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Method CRM Reviews & Product Details

Method CRM Overview

What is Method CRM?

Make QuickBooks better with Method CRM. Stop entering the same data twice and save yourself valuable time. Method CRM works with QuickBooks in real time, so any updates you make—like contacts, invoices, or payments—show up instantly in both systems. No need to worry about errors, mismatched information, or doing extra work. This means your business stays accurate, organized, and efficient. You control how your data syncs. Choose to update it immediately or only after a deal is finalized. This keeps your QuickBooks tidy, clean, and up to date. No matter where you are—in the office, on the road, or working from home—Method CRM makes sure your team always has the most current information. Everyone stays on the same page, making teamwork smooth and stress-free. Method CRM puts everything you need in one simple place: leads, estimates, invoices, and customer activity. Need to follow up with a lead or close a deal? Method makes it faster and easier. Create and send estimates quickly, then turn them into invoices with just a few clicks. You’ll close deals sooner, send out invoices faster, and get paid on time. Helpful tools like e-signatures, automated follow-ups, and customer portals let you and your customers work together easily. Your customers can log in, view estimates, approve proposals, and pay invoices online—saving everyone time and effort. Thousands of businesses trust Method CRM to simplify their day-to-day work. It’s not just for leads and sales—it’s a tool that helps your whole team get more done. Method CRM also grows with you. You can customize it to fit your specific business needs, making it easier to manage everything from customer interactions to invoicing and payments. Why wait? Start your free 14-day trial today and see how Method CRM can transform the way you work. Save time, boost sales, and make managing your business smoother than ever.

Method CRM Details
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Product Description
Method's Cloud Based CRM Software for Small Business helps you stay organized while you grow your business. Method:CRM makes it easy to track conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars and lots more. With over 250 5-star reviews on Intuit Apps.com, Method is the top-rated CRM for QuickBooks.
How do you position yourself against your competitors?

Unlike traditional CRMs, Method CRM is built to work seamlessly with QuickBooks, eliminating double data entry and saving you time. Its fully customizable platform adapts to your unique business processes, which means there's no forcing your workflow into a one-size-fits-all mold. With Method, you’re not just getting a CRM—you’re getting a tailored solution that works exactly how you need it to.


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Description

Method is the #1 automation tool for QuickBooks and Xero users!Method’s mission is to empower small and mid-sized businesses to better understand their customers and automate their way to stress-free days. With powerful features that simplify business processes, Method helps you make effective decisions faster.With Method, you automate time-consuming tasks and increase efficiency to grow with confidence. Whether you’re a new or established business, Method has the tools and expertise to perfect your customer experience and operations.Grow your business and not your stress with Method!

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Method CRM Integrations

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305 Method CRM Reviews

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305 Method CRM Reviews
4.4 out of 5
305 Method CRM Reviews
4.4 out of 5

Method CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
AA
Business Development Manager
Small-Business (50 or fewer emp.)
"Review for Method Software Platform"
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. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I do not have any suggestions for improvement Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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!

BM
Brand Master and Senior Lead Designer
Small-Business (50 or fewer emp.)
"Initial Reaction to Method"
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.) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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!

DS
Sales Mgr
Small-Business (50 or fewer emp.)
"Method CRM"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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.

SF
Office Administrator
Small-Business (50 or fewer emp.)
"Method for making your work easier"
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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.

BM
office manager
Small-Business (50 or fewer emp.)
"We tried and failed for months until we found Method CRM. It continues to amaze us!"
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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!

MB
Owner
Small-Business (50 or fewer emp.)
"Works"
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 Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like that everything is 2-way sync. Some lists should be one-way only. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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.

GG
Customer Support Specialist
Small-Business (50 or fewer emp.)
"I use method everyday and it is great and easy to use."
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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!

DG
National Sales rep
Mid-Market (51-1000 emp.)
"Best Crm I have used in 30 years"
What do you like best about Method CRM?

Simple Ease of use and layout and design Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing about method do i dislike Its a dream crm Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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!

Verified User in Construction
UC
Small-Business (50 or fewer emp.)
"Great CRM that syncs with Quickbooks in real time, customizable, with great support!"
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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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!

AF
Sales & Delivery Lead
Small-Business (50 or fewer emp.)
"Solid functional program as long as you have time to learn and customize it"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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!

Method CRM Pricing

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Start your free trial of Method:CRM via G2 Storefront to qualify for a 25% discount. When you are ready to signup for a paid subscription, your discount will be applied. Special Offer is for G2 storefront audiences and only applicable to new Method:CRM.

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