# Page 3 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Method CRM the right Lead Management solution for you? Explore 129 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 (129) 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 April 1st, 2026 # Page 3 - Reviews of Method CRM ## Showing most helpful reviews Showing 51-75 of 129 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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! 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 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. 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 Method CRM. 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. 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 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 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! 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 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 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! jN julie N. Sales Support Wholesale Used the software for: Less than 6 months ### "Excellent Customer Service" April 7, 2021 5.0 Pros Aside from numerous integrations and apps that allow all of the functions of my job to become seamless and automated, I especially value the extensive customer support that is available. I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered. They have basically "held my hand" setting up and customizing Method to be as user friendly as possible. I am so glad I found this software, it will completely simplify and advance they way we do business. Cons nothing to complain about. But If I had one wish, it would be that Method could integrate with a map program I use that maps new customers each time they are entered. Reason for choosing Method CRM Quickbooks integration, ease of use and A+ customer service Review Source Response from Method Integration April 13, 2021 Hello, Julie. I'm glad Method:CRM is working for you! You may have already talked to our customer support about this, but they may be able to help you in regards to your map program integration. Thank you so much for your feedback! 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! 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 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 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. 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 Talk to a Capterra advisor for free and get results within 15 minutes.