I love how easy it is to customize the platform. I work with a study abroad company with many different payment nuances, and it has made the process much easier. Before adding Method, we were solely using Quickbooks and another CRM. We would send students emails with the link to Quickbooks and instruct them to pay on our website. Now, it is integrated where the student can pay on Method's portal easily. It is so helpful that they can see all of their past payments, current invoices, and future ones. We also have found that the price is very affordable, and the site rarely lags, especially when our whole team is on the platform. Currently, we have a specialized customizer consultant that is able to create iterations that work perfectly for us. She understands our needs and implements them, and even has ideas to make our processes easier. Method also has a support live chat. It starts with the AI bot, which can be helpful, but if that doesn't work, their team of humans is also right there and easily reachable. Review collected by and hosted on G2.com.

One downside, for us specifically, is that we also use another CRM concurrently to handle communications (Found before we found Method and can't easily switch over) is that the two platforms do not have integrations to each other. This makes sense, but I wish there was some connection (ie Method and QuickBooks Online sync) Review collected by and hosted on G2.com.

I like Method CRM's native two-way sync with QuickBooks, which eliminates duplicate data entry for our building materials orders and contractor accounts. It automatically pushes estimates to QuickBooks and updates payment status back in our CRM, giving our team a full view of client orders, delivery status, and outstanding balances in one spot. This feature prevents costly mismatches that could delay material shipments and saves us time as we don't have dedicated IT staff. Review collected by and hosted on G2.com.

Method CRM’s mobile app lacks robust inventory and delivery tracking features, which is a big gap for our building materials operation. When our warehouse staff are out at job sites, they cannot easily update lumber delivery status or check real-time stock levels on mobile. Also, building custom reports for supplier lead times requires complicated setup. Since we have no dedicated IT, creating dashboards to track material backorders takes too much time. We still need to cross-reference with our inventory spreadsheet to catch delays for contractor projects. Review collected by and hosted on G2.com.

I like what so far appears to be a nearly infinite customizability. I am still new to the platform — and the learning curve is intimidating — so I don't know the full scope of that customizability. But the few "This is a problem!" moments I've had were easily remedied when a support staff member has stepped in to help make some changes under the hood. The important distinction about Method CRM is that these "under the hood tinkerings" can be, as far as I understand, performed by the customer themselves... with the aforementioned significant learning curve. That said, the support staff has been eager to help and incredibly responsive. Which is a fantastic departure from the norm for businesses in 2026, I should say. I don't care much for their AI chatbot, but the human help has been swift and knowledgeable and just all-around great. Review collected by and hosted on G2.com.

The learning curve is significant, just to get the software to do what a business might need it to do. I also think the pricing is about 20% higher than it should be — but again I'm at the start of my experience with Method CRM, so I may change my tune after I've learned everything I can about its customization capabilities. As a *plus* for Method CRM, most of the things I dislike about it seem to originate from QuickBooks/QBO — since Method is built to be as integrated with Quickbooks as possible, these kinds of structural limitations are unavoidable, and certainly shouldn't be held against Method. I *do* wish that Method had some inbuilt systems for capturing off-platform communication — for instance, some competitor CRMs will let you BCC all outgoing emails and auto-forward all incoming emails to a specific address for the CRM, and the CRM will then attach all communication to any parties that are in copy. Method really could benefit from something like that! Review collected by and hosted on G2.com.

I really like Method CRM's two-way sync with QuickBooks Desktop, which allows us to seamlessly update and sync customer data. The import feature is also a standout, making bulk contact or customer import super efficient. Setting up the Method 2-way Sync client was fairly easy, which was a great relief. Review collected by and hosted on G2.com.

I really wish Method CRM had a feature to roll back or delete records after a bad import. There's no way to undo an error or a bulk import mistake without reaching out to tech support. Other CRMs have this undo feature, so it doesn't make sense why Method CRM hasn't implemented something similar. Review collected by and hosted on G2.com.

The most helpful thing about method is the external cost input directly calculated into the invoice. Saves a lot of time. Review collected by and hosted on G2.com.

Still learning the system the only issue I had once was the price came out on the end at 0 dollars when I put the amount in at $18. I should have double checked the invoice on my end before sending though. Review collected by and hosted on G2.com.

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 team!

We weren’t initially looking for a CRM platform. We needed something designed for custom manufacturing, and Method CRM has been so much more than it seems. This platform checks every box for us.

It gives our team one place to keep track of customer details, project information, estimates, work orders, invoices, documents, photos, and all the little details that matter when every job is custom.

The QuickBooks sync is also a huge win, and now with Method Pay, we can keep the payment process connected too! Customers can pay through a branded portal, we can collect deposits, and payments sync back to QuickBooks, which makes the whole process feel so much smoother from start to finish. It is now our single source for workflow and communications.

Method CRM has been incredibly adaptable to our needs. It was extremely easy to implement and integrate with Quickbooks Desktop (where MANY softwares won’t). The potential and customizations are ENDLESS, and we can clearly see how it can grow with our business as we fine-tune or adjust our workflow.

Method’s customer support has been outstanding as well. Even their AI chat bot is the most intelligent and efficient bot I have ever communicated with! Their help center, video tutorials, live chat, and expert consultants—everyone has been so professional, helpful, and intuitive. They really want you to succeed.

Moving to a cloud platform was intimidating at first, but Method is always performing smoothly and quickly. It updates me quicker than my team can from out in the field.

Pricing is great as well! We front loaded customizations to create different apps we wanted, and it was still cheaper than other custom software! Review collected by and hosted on G2.com.

I wouldn't change a thing!

The customization platform is unique, but once you understand how it works you can really get an idea of the endless possibilities of how it can be adapted to serve you. There hasn't been an area that was lacking that we couldn't edit to fully serve our needs. Review collected by and hosted on G2.com.

What makes Method CRM truly exceptional is its unparalleled ability to bridge the gap between sales and accounting through its seamless, real-time sync with QuickBooks. This deep integration eliminates the headache of double data entry and ensures that everyone on your team is working with the most accurate, up-to-date financial information. Beyond its technical efficiency, Method stands out as a highly flexible, no-code platform that lets you customize every workflow and field to mirror your unique business processes perfectly.

The platform also provides an incredibly professional experience for your clients through its robust customer portals, allowing them to view and pay invoices with ease. This combination of centralized visibility and automated self-service turns a standard database into a powerful productivity engine. It ultimately provides a "single source of truth" that gives you total confidence in your data and the freedom to focus on growing your business rather than managing spreadsheets. Review collected by and hosted on G2.com.

While Method CRM is a powerhouse for integration, it does have a few minor hurdles to consider. Most notably, there is a small learning curve when first navigating the platform; because it offers such deep customization, it can take a bit of time for new users to feel completely fluent in building out their specific workflows.

Additionally, some users have encountered occasional client and invoice sync issues, particularly when dealing with complex data mappings between the CRM and QuickBooks. These syncing hiccups can sometimes require manual intervention or troubleshooting to ensure that every record matches perfectly across both systems. Review collected by and hosted on G2.com.

We are most impressed by the 2 way syncing Method does with our Quickbooks Desktop. It works great! Also we really like the amount of customization that is able to be done to tailor the CRM to our exact needs. Review collected by and hosted on G2.com.

I think that understanding how to do customizations yourself is a little bit difficult at the beginning, especially if you have no previous customization/computer/programming experience. Review collected by and hosted on G2.com.

I use Method CRM to manage all my customers, leads, and sales activity in one place, which helps me stay organized and follow up properly throughout the sales process. I love how it helps me keep track of quotes, invoices, and customer details without needing to switch between systems. The system is simple and easy to use, making it very helpful for managing everything without having to track everything manually. The quotes feature is great, and I find the CRM incredibly valuable for providing more insights and reminders. The initial setup was super easy, I'd rate it a 10 out of 10. Review collected by and hosted on G2.com.

Maybe a bit more features or AI. Review collected by and hosted on G2.com.

I use Method CRM for invoicing, estimates, and coordinating installations for our business. It does an excellent job with emails, reminders, and payment tracking. I find the support for customizations outstanding, as their support staff are amazing, helping us create very customized applications. Method CRM fits our custom workflows for invoices, estimates, and installation projects perfectly, like a glove. Review collected by and hosted on G2.com.

Better documentation for the audit trail and how to work with that would be great. Training on how to obtain certain data better is needed. The initial setup was a massive undertaking and took a long time and lots of work to reach the current point. Review collected by and hosted on G2.com.