# Page 3 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Method CRM the right Lead Management solution for you? Explore 139 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130389/Method-CRM/reviews --- Method CRM 4.2 (139) 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 May 14th, 2026 # Page 3 - Reviews of Method CRM ## Showing most helpful reviews Showing 51-75 of 139 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use WM Walter M. National Sales Representative Business Supplies and Equipment Used the software for: Less than 6 months ### "National Sales Representative" November 5, 2024 5.0 It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for. Pros Thus far, I am highly impressed with . It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for. Hurray to Method CRM!!! Cons There isn't one or two nor three that I can think of. Review Source Response from Method Integration November 12, 2024 Hi Walter, thank you for taking the time to leave this review! We are thrilled to hear that you have been impressed with Method. We can't wait to pass this along to our team, thanks 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. VR Verified Reviewer Sales Operations Hospital & Health Care Used the software for: 6-12 months ### "Prone to Critical Errors, Only useful for small, simple businesses" March 9, 2021 3.0 is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced. Pros Within the scope of their features, provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing. Cons First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it... There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point. These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Integration with Quickbooks Review Source Response from Method Integration March 16, 2021 Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action. 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. Manuel E. Tecnic Hospital & Health Care Used the software for: 2+ years ### "Muy buena opción " December 6, 2022 5.0 Miy recomendable su facturación y gestión de clientes es muy buena y facil de usar Pros Sus soluciones integradas para la gestión de potenciales clientes, la facturación y más opciones y lapersonalizacion para satisfacer necesidades diarias Cons Multiples opciones para personas sin experiencia Review Source SM Schecky M. COO Food Production Used the software for: Less than 6 months ### "Buyer Beware" October 6, 2022 1.0 Bottom line: Product does not work as advertised. Would NEVER recommend We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues. We decided to pay for the full year upfront. Do NOT do that. We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker. We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good. We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored. We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers. We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them Pros Set up was guided well. App and website sync well. Cons Anemic tech support. Poor customer service once refund requested. Reason for choosing Method CRM Quickbooks integration Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Quickbooks integration Review Source Response from Method Integration October 11, 2022 Hello Schecky, Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience. We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation. Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience. MW Margaret W. Director, Marketing & Business Operation Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "The Method Support Team and Programmers are Super!" April 24, 2018 4.0 The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient. Pros I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization. Cons The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice. Review Source Response from Method Integration May 6, 2018 Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again Lynda Álvaro M. Freelance Marketing and Advertising Used the software for: Less than 6 months ### "Excelente opción con muchas, muy completas y prácticas funciones para el día a día" May 1, 2023 5.0 En general, es una solución sólida para las pequeñas y medianas empresas que buscan una plataforma de gestión de relaciones con clientes fácil de usar y personalizable. Muy buen trabajo el realizado con esta plataforma Pros Las maravillosas opciones de automatización, personalización, y lo que facilita el trabajo en el día a día Cons La curva de aprendizaje inicial quizás es un poco elevada, aunque una vez te haces con la herramienta, merece la pena el esfuerzo Review Source Response from Method Integration May 16, 2023 Hello Álvaro! Glad to see you're enjoying Method's automation and customization capabilities and that it's helped you simplify your everyday operations. Thanks for taking the time to share your experience. JC John C. Membership Secretary BGTC Board Education Management Used the software for: 6-12 months ### "Great Product with some Customization" August 11, 2021 4.0 Great client support, awesome response times and highly effective software and backup team. Pros Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members. We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn. Cons The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs. Review Source Response from Method Integration August 31, 2021 Great to hear that Method has been working well for your team. Thank you for the review! JB Julie B. Office Manager Construction Used the software for: Less than 6 months ### "Horrible experience with a lot of delays" February 3, 2023 1.0 Horrible. We started out excited, signed up for a year pre-paid, and then were told it would be a couple weeks before they could even begin working with us. OK, we waited, and finally had our first 2 hours session with a programer. He was to get back with us by the end of the day with a timeline and cost. Never heard back. Contacted Method a few days later, only to find out he had quit the same day we met with him. It was another week before anyone started working with us and they said they would credit us for the time spent with the first programmer. That did not happen. Still have bugs, can't use as we need, so we asked to cancel. Only to find out we were outside our 30 day grace period to cancel, so no refund would be given. We signed up 12/14/22. Our first meeting with a programmer was 1/6/23. We requested to cancel 2/1/23. Our grace period should not have started until we started working with their programmer, at the very least. Their "who cares" attitude is what we've had to deal with the past 30 days. I do not recommend anyone to use this software because it will cost you way more than just the cheap user fees. Pros If you need an out of the box solution, it's OK. Cons It needed too many modifications to get it to where we could even use it, and everything came with delays and high cost. Reason for choosing Method CRM Great sales lady, good demonstration. Made us feel like it was the right choice. Review Source Response from Method Integration February 21, 2023 Hello Julie, and thank you for taking the time to share this with us. We're sorry that you didn't have a positive experience with Method. The holidays is a busy time for our programmers, with many taking time to recharge during this period. Your feedback is very much appreciated, and I will be passing it along to our Professional Services team. Again, thank you for sharing your experience and contributing to the betterment of Method. TB Taylor B. Admin Information Technology and Services Used the software for: 2+ years ### "KBS - Method Review" May 26, 2022 5.0 Overall great Pros We like the sales order feature the best it integrates with quickbooks. Cons Would like it to be more customizable for our needs Review Source Response from Method Integration June 21, 2022 Thanks for taking the time to leave a review, Taylor! Our experts are always around to assist with your customization needs, so don't hesitate to give us a shout! JS John S. COO Used the software for: 2+ years ### "Saved me from outgrowing QuickBooks" April 1, 2018 5.0 Pros Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team. Cons I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration. Review Source JL Jet L. IT Manager Information Technology and Services Used the software for: 6-12 months ### "Powerful CRM platform" November 21, 2019 3.0 We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be. Lots of customization effort has to be done to get it to where we want it to be. Pros Powerful and can be highly customized. Covering almost all aspect of CRM and most from accounting. Easy to use interface. Basic plan price is reasonable. Cons Outlook integration app still requires a lot of touch up to be practical. Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization. Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync. Prices per user could get very steep when you start subscribed to more modules. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Method CRM Its advertisement on easy integration with Quickbooks. Review Source VR Verified Reviewer Consultant & Principal Accounting Used the software for: 2+ years ### "Your data is not safe with Method. They deleted our data twice forcing us to rebuild from scratch." February 15, 2018 1.0 Pros Ability to customize application. However, features are a moot point for a foreign, cloud-based company that accidentally and irretrievably deletes your data multiple times. Review Source Response from Method Integration March 28, 2018 Hi there, I'm sorry to hear this. When a subscription gets canceled due to non-payment, or any other reason, you may be able to request a restore. Here's a full article on our help center: https://www.method.me/help/34636-method-faq/304564#how-does-an-account-get-cancelled. Please contact us directly to see how we can help out, and get your account back up and running. Donny C. Owner Construction Used the software for: 6-12 months ### "Stay Away from Method " October 16, 2018 1.0 Anyone looking for a crm system for their business please stay away from . Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks. Thousands of of dollars later in implementation and it's still not good. Please if you or your team or friends are looking please steer away from Method CRM you will thank you me . They only want to help if you pay we spent 21 k in implementation and our syncs are not syncing properly and it's not right. Not at all happy with it. My staff and it department are doing extra work to fix things in quickbooks and costing our company even more money. Pros the best part of of Method is that it syncs with Quick books Cons the support, and the accountability if they are in the wrong. they point fingers at the client if they have issues with the syncing. Review Source AC Abbey C. Sales Rep Marketing and Advertising Used the software for: 6-12 months ### "Abbeys Review" March 17, 2021 4.0 Its okay but I still see there being a lot of room for improvement Pros The ease of use. Very user friendly interface. Cons Sometimes its clunky. Things don't always work Review Source Response from Method Integration March 30, 2021 Hi Abbey - thanks for leaving a review! We're always open to hearing feedback on what we could improve, so please feel free to reach out to us anytime at success@method.me. JR Jonathan R. sales representative Wholesale Used the software for: 2+ years ### "Usefull tool " March 26, 2020 5.0 before that everything was done manually very hard to follow and keep track of the work Pros Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others . Cons sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities Review Source WM Wanda M. Account Executive Publishing Used the software for: 1-2 years ### "Best CRM" August 24, 2020 5.0 Pros I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career. Cons Honestly, I haven't found anything I don't like about this software. Review Source Response from Method Integration September 1, 2020 Hi Wanda, Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at hello@method.me. Best, The Method Team Rich S. Overpaid Storyteller / Brand Manager Used the software for: Less than 6 months ### "Under promised and OVER delivered!!! " April 19, 2018 5.0 We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!! Pros We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!! Cons No current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you! Review Source KN KENNETH N. Logistics Manager Furniture Used the software for: 1-2 years ### "Pleased with the Product" February 5, 2021 5.0 We have been very pleased with how we have been able to use it to solve our sales needs. Pros We have been able to customize it to meet our needs. Cons Some of our customizing has caused it to slow down and have a few bugs that we have had to work out. Review Source Response from Method Integration February 23, 2021 Hi Kenneth - thanks for your review! It's great to hear that you've found ways to customize Method:CRM for your business. Feel free to reach out to us anytime if you have questions! DG Doug G. Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Billed me for services for 4 years. Never stored any contact data offered me a $49.00 refund. " September 30, 2023 1.0 0 on 10 and ignored my request for a refund for the work they did not do. Pros Nothing. Very unprofessional. Took no responsability. Cons Very poor service. Blamed the issue on me while they had been charging me for 4 years and not doing anything for us. Review Source Response from Method Integration October 10, 2023 Hi, Doug. As a part of its services, Method offers data storage, security, and maintenance, which all users can access at any time they wish. I regret that you were not able to leverage Method for your needs, and I'm sorry to see you leave us on negative terms. Thank you for contributing your feedback and helping Method evolve. Rebekah R. Used the software for: Less than 6 months ### "VERY Disappointing" June 27, 2016 1.0 I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online and I thought I'd found it in MethodCRM. But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of). Just now, in the middle of a chat session, I was abandoned by the person helping me after advising me she had a meeting to go to a meeting. A meeting... I am the owner of, and have worked in, service-based businesses my whole adult life. Abandoning a customer to go to a meeting is unacceptable. I wasn't handed off to someone else, just dropped. Method appears to subscribe to the same LACK of service, the service industry has morphed into. Acting as if they (the "service" company) is doing the consumer a favor or requiring the consumer to jump through hoops and accommodate THEIR schedule. VERY disappointing, Method... Having a great product is not enough. You just stand behind your product and provide support to the people that pay your salaries - the customers. Pros Great features. Appears to work well for multiple industries. Cons Can't use it... NO support Review Source VR Verified Reviewer Children's Ministry Director Used the software for: Less than 6 months ### "Excellent, so far! " April 24, 2018 4.0 Excellent integration with quickbooks as well as overall contact management. Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone! Pros The best part about is the dual integration with Quickbooks. There's no need to worry whether or not you enter a recent sale/donation. Once entered in Quickbooks, you'll see it in Method, and vice versa! Cons The one thing I would like to see improve would be the options when sending donation receipts. It would be exceptional to have the option of emailing not only a donation receipt for the most recent donation, but a year-to-date giving report as well from the same page on which you enter the donation details. Also, it would be great to see a visual chart or graph for non-profits (or even businesses) who'd like to see their yearly donations/sales to date. Review Source RT Ryan T. Owner Civil Engineering Used the software for: I used a free trial ### "Mostly great, but somewhat overwhelming" July 20, 2021 5.0 Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it. Pros It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical. Cons Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails. Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Reason for choosing Method CRM Less expensive, better integration with quickbooks, more aligned with my particular business model. Review Source Response from Method Integration July 27, 2021 Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM! CH Cherie H. Accounting Director Market Research Used the software for: Less than 6 months ### "For the Technology saavy users, must be advanced IMO" February 27, 2021 5.0 Good experience overall. Thei customer support and tutorials to help are excellent. Pros This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires. Cons The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Method CRM The support and demo were great. Also the price. Review Source Response from Method Integration March 2, 2021 Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM! ## 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.