# Page 4 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Method CRM ## Showing most helpful reviews Showing 76-100 of 129 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 Method CRM 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 JK John K. Manager Construction Used the software for: Less than 6 months ### "Method to QB Desktop Pro issues" April 28, 2020 4.0 We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought multi user QB. Pros This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file. It has many powerful customizable features, including a powerful new template designer. Cons Customization of the software requires significant technical knowledge and is not for the average user whose business is something other than software customization. If you internet connection is slow, Method is almost nonfunctional. Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks. Review Source 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 Method CRM 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 Method CRM 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 Talk to a Capterra advisor for free and get results within 15 minutes.