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JK

Jason K.

Commercial Moving Dispatcher

Small-Business (50 or fewer emp.)

3/6/2026

"Streamlined Scheduling with Top-Notch Calendar Feature"

5/5

What do you like best about Method CRM?

I use Method CRM throughout my day to track jobs, scheduling, and accounts. It centralizes information, so communication in the office is streamlined. I love the calendar feature, which has proven to be a powerful tool for our dispatch and project management teams' collaboration. The easy-to-read presentation and the simple editing process make the calendar feature perfect for building and tracking jobs. Also, the initial setup was easy. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I think that training videos and tutorials could be improved. The training tasks need to be directly tied to a tutorial. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Jason, thank you for your thoughtful review. We're glad to hear that Method is helping you stay on top of your jobs, scheduling, and accounts, and that the calendar feature has been a strong asset to your team. We also appreciate your feedback on training resources. We'll be sure to share that with our team as we continue to improve the onboarding experience. Thank you for choosing Method!

WB

whitaker b.

Enterprise (> 1000 emp.)

2/23/2026

"Enhances Territory Management, Needs Better Workflow Automation"

4.5/5

What do you like best 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 keeps track of the doctors I have talked to and visited. The initial setup of Method CRM was easy. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I find the workflow is slow. It could improve my workflow automation. It would help me not have to keep track of little things as much and have a built-in to-do list. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Whitaker, thank you for your review. We're glad to hear that your initial set up was easy and that Method has helped keep your sales process organized. Our team is always happy to help, if you want to explore how we can optimize your workflows feel free to reach out to us at hello@method.me.

JA

Jaime A.

sales development representative

Mid-Market (51-1000 emp.)

4/28/2026

"Efficient CRM with Room for Interface Improvement"

4.5/5

What do you like best about Method CRM?

I use Method CRM to eliminate double data entry, and it gives my sales team access to relevant data. I like the two-way QuickBook sync and self-service customer portals. It helps me a lot because instead of manually doing the emails, it helps me to do it by itself. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Maybe if they use an easy interface, because some people are not able to understand the system. It was not easy. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Thank you for sharing this. Really glad to hear Method is helping you save time and provide your sales team with the data they need.

We also hear you on the interface. Because Method is flexible and can be customized around different business workflows, there can be a learning curve at first. That said, making the experience easier and more intuitive is something our team is always working on. Don't hesitate to reach out to our support team at any time. We really appreciate the feedback.

LM

Lindsey M.

Real Estate Agent

Small-Business (50 or fewer emp.)

5/1/2026

"Easy Opportunity Creation and Activity-Based Reminders"

5/5

What do you like best about Method CRM?

The most helpful part of this method for me is being able to create opportunities and save reminders tied to activities. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

So far, I haven’t come across anything I dislike about it. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Really glad to hear this, thank you!

Being able to create opportunities and tie reminders to activities is such an important part of keeping follow-ups organized. Great to hear that part of Method is working well for you.

We’re also happy to hear Method has been customized to fit your business’ needs. That’s exactly what we’re here for. Appreciate you taking the time to share this.

AW

Anne W.

Controller

Small-Business (50 or fewer emp.)

9/16/2025

"Best CRM for QBO + Custom Workflows"

5/5

What do you like best about Method CRM?

The two-way sync with QuickBooks Online was a must-have and works flawlessly. Implementation was straightforward, and we now use it every single day. The customization options have been outstanding, letting us tailor workflows to match how we actually operate. Method has filled gaps in our processes that other CRMs couldn’t address, making our team more efficient without forcing us to change the way we work. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Because there are so many customization options, it can take a little time upfront to set things up exactly how you want them. Also, user-level customizations are limited — most adjustments require a customization appointment. That said, the appointments are pleasant, and the Method team has been easy to work with and quick to understand what we need. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Anne, thank you for taking the time to leave such a detailed review! We're thrilled to hear that Method's QuickBooks sync and customization options have made a real difference for your workflows. We understand that setup can take some time, but we're glad our team has been easy to work with and supportive along the way. Your feedback is very valuable to us, and we’re excited to continue supporting your team as you grow with Method. Thank you again!

CB

Christopher B.

2/2/2026

"Streamlines Field Service with QuickBooks Integration"

4.5/5

What do you like best about Method CRM?

I like the ability to see variations of different work order statuses at a glance, and how easily I can add and remove items. I also appreciate being able to add photos to the tickets. The integration with QuickBooks and customization features are very helpful for our work order management. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Our payroll pulls from Method CRM, so if we remove or add labor items, it will adversely affect the payroll. We have to wait to move them to QuickBooks before making hour-related adjustments. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Christopher, thank you for your review! We're glad to hear that Method has been helpful in managing work orders more efficiently, from tracking statuses at a glance to customized features and our integration with QuickBooks. Your feedback is appreciated as we strive to continuously improve our product and services. Thank you for choosing Method.

CV

Cindy V.

Small-Business (50 or fewer emp.)

3/23/2026

"Seamless QuickBooks Integration, Stellar Support"

5/5

What do you like best about Method CRM?

I had another great experience with Method CRM as they're always eager to find solutions to our needs, allowing us to get the most out of the software. I also appreciate its integration with QuickBooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I find the inability to do accounting within the same software a downside. The initial setup was cumbersome, though it has been worth it. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Cindy, thank you for your review. We're so glad to hear that you've had a positive experience with our team and that our QuickBooks integration is a stand out feature adding value to your business. Your feedback is important to us as we strive to continuously improve our product and services. Thank you again!

K

Kyle .

Small-Business (50 or fewer emp.)

4/29/2026

"Streamlines Operations, Needs Better Opportunity Tracking"

4/5

What do you like best about Method CRM?

I use Method CRM for scheduling text, invoicing, and opportunity tracking, which helps in streamlining day-to-day operations. As a new user today of an existing Method CRM instance, it has been fantastic. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Right now, I would have to say that opportunity tracking could be enhanced. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Really glad to hear this, thank you!

It's great to hear that Method has helped streamline your day-to-day operations through our text, invoicing, and opportunity tracking features. We hear you on wanting more enhanced opportunity tracking and will pass that onto the team as we continue to improve the Method experience.

We appreciate you sharing this and thank you for choosing Method.

AE

Verified User in Environmental Services

Small-Business (50 or fewer emp.)

6/2/2026

"Seamless QuickBooks Integration That Just Works"

4.5/5

What do you like best about Method CRM?

I like how seamlessly it integrates with QuickBooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The setup process was a little clunky and we had several calls to the developer to get it worked up. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Really glad to hear it, thank you.

Having your sales team's activity synced with QuickBooks in one place is exactly what we're here for. We hear you on the setup work, and we're always working to make that smoother! The advantage of the setup is that you get a system that is fully fits how your business actually works. Glad we got you up and running.

UC

Verified User in Construction

Small-Business (50 or fewer emp.)

5/4/2026

"Method CRM Keeps Jobs, Opportunities, and Activities Organized in One Place"

5/5

What do you like best about Method CRM?

It helps us keep track of all our jobs, opportunities, and activities in one place, which makes it much easier to stay organized. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I haven’t experienced any downsides to using Method CRM so far. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Thank you for sharing this, really glad to hear it.

Keeping jobs, opportunities, and activities in one place is exactly what we want Method to help with. When everything is easier to track, it makes a big difference for staying on top of the work happening across the business.

Also great to hear that the customization is helping Method fit the way your team actually works. That’s a huge part of what we aim for. Appreciate you taking the time to leave this review!