G2

Elias X.

Sales Operations & Vendor Relations Manager

Building Materials

Small-Business (50 or fewer emp.)

9/15/2026

"Efficient Client Management with QuickBooks Sync, Needs Mobile Upgrades"

4.5/5

What do you like best about Method CRM?

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.

What do you dislike about Method CRM?

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.

What problems is Method CRM solving and how is that benefiting you?

Method CRM consolidates our contractor, order, and supplier data, reducing miscommunication and keeping deliveries on schedule. Its QuickBooks sync prevents billing mismatches, saving our lean team time and costly errors. Without IT staff, it's vital for monitoring deliveries and accessing client records quickly. Review collected by and hosted on G2.com.