![Brooke M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brooke M.") BM Brooke M. office manager Small-Business (50 or fewer emp.) 1/29/2025 "Method CRM is SO MUCH MORE than it seems!" 5/5 What do you like best 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 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. What do you dislike about Method CRM? 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 problems is Method CRM solving and how is that benefiting you? To give you an example of our old workflow, we used to keep separate project folders for every order. If a customer wanted to make a change, a folder was misplaced, or an employee needed to add a project note and used a scrap piece of paper, it became very troublesome to track down all the copies and versions of the same order before invoicing. Sometimes I wouldn’t be told a project was invoiceable until DAYS after it was completed. And if a customer called asking for the status of their project, I basically had to call every team member before I could give the customer an update. We wanted all information in one place, and Method CRM makes that possible. It allows our production staff, field technicians, clerical employees, and Managers/Admins to run their tasks in ONE place. Calls and emails are attached directly to the customer file within Method CRM. The production stages for each item on an order are tracked and linked to the work order in real time, so it’s much easier to see where things stand. I can send estimates and invoices and also display helpful documents on the Customer Portal. It also lets my customers view past transactions and estimates, and accept new work within their Portal. It’s professional and branded to us. Everything is optional, too—if I want to hide certain fields or documents from the customer view, I can do that. Method CRM doesn’t confine you to a box. Overall, Method CRM is saving us TIME and MONEY. It helps us work more efficiently and handle a heavier workload without even noticing. For our business, in custom manufacturing, I never thought a platform would serve every need, but it does! Review collected by and hosted on G2.com. Show More Response from Michelle Wong of Method CRM [Editedit](https://www.g2.com/survey_responses/method-crm-review-10779798/official_response/edit) Hi Brooke, thank you for such a detailed review! We're thrilled to hear how well Method is supporting your business' unique workflows and that it has been easy to implement. We are especially delighted to hear that our support team and resources have been helpful as you've gotten up and running. We appreciate your suggestions and will pass that along to the relevant product teams as we continuously strive to improve our product and services. Thank you again for choosing Method! Rating Updated (6/26/2026) Validated ReviewerIncentivizedSource: G2 invite on behalf of seller See what 337 reviewers think of Method CRM 4.4 out of 5 · Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/method-crm/reviews)