# Method CRM Reviews **Vendor:** Method Integration Inc. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 337 ## About Method CRM Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is rated #1 QuickBooks CRM on G2. 4.4/5 stars from 300+ verified reviews. ## Method CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** in Method CRM, highlighting its clean interface and adaptability for workflows. (19 reviews) - Users value the **easy customization** features of Method CRM, enhancing workflow management and client interaction. (19 reviews) - Users value the **seamless integration with QuickBooks** , allowing for efficient workflows and real-time data syncing. (14 reviews) - Users praise the **outstanding customer support** of Method CRM, experiencing prompt assistance and a commitment to user success. (12 reviews) - Customization Options (8 reviews) - Efficiency (8 reviews) - Intuitive (8 reviews) - Users praise the **seamless integration** with QuickBooks, enhancing efficiency and reducing the risk of duplicate efforts. (8 reviews) - User-Friendly (8 reviews) - Users value the **easy integration** with QuickBooks, enhancing workflow and eliminating duplicate efforts in customer management. (7 reviews) **What users dislike:** - Users note a **steep learning curve** for new users, making the initial setup process challenging and overwhelming. (7 reviews) - Users find **limited customization** troublesome, as changes require costly developer support, complicating updates and adjustments. (6 reviews) - Users experience **bugs and glitches** in Method CRM, affecting performance and resolution of smaller issues. (5 reviews) - Users find **customization costs** for Method CRM to be high, leading to increased expenses for necessary updates. (4 reviews) - Users find the **missing features** in Method CRM limit its functionality for comprehensive business needs. (4 reviews) - Slow Performance (4 reviews) - CRM Issues (3 reviews) - Delays (3 reviews) - Not Intuitive (3 reviews) - Slow Loading (3 reviews) ## Method CRM Reviews ### 1. Bridging the Gap Between Sales and Success **Rating:** 5.0/5.0 stars **Reviewed by:** Marlayna V. | Sales, Marketing & Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Method CRM?** 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. **What do you dislike about Method CRM?** 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. **What problems is Method CRM solving and how is that benefiting you?** Method CRM primarily solves the frustration of fragmented data by creating a seamless, real-time bridge between sales activities and accounting. By eliminating the need for double data entry into QuickBooks, it resolves the common problem of manual errors and saves hours of administrative "grunt work" every week. This integration benefits you by ensuring that your entire team is always looking at a single source of truth, allowing sales and accounting to stay perfectly aligned on customer history, invoice statuses, and payment details without constant back-and-forth communication. Beyond just syncing data, the platform addresses the limitations of "cookie-cutter" software by offering a highly customizable, no-code environment that can be tailored to your specific business logic. This flexibility, combined with automated features like client payment portals, directly improves your cash flow and operational efficiency. Ultimately, Method functions as a scalable productivity engine that grows alongside your business, providing the clarity and professional edge needed to focus on high-level strategy rather than getting bogged down in repetitive manual tasks. **Official Response from Michelle Wong:** > Hi Marlanya, thank you for such a thoughtful review. We're thrilled to hear that our deep integration with QuickBooks, customizability, and features such as customer portals have been so valuable to you. We appreciate your feedback and if our team can support you at any time, please don't hesitate to reach out at hello@method.me. Thanks again for choosing Method! ### 2. Effortless CRM with Excellent Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler M. | Digital Marketing Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Method CRM?** 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. **What do you dislike about Method CRM?** Maybe a bit more features or AI. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM to manage customers, leads, and sales activity in one place, staying organized and tracking everything without manual effort. It provides insights and reminders, eliminating the need to switch systems. **Official Response from Michelle Wong:** > Hi Tyler, thank you for such a thoughtful review. We're so thrilled to hear that Method has helped you stay organized and on top of your sales process in such a meaningful way. Your feedback means a lot to us, thank you again. ### 3. Customizable CRM with Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Paul . | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Method CRM?** 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. **What do you dislike about Method CRM?** 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. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM for invoicing, estimates, and installation coordination. It handles emails, reminders, and payment tracking excellently, fitting our customized workflows perfectly. ### 4. Essential CRM for QuickBooks Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Stever B. | Banking Operations & Compliance Officer, Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Method CRM?** I really like Method CRM's deep, real-time integration with QuickBooks. This makes it unique and invaluable for our B2B operations, as it's not just syncing basic contact data. Instead, it keeps customers, invoices, payments, estimates, and transaction history fully aligned between sales and accounting, which eliminates double data entry and human errors. I also appreciate how user-friendly and straightforward the system is. Our team quickly adapted to using it without extensive training, and daily tasks like updating leads, creating invoices, and tracking customer interactions feel intuitive. The customer portal is another big plus, allowing clients to view invoices, make payments, and submit requests independently, saving us a lot of administrative time. The initial setup was surprisingly straightforward, which was a pleasant surprise compared to other CRMs we've used. For any B2B business using QuickBooks and needing a reliable CRM that aligns sales and accounting without fuss, Method CRM delivers stability, efficiency, and practical value. **What do you dislike about Method CRM?** The user interface looks a bit outdated compared to modern CRM tools, and some navigation feels slower or less intuitive than we’d like. Simple actions can take extra clicks, and the overall design isn’t as clean or modern as competitors. Customization is possible but can be tricky. More advanced workflows, custom fields, and pipeline adjustments sometimes require technical setup or support help, rather than being easy to modify in-house. We also noticed that some reporting options are basic, lacking deeper B2B sales analytics and visual dashboards we’d prefer for forecasting. Third-party integrations outside of QuickBooks are more limited, especially with European tools like popular DACH accounting software, local payment providers, or common marketing platforms. This forces us to use workarounds for certain workflows. **What problems is Method CRM solving and how is that benefiting you?** Method CRM solves our data entry issues by syncing with QuickBooks, reducing errors and saving time. It organizes customer interactions, making them easy to track. The customer portal cuts support work by letting clients manage invoices and requests. It streamlines our B2B operations, keeping sales and accounting aligned. **Official Response from Michelle Wong:** > Hi Stever, thank you for such a detailed and thoughtful review. We're glad to hear that Method has reduced manual work and helped keep your team aligned. It's great to know that the set up was easy and that features such as the customer portal have added value. We also appreciate your feedback on areas we can improve and will pass that information along to the appropriate teams. Your insights are valuable to us as we continuously strive to improve the product and our services. Thank you again for choosing Method! ### 5. Essential for Renewal Management and Revenue Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Misty D. | Administrator, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Method CRM?** Method CRM has been especially effective for managing our annual renewal contracts. It helps us stay on top of renewals and ensures we catch add-ons that increase the cost of renewals each year, which has been extremely valuable for accuracy and revenue tracking. **What do you dislike about Method CRM?** The main downside for us is that due to the level of customization, any changes require paid developer support. A small change can sometimes affect other areas of the system, so it’s critical that updates are handled by someone very familiar with how everything works. This makes changes more expensive, but also necessary to maintain stability. **What problems is Method CRM solving and how is that benefiting you?** Method CRM solved our challenge with accurately tracking Monthly Recurring Revenue (MRR). They set up a solution that allows us to import our monthly reports and easily sort the data by TSD and customer. This gives us clear visibility into our revenue by TSD, by customer, or both, making reporting and analysis much more efficient and accurate. **Official Response from Michelle Wong:** > Hi Misty, thank you for your thoughtful review. We’re glad to hear that Method has helped your team better manage renewals, track add-ons, and get clearer visibility into your MRR. You’re totally right—highly customized systems need careful handling to avoid unintended impacts. Our team is here to support those changes, and we appreciate your understanding that this can involve additional fees. Your feedback means a lot to us and we appreciate you choosing Method! ### 6. Complex Customization, Poor Support **Rating:** 0.5/5.0 stars **Reviewed by:** wade m. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Method CRM?** Never implemented **What do you dislike about Method CRM?** The customization process with Method CRM is really cumbersome and costly. Instead of allowing a general overview, you have to handhold through each button click, which just draws out the whole process. Then they charge for every little change instead of just making them on the call. It's also problematic that information is spread across different areas and isn't user-friendly for sales reps. I never even got to the point of using the software because after meeting with their customization expert, I realized it wouldn't be a good fit and asked for a refund. But they stopped responding, and even after trying to get in touch with the team lead, it was just a dead end, sticking strictly to their policy without a solution. The initial setup was terrible too, and I had to rate them a one because they wouldn't refund the deposit although no actual work began. **What problems is Method CRM solving and how is that benefiting you?** Method CRM was supposed to be completely customizable, but the customization process is really cumbersome and costly. You have to handhold through every step, which isn't user-friendly, and information is scattered across areas. It also doesn't allow placing everything in the same area. **Official Response from Michelle Wong:** > Hi Wade, thank you for taking the time to sharing your experience. We're sorry to hear that the implementation and customization process did not meet your expectations. Our team strives to be transparent about our customization process, agreements, deposits, and refund policies before any work begins. Our records show that a customization agreement was signed and all communications and refund requests were handled in accordance with the agreed-upon terms. We understand you see this situation differently, and we're sorry it didn't work out. Our team made multiple attempts to offer solutions within our policy. We understand that circumstances can change, and that can be frustrating. If you wish to further this conversation, you can connect with a member of our team at hello@method.me ### 7. Method CRM’s Screen Layout Makes Customer History and Activity Easy to Access **Rating:** 4.5/5.0 stars **Reviewed by:** Ray B. | sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Method CRM?** The best thing about Method CRM is screen arrangement. Left side has all the possible information to see customer history and spending habits. Contact information and activities are easy to access. **What do you dislike about Method CRM?** Currently the only thing is not being able to create a blanket purchase order in Sales Orders. **What problems is Method CRM solving and how is that benefiting you?** Being able to access customer data is the most important thing, the ability to find all of this information in customer profiles benefits me the most. ### 8. Robust CRM with Unmatched QuickBooks Sync and Integration Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Hari G. **Reviewed Date:** February 02, 2026 **What do you like best about Method CRM?** I really appreciate the unmatched two-way QuickBooks sync with Method CRM. The customer self-service portals are also something I find quite valuable. Additionally, I admire the trusted integration ecosystem that Method CRM offers, alongside its extensive customization options which are crucial for me. Scalability is another great aspect for service businesses using this platform. The initial setup was straightforward and user-friendly, especially for QuickBooks users, as it's designed to bridge the gap between CRM and accounting functionality quickly. **What do you dislike about Method CRM?** I dislike API rate limits because they are problematic for high-volume data needs, especially when syncing with Xero where there's a limit of 60 calls per minute. I also experience occasional lag and performance issues during large-scale operations, which could be smoother. Additionally, the real-time QuickBooks sync, although a core feature, sometimes has glitches and slow synchronization that could be more robust. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM for workflow automation, customer self-service, and sales pipeline management. It integrates seamlessly with QuickBooks, allowing for easy accounting and CRM functionality bridging. **Official Response from Michelle Wong:** > Hi Hari, thank you for your thoughtful review. We're thrilled to hear how much value you're getting from Method's two-way Quickbooks sync, customer portals, and customization options–especially as your business scales. It's also great to know the initial setup felt intuitive and helped bridge the gap between CRM and accounting quickly. Your feedback is appreciate as we strive to continuously improve our product and services. Thank you for choosing Method! ### 9. Streamlined Scheduling with Top-Notch Calendar Feature **Rating:** 5.0/5.0 stars **Reviewed by:** Jason K. | Commercial Moving Dispatcher, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2026 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM to track jobs, scheduling, and accounts. It centralizes information, streamlining office communication. The calendar feature is invaluable for project management and dispatch, thanks to its easy presentation and simple editing. **Official Response from Michelle Wong:** > 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! ### 10. Enhances Territory Management, Needs Better Workflow Automation **Rating:** 4.5/5.0 stars **Reviewed by:** whitaker b. | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2026 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** I like Method CRM because it keeps my sales process organized, helps track data, and lets me know what areas of my territory are selling. It tracks which doctors I've visited, but the workflow could be faster and better with automation to reduce manual tracking. **Official Response from Michelle Wong:** > 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. ### 11. Efficient CRM with Room for Interface Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Jaime A. | sales development representative, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM to eliminate double data entry and provide my sales team with access to relevant data. ### 12. Easy Opportunity Creation and Activity-Based Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey M. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **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. **What do you dislike about Method CRM?** So far, I haven’t come across anything I dislike about it. **What problems is Method CRM solving and how is that benefiting you?** Method has been able to be customized to fit our business’s needs. ### 13. Best CRM for QBO + Custom Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Anne W. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** Method CRM seamlessly syncs with QuickBooks Online, eliminating duplicate entry, and its customization lets us create app routines that automate repetitive tasks. It’s streamlined our workflows and become a tool we depend on daily. **Official Response from Michelle Wong:** > 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! ### 14. Streamlines Field Service with QuickBooks Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher B. **Reviewed Date:** February 02, 2026 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM for work order management, and it solves QuickBooks interface issues with customizable features, but payroll adjustments can be tricky before syncing with QuickBooks. **Official Response from Michelle Wong:** > 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. ### 15. Seamless QuickBooks Integration, Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy V. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **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. **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. **What problems is Method CRM solving and how is that benefiting you?** Method CRM helps with mobile service techs and billing for customers, and its integration with QuickBooks is a standout feature. **Official Response from Michelle Wong:** > 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! ### 16. Streamlines Operations, Needs Better Opportunity Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle . | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **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. **What do you dislike about Method CRM?** Right now, I would have to say that opportunity tracking could be enhanced. **What problems is Method CRM solving and how is that benefiting you?** Method CRM streamlines day-to-day operations by managing lead activity, invoicing, scheduling, and opportunity tracking. ### 17. Method CRM Keeps Jobs, Opportunities, and Activities Organized in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **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. **What do you dislike about Method CRM?** I haven’t experienced any downsides to using Method CRM so far. **What problems is Method CRM solving and how is that benefiting you?** We really appreciate how customizable Method CRM is, and how well it can be tailored to match our business’s needs. ### 18. Customizable, High-Performance, and Backed by Reliable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Package/Freight Delivery | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Method CRM?** It is customizable to meet our needs. It has enhanced performance and the support is reliable. **What do you dislike about Method CRM?** It is not fully integrated with Quickbooks. There are some apps that do not link transactions together from Method to Quickbooks. **What problems is Method CRM solving and how is that benefiting you?** It has been helping with productivity and accuracy. To maintain consistency throughout the flow. **Official Response from Michelle Wong:** > Hi there, thank you for your review. We're glad to hear that Method has helped your business improved productivity and accuracy. It's also great to know that that our team has been able to provide reliable support and help you customize the software to your needs. We're excited to continue supporting your business as you grow with Method. Thanks again! ### 19. Seamless QuickBooks Integration, Highly Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Patience N. | Software & CRM Reviewer | Small Business Enthusiast, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Method CRM?** I love the seamless integration with QuickBooks, which aligns perfectly with my customer and invoice management, saving me from duplicate efforts. The high level of customization allows the platform to adapt to my workflow rather than forcing me to adjust to it. This ability to optimize my personalized workflow and keep everything synced between sales and accounting makes a big difference in my daily operations. I appreciate having reliable customer support and the continuous improvements through new updates. Overall, the flexibility, ease of use, and strong account integration make it a CRM I would confidently choose again. **What do you dislike about Method CRM?** I found the initial setup process of Method CRM to be quite challenging and overwhelming, especially for new users or those who are not very technical. The system offers a lot of flexibility and customization options, which is great in the long run but can lead to a steep learning curve initially. Additionally, the interface could use a modern update, and I would like to see deeper integration with other popular tools such as Zapier, WhatsApp, or social media platforms to enhance communication and optimization all in one place. **What problems is Method CRM solving and how is that benefiting you?** Method CRM centralizes customer data, automates follow-ups, and syncs with QuickBooks, saving me time and reducing errors while enhancing communication and business oversight. **Official Response from Michelle Wong:** > Hi Patience, thank you for such a detailed review! We’re so glad to hear that Method’s QuickBooks integration, flexibility, and customization options have helped streamline your workflow and keep everything running smoothly day-to-day. It’s also wonderful to hear that our support team and ongoing product updates have been valuable to you. We appreciate your insight on setup complexity, the interface, and deeper integrations. We're always working to improve our product and services so your feedback is valuable to us. Thank you again for choosing Method! ### 20. Great CRM for SMBs Looking for QuickBooks Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Harper L. | operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Method CRM?** What stands out most is how seamlessly Method integrates with QuickBooks. All customer, invoice, and estimate data syncs in real time, eliminating manual entry and reducing errors. The CRM is also highly customizable we’ve tailored it to match our workflows using drag-and-drop tools and no code automation. Their customer support team is outstanding, offering personalized onboarding and quick responses to setup questions. **What do you dislike about Method CRM?** The interface feels slightly outdated compared to some modern CRMs, and the learning curve for customization can be steep if you don’t have prior experience with workflow automation. Also, some features like reporting and visual dashboards could be more advanced or visually polished. **What problems is Method CRM solving and how is that benefiting you?** Method:CRM helps us eliminate double data entry by syncing seamlessly with QuickBooks, saving time and reducing errors. It also streamlines our sales process with customizable workflows and keeps all customer info in one place, so our team can follow up faster and serve clients better. Overall, it's made our operations more efficient and our customer relationships stronger. **Official Response from Michelle Wong:** > Hi Harper, thank you for your review! We're thrilled to hear that Method’s real-time QuickBooks sync and no-code customization tools have helped streamline your workflows and reduce manual entry. We also appreciate your kind words about our support team! Your feedback on the interface and reporting features is incredibly helpful as we're always working to improve the user experience. Thank you for choosing Method! ### 21. Great for Tracking Customers and Scheduling Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Method CRM?** It helps me keep track of all of our customers and schedule appropriate follow ups. **What do you dislike about Method CRM?** Merging people that are entered seems to have quite a few restrictions which I find frustrating, especially when we've accidentally entered the same entity twice. When we delete someone I would like them to be completely gone instead of still showing up. **What problems is Method CRM solving and how is that benefiting you?** None that I know of. **Official Response from Michelle Wong:** > Hey there, thank you for your review. It's great to hear that Method is helping you stay on top of follow-ups and customer management. We understand how frustrating duplicate records can be and your feedback is important to us as we strive to continuously improve our product and services. That feedback will be passed on to the appropriate teams and we appreciate you taking the time to share your experience. Thank you again for choosing Method. ### 22. Effective for Customer Management but Needs Better Tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Andrews A. **Reviewed Date:** September 16, 2025 **What do you like best about Method CRM?** I find Method CRM helpful for solving customer complaints and verifying customer records, which aids in business management. It excels in accessing and retrieving data efficiently, benefiting my workflow. The system supports my customer service, helped by its integration with Zendesk. **What do you dislike about Method CRM?** I find setting up and getting used to Method CRM quite difficult initially. It has been a bit challenging for me to grow and become accustomed to its functionalities. Additionally, I think the tracking system could be improved. It would be beneficial if the engineers could enhance the system to aid users in tracking sales locations and the subsequent use of products more effectively. **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM to solve customer service issues by checking records to verify claims, which improves the management of my business, especially in resolving complaints and verifying wrongs and mistakes. **Official Response from Michelle Wong:** > Hi Andrews, thanks for your review. We're glad to hear that Method is helping improve your customer management and business workflows. We also appreciate your feedback about tracking and usability, our team is always looking for ways to improve the user experience and insight like yours helps us do that. We're excited to continue supporting your business as you grow with Method, thank you! ### 23. Clean, Intuitive, and Effortless to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Dave R. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Method CRM?** The interface is extremely clean, making it very easy to use. Everything is presented clearly, which I really appreciate. **What do you dislike about Method CRM?** Sometimes it won’t load and that’s annoying **What problems is Method CRM solving and how is that benefiting you?** Keeps my many accounts in order and on track **Official Response from Michelle Wong:** > Hi Dave, thanks for taking the time to share your feedback. We're glad to hear that Method has been intuitive to use and helps keep your accounts organized. We completely understand how frustrating occasional loading issues can be and our team is always working to make the platform more reliable. We're excited to continue supporting your business as your grow with Method. Thanks again! ### 24. Review for Method Software Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda A. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Method CRM?** We've had a great experience using Method. The service has been consistently reliable, and the platform itself is accessible and user-friendly. Communication with the team has been smooth—our questions are always answered promptly, and any issues we’ve encountered have been resolved efficiently. Overall, Method provides strong support and delivers on what it promises. **What do you dislike about Method CRM?** I do not have any suggestions for improvement **What problems is Method CRM solving and how is that benefiting you?** Method CRM is helping us build a custom invoicing and tracking system that fits the specific needs of our business. Before, we were limited by generic tools that didn’t align with our workflows. With Method, we’ve been able to streamline how we manage customer data, send invoices, and track job progress—all in one place. This level of customization has improved our efficiency, reduced manual errors, and made it easier for our team to stay organized and responsive. **Official Response from Michelle Wong:** > Hi Amanda, thank you for your review. We're thrilled to hear that you've had a great experience using Method both in the product and working with our team. Your feedback means a lot to us, thank you! ### 25. Initial Reaction to Method **Rating:** 4.0/5.0 stars **Reviewed by:** Brian M. | Brand Master and Senior Lead Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Method CRM?** The base features of Method CRM seem, at first blush, to provide a solid basis from which to manage your customer relationship efforts. Of course, it will take a little getting used to, but it seems as though it’s well laid out, relatively intuitive, and simple to navigate. We will be requesting a few custom Integrations to help our process run smoother, but the fact that those are available is a definite plus. Update: We had a list of five initial Customization and/or featureintegration requests. Of those 53 were already available modules while the other two would take some customization. We are currently waiting for a bid on the cost of those customizations. I’ve only had the software for a few days and I’m currently diving in to see and use some of the more in-depth features of the software. That said, when I have had questions or inquiries that needed to be answered, they were swiftly resolved once I got to a human CSR. Every representative I’ve spoken with has been kind, patient, and very knowledgeable to the level of their position (i.e.: I’m not expecting a customer service representative to have all the answers about the customization process, etc.) **What do you dislike about Method CRM?** Some of the default settings are a little bit difficult to get used to as they don't fit our needs. Most are minor while others are more bothersome adlnd extraneous. I’m told that the customization route could resolve some of these issues so I’m hoping that is the case. **What problems is Method CRM solving and how is that benefiting you?** Having a single repository of customer, data and information has been the tremendous upgrade to our previous “system“ where everyone’s notes and info were siloed on their individual computer systems. This has improved our continuity and track ability with fewer, if any, client inquiries falling through the cracks. this has led to a more consistent client experience and less backtracking and wasted time in client management. I know all CRM’s work to provide this consolidation of information but Method seems to fit our needs relatively well so far. **Official Response from Michelle Wong:** > Hi Brian, thank you for such a detailed review! It's fantastic to hear that you're finding Method intuitive to navigate and that our support team has been helpful throughout your setup. We appreciate your feedback about default settings and our team is here to help customize the platform to best fit your organization's needs. Thank you again for choosing Method! ### 26. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Mario O. | Technician Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Method CRM?** Method CRM has been a game-changer for our workflow. It's incredibly user-friendly, integrates seamlessly with QuickBooks, and helps us stay organized with leads, contacts, and follow-ups. The customization options are a huge plus, and their support team is responsive and helpful. Highly recommend for any small business looking to streamline operations! **What do you dislike about Method CRM?** Please add dark mode. My eyes get tired from the white screen. **What problems is Method CRM solving and how is that benefiting you?** Method CRM helps us solve several key problems: disorganized customer data, inefficient follow-ups, and the lack of integration between our CRM and QuickBooks. By centralizing customer information and automating tasks like follow-ups and invoicing, it saves us time and reduces manual errors. The real-time sync with QuickBooks ensures our team is always working with the most up-to-date info, which has improved both our internal workflow and customer experience. **Official Response from Michelle Wong:** > Thanks for the review, Mario. We are glad to hear that Method has helped your team stay organized, save time, and reduce manual error. We are also thrilled to hear that our support team has been helpful. Your feedback for a dark mode has been noted as we're always working to improve the user experience. Thank you for your recommendation, it means a lot to us! ### 27. Method CRM **Rating:** 3.5/5.0 stars **Reviewed by:** dave s. | Sales Mgr, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Method CRM?** Great way to capture new leads, track opportunities and simple ways to keep things on track by creating activities to help remember to follow up with opportunities - has already saved me from losing 2 opportunities to neglect (forgetfulness). Very easy to use. I use it daily. Love that I can use this anywhere I am as long as I have internet i can check my leads. Very easy to implement and intergrate with Quickbooks **What do you dislike about Method CRM?** Only Issue we are having is sync engine not performing as we want - Method team is very active in helping to resolve anything that happens. **What problems is Method CRM solving and how is that benefiting you?** keeping track of opportunities and Leads. We are also using it to trach tech times and workorders as well as creating estimates and invoices. **Official Response from Michelle Wong:** > Hi Dave, thank you for taking the time to leave this review. We’re so happy to hear that Method has helped you stay organized and keep opportunities on track. Your feedback on the sync engine is noted and we’re glad to hear our team is already working closely with you to resolve it. Your feedback is valuable to us and we thank you for choosing Method. ### 28. Easy Contact Management, but Mobile Search Glitches **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2026 **What do you like best about Method CRM?** It stores all contact info and easy to navigate **What do you dislike about Method CRM?** It does have a few glitches, mostly in the mobile app. When I try to search for a contact that I’ve copied and pasted, the search field sometimes greys out, and then I can’t use it. **What problems is Method CRM solving and how is that benefiting you?** It's helping me organize all my leads and customers **Official Response from Michelle Wong:** > Hi there, thank you for taking the time to write this review. We're glad to hear that Method is helping your team stay organized with leads and customers. We appreciate the feedback on the mobile experience and apologize that it did not meet expectations. We are always looking for ways to improve the platform and will pass this on to the relevant product teams. Thank you again. ### 29. Effortless Integration with a range of tools **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher D. | Website Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Method CRM?** I like Method CRM for its simple integration with other tools like Formstack and Zapier. **What do you dislike about Method CRM?** Nothing that springs to mind **What problems is Method CRM solving and how is that benefiting you?** I use Method CRM to integrate a client's lead generation form and manage leads effectively. **Official Response from Michelle Wong:** > Hi Christopher, thank you for your review. We're so glad to hear that Method has provided you with a seamless integration experience. We appreciate your feedback and recommendation. Thank you for choosing Method. ### 30. When I have a problem with method they respond back to me immediately. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael F. | Appointment maker, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Method CRM?** Ease of Use Customer support Number of features **What do you dislike about Method CRM?** Does not have any dislike with method It is good **What problems is Method CRM solving and how is that benefiting you?** Results to get appointments **Official Response from Michelle Wong:** > Hi Michael, thank you for your review. We're so happy to hear that you've had a great experience with Method — especially when it comes to ease of use, the number of features, and the support from our team. We're excited to continue supporting your growth. Thank you again for choosing Method! ### 31. Quick and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Hilary G. | Market Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Method CRM?** I love methods to manage my business it's very organized, has never failed me and I get to have support at all times, I receive a response for any questions I may have very quickly and get all my questions answered. **What do you dislike about Method CRM?** It is a little old school, would love to have an easier time to manage it **What problems is Method CRM solving and how is that benefiting you?** Keeping all contacts and activities in one place ! **Official Response from Michelle Wong:** > Hi Hilary, thank you for your review! We're thrilled to hear that Method has been able to help your business stay organized and that our support team has been helpful. We're excited to continue supporting your business as you grow with Method, thank you again! ### 32. Small business CRM powerhouse **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Method CRM?** Customizability, Many Features and more! **What do you dislike about Method CRM?** Learning Curve to understand how to use. **What problems is Method CRM solving and how is that benefiting you?** We needed a CRM that not only kept track of current customers and new leads, but also use for invoicing, sending estimates and able to get electronic approvals. It is also helpful in keeping track of product inventory. **Official Response from Michelle Wong:** > Hi Nicholas, thank you for your review. We're glad to hear that Method's customizability and features have been valuable to your team! We understand there can be a learning curve and we are here to support you every step of the way. Thank you for sharing your experience, we appreciate your recommendation. ### 33. Method for making your work easier **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina F. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Method CRM?** Methods system helps you track jobs, invoices, payments, Sales, and everyone on your team has the ability to track their work. You can get the basics and as you grow add more apps to your dashboard **What do you dislike about Method CRM?** That it doesn’t have everything a business needs. Like the financial side, and payroll, and employee hr and clock in benefits. Companies need an ALL in one system **What problems is Method CRM solving and how is that benefiting you?** Day to day sales, customers and payments **Official Response from Michelle Wong:** > Hi Sabrina, thank you for your review! It's great to hear that Method is helping your team stay on top of jobs, sales, and customer communications. We appreciate the desire for a more all-in-one solution that includes financial/HR tools and thank you for the insight. Your feedback is valuable to us and we thank you for choosing Method. ### 34. We tried and failed for months until we found Method CRM. It continues to amaze us! **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke M. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Method CRM?** Our business is very unique. Custom production per order that requires communication in several departments and multiple stages to complete each item on an order. We're not quite manufacturing, not driven on purchase orders, not based on customer communications and Method CRM is so adaptable to our needs. It is extremely easy to implement the service and integrate with Quickbooks Desktop (where MANY softwares won't). The customizations are ENDLESS so we can certainly see how it can grow with our business as we fine-tune and get comfortable with eliminating our paper trails of everything, everywhere! When a customer calls we can quickly see the status of tracked activities, where we are at with a project, and the communications log between multiple employees and the customer. Method'd customer support has been outstanding. Their help center, video tutorials, live chat, expert consultants... everyone has been so very professional, helpful and intuitive. They really want you to succeed. We use it EVERY DAY now! **What do you dislike about Method CRM?** Nothing. The customization platform is different than i am used to, but it is very much like Excel so 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. I haven't scratched the surface yet and it has been well worth the efforts and initial stress of making a change in our old routines. One suggestion would be to find a type of way to implement Quickbooks Desktop Intuit Payments. If there was a way to allow our customers to make payments on the Portal using our desktop payments link or similar it would put the cherry on the cake! For now we have created a credit card authorization form at the time of signing and accepting the estimate and this allows us to process manually. **What problems is Method CRM solving and how is that benefiting you?** We used to have project folders for every order. If a customer wanted to make a change or the folder was misplaced or an employee needed to make a project note and used a scrap piece of paper, it was very troublesome to track all copies of the same order prior to invoicing the project. We wanted all information in one place. Method CRM allows our production staff, field technicians, clerical employees, and Managers/Admins to run all of their tasks on ONE place. Calls and emails are attached to the customer file within Method CRM. Stages in production for each item on an order is tracked and linked to the work order. I can send estimates and invoices, display helpful documents on the Customer Portal. Allow my customers to see past transactions and estimates and accept new work within their Portal. Its professional and its branded to us. **Official Response from Michelle Wong:** > 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! ### 35. Very Poor Experience, Waste of Time **Rating:** 0.0/5.0 stars **Reviewed by:** Ashley P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Method CRM?** I didn't like anything about Method CRM. **What do you dislike about Method CRM?** Every aspect was awful. Long, drawn out process that got us no where. Complete waste of time and no accountability was taken. Beware of working with this company if you are looking to implement a CRM. **What problems is Method CRM solving and how is that benefiting you?** Nothing was solved. We had to cancel. **Official Response from Michelle Wong:** > Hi Ashley, thank you for taking the time to share your feedback. We're very sorry to hear that your experience with Method was disappointing. We know how valuable your time is and it's unfortunate that we couldn't deliver the kind of support or results you were expecting. Our goal with every implementation is to create a clear and collaborative partnership, but we understand in your case that things didn't come together as they should have. Your feedback is important to us and we take it seriously as we continue to improve our processes. We'd appreciate the opportunity to learn more about what went wrong and how we can do better. To speak with a member of our team, you can reach out to us at hello@method.me ### 36. Works **Rating:** 2.5/5.0 stars **Reviewed by:** Mathias B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Method CRM?** Works well to allow my field sales personnel to enter their orders into our Quickbooks OF system **What do you dislike about Method CRM?** I don't like that everything is 2-way sync. Some lists should be one-way only. **What problems is Method CRM solving and how is that benefiting you?** Sales people submit orders to Quickbooks **Official Response from Michelle Wong:** > Hey Mathias, thank you for taking the time to leave this review. We're happy to hear that Method is helping your field sales team efficiently enter orders into QuickBooks. Your note on sync preferences is appreciated and we'll be sure to pass that on to the relevant product teams. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again. ### 37. Happy New Customer With Method **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus B. | Director of Sales & Service, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Method CRM?** I enjoy how it organizes all sales data for real time data sharing. **What do you dislike about Method CRM?** i do not like how short the character spaces for sales entry. **What problems is Method CRM solving and how is that benefiting you?** it has made data reporting in sales module efficient and organized. **Official Response from Michelle Wong:** > Hi Marcus, Thanks for your review! We're glad to hear that Method has helped make your sales data more organized and efficient to report on. We also appreciate your feedback as our team is always looking for ways to improve the user experience and insight like yours helps us do that. We're excited to continue supporting your business as you grow with Method, Thank you! ### 38. I use method everyday and it is great and easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Gavin G. | Customer Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Method CRM?** The auto calculating margins are the most helpful. It handles a lot of the work for you. **What do you dislike about Method CRM?** I dislike that there is not a rounding feature after the margins. I would like each item to be rounded up to the nearest dollar. **What problems is Method CRM solving and how is that benefiting you?** It is helping us organize our customers and track the estimates for each one we have created in the past. **Official Response from Michelle Wong:** > Hi Gavin, thank you for leaving a review! We're so glad to hear that you've found Method's auto calculating margins helpful. We're always working to improve our product and services so your feedback is valuable to us. Thank you again! ### 39. Best Crm I have used in 30 years **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel G. | National Sales rep, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Method CRM?** Simple Ease of use and layout and design **What do you dislike about Method CRM?** Nothing about method do i dislike Its a dream crm **What problems is Method CRM solving and how is that benefiting you?** Its just copy and paste no fuss easy peasy **Official Response from Michelle Wong:** > Hi Daniel, thank you for your review. We're so glad to hear that you've found Method easy to use. We appreciate your recommendation and look forward to continue supporting your growth. Thanks again! ### 40. Terrible Implementation - After Several Months, We Never Went Live and Had to Abort! **Rating:** 0.0/5.0 stars **Reviewed by:** Cory E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Method CRM?** Nothing, it was the worst business decision of my life. **What do you dislike about Method CRM?** Everything, especially the implementation team. **What problems is Method CRM solving and how is that benefiting you?** Complete bait and switch scenario. They sold us one thing and we were bamboozled every step of the way. **Official Response from Michelle Wong:** > Hi Cory, thank you for taking the time to share your experience. We are very sorry to hear your implementation with Method did not meet expectations. That is not the experience we aim to deliver and your feedback is very valuable to us. For every customer, our implementation process is designed to ensure alignment from the start with opportunities to adjust as needs evolve. While this process has helped many of our customers go live successfully, we understand that sometimes a solution may not turn out to be the right fit. We welcome the opportunity to connect and learn more about what went wrong in this project to understand how we can refine our approach and do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team. ### 41. Great CRM that syncs with Quickbooks in real time, customizable, with great support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2024 **What do you like best about Method CRM?** The best thing about Method is how easy it is to manage leads and customer information, and being able to have everything related to that customer (invoices, estimates, proposals) in one place, where everyone can have access to. The fact that it syncs to quick books in real time is a real added value for our company! And whatever questions we have, their support team are just an email away, and are always ready to have quick calls with us to show us around when needed, or discuss features and how they can be used. They also offer customization services to enable companies to tweak things the way they would work best for them! **What do you dislike about Method CRM?** If they had project management features, like enabling the user to make a process of tasks with automation, it would make it the perfect one-stop-shop! **What problems is Method CRM solving and how is that benefiting you?** Having everything in one place. The customer details, their related projects, invoices, estimates... And everyone can access that! **Official Response from Serena Rubino:** > Thank you for sharing your positive experience with Method CRM! We're glad to hear that you find it easy to manage leads and customer information, and that the real-time sync with Quickbooks is adding value to your company. We appreciate your feedback about the project management features, and we'll keep that in mind as we continue to enhance our platform. We can't wait to share this with our team. Thank you again! ### 42. Solid functional program as long as you have time to learn and customize it **Rating:** 4.5/5.0 stars **Reviewed by:** Annie F. | Sales & Delivery Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2024 **What do you like best about Method CRM?** This program is well thought out and has many features to help grow your business. It seems well suited for a company with multiple sales people and will help maintain communication between the staff. It can easily work with Quickbooks though the sync is not quite as quick as they lead you to expect. Information imported from Quickbooks often needs editing in Method to make it most useful in this program. Customer support, though slow, will work with you to get your issues solved even if it takes hours or days to get solved. **What do you dislike about Method CRM?** The program is not intuitive and requires instruction to use it to its maximum functionality. The process of customizing can be overwhelming because of the level of detail in the process. I wish things were simplified so that tasks did not require as many clicks as they currently do. Often you have to open 3-4 levels of screen to edit one thing. FAQ/ help doesn't always turn up results that relate to the question so you have to contact customer support which is a lengthy process. **What problems is Method CRM solving and how is that benefiting you?** Tracking sales leads and opportunities for further sales growth. **Official Response from Ryan Flanigan:** > Hi, Annie. Thank you very much for this thoughtful review. I'm happy to hear about your positive experience getting ramped up with Method. I also really appreciate your feedback on the customization process and our QuickBooks integration. I'll pass your review on to the team right away - thanks again! ### 43. Very customizable CRM, great customer service and help desk ... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Method CRM?** Once you familiarize yourself with the CRM's structure, you can use the help videos/knowledgebase and YouTube to start creating your own apps within the CRM and designing them to your specific needs. The support team provides an hour of free customization, and they are great to work with! Integration with QB Desktop was a must for us - works great and updates immediately. Depending on the apps one needs, this CRM was easy and fast to start and implement. We use it daily, it is the first we open each day ... We do not use the calendar feature. We use the contacts, activities, and a couple of customized apps. **What do you dislike about Method CRM?** One has to educate oneself on the customization ... unless you want to pay the support team for it, which is always an option. So that could be a drawback for some users. **What problems is Method CRM solving and how is that benefiting you?** Anything can be customized - you can slim apps down or build new ones, change the website designs and layouts, add your firm logo .. there are endless customizations possible. **Official Response from Shana Cesaire:** > Thanks for taking the time to leave a review, Anke! ### 44. Quality Product and Service **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Method CRM?** I like the ease of adding and looking up customers, invoices and estimates. It's very simple to organize. I love the interactive customer support who take their time to explain each process. **What do you dislike about Method CRM?** I don't like the fact that Method is not in perfect sync with QB Online. **What problems is Method CRM solving and how is that benefiting you?** Among many other features, it's greatly making our invoicing and estimation process much easier to organize. **Official Response from Ryan Flanigan:** > Hi, Lisa! Thank you so much for this review. I'm glad that your experience with Method's interface and functionality has been positive, and that you've found it more comfortable and flexible than Intuit's native offerings. We also greatly value your feedback about deposit fields, and I will be passing your review to the rest of the team right away. Thanks again - it’s hearing experiences like yours that help us shape and improve the evolution of our product. ### 45. Easy to use CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Method CRM?** The UI, how well it integrates with other programs. **What do you dislike about Method CRM?** Cant really think of a downside. The chatbot didnt help much but they never do, the agent was superb however. **What problems is Method CRM solving and how is that benefiting you?** It helps solve the organization for our customer database. **Official Response from Michelle Wong:** > Hello, thank you for your review. We're so glad that you're enjoying Method's UI and integrations. It's also great to hear that our team was able to deliver great support. Your note about our chatbot is appreciated as we're always looking for ways to improve our users' experience. Thank you again for choosing Method! ### 46. Good integration with all the customizations you could want **Rating:** 4.5/5.0 stars **Reviewed by:** Phillip M. | General Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2025 **What do you like best about Method CRM?** The fact we can customize it to our specific needs and workflows is a game changer **What do you dislike about Method CRM?** I wish I could personally reset my user passwords **What problems is Method CRM solving and how is that benefiting you?** Quickbooks integration, that basically add work orders to quickbooks **Official Response from Michelle Wong:** > Hi Phillip, thank you for your review! It's great to hear that Method's customization options have made a difference for your team. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method! ### 47. An enjoyable and well-rounded experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan M. | Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2024 **What do you like best about Method CRM?** So far I love the diversity of applications that method provides and will be able to provide for my company. They have been able to take 25 years of this company's experience and simplify it to stream line the processes and put them all in 1 place. The customer service has been fantastic and I have enjoyed getting to work on my processes with my representative. Eric Tran has been an absolute joy to work with. **What do you dislike about Method CRM?** So far, I have not had anything negative go on with method. **What problems is Method CRM solving and how is that benefiting you?** It has solved many of our complanies problems by simplifying our processes and applying changes to quickbooks direcly. **Official Response from Ryan Flanigan:** > Hi, Nathan! Thank you for your wonderful review. We're delighted to hear that Method has helped you centralize your processes and smoothen out your operations. Your feedback inspires us to keep improving, and we look forward to supporting your continued success! ### 48. METHOD is helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Firas g. | Sales Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Method CRM?** easy to use fast in loading and aslo the reports are great **What do you dislike about Method CRM?** maybe if they add alittle of coloring options **What problems is Method CRM solving and how is that benefiting you?** it can help me track my oppertunties and help me to follow up with my client **Official Response from Michelle Wong:** > Thank you for the review, Firas. We are glad to hear that you're enjoying Method's ease of use and reporting capabilities. Your feedback is appreciated as we strive to continuously improve our product and services. Thank you again! ### 49. Very quick response and very professional **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Method CRM?** The system is very user friendly and easy to use. Downloading data through filters that you can create in METHOD, is very flexible and easy to use. System is very reliable and there is hardly any downtime. **What do you dislike about Method CRM?** Find it hard to customise screens. Need to go through support, which very often means additional cost. **What problems is Method CRM solving and how is that benefiting you?** It keeps all my membership info and very easy to access. **Official Response from Michelle Wong:** > Hello, thank you for taking the time to leave this review. We are glad to hear that you've found Method to be reliable and flexible for your business needs. Customization can sometimes require extra support, but we're always working to make this experience more seamless. Thanks again for choosing Method! ### 50. Everything you need with flexibility and convenience **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon H. | Salesman, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Method CRM?** It's easily integrates with my entire team and it makes a very easy to communicate tasks and activities. **What do you dislike about Method CRM?** The search function could work better when I'm trying to look up companies or parts in the items list. **What problems is Method CRM solving and how is that benefiting you?** It helps me as a sales rep stay organized, and it helps me plan my future future activities, and manage projects. **Official Response from Serena Rubino:** > Hi Brandon, thank you taking the time to share this feedback with us! It's experiences like yours that help shape the evolution of our tools (like the search function)! We're so happy to hear that Method has made it easy for you to communicate with your team. We will pass along your review to our team, thank you again! ## Method CRM Discussions - [What version of QuickBooks do I need to use Method:CRM?](https://www.g2.com/discussions/50132-what-version-of-quickbooks-do-i-need-to-use-method-crm) - 2 comments, 2 upvotes - [How do I add subtotals to reporting and also how may I create a custom function to export my reporting?](https://www.g2.com/discussions/how-do-i-add-subtotals-to-reporting-and-also-how-may-i-create-a-custom-function-to-export-my-reporting) - 1 comment, 1 upvote - [We have struggled with Method not working correctly for 4 months and still having issues. Why does it take so long and why dont you value customers?](https://www.g2.com/discussions/50425-we-have-struggled-with-method-not-working-correctly-for-4-months-and-still-having-issues-why-does-it-take-so-long-and-why-dont-you-value-customers) - 2 comments, 1 upvote - [How do I integrate 3rd party applications with Method:CRM?](https://www.g2.com/discussions/50133-how-do-i-integrate-3rd-party-applications-with-method-crm) - 1 comment, 1 upvote - [How do you mass download documents from classic to new version?](https://www.g2.com/discussions/42952-how-do-you-mass-download-documents-from-classic-to-new-version) - 1 comment, 1 upvote - [View Method CRM pricing details and edition comparison](https://www.g2.com/products/method-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-28+17%3A17%3A43+-0500&secure%5Bsession_id%5D=7a746343-ff5f-4b30-a025-67b835969e5d&secure%5Btoken%5D=4b64ad67c9748fd9da4c295239ecc0e09c418f11d28d1c2919592f9bcce9bb8c&format=llm_user) ## Method CRM Integrations - [Boomerang for Gmail](https://www.g2.com/products/boomerang-for-gmail/reviews) - [Magento Open Source](https://www.g2.com/products/magento-open-source/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Method CRM Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile & Social** - Social Collaboration Features - Mobile User Support **Integration** - Accounting - Payments - ERP - Account Sync **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Method CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,609 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,204 reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) - 4.2/5.0 (923 reviews)