Verified User in Transportation/Trucking/Railroad
AT
Small-Business (50 or fewer emp.)
"Tentative Wholehearted Endorsement — just a touch too early to say"
4/5
What do you like best about Method CRM?

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.

What do you dislike about Method CRM?

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.

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4.4 out of 5 · Verified reviews from real users

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