# Page 4 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Method CRM ## Showing most helpful reviews Showing 76-100 of 139 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DF Damien F. Consultant Construction Used the software for: Less than 6 months ### "After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated." May 31, 2017 4.0 I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me Pros It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive. Cons This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly. Review Source CR Carabeth R. Development Director Education Management Used the software for: 2+ years ### "A good integration" July 10, 2019 4.0 Overall I like this program and the integration with quickbooks Pros Method has been a good program for our school. Being able to see all of the accounts in real-time make managing everything a lot easier. Cons The reports part of this has not been my favorite. I paid extra to have the support team build the specific report I needed but it's still a little clunky. Also as I would love to see an ability to run specific campaigns and reports on them. Right now you can use tags to identify campaigns but that is also a clunky way to do it. Review Source AM Alicia M. Director of Operations Financial Services Used the software for: 6-12 months ### "Makes it easy for clients to keep track of transactions and for us to keep track of leads" June 8, 2021 5.0 Pros The search and linking of the account with QBO is an amazing feature! Cons No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable. Switched from [SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) SuiteDash had too many flaws and it's way less user friendly Review Source Response from Method Integration June 15, 2021 Thanks for being a Method customer Alicia! MY Maria Y. Inside Sales Representative Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Great CRM Software for your Businesses " July 20, 2021 5.0 Great customer service Great CRM is easy to use for every level in your company Sync your emails, save time Pros I really enjoy having tools that would make my job organized, dynamic and up to the flow of my customer needs. I really enjoy this CRM! Cons Every feature is well designed from database to opportunities. Review Source Response from Method Integration July 27, 2021 Thank you for your feedback and we're glad to hear you're enjoying Method:CRM! NM Noah M. Owner, Senior Mastering Engineer Used the software for: 6-12 months ### "Method is a fantastic web-based QuickBooks CRM" April 24, 2018 5.0 Time saving and job tracking Pros Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week. Cons Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully) Review Source AG ADAM G. sales Construction Used the software for: 2+ years ### "review of method crm" June 9, 2021 2.0 not a great CRM Pros the memo notes, because it doesn't require endless dropdowns to use Cons dropdown. method editing the dropdowns overnight so your'tab' function doesn't work the same the slowness of the system Review Source Response from Method Integration June 15, 2021 Hey Adam, thanks for taking the time to share your feedback with us. I'll make sure to share your thoughts on dropdowns with our Product team. VM Vladimir M. Sales Rep Recreational Facilities and Services Used the software for: 1-2 years ### "Simply great software functionality and easy to use." April 24, 2018 5.0 Ability to customize the software for our business needs. Easy software to use! Pros Functionality. There are so many custom options that we offer as a business and this software is great for that! Cons Software works very slow at times and the sidebar is too sensitive. Its a minor thing but I dont like how the sidebar expands, often becomes a stumbling block when trying to click a small box that is very close to the sidebar. Review Source Response from Method Integration May 6, 2018 Thanks for your review, Vladimir. I'm sorry to hear you experienced speed issues while using Method. I can assure you we're always working to create a high performing platform. I will be sure to pass along your feedback on the side bar, as our team is always interested in hearing how we can improve the app's UI. Thanks again for your review. Lynda JP James P. Business Relations Legal Services Used the software for: Less than 6 months ### "Invoice Game Changer" October 29, 2020 5.0 Wonderful! Highly recommend. Pros Customer Service! Similar platforms can do about the same thing, but what if you need help? Phone Support is immediate! Cons Life is a learning curve. Took time to learn how to use features. Reason for choosing Method CRM Yes! Review Source Response from Method Integration November 4, 2020 Glad to hear that Method:CRM has simplified invoices for you! Thanks for your review, James. MT Michelle T. Ad Ops Marketing and Advertising Used the software for: Less than 6 months ### "New Employee Loves New System" September 7, 2021 5.0 Pros As a new employee to the company, I found it very user friendly and has a nice flow of information in each screen. I like that it seems to be very customizable to our specific needs. The system in comparison to previous window based programs I've used this blows them away for sure. Cons At this point I do not have any cons regarding the software. Review Source Response from Method Integration September 21, 2021 Hi Michelle! We're glad to hear you're enjoying the customizability that our software offers, thanks so much for sharing your thoughts! Megan F. Sales Administrator Used the software for: Less than 6 months ### "Very user friendly and great for every-day use!" April 24, 2018 4.0 tracking sales leads, generating reports for internal sales teams Pros I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal! Cons Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful. Review Source Response from Method Integration May 6, 2018 Hi Megan, thanks for your review of Method:CRM. I'll pass along your feedback to the team as we're always looking to further improve our offerings. Thanks again, Lynda VR Verified Reviewer Customer Service Manager Consumer Goods Used the software for: 6-12 months ### "This CRM is amazing. " July 10, 2018 5.0 Pros Where to even start?? This is such a user friendly platform, I think training anyone in to use it would be a breeze. Does everything we wanted it to, and keeps record of EVERYTHING we needed. Cons I wouldn't so much call this a con, but I don't trust reviews that don't have one. For the customization pages, it can be extremely overwhelming. Maybe if that portion were just a little easier to navigate, then this would be a 10/10! Review Source Response from Method Integration July 12, 2018 Thank you for your feedback! Customization can certainly have a steep learning curve. However, our professional services team is here to help. Reach out to use and we'll gladly make Method fit like glove! VR Verified Reviewer SEO Specialist Used the software for: Less than 6 months ### "Great , Easy to use CRM" April 24, 2018 5.0 Seamless and easy quick books integrations Pros I love that communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy. Cons Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today. Review Source Response from Method Integration May 6, 2018 Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review. Lynda EB Emmalee B. Administrator Media Production Used the software for: Less than 6 months ### "Easy to use" August 12, 2021 5.0 Love the product so far, looking forward to adapting it more to our company business flow. Still working out the bugs at this time. Pros I love how straight forward the options are to navigate and adjust to each need or setting within our company’s needs. I also really love how thorough the help articles and videos are. Cons There seems to be a lack in customer support, especially with communication. Very long wait periods to solve issues. However, support team has thoroughly solve all our issues. Just takes too long to achieve and I waste too much of my work day walking through the issues. Reason for choosing Method CRM Ease of flow and the breakouts for each process is smooth and well balanced and connects well to our business flow. Review Source Response from Method Integration August 31, 2021 Thank you for your review, Emmalee. We've passed your feedback along to the support team. BM Brittney M. Interior Designer Design Used the software for: 1-2 years ### "Organized and simple" March 23, 2021 4.0 I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to send out sales order and emails. Pros I liked the activities because it helps remind me and holds me accountable to finish tasks. Cons Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome. Review Source Response from Method Integration March 30, 2021 Hi Brittney thanks for sharing your feedback! It's great to hear that Method:CRM is working well for your company. DW David W. Managing Director Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "This was made for dummies" September 1, 2021 5.0 Pros I found the total integration with QuickBooks was the best compared to other products I have looked at . Cons At this point in time I cannot find a fault worth mentioning Switched from [Copper](https://www.capterra.com/p/141642/Copper/) Coper was ok and only integrates with Gmail. This does both with QuickBooks And Gmail and Outlook Review Source Response from Method Integration September 14, 2021 Thank you for finding the time to leave a review, David! VR Verified Reviewer President Used the software for: Less than 6 months ### "It has boosted my awareness in many areas of my company" March 28, 2018 5.0 One place to see all information I need run my business and make timely decisions to grow and give my team the proper guidance they need to succeed. Pros The key to this software is the ease in which it has integrated all my client information, from sales pipeline, emails, documents all the way to invoices giving me one place to review all the pertinent information I need to run my business. Cons I would like to see more graphs for pipelines, sales collections, similar to what QuickBooks has on its dashboard. Review Source JB Jack B. CIO Construction Used the software for: 6-12 months ### "Database Platform Unreliable, CRM based on it Very Cool" August 31, 2019 2.0 WE had to let it go and find something else after extensive 'degradation' of what we had already finished. Pros Their comprehensive approach to CRM was very cool and helpful. They focused on actions and resulting actions for every contact update. Their customization, including their DB engine was a big selling point. Cons Half of everything we painstakingly made in the DB basically fell apart after it was tested and tweaked. It was very hard to navigate, requiring extensive videos and documentation. Review Source RM Remy M. Project Coordinator Furniture Used the software for: 6-12 months ### "Good product to use and great customer service" October 19, 2020 4.0 Pros It's easy to use and a great way to stay organized. The customer support team is responsive and eager to help. Cons Wish we could have more than 10 items shown at a time. Would prefer to scroll through estimates or bills instead of having to go to the next page. Review Source Response from Method Integration November 4, 2020 Hi Remy, thanks for your review! I've got some good news as well it is possible to scroll through estimates ad bills without having to go to the next page. To enable this experience, please reach out to our support team. BN Byan N. Manager Inside Sales Hospital & Health Care Used the software for: 2+ years ### "Great CRM to work on." April 8, 2020 4.0 Great experience ! Pros User Friendly and customizable, I would recommend this CRM. Cons Would be nice to timestamp and save notes automatically Review Source EB Enrique B. Executive Director Graphic Design Used the software for: Less than 6 months ### "Method has solved all of the issues in my Sales Process." April 23, 2018 5.0 Method increased my productivity exponentially. Jobs were no longer being overlooked because of human error. Sales tracking was non-existent before Method. I would say Method saved my business, if not my sanity! Pros The QB integration is the BEST part of the program. Customization, collaboration and client accessibility are ALL a very close 2nd. The program is extremely agile. Cons Payment system integration has disappointed me greatly. I was excited to be able to have my clients pay me through the portal but in 2 months we still have not been able to iron this out. On the bright side, the support team has truly been working diligently to resolve the issue. I was impressed and pleased at how knowledgeable they are. I know we will soon resolve the problem, but that is my least like part of the program. Review Source Tessie M. Outside Sales Representative Used the software for: Less than 6 months ### "Knew exactly what was wrong." April 24, 2018 5.0 Pros Easy to use and track my activities and sales. I like the chat feature for customer service needs. They are quick and accurate in their answers Cons I was not able to correct the profile from vendor to customer. I had to create a new profile that caused duplicates Review Source Response from Method Integration May 6, 2018 Thanks for reviewing our app, Tessie. I'm glad our support team has been able to help you through the process of adopting Method:CRM. Thanks, Lynda Eric C. Manager Used the software for: Less than 6 months ### "We've enjoyed getting more organized and intentional in our lead follow up." April 24, 2018 5.0 lead followup Pros I like that it's cloud based, customizable, QB integrated, and has quick helpful customer support via CHAT Cons Sometimes a little wonky just trying to enter a simple quick note on a file but you get used to it... Review Source Response from Method Integration May 6, 2018 Thank you for reviewing Method:CRM, Eric. It's great to know your business is becoming more intentional with your lead follow-ups. I'm sure this is going to help you close more sales. Thanks again Lynda Jill M. Nutritional Therapy Practitioner Used the software for: Less than 6 months ### "We use method to keep track of all of our clients/customers." April 22, 2018 4.0 Pros I like that it is quite robust in terms of what all it can tag and keep track of with clients. There are also integrations with other software and that is really nice. Cons It's a little glitchy and I especially don't like that there's no easy way to deal with duplicate clients. We have so many people entering information on a daily basis it's hard to keep track and I wish that part were more intuitive. Review Source Response from Method Integration April 24, 2018 Hi Jill. Thank you for your feedback, we really appreciate it. For the client merge frustration, if you merge the clients in QuickBooks (by renaming one of them to have the same name as the other) then Method will pick up on the merge automatically. Sorry we don't make that more apparent and we're working on making this more intuitive within Method. Hope that helps and thanks again for your feedback! GK Gina K. COO Used the software for: ### "Did Not Deliver but Charged.." January 3, 2017 1.0 After speaking with Method employees about the needs of our company, we were sold on two different consulting packages. Two months later, we still didn't have a functioning tool. They did not deliver what was promised. We heard multiple times there were "glitches" in their system and that "others had said the same thing". It became painfully obvious they have a great concept, but the platform is still in development and not up to par with other CRMs. We had to ask for things like creating functioning fields, fixing broken algorithms, and providing consistent formatting on the entry screens. When we got the CRO involved, she punted it back down the org chart. They would only spend more time if we spent more $. They didn't take responsibility and only refunded a small portion. It's like they stole from our company. I can not recommend Method at all. Pros We originally chose it because of the integration with Quickbooks. Cons It's not customizable like they say it is. Review Source Response from Method Integration January 11, 2017 Hi Gina ¿ I appreciate your frustrations from this atypical experience. We take pride in helping small businesses personalize their accounts or create custom apps everyday, so I'm sorry to hear a personalized solution wasn¿t the end result of working with the team. I hope you've found an application suited to your organization's needs and wish you all the best in 2017. Sincerely, Lynda Byrne, Method Loyalty Manager. VD Vanessa D. Owner Food & Beverages Used the software for: 6-12 months ### "Worst program ever" October 21, 2019 1.0 Customer service sucked Pros Nothing company over all looks like it's starting out and doesn't have the bavkbo e for customer service Cons We have spent plenty of money adjusting this to our liking. Everytime they fix something they mess something else up and then charge you to fix there mistakes. Simple things that should be part of there program. Company is a mess 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.