--- title: "Method CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Method CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/130389/Method-CRM/" page_type: "product" language: "en" publication_date: "2026-10-23" --- # Method CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Method CRM ## What is Method CRM? Method is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing your team into rigid processes, Method lets you automate your real-world workflows, saving you hours every week. Manage one connected workflow from lead to payment. Capture leads, create estimates, convert approved work into invoices, and collect card or ACH payments through a branded portal with Method Pay — payments automatically match their invoices and post to QuickBooks. Real-time, two-way sync eliminates double entry, so sales, operations, and finance work from the same up-to-date information while QuickBooks remains the accounting system of record. Trusted by nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services — and backed by real subject-matter experts who treat you like a partner, not a ticket. ## What is Method CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Customer Service](https://www.capterra.com/customer-service-software/) Overall rating Based on 143 user reviews Reviews sentiment Positive 81% Neutral 7% Negative 12% Starting price $27 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Method CRM?[Manage this product listing](https://www.g2.com/products/method-crm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Method CRM 4.2 (143) VS. [### HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $27 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (138) Ease Of Use 4.4 (4,392) Value For Money 4.0 (129) Value For Money 4.3 (3,521) Customer Service 4.2 (134) Customer Service 4.4 (3,531) ## Method CRM alternatives [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (629)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) [View all alternatives](https://www.capterra.com/p/130389/Method-CRM/alternatives/) ## FAQs about Method CRM Overview ### What problems does Method CRM solve? Method CRM solves duplicate data entry and disconnected customer, accounting, and operations workflows by syncing QuickBooks records with contacts, invoices, estimates, sales orders, and work orders. Its customizable forms, reminders, and automated processes also organize project histories, repair approvals, and lead follow-up. Small-business owners, sales managers, project teams, and service operations benefit most. Answer based on 108 reviews Overview ### Which roles and teams benefit most from Method CRM? Method CRM is most used by business owners, presidents, CEOs, and operations leaders who need oversight of customer activity, workflows, and financial processes. Sales managers, account executives, and sales operations teams track leads, quotes, accounts, and follow-ups, while administrators manage records, production tasks, and day-to-day process coordination. Answer based on 133 reviews Overview ### What company size and industries is Method CRM built for? Method CRM is built for small QuickBooks businesses, which represent 96% of reviewers, especially in construction at 14%. It supports customizable lead-to-payment workflows with connected payments and real-time sync for manufacturing, distribution, construction, field services, retail (5%), and wholesale (5%) organizations. Midsize and enterprise users account for 3% and 1%. Answer based on 143 reviews Features and Usability ### What are the key features of Method CRM? Method CRM includes core lead management with customizable opportunity stages, web-form lead capture, and follow-up tracking. Contact management records customer communications and supports email campaigns, while interaction tracking shows customer and repair history. Data import/export supports QuickBooks-related customer fields, and alerts and reminders notify employees about workloads, due items, and approved estimates. Answer based on 21 reviews Pricing ### How much does it cost and what fees or limitations are included? Method CRM offers $27 per user monthly for Quick Start during its first three discounted months with three or more users. Pro costs 45 and Enterprise 73 per user monthly under the same promotion; a free trial is available. Reviewers call pricing competitive but report extra module and customization costs. Answer based on 15 reviews Integrations ### Which third-party tools and platforms does Method CRM integrate with? Method CRM integrates with 10 third-party tools, including QuickBooks Online, QuickBooks Enterprise, Xero, PayPal, Gmail, Microsoft Outlook, Google Calendar, and Mailchimp. It also connects with Google Workspace and Zapier, covering accounting, payments, email, calendar scheduling, marketing, and workflow automation. Answer based on 21 reviews Getting Started and Support ### How easy is it to onboard and train a team on Method CRM? Method CRM offers live online training, webinars, documentation, and videos for team onboarding. Reviewers say everyday users, including field crews, often learn the core system quickly, while administrators and technical users need more time for customization, data imports, screen logic, and workflow setup. Support or consulting can help during configuration. Answer based on 29 reviews Getting Started and Support ### What customer support options does Method CRM offer, and how do users rate the experience? Method CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Many users describe representatives as knowledgeable, responsive, and helpful with setup and customization. However, some report long resolution times, unanswered communications, inconsistent handoffs, and frustration when complex fixes require additional paid development work. Answer based on 55 reviews Customization ### How customizable is Method CRM for unique business workflows? Method CRM adapts to unique business workflows through custom screens, fields, documents, reports, and applications. Small business teams value the ability to match processes and QuickBooks data, especially with specialist help. However, self-service customization can feel technical, and complex changes may require paid consulting or internal development skills. Answer based on 60 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Method CRM includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access updated information as it changes. However, it does not offer **Data Security**. Instead, it provides other important capabilities that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contacts, find records faster, and keep customer information easier to manage across daily sales and service work. Customer Database 4.2 (10) 80.00% of 10 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Real-Time Data 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time Contact Database 3.6 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 3.6 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.3 (40) 80.00% of 40 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.5 (37) 78.38% of 37 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Method CRM 78 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Client Management: Manage contact details and communication with clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - Support Ticket Management: Allow customers/users to submit support queries and service requests - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (134) 4.1 Based on 134 reviews ## Pricing Value for money 4.0 (129) Free Trial [View pricing plan details](https://www.capterra.com/p/130389/Method-CRM/pricing/) Grow with Method CRM: 25% off 3 months on CRM Quick Start $27.00 Per User,Per Month It includes: - Administration and Extras - Customization - Integrations - Lead Management - Quickbooks Integration - Reports - Supports Grow with Method CRM: 25% off 3 months with 3+ users on CRM Pro $45.00 Per User,Per Month It includes: - Contact Management - Online Portals - Administration and Extras - Customization - Integrations - Quickbooks Integration - Lead Management - Reports - Supports Grow with Method CRM: 25% off 3 months with 3+ users on CRM Enterprise $73.00 Per User,Per Month It includes: - Financial Management - Sales Pipeline - Some Features of Communication and Productivity - Administration and Extras - Integrations - Quickbooks Integration - Reports - Online Portals - Supports - Customization - Contact Management - Lead Management Value for money 4.0 (129) 4.0 Based on 129 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) 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. ## Support, customer service and training options Customer Service 4.2 (134) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (134) 4.2 Based on 134 reviews ## User reviews Overall rating 4.2 Based on 143 reviews Filter by rating 5(88) 4(28) 3(10) 2(3) 1(14) Mentioned topic Sorted by most recent DL Denis L. Customer service rep Transportation/Trucking/Railroad ### "MethodCRMden" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 17, 2026 I value the customization options, accounting integration, and ability to automate everyday processes. Pros Excellent integration with QuickBooks, reducing duplicate data entry and synchronization errors. Highly customizable workflows, forms, screens, and business processes. Cons Learning curve can be steep when creating advanced customizations and automations. Custom setup may require technical assistance for complex business needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Renny G. manager Building Materials ### "Getting organized thanks to method" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 1, 2026 High enjoyable. As mentioned no more loosing jobs from forgetting customers, receiving payment has made my life and day to day so much easier Pros I really enjoy how this helps me organize estimates, invoices, and customer payment option. Running a business is a lot to remember so logging me every day showing me estimates I've sent out makes it easy to touch base with customers and make sure no one goes forgotten. Cons Not much, the setting up was real easy with customer service and the fact you can customize everything to your day to day makes it easy. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reasons for choosing Method CRM made is easy, and being able to customize it to my daily needs was huge Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Renny, this is the kind of review we love to see. Not losing jobs to a forgotten follow up is one of the best things Method can do for a busy owner, so it is great to hear that is off your plate now. Sounds like setup went smoothly too. Thanks for the kind words. PT Peter T. Automation Specialist Retail ### "Solid CRM for QuickBooks users" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 26, 2026 Does what we need it to do. The QuickBooks connection saves a lot of manual work and the ability to customize things is a real plus. Not the flashiest tool out there but it's reliable and fits our workflow. Pros The QuickBooks sync is the main reason we went with it and it works well. It's also pretty customizable which means you can shape it around how your business actually runs, and it's not that hard to use once you're set up. Cons The interface looks a bit dated. It doesn't get in the way of anything but a fresher UI would be a nice upgrade. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Thanks Peter, honest take and we will happily take it. Reliable and fits our workflow is exactly what we aim for. No argument on the interface either, a refresh is something the team hears often and your note adds to that. Glad Method is pulling its weight for you. GG Gabriela G. Executive Assistant Machinery ### "CRM Customization " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2026 Our overall experience has been positive, it's customized to our processes and easy to use. We are able to find previous projects easier and all data is organized. Pros The ability to be able to make custom project entries and how easy it was to get it done with their customer support. Cons Its missing a kanban feature, for us to track project status and do kick off meeting. The estimates can only be viewed entering the portal, some of our customers do not want to use another portal and prefer an attachment. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing Method CRM the ability to customize it is greater on method Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Hi Gabriela, really glad the project customization came together easily and that having everything organized has made past work easier to find. Kanban-style status tracking and sending estimates as attachments are both useful asks, so I have put them in front of our product team. Appreciate you sharing what is working and what could be better. LR Laura R. Operations Manager Construction ### "Method Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 18, 2026 Customer support is timely and great at helping solve issues. I do wish there was more overall ability to customer without extra charges. Things like inserting rows in estimates as well as inserting blank rows are issues that shouldn't be. Pros That it helps our small company keeps tasked organized and saves time by capturing information off forms to eliminate duplicate data entry points. Cons Difficult interface to understand and customize, you have to be a programmer and understand the interfaces thoroughly to make the smallest of change. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Laura, appreciate the honest feedback. Glad the form capture and time savings are paying off, and that support has been there when you needed them. Your point about smaller edits feeling like they should be standard is noted and I have passed it along. If there is something specific tripping you up, our team at hello@method.me is always happy to take a look. Thanks again. AP Anita P. Administrative Assistant Consumer Goods ### "If you’re looking for a CRM that can be shaped around exactly what you need, this is an outstanding choice." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2026 Overall, Method has helped us streamline operations, improve visibility across departments, and maintain accurate synchronization with QuickBooks Desktop while still allowing complete flexibility where needed. Pros We use Method as our CRM because it integrates properly with QuickBooks Desktop, which was a major requirement for our business. Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes. What makes the platform especially valuable is its flexibility. Anything that doesn’t sync out of the box can be fully customized and mapped by the Method technicians to fit exactly how your business operates. That level of customization has made a huge difference for us because our workflows are not standard, and we needed a system that could adapt instead of forcing us into rigid processes. The Method team has been excellent to work with throughout setup and customization. They took the time to understand our needs and tailored the CRM around them, making the whole system feel purpose-built for our company. Cons One downside we’ve experienced is the search functionality. The search bar is very sensitive to small misspellings, spacing issues, or missed punctuation, which can make finding records frustrating at times. A more forgiving or predictive search feature would greatly improve usability and efficiency. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce doesn't integrate with QuickBooks Desktop. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing Method CRM Method has more flexibility and better integration with QuickBooks Desktop. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Hi Anita, this is great to read. The whole point of the QuickBooks Desktop sync and customization is to bend Method around how you actually work instead of the other way around, so it means a lot to hear it landed that way for your team. The search sensitivity is fair feedback and I have flagged it to our product folks. Thanks for taking the time to write all this out. DW Dan W. Sales Director Marketing and Advertising ### "Thumbs up on Method CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 11, 2026 Technical and customer support is prompt and well trained. Pricing is competitive and interface user friendly. Pros The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. Cons The email marketing application could be improved for better design creation and analytics. Once that part is improved then it is a full service platform Switched from [Chaos Intellect](https://www.capterra.com/p/201255/Chaos-Intellect/) Needed something more professional and which could integrate with our accounting, Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Hi Dan, thank you for taking the time to leave a review. We're happy to hear that Method has made it easy to manage your client information. It's also great to know you've had positive experiences with our support team and found the platform user-friendly and competitively priced. We appreciate your input about the email marketing features as well. Feedback like yours helps guide where we continue investing in the platform. Thanks again for sharing your experience, and we're glad Method has been able to provide the professional, integrated solution you were looking for! NH Nicholas H. Owner Consumer Services ### "Excellent program for business owners!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2026 Method is an excellent program for organizing all of your information. I have all of my customers information saved, which I can quickly and easily import from my invoice program. I am able to save important events for each customer, and get reminders emailed right to me. The customer support is great! They are always here to help when I have a question. I have never had any major issues using Method, and feel that it is well worth the cost! I highly recommend Method to every business owner! Cons I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Thank you so much for the kind review, Nicholas! We're thrilled to hear that Method has helped you stay organized and made it easy to manage your customer information, reminders, and day-to-day operations. It's especially great to know that our customer support team has consistently been there when you've needed assistance. We also appreciate you mentioning the occasional challenges when importing new customers. While we're glad you've been able to work through them, we know the import process should be as smooth as possible, and feedback like yours helps us identify opportunities to make it even better. MP Matt P. Pet Relocation Specialist Logistics and Supply Chain ### "SOLID - Would Recommend" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 6, 2026 8/10 so far - fairly new still but I am sure there is still a lot for me to learn and get acquainted to, to make it most beneficial to my business. Pros Fairly Easy to navigate Fair Value for the most part Customer Support Performance and Speed is good (App is slow though) Cons \-Finding it to be a pain sometimes for Customization -Often balances are not being updated once a payment is entered for a client -Wish there would be multiple Follow-ups to activities at once. (ie. sort of like a flow chart of items) Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Didn't work for my business. Especially Calendar functions Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TF Tami F. Operations manager Retail ### "City floral landscaping" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 May 4, 2026 It has been a game changer for our company. We have been using it now for about four years and finally have everybody on board and using it regularly. We added field crew two years ago and that has been very easy to get our cruise changed over from paper to electronic work orders. Pros The most difficult thing was getting everyone to use it.It is so simple to use, you can make so many custom modifications. Cons Convincing the team that it was worthwhile to integrate into our business.There really isn't anything that I don't like about the method crm product. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 8, 2026 Hi Tami, thank you for sharing your experience with Method! It's wonderful to hear that Method has become such a game changer for your business over the past four years. We love that your entire team was able to adopt the platform over time (and successfully transition your field crews from paper work orders to electronic ones). We also appreciate you mentioning that getting everyone on board was one of the biggest challenges. Introducing new processes can take time, but it's great to hear that once your team saw the value, adoption became much easier. Thank you again for your thoughtful review and for trusting Method to support your business as it continues to grow. [View all Reviews](https://www.capterra.com/p/130389/Method-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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