--- title: "Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Method CRM the right Online CRM solution for you? Explore 143 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/130389/Method-CRM/reviews/" page_type: "reviews" language: "en" --- Method CRM 4.2 (143) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Method CRM Ease of use 3.9 Customer Service 4.2 ## Pros and Cons in Reviews AP Anita P Administrative AssistantConsumer Goods, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ May 12, 2026 LR Laura R Operations ManagerConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “Things like inserting rows in estimates as well as inserting blank rows are issues that shouldn't be.“ May 18, 2026 JS Joshua S PresidentConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “Developing apps and screens that relate to our business specifically has given use more direct resolutions than other CRM software that we subscribed to preciously.“ April 30, 2026 BM Brooke M Operations ManagerTextiles, 11 - 50 employeesUsed the software for: Less than 6 months. “We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch.“ April 17, 2025 RG Renny G managerBuilding Materials, 2 - 10 employeesUsed the software for: 6-12 months. “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.“ June 1, 2026 KA Kelsey A AdminConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “One of my least favorite things about Method is some of the issues we have had with QBO syncing.“ April 30, 2026 PT Peter T Automation SpecialistRetail, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ May 26, 2026 Wade M FounderWholesale, 11 - 50 employeesUsed the software for: Less than 6 months. “After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\].“ March 2, 2026 ## Showing most helpful reviews Showing 1-25 of 143 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chitta Ranjan D. Digital Marketing Manager Information Technology and Services Used the software for: 2+ years ### "Excellent CRM to customize with Great Customer Support " January 7, 2019 5.0 I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues. Pros This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all. Cons Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive. Review Source AP Anita P. Administrative Assistant Consumer Goods Used the software for: Less than 6 months ### "If you’re looking for a CRM that can be shaped around exactly what you need, this is an outstanding choice." May 12, 2026 5.0 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. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Method CRM Method has more flexibility and better integration with QuickBooks Desktop. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce doesn't integrate with QuickBooks Desktop. Review Source Response from Method Integration 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. Wade M. Founder Wholesale Used the software for: Less than 6 months ### "Buyer Beware" March 2, 2026 1.0 I asked for a refund before any work began and my rep, \[sensitive content hidden\], stopped responding. After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\]. Then their team lead, \[sensitive content hidden\], got involved and offered no solution beyond quoting policy. Method refused to refund a deposit for customization work never executed. Be careful—what they sell and what you get are very different. Pros The promise of customization, but it required unnecessarily lengthy hand-holding, bids for work, and as soon as I asked for a refund, a complete lack of communication. Cons Sold on “easy customization,” got the opposite. The process is unnecessarily complex, costly, and nothing like what was promised. Alternatives considered [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) Reason for choosing Method CRM I was promised easy integration with a developer. I liked that it would have saved me money compared to the competitor. I hoped to integrate Stripe and Quickbooks. Review Source Response from Method Integration March 10, 2026 Hi Wade, thank you for taking the time to share your feedback. We're sorry to hear that the implementation and customization process did not meet your expectations. Our team strives to be transparent about our customization process, agreements, deposits, and refund policies before any work begins. In this case, a customization agreement was signed and the request for a refund was submitted outside of the applicable grace period. Our team responded throughout the process and tried to provide options for next steps in accordance with the agreed-upon terms. We understand that circumstances can change, and that can be frustrating. If you wish to further this conversation, you can connect with a member of our team at hello@method.me RG Renny G. manager Building Materials Used the software for: 6-12 months ### "Getting organized thanks to method" June 1, 2026 5.0 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/) Reason for choosing Method CRM made is easy, and being able to customize it to my daily needs was huge Review Source Response from Method Integration 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. GG Gabriela G. Executive Assistant Machinery Used the software for: 2+ years ### "CRM Customization " May 22, 2026 4.0 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/) Reason for choosing Method CRM the ability to customize it is greater on method Review Source Response from Method Integration 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. DW Dan W. Sales Director Marketing and Advertising Used the software for: 1-2 years ### "Thumbs up on Method CRM" May 11, 2026 5.0 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 Response from Method Integration 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! KA Kelsey A. Admin Construction Used the software for: 2+ years ### "Great CRM System" April 30, 2026 4.0 Pros One of my favorite things about Method is the support we have received from our rep, Thomas. He has worked in detail with us to customize the platform to fit our needs. Cons One of my least favorite things about Method is some of the issues we have had with QBO syncing. We have gotten things dialed in recently and are seeing less problems. Switched from [mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/) We were not happy with the mHelp Desk for a variety of reasons. Review Source Response from Method Integration July 8, 2026 Hi Kelsey, Happy to hear that Thomas was able to support your team in customizing the platform to fit your needs. We'll be sure to pass on your kind words! We also appreciate you calling out the issues you had with the sync to QuickBooks. Sync reliability is important and we take that very seriously. We're glad that we've been able to solve for that issue and see less problems. Thanks again for your review and for choosing Method. MP Matt P. Pet Relocation Specialist Logistics and Supply Chain Used the software for: 6-12 months ### "SOLID - Would Recommend" May 6, 2026 4.0 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 AM Andrew M. President Machinery Used the software for: 2+ years ### "Non existent competent customer service, you can get a body, but not any knowledge." September 3, 2025 2.0 I occasionally send emails through the Method CRM Email campaign function. These emails are only to my customers. I sent a campaign out to about 1300 and got 20 invalid email responses. Method froze my email account based on the twenty invalid emails. It took over a week for them to get the account unfrozen. Ridiculous! Pros It integrates well with Quickbooks Desktop, although it works a bit slowly and occupies a lot of computer resources when synchronizing. Cons Their customer service is near non-existent. You can get a hold of people via chat, but they are incompetent and have to refer every issue to the "back office" and that can take days to get a reply. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Method CRM Method had a desktop integration with Quickbooks at the time. Review Source Response from Method Integration September 8, 2025 Hi Andrew, thank you for sharing your feedback. We're very sorry to hear that your experience with Method was not satisfactory. That is not the level of service we aim to deliver and your feedback is very valuable to us. We welcome the opportunity to connect and learn more about what went wrong to understand how we can do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team. BM Brooke M. Operations Manager Textiles Used the software for: Less than 6 months ### "Only wish we found Method SOONER. WE LOVE IT" April 17, 2025 5.0 WE LOVE IT! It serves as advertised and WAY MORE. We use it for production task scheduling and tracking, customer communications and information, allowing our employees to see order history, time tracking and more. Pros Its customizable features allow it to function and look the way that best suits your needs. Cons If using Quickbooks Desktop payments, Method's payment gateway does not allow it in their platform. We are currently sending invoices from Quickbooks Desktop so that the customer has the option to pay with the link if they choose. Once the invoice is paid, we send the Paid Invoice via method so that the customer can have access to their portal. We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch. Alternatives considered [Zoho One](https://www.capterra.com/p/166175/Zoho-One/)[MISys Manufacturing](https://www.capterra.com/p/130378/MISys-Manufacturing/)[Kantata](https://www.capterra.com/p/110832/kantata/)[Odoo](https://www.capterra.com/p/135618/Odoo/)[Intuit Field Service Management](https://www.capterra.com/p/186363/Intuit-Field-Service-Management-ES/) Reason for choosing Method CRM We didn't want to move from Quickbooks Desktop Manufacturing. To build out Salesforce to accomplish our goals it was proposed at over $20k plus licensing subscriptions. Nothing else met all of our needs except Method. Switched from [Demandforce](https://www.capterra.com/p/221823/Demandforce/)[QuickBooks Time](https://www.capterra.com/p/151722/TSheets/) Method is able to consolidate the functions of these subscriptions and now we can access everything in one place. Review Source Response from Method Integration June 4, 2025 Hi Brooke, thank you for the detailed review. We're thrilled to hear how Method has supported so many areas of your business and has exceeded expectations! We are continuously striving to improve the product and our services so your feedback is very valuable to us. Thank you. MH Mandy H. Sales and Project Manager Retail Used the software for: 6-12 months ### "Less data entry" October 31, 2024 5.0 I tell my boss on the daily how much I like using Method. Navigating the apps is very simple. Previously we used multiple platforms which caused a lot of redundant data entry. Method takes that away. Pros Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding. Cons After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing Method CRM Easier to navigate, provided easier transition and linking with Quickbooks. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Method is much more organized and easier to navigate. Review Source Response from Method Integration November 12, 2024 Hello Mandy, we appreciate you taking the time to write this review! We are very happy to hear that Method has made your work processes easy and that it has made the data entry process smoother. We will pass your review along to our team, thank you! RM Richard M. President Non-Profit Organization Management Used the software for: 1-2 years ### "Not a good fit for our organization" September 11, 2020 3.0 It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us. Pros I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time! Cons I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos. Switched from [CiviCRM](https://www.capterra.com/p/79192/CiviCRM/) CiviCRM, although free, was extremely difficult to manage and keep up with the latest releases. I did love the flexibility though with customizations. Review Source Response from Method Integration September 22, 2020 Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you! PH Paul H. Sales Automotive Used the software for: Less than 6 months ### "Why we all need method to work efficiently " March 31, 2025 5.0 So far its great easy to ise i like the hoke screen Pros Very easy to ise simple not to complicated Cons Need more compatibility with app I would like to make a spreadsheet Review Source Response from Method Integration June 4, 2025 Hey Paul, thank you for taking the time to leave this review. We're thrilled to hear that Method is easy to use and has been a positive experience so far. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method! VH Vincent H. Owner Construction Used the software for: I used a free trial ### "New user experience" March 3, 2025 5.0 It takes time to understand how to use the product but as you go along it gets easier Pros The site is very user friendly and my customer support rep is knowledgeable and easy to understand Cons I would like my customer list to look exactly as my quickbooks list. Working on getting there Review Source Response from Method Integration June 4, 2025 Hello Vincent, thank you for taking the time to share your experience as a new user. It's great to hear that you've found Method user friendly and our support team knowledgeable. I understand that you're in the process of customizing your customer list, if there is anyway our team can do to help a long the way don't hesitate to reach out to us at hello@method.me. Thank you! MG Matt G. Outside sales Logistics and Supply Chain Used the software for: 6-12 months ### "if it's a user-friendly simple CRM you're looking for, use Method" February 11, 2025 5.0 it's been great, it helps me stay organized and on task Pros the simplicity of it. a lot of CRMs, imo, are overbuilt with unnecessary features, method has just the capabilities I need. Cons there is really nothing I don't like about Method Review Source Response from Method Integration June 4, 2025 Hey Matt, thanks for the review. We're so happy to hear that Method has helped your stay organized and on task. We appreciate your recommendation and thank you again for choosing Method! JM Jesse M. Salesman Automotive Used the software for: 1-2 years ### "Method has great ease of use and organization " December 6, 2024 5.0 Overall experience is very good with Method and I use it Mon-Fri at work, never had any problems besides the program slowly lagging over time. Pros Method organizes everything very well and allows for an easy user experience Cons Method can bog itself down after being used all day and the program will run very slowly until you refresh Review Source Response from Method Integration December 11, 2024 Hi Jesse, thanks for the great review! We’re glad to hear that Method is helping you stay organized and provides an easy user experience. We also appreciate your feedback about the program slowing down after extended use. We’ll definitely pass this along to our team for further review. Thank you again! AS Amber S. CFO Computer Software Used the software for: Less than 6 months ### "So far a great product" December 13, 2024 5.0 So far integration and customization has been pretty smooth! Pros Easy to set up- and fast and efficient customization with \[sensitive content hidden\] Cons Some basic customizations are not easy to do yourself Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) I would rather not get into detail on this. Review Source Response from Method Integration December 17, 2024 Hi Amber, thank you for taking the time to share your experience with Method CRM! We are happy to hear that you have found Method CRM easy to set up, and that the integration and customization has been smooth! Thank you for your feedback on the customizations, we will be sure to pass this along to our team. Thank you again! RA Rosie A. Owner Business Supplies and Equipment Used the software for: I used a free trial ### "Best integration with QBO and Gmail for Free Trial/Great Price" November 11, 2020 5.0 So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless. When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO. My online encounters have been excellent with the Method staff. Pros I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost. Cons I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote. Reason for choosing Method CRM I chose Method because it is reviewed to be the best integrator with QBO and will still do a great CRM, integrate with my email, and help me stay on task. For the price, it seemed to be the best choice in my price range. Review Source Response from Method Integration December 1, 2020 Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM. CC Christine C. Independent contractor Retail Used the software for: 2+ years ### "Beneficial and necessary tool to make money!" September 9, 2021 5.0 A great tool that I would recommend. I hope my boss/administrator never changes software. I learned quickly. Pros This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen. Cons I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints. Review Source Response from Method Integration September 14, 2021 Thank you for the review, Christine! We appreciate the feedback. ES Eric S. Sales Health, Wellness and Fitness Used the software for: 6-12 months ### "Method-Top Notch CRM" October 8, 2024 5.0 Excellent tool to use while on the road for Sales Trips. The team at Method helps answer any question we may have instantly. Pros It is very user friendly and fully customizable. Cons I wish bulk emailing was a little easier out of Method Review Source Response from Method Integration October 31, 2024 Hi Eric, thank you for taking the time to write this review. We're happy to hear that our team has been able to answer any questions you have right away. We will share this with our team. Thank you again! LS Lisa S. Customer Service Representative Building Materials Used the software for: 6-12 months ### "This Could be Perfect...." March 26, 2020 5.0 I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily. Pros I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company. Cons This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity? Reason for choosing Method CRM Ease of use, integration with QBO, and cost. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce was not what we needed. Review Source MR Michael R. Sales Manager Business Supplies and Equipment Used the software for: 2+ years ### "100% Satisfied! Could not be happier." October 5, 2020 5.0 Pros Ease of use; Online access; Mobile access; Email storage Cons Expensive for customization; Online access sometimes unavailable Review Source Response from Method Integration October 13, 2020 Hi Michael! Thank you kindly for your review of Method:CRM. VR Verified Reviewer Sales Operations Facilities Services Used the software for: 6-12 months ### "Very customizable. This is a software that can be as creative and as detailed as you want it to be " April 27, 2018 4.0 Syncing with Quickbooks Enterprise. Pros Customization. Syncs with Quickbooks Enterprise. Cloud Hosted. Variety of User Permissions. Open API. We were able to call a Method staff member to help set-up customization. Cons Contact-Based vs Account-Based. If you're not a developer, this software customization can be overwhelming. The product support is great but, they charge by the hour for customization. Review Source Response from Method Integration May 6, 2018 Hi there ¿ thanks for your review of Method:CRM. It's great to hear you're leveraging Method's customizable platform to streamline your business and that the Method team has been a great support. Thank you for the feedback around the Contacts vs Accounts. We're always improving on our product, so your feedback is something I'll be sure to pass along. Many thanks again Lynda OM Omar M. Sales Manager Events Services Used the software for: 2+ years ### "Excellent Tool" October 27, 2020 5.0 I am satisfied because it is a really efficient tool to grow my business. Pros It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue. Cons I am currently very satisfied with the software at all aspects. Review Source Response from Method Integration November 4, 2020 Thanks for the positive review Omar! VJ Valerie J. Client Care Coordinator Used the software for: 1-2 years ### "At first glance, powerful CRM. Over year of use has lead to second thoughts." February 3, 2018 3.0 Pros The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business. Cons The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.