# Compare Method CRM vs EngageBay CRM 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare EngageBay CRM and Method CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/130389-178819/Method-CRM-vs-EngageBay-Marketing

---

# EngageBay CRM vs Method CRM Features and Cost Comparison

Last updated April 1st, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

EngageBay CRMMethod CRM2/4 selected

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

[## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting Price

$14.99/month

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [907 reviews](#user-reviews)

Positive

878

Neutral

22

Negative

7

[## Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Starting Price

$27.00/month

Value-for-Money

3.9

Functionality

4

Ease of Use

3.9

Customer Service

4.1

Reviews Sentiment

MH

Based on [129 reviews](#user-reviews)

Positive

102

Neutral

10

Negative

17

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 17,267 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

73%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Lead Management

4.6

Sales Pipeline Management

4.6

Activity Dashboard

4.7

68%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.2

Lead Management

4.5

Sales Pipeline Management

3.9

Activity Dashboard

4.1

User satisfaction

User satisfaction

4.7

User reviews[907](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.7

Customer support

4.8

User satisfaction

4.2

User reviews[129](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Ease of use

3.9

Functionality

4.0

Value for money

3.9

Customer support

4.1

Price starts from

Price starts from

$14.99Per User, Per Month

-   Free version
-   Free trial

Price starts from

$27Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

Best for

QuickBooks users, meet Method: a customizable CRM built to fit your workflow, reduce double entry, and help your team connected in managing customers, sales, and finances in one place.

## User reviews

Pros & cons

NJ

Nick J.

Marketing Analyst

> "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560)

Jelyn T.

Marketing Manager

> "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

VR

Verified Reviewer

Sales Representative

> "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

HS

Himanshu S.

Sales Manger

> "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

JW

Jason W.

President and CEO

> "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256)

HS

Himanshu S.

Sales Manger

> "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

JE

Jamie E.

Managing Director

> "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902)

CM

Chandra M.

Marketing Analyst

> "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that out."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146)

YT

Yohannes T.

CEO

> "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228)

SP

Stephanie P.

Marketing Consultant

> "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815)

VR

Verified Reviewer

Sales Representative

> "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

NB

Nancy B.

President

> "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443)

AL

Angelina L.

Social Media Manager

> "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all integrated..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401)

MS

Mike S.

Operations Marketing

> "The mobile app has limited features and doesn't offer full range of features that are available on desktop version."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

AG

Ayesha G.

Founding Principal

> "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513)

CV

Chai V.

Founder

> "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378)

RB

Richard B.

Web Developer

> "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170)

BS

Bruno S.

Product Manager

> "It offers tools for marketing, sales, contact management, automations, and more."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366)

TC

Tamesha C.

Insurance Agent

> "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781)

MC

Milap C.

Digital Marketing Expert

> "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490)

JD

Jerker D.

CEO

> "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

Rémy G.

COO

> "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743)

JD

Jerker D.

CEO

> "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

NP

Nipa P.

Business Administrator

> "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249)

AH

Andy H.

Director

> "It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder to..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320)

PN

Phil N.

CEO

> "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

SK

Shiva K.

Chief research officer

> "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311)

JP

Jigs P.

Development Head

> "Customer support is responsive, and the platform offers good customization options for workflows and dashboards."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049)

TB

Tayfun B.

Shop-Team

> "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167)

AS

Anuvind S.

Engineer

> "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024)

BM

Bree M.

Administrator

> "The email broadcast feature - the sending limits are far too low to begin with, and the email template function (within broadcasts) is very clunky. Why..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4714244)

SK

Satou K.

Administrator

> "The CRM, email marketing, sequences work smoothly together."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808)

ZT

Zbigniew T.

CEO

> "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841)

Jelyn T.

Marketing Manager

> "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

JD

Jamie D.

Owner

> "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981)

AH

Andy H.

Director

> "It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320)

PN

Phil N.

CEO

> "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

LW

Laura W.

Marketing Assistant

> "I use several different CRMs in my position and this one has by far been my favorite."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

MR

Maria R.

Marketing Manager

> "The only thing that I dislike is the delay in updating campaign stats."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089)

ZP

Zalak P.

BDM

> "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213)

JD

Jay D.

Business Developer

> "they take 15 minutes for customers when sometimes you need more to fix a problem."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6252413)

JK

Jim K.

Owner

> "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097)

RS

Rob S.

CEO

> "Support tickets are better but they close them without resolving anything so you have to keep bugging them."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

LW

Laura W.

Marketing Assistant

> "Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

VR

Verified Reviewer

Founder

> "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334)

NM

Nishant M.

Digital Marketing

> "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275)

CS

Chris S.

Owner

> "Our forms on our website seem to sometimes load slowly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959)

CS

Chris S.

COO

> "They have a good set of features to manage campaigns and receive feedback on email sent and opened."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203)

JD

Jerker D.

CEO

> "I can't even filter on the objects attached to a contact."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

LM

Lee M.

Operations manager

> "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538)

AP

Anthony P.

Director

> "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "The CRM is intuitive, with customizable pipelines and contact management features."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

BD

Brian D.

Trusteee

> "It can be confusing for new users who aren't used to using analytical databases."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283671)

AL

Angelina L.

Social Media Manager

> "This consolidation streamlines workflow and reduces the need for multiple software subscriptions."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401)

JS

Jaskaran S.

Co Founder

> "Automation flow can be a bit complex to navigate"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614)

GY

Grace Y.

Founder and CEO

> "Pipeline management is clear and simple , and automation makes sure no follow ups is missed."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156)

DK

Dale K.

None

> "Those emails eventually stopped being delivered to my inbox."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6306398)

LJ

Latrease J.

Patient Service Representative

> "I enjoyed the notifications from the sales department"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721)

KA

Kathy A.

VP of Marketing

> "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271)

RB

Rui B.

R&D Manager

> "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429)

AS

Amy S.

Loan Originator

> "Does not interface with Apple mail and iCal"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652)

RN

Robert N.

Full-Stack Developer

> "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658)

AP

Aswathy P.

Marketing Operation Associate

> "The lack of downloading the report options."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062)

VR

Verified Reviewer

Facebook Ads Strategist, Founder

> "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736)

YD

Yogesh D.

Manager

> "One of the main challenges is that forms section integration is complex and require significant time and resources to set up and maintain."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4733923)

Brendan C.

Business Development Rep

> "What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4720484)

AK

Amir K.

Owner

> "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726)

ST

Simon T.

Operations Manager

> "Its a promising fit for our business based on the feature set it offers."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6797739)

NP

Nipa P.

Business Administrator

> "Lacks Twitter/X integration."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249)

SAK

Sameer Ali K.

SALES CONSULTANT

> "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details at..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723)

DJ

Dominik J.

Managing Director

> "It's very buggy."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691)

VR

Verified Reviewer

Facebook Ads Strategist, Founder

> "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736)

KD

Kaleigh D.

Marketing Manager

> "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862)

SK

Sandeep K.

Manager

> "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280)

NB

Nick B.

Senior Operations

> "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647)

MS

Mike S.

Operations Marketing

> "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

RL

Rongle L.

Manager

> "I don't like receiving to many emails from it."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315357)

SG

Sumit G.

Digital Marketing Manager

> "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952)

MV

Marteen V.

Sales Manager

> "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850)

[View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

MH

Mandy H.

Sales and Project Manager

> "I also like being able to customize documents to match our company branding."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563801)

BM

Brooke M.

Operations Manager

> "We can choose to use one of their accepted payment methods such as Stripe, but these do not sync..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6780383)

WH

Wendy H.

Project Administration Manager

> "The layout of this CRM makes finding what you are looking for simple and fast. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6571658)

Wade M.

Founder

> "After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

JM

Jesse M.

Salesman

> "Method organizes everything very well and allows for an easy user experience"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6611926)

Wade M.

Founder

> "Then their team lead, \[sensitive content hidden\], got involved and offered no solution beyond..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

JF

Jenna F.

Pet Travel Expert

> "how easy and organized it is, how when we need something changed we are able to get it done right..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6678735)

AM

Andrew M.

President

> "I sent a campaign out to about 1300 and got 20 invalid email responses."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7001328)

ES

Eric S.

Sales

> "Excellent tool to use while on the road for Sales Trips."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6532515)

EW

Eric W.

Director of Sales

> "Emails unanswered, meetings not attended or often rescheduled, attempts to receive help often..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

AS

Amber S.

CFO

> "Easy to set up- and fast and efficient customization with \[sensitive content hidden\]"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

EW

Eric W.

Director of Sales

> "Lack of features, buggy challenging back end, not as functional as competing CRMs."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

VH

Vincent H.

Owner

> "The site is very user friendly and my customer support rep is knowledgeable and easy to understand"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6715921)

SF

Sean F.

Outside Sales

> "I can say I have had issues with lagging, but I attribute this to weak LTE signal rather than..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6635521)

CL

Chris L.

Online service

> "Very well organized platform."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6608500)

BL

Brian L.

Territory Manager

> "We have had some issues with information populating correctly from Quickbooks."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563550)

NM

Nate M.

Marketing Associate

> "I started to use method about 6 months and love it."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6739139)

IT

Irene T.

Production Administrator

> "Can not find a phone number to contact a live person."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6721805)

AB

Alison B.

Service Manager Assistant

> "The technical process was quick and efficient. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6750768)

AS

Amber S.

CFO

> "Some basic customizations are not easy to do yourself"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

GD

Gerard D.

Regional Sales Manager

> "Easy to use, easy to update."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6593360)

CE

Cory E.

Owner

> "This has been a complete nightmare."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6824040)

MO

Mario O.

Technician

> "Quick and easy to learn how to use as well."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

TW

Tessa W.

CEO

> "The app has no offline functionality and it quits sporadically, losing data every week. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

MO

Mario O.

Technician

> "Quick and easy to transition into."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

EW

Eric W.

Director of Sales

> "We have struggled to implement it - if we didn't \*need"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

AL

ALI L.

OFFICE MANAGER

> "Excellent customer service, all the time!!!"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6628512)

TW

Tessa W.

CEO

> "It's clunky, glitchy, and expensive. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

JN

Julie N.

Sales Support

> "Aside from numerous integrations and apps that allow all of the functions of my job to become..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2791127)

SM

Schecky M.

COO

> "We started finding some errors where Method added numbers to blank lines. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

TB

Taylor B.

Admin

> "We like the sales order feature the best it integrates with quickbooks."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3541163)

SM

Schecky M.

COO

> "They created 2 invoices from their end, couldn’t replicate the problem and then told us we were..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

RT

Ryan T.

Owner

> "It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2966194)

JB

Julie B.

Office Manager

> "Only to find out we were outside our 30 day grace period to cancel, so no refund would be given."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

AM

Alicia M.

Director of Operations

> "The search and linking of the account with QBO is an amazing feature!"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2894181)

DG

Doug G.

Manager

> "Very poor service. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___5053869)

VR

Verified Reviewer

Sales Operations

> "Their integration with Quickbooks makes accounting very easy for businesses looking to use..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2742823)

JB

Julie B.

Office Manager

> "Their "who cares" attitude is what we've had to deal with the past 30 days."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

RA

Rosie A.

Owner

> "So far, Method has helped me develop my brand new business with processes that will not have to be..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2503183)

SM

Schecky M.

COO

> "Bottom line: Product does not work as advertised. Would NEVER recommend"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

EB

Emmalee B.

Administrator

> "I love how straight forward the options are to navigate and adjust to each need or setting within..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3013225)

JB

Julie B.

Office Manager

> "Horrible. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

RA

Rosie A.

Owner

> "I like the fact that I can integrate email, accounting, marketing and sales tracking, which is..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2503183)

EB

Emmalee B.

Administrator

> "There seems to be a lack in customer support, especially with communication. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3013225)

CC

Christine C.

Independent contractor

> "I mostly did my productive work and generated invoices on the Mac."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3078578)

BH

Brenda H.

President

> "A donor told me that the donation page was down. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3289105)

JK

John K.

Manager

> "This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2139145)

AG

ADAM G.

sales

> "the slowness of the system"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2895238)

BH

Brenda H.

President

> "December 31, last best day to reach out to donors. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3289105)

VR

Verified Reviewer

Sales Operations

> "First and foremost - Your Method instance BREAKS if you delete a custom lookup field."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2742823)

EB

Emmalee B.

Administrator

> "I also really love how thorough the help articles and videos are."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3013225)

RA

Rosie A.

Owner

> "I also do not like that the word estimate is what I have to use instead of quote."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2503183)

[View Reviews](https://www.capterra.com/p/130389/Method-CRM/reviews/)

## User interface

4.65 (907)

4.16 (129)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

EngageBay CRM

Top features

33/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features)

Method CRM

32/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/130389/Method-CRM/#features)

### Recognition

No recognitions have been awarded to EngageBay CRM

No recognitions have been awarded to Method CRM

### Deployment & support

EngageBay CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Method CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

EngageBay CRM

-   By EngageBay
-   Located in United States
-   Founded in 2016

Method CRM

-   By Method Integration
-   Located in Canada
-   Founded in 2010

## Popular Comparisons

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

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4.5

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vs

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[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

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$14.99/month

Price

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4.6

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4.4

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/61368-178819/Salesforce-vs-EngageBay-Marketing)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.16 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$27/month

Price

$25/month

4.0

Features

4.4

3.9

Ease of Use

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[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$14.99/month

Price

$14/month

4.6

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.16 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$27/month

Price

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4.0

Features

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3.9

Ease of Use

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[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

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$14.99/month

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4.6

Features

4.5

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-vs-Bigin-by-Zoho-CRM)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.16 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

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4.0

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Ease of Use

4.7

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[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

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$14.99/month

Price

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4.6

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/157279-178819/Dynamics-365-vs-EngageBay-Marketing)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.16 (129)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

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$27/month

Price

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4.0

Features

4.3

3.9

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[View full comparison](https://www.capterra.com/compare/130389-157279/Method-CRM-vs-Dynamics-365)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

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4.6

Features

4.7

4.5

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