# Page 5 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is Method CRM the right Lead Management solution for you? Explore 138 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 (138) 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 5 - Reviews of Method CRM ## Showing most helpful reviews Showing 101-125 of 138 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JD JIm D. Owner Retail Used the software for: I used a free trial ### "Owner" October 12, 2020 5.0 We are opting to customize the software portal feature to give our customers access to real time data in their account. Pros Recording interactions between our company and our customer for future reference. Cons The contact management could be a little smoother. Reason for choosing Method CRM Ease of intergration with Quickbooks Enterprise. Review Source Response from Method Integration October 13, 2020 Hi Jim! Thank you kindly for taking the time to review Method:CRM. We're glad to hear you're enjoying our two-way QuickBooks sync and taking advantage of our unlimited customization options! MB Michael B. Owner / President Used the software for: Less than 6 months ### "Product is very flexible and the support has been great." July 4, 2018 4.0 Estimating and service scheduling. Pros I love the customizeability of the application and the support to get those things done has been great. Cons It is not as intuitive as it could be, but that could be because it is so customizeable that it might be hard to create perfect screens for everyone. I think with a little work, I could totally make it easy to use for my office, but I need the time to do it. Review Source Response from Method Integration July 12, 2018 Hey Michael, Thank you so much for your kind review. We are always looking for ways to improve our platform and we appreciate your feedback on the screen customization process. Certainly, the complexities behind making a platform so "flexible" and customizable are large, and our goal is to try to make it even more simple to the end user. Little by little we are getting there! I know that business owners like yourself do not have enough time to dive deep into customizations, that's where our professional services team comes into play. We are here when you need us! MM Mark M. President Non-Profit Organization Management Used the software for: 6-12 months ### "Great connection to Quickbooks" October 3, 2016 4.0 This is a time saver. It syncs with Quickbooks so you do not have to enter multiple times. CRM - Donor Mgmt works well. It is a good quality alternative. Offers online donor receipts. Etc Pros Ease of setup - sync with Quickbooks so you do not have multiple entries. Cons Customization is a little more technical and requires some knowledge. Review Source CO Carol O. Manager, System Development Used the software for: ### "Method is a Great Solution" September 11, 2013 5.0 I highly recommend as a solution for any organization who needs to integrate information between their QuickBooks accounting system, their CRM system and their Operations system. Right out-of-the box, Method is a powerful CRM solution that seamlessly integrates with QuickBooks. As a Method developer, I have developed Operations systems and customized the CRM system for many clients, providing them with systems that work the way their organization works as well as providing them with seamless integration between their Accounting, Operations and CRM systems. The key advantages to using Method for this approach are that they do not have to adjust their business processes to make the best use of their CRM or Operations software nor do they need to do double-entry of data in order to keep the Accounting, Operations and CRM systems in sync. As their business requirements change in the future, we can customize their Method system to meet those needs. I really love working with a client to take all the different pieces they use to manage their business (spreadsheets, Access databases, manual processes) and creating a cohesive solution that incorporates everything in ONE place: Their Very Own Method Solution. 'Turning Chaos into Order.' It's a beautiful thing. Review Source CH Charles H. CEO Facilities Services Used the software for: Less than 6 months ### "Great easy to use CRM" January 25, 2021 5.0 So far so great! Pros The connectivity to Quickbooks along with its ease of use. Cons I haven't come across anything I dislike except that when I imported my "leads" into the system, they couldn't be mass converted to Opportunities. Review Source Response from Method Integration February 2, 2021 Hi Charles, thank you so much! Regarding leads, you can create opportunities en masse via customization. This you can do yourself, or through our team of Business Solutions Specialists. Again, we appreciate you sharing your feedback! JF Jessica F. Business Development Used the software for: Less than 6 months ### "Wonderful system for tracking sales and prompts customer support!" April 26, 2018 5.0 Pros The software allows me to tract every stage that a prospect is in, which makes it easy to report to my boss about deals and new projects. I love the Activity follow ups because it helps plan out who and when I need to be reaching back out to people. The reporting is very easy to pull and self explanatory when boss's are checking in on it. Cons I would like for their to be a way to talley the amount of the proposal on the reporting. It's easy for the sales person and owners to see how much is closed and is in the pipeline. Review Source Response from Method Integration May 6, 2018 Hi Jessica, thanks for reviewing Method:CRM. The sales pipeline features and activity tracking are great tools so I'm glad to hear you're experiencing their benefits. I'll be sure to pass along your product suggestion to our team, as we're always looking to make it even easier to manage and grow a small business. Thanks again, Lynda AY Amier Y. President Media Production Used the software for: I used a free trial ### "All-in-one Quickbooks CRM" May 26, 2021 5.0 Excellent. Method customer service has been top notch. Pros Excellent user interface and easy integration with Quickbooks desktop. Cons It is pricey but you could opt for less features for a lower price. Alternatives considered [Zapier](https://www.capterra.com/p/130182/Zapier/)[Zed Axis](https://www.capterra.com/p/162196/Zed-Axis/)[Transaction Pro](https://www.capterra.com/p/184820/Transaction-Pro-Importer-Exporter/) Reason for choosing Method CRM Much more features and easy synchronization with QuickBooks. Review Source Response from Method Integration June 15, 2021 Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information. KI Kari I. First Mate Sales and Account Management Retail Used the software for: 6-12 months ### "Overall great customer service and very user friendly. " April 24, 2018 5.0 It has helped me email and connect with leads in a fast and efficient way. Pros I like the email templates that you can create and send to leads. It makes it extremely easy to use and time efficient. Cons It took me a really long time to upload a lead list. There were a lot of quirks, but overall the support team helped me to figure it out. I really appreciate the support I got. Review Source Response from Method Integration May 6, 2018 Hi Kari ¿ thanks for your feedback on Method:CRM. Glad to hear the email templates are being put to use and helping you streamline your sales process. I'm sorry to hear that the lead import took some time, but glad to hear our team was there to support you. Thanks again Lynda CS Cedric S. Used the software for: ### "Horrible Platform & Customer Service" July 27, 2015 1.0 We have been evaluating for over a year now (paying their fees the entire time.) After our evaluation, we decided NOT to go with Method for Quickbooks Pro / CRM. Here is why. 1.) The Method CRM Platform & Method Website - EXTEREMELY SLOW and POOR DEVELOPMENT. 2.) The Method CRM Customer Service - Our account manager and the development team was very slow if they even responded. We felt like they just did not care about us or our issues. 3.) The Method CRM Overall Experience - NOT A GOOD ONE. We are still in the process of finding that CRM but we know Method CRM is not the one. Do yourself a favor and look elsewhere. Review Source Response from Method Integration July 29, 2015 Hi Cedric, my name is Lynda and I¿m Method¿s Loyalty Marketing Manager. I¿m so sorry to hear you have had a poor experience with Method. We are a team that strives to provide customers with great service, so thank you for your honest review. Your feedback will be addressed by the team so we can diagnose the root problem of your issue and ensure this is not a repeated experience. Again, my deepest apologies for not meeting your needs, Cedric. I wish your team much success in finding a solution that suits you and helps you grow your business. Sincerely, Lynda Byrne EW Emily W. Owner Consumer Services Used the software for: ### "I spent two weeks on the free trial. This was enough to let me know if was not a good fit." April 9, 2018 4.0 If you had the time and knowledge to program this software, it could really be incredible. I think the software was just far more than my small company needed, so it just wasn't a great fit. Pros This software is POWERFUL. Wow. It can be totally customized to your needs, which would be incredible for someone in a very specific industry. Cons I did not have near the experience in programming needed to make this software work for my purposes. I found that the canned CRM systems (where the programming and forms are already set up) were a much better fit with FAR less work and time in set up. Review Source Bill K. Principal Accounting Used the software for: 1-2 years ### "null" December 19, 2017 5.0 Review Source VC V Cameron Used the software for: ### "Perfect CRM for QuickBooks users" May 6, 2013 5.0 I first started using as a way to build custom business solutions for my QuickBooks clients. As a long time QuickBooks ProAdvisor, I was impressed with its robust sync engine, and customizable processes, screens and reports. Once I started using the CRM portion in my own business, though, it quickly became indispensable. Not only do I have all the features of a standard CRM, but my clients have a portal to check on their account, pay their bill and check documents with me in a secure fashion. I have mobile access on my smartphone for entering time in the field , logging a client call, or looking up a phone number. And everything syncs with QuickBooks Desktop or QuickBooks Online in real time, painlessly. Pros \*The best QuickBooks sync engine I've seen in 14 years of QB consulting. \*The ability to build custom solutions for any business. No more trying to develop complicated QuickBooks workarounds for clients that don't fit the standard mold. Cons Due to the nature of QuickBooks Online, has more limited syncing abilities with that version. Review Source VR Verified Reviewer Member Wholesale Used the software for: 6-12 months ### "Excellent but complicated to setup" May 24, 2019 4.0 Pros \- Very customizable - Easy for end user to input information Cons \- Difficult setup process - Integration with Quickbooks is difficult with the app they provide Review Source jC jeremy C. owner Hospitality Used the software for: 6-12 months ### "terrible" June 7, 2018 1.0 None, actually Pros low sticker price, and they say 'yes' to everything you want. However, when you actually get started you realize how rigid the system is and how cumbersome the customization process is. They expect you to become a developer, or pay they a premium. I would STAY AWAY Cons extremely difficult to customize, and expensive. They charge your huge fees for hours and end up charging more to correct mistakes. Customization process takes ages. They are cocky and rude to clients who want the software to do more than their limited abilities. Review Source Response from Method Integration June 14, 2018 Hi Jeremy, I'm sorry you feel your experience with our team has been anything but positive. We strive to provide world-class service to all customers. I've passed along your feedback to the team who will be reaching out to rectify your experience. Mark S. Used the software for: ### "Talk to QB" November 16, 2016 3.0 We need a solution to run a CRM that speaks to QB. There is a 30-day trial which is a good idea but 30 days in sales terms is a short period of time. I would suggest a 3 month trial period - 30 days free, then a reduced fee for 60 days - then charging full price. The time has been to short to get all sales people to understand and get a hang of the program. Review Source TW Tyler W. Operations Used the software for: Less than 6 months ### "Seamless transition" April 25, 2018 5.0 Pros We are particularly impressed by the ease of use and adaptation throughout our organization while implementing . The QB sync function allows us to work proficiently from anywhere. Support is Top Notch. Cons Each person has their "wish it did this list" to increase efficiency accommodate their own personal style of working. No show stoppers and at this point and we are trimming down that list weekly. Review Source Response from Method Integration May 6, 2018 Thanks for the review, Tyler! That's great to hear that your team is adopting Method:CRM and getting help from our team. Be sure to check out the customization capabilities for further efficiency gains. Thanks again, Lynda RH Robin H. Principal Consultant Used the software for: ### "Method CRM and QuickBooks" August 22, 2013 5.0 I have been consulting on QuickBooks for about 15 years. The more that I consult with clients on QuickBooks, the more that I am finding that I need to let QuickBooks do the accounting and other systems do the business work flow. allows me to bring the whole package to my clients. When we started introducing Method CRM to our clients, it really opened their eyes to being able to have integrated systems and not having to duplicate their efforts. Method CRM has a flawless two way sync engine that will update the customer information in either system. With this we have been able to tailor the system for the things that their employees needed to see. Being able to customize Method CRM has opened doors for us that were impossible to do just with QuickBooks alone. QuickBooks along with Method CRM is definitely a winning combination. It is amazing how we can help our clients with all of their business needs. Review Source BJ Byron J. Support Technician Information Technology and Services Used the software for: Less than 6 months ### "Method is easy to understand and easy to use." April 19, 2018 5.0 Being able to have any information I need on clients on the spot is quite a good benefit. As a support tech that takes calls, it is necessary to have information as fast as possible, and this software does just that. Pros What I like the most about Method is that you can search any information that would be in a profile, and it will bring it up without any extra hassle. Cons What I like the least about Method would be the information inside of a profile, as it all kind of meshes together as it doesn't have any font bolding to make the titles stand out from the information. Review Source TM Tanya M. VP Used the software for: 6-12 months ### "DO NOT BUY this product if you need help. There is no one to help you!" March 14, 2018 4.0 My staff can see QB info Pros Great integration with Quickbooks. Cons It is massively complicated and no one will help you. They will send you 1,000 articles that don't make sense! Review Source RZ Rui Z. accountant Hospital & Health Care Used the software for: I used a free trial ### "Friendly app to QBO" March 26, 2021 5.0 Pros Very friendly CRM software with integration to QBO. Cons Takes a lit time to customize and learn . Review Source Response from Method Integration April 8, 2021 Thanks for your review Rui! EM Erika M. Manager of Customer Service Consumer Goods Used the software for: Less than 6 months ### "Method has made switching CRM platforms extremely easy!" April 24, 2018 5.0 So many benefits! It is truly an amazing CRM! Pros User friendly The customer support, voice and chat, is fantastic All the elements we were searching for are there Everything is in one central location Cons Switching back and forth between pages often. A tab system would be really nice! The integrations can be somewhat confusing when you first approach them Review Source Response from Method Integration May 6, 2018 Thanks for reviewing our CRM, Erika. I will be sure to pass along your feedback to our product team, as we're always looking to improve. Thanks again, Lynda GGG Go Get Geek! Used the software for: ### "Best App for QuickBooks" May 27, 2013 5.0 As a QuickBooks ProAdvisor, I have been using for several years and recommending it for my clients that want to be able to get to their QuickBooks data easily and customize it to how they want to use it. It is not just a powerful CRM, but a great way to add any additional trackable data. I have also used it as a platform base to create some amazing custom reports. Pros The engine that syncs the data between and QuickBooks and the web site uptime are very reliable. My clients rarely contact me for support issues. Cons Most people don't know how much customization you can do with this app. So, it is strongly recommended to invest in hiring someone knowledgeable to do the design and customization of your data and screens. Review Source VR Verified Reviewer Marketing Manager Telecommunications Used the software for: Less than 6 months ### "Easy to use software" January 17, 2018 4.0 Pros Good starter CRM out of the box. Definitely use the 1 hour free consultation to discuss your companies needs. Cons After a period we still decided to choose an alternative CRM's that had a better cost-value ration in our opinion. Review Source aG aaron G. CEO Nanotechnology Used the software for: Less than 6 months ### "CRM for client Engagement" April 2, 2021 5.0 All interactions were outstanding, even if I didn't like the answer quite professional Pros Method was straight forward to setup and integrate with Quickbooks. Cons I can bill my customer but have to pay to have an integration for allowing my customer to repurchase the same product. Unable to find an integration with another storefront Review Source Response from Method Integration April 8, 2021 Hi Aaron, thanks for taking to the time to leave us this feedback. If you let us know which integration you're looking for we might be able to make something happen for you. Our online portals may also do the trick! CW Catherine W. Owner Used the software for: ### "Method CRM Rocks!" September 30, 2013 5.0 As a Certified QuickBooks ProAdvisor for more than 10 years, I've rarely seen a product that interfaces as seamlessly and easy as does with QuickBooks. It provides a key component for small businesses to handle their Customer Relationships as well as making it easy for the small business owner to customize her workflow. Method has an intuitive interface, security features that any IT manager would drool over and the capability to grow with any business. While Method doesn't have a user's manual, they do have an impressive list of "how-to" videos on YouTube that is growing regularly thanks to the energy and humor of Errol and his writing partner, Alex. I could list all the detailed nuances that contribute to the 5 star rating but instead I encourage you to check it out for yourself. 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.