuickBooks integration. I'll pass your review on to the team right away - thanks again!

Verified User in Accounting

Small-Business (50 or fewer emp.)

6/28/2022

"Very customizable CRM, great customer service and help desk ..."

5/5

What do you like best about Method CRM?

Once you familiarize yourself with the CRM's structure, you can use the help videos/knowledgebase and YouTube to start creating your own apps within the CRM and designing them to your specific needs. The support team provides an hour of free customization, and they are great to work with!

Integration with QB Desktop was a must for us - works great and updates immediately.

Depending on the apps one needs, this CRM was easy and fast to start and implement. We use it daily, it is the first we open each day ... We do not use the calendar feature. We use the contacts, activities, and a couple of customized apps. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

One has to educate oneself on the customization ... unless you want to pay the support team for it, which is always an option. So that could be a drawback for some users. Review collected by and hosted on G2.com.

Response from Shana Cesaire of Method CRM

edit

Thanks for taking the time to leave a review, Anke!

Lisa H.

Office Manager

Small-Business (50 or fewer emp.)

7/12/2024

"Quality Product and Service"

4/5

What do you like best about Method CRM?

I like the ease of adding and looking up customers, invoices and estimates. It's very simple to organize. I love the interactive customer support who take their time to explain each process. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like the fact that Method is not in perfect sync with QB Online. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Lisa! Thank you so much for this review. I'm glad that your experience with Method's interface and functionality has been positive, and that you've found it more comfortable and flexible than Intuit's native offerings. We also greatly value your feedback about deposit fields, and I will be passing your review to the rest of the team right away. Thanks again - it’s hearing experiences like yours that help us shape and improve the evolution of our product.

Verified User in Textiles

Small-Business (50 or fewer emp.)

5/6/2025

"Easy to use CRM software"

5/5

What do you like best about Method CRM?

The UI, how well it integrates with other programs. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Can't really think of a downside. The chatbot didn't help much but they never do, the agent was superb however. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hello, thank you for your review. We're so glad that you're enjoying Method's UI and integrations. It's also great to hear that our team was able to deliver great support. Your note about our chatbot is appreciated as we're always looking for ways to improve our users' experience. Thank you again for choosing Method!

Phillip M.

General Manager

Mid-Market (51-1000 emp.)

2/6/2025

"Good integration with all the customizations you could want"

4.5/5

What do you like best about Method CRM?

The fact we can customize it to our specific needs and workflows is a game changer Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish I could personally reset my user passwords Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Hi Phillip, thank you for your review! It's great to hear that Method's customization options have made a difference for your team. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method!

Nathan M.

Operations Coordinator

Small-Business (50 or fewer emp.)

9/9/2024

"An enjoyable and well-rounded experience."

5/5

What do you like best about Method CRM?

So far I love the diversity of applications that method provides and will be able to provide for my company. They have been able to take 25 years of this company's experience and simplify it to streamline the processes and put them all in one place. The customer service has been fantastic and I have enjoyed getting to work on my processes with my representative. Eric Tran has been an absolute joy to work with. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

So far, I have not had anything negative go on with method. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

edit

Hi, Nathan! Thank you for your wonderful review. We're delighted to hear that Method has helped you centralize your processes and smoothen out your operations. Your feedback inspires us to keep improving, and we look forward to supporting your continued success!

Firas g.

Sales Account Manager

Small-Business (50 or fewer emp.)

1/29/2025

"METHOD is helpful"

5/5

What do you like best about Method CRM?

easy to use fast in loading and aslo the reports are great Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

maybe if they add alittle of coloring options Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

edit

Thank you for the review, Firas. We are glad to hear that you're enjoying Method's ease of use and reporting capabilities. Your feedback is appreciated as we strive to continuously improve our product and services. Thank you again!

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

1/29/2025

"Very quick response and very professional"

4.5/5

What do you like best about Method CRM?

The system is very user friendly and easy to use. Downloading data through filters that you can create in METHOD, is very flexible and easy to use. System is very reliable and there is hardly any downtime. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Find it hard to customise screens. Need to go through support, which very often means additional cost. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hello, thank you for taking the time to leave this review. We are glad to hear that you've found Method to be reliable and flexible for your business needs. Customization can sometimes require extra support, but we're always working to make this experience more seamless. Thanks again for choosing Method!