# Page 5 | Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Method CRM ## Showing most helpful reviews Showing 101-125 of 129 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 Method CRM 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, Method CRM 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 Method CRM. 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. Method CRM 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 Method CRM 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 Method CRM 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 Method CRM 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 SM Shannon M. Used the software for: ### "A great idea but highly complex" December 9, 2016 3.0 I signed up for Method to test out for CRM functionality. It is not an easy plug and plays program. I have to pay to be taught how to customize or get support on customizing for my business. The free videos are not all encompassing. They concept is great and I have a few customers in mind - but each has different needs so while I can learn and test for myself I would have to pay to learn for them as well. The NEW version does not integrate with Outlook - only their old version. Support is very slow on responsiveness to questions or issues. Review Source JL John L. Sales Manager Construction Used the software for: Less than 6 months ### "Great software" April 24, 2018 5.0 Pros It is easy to navigate and understand. We use it company wide. The fact that is links to quick-books is great. Cons In my opinion there is not any cons. The more I use methods, the more i realize what it can do for managing customers and sales. Review Source Response from Method Integration May 6, 2018 Hi John, thanks for the review of Method:CRM. I'm happy to hear you've rolled it out across the team. Let us know if you ever need any assistance along the way. Thanks again Lynda ST Shanell T. Sales Representative Used the software for: Less than 6 months ### "Very easy to use." March 26, 2018 5.0 I am quickly able to sort through and find the information I need on a customer or an invoice. Pros I like how everything is properly categorized. I also like the search options. Makes maneuvering through the app very simple. Cons Honestly, I've only used it less than a month at my job and it's pretty easy to use. I haven't used it long enough to have any complaints about it. Review Source PL Phil L. Account Manager Used the software for: Less than 6 months ### "I'm very comfortable using these programs and have a lot of experience doing so. I'm very comfortabl" April 26, 2018 5.0 Pros Why are you in software is a very valid question for several reasons. One, it gives the a chance to get a feel for what sort of skill sets you have and what you would be suited to and two it shows you are dedicated/interested Cons Auto-sync is an crucial must-have because it syncs all the contact information for your many contacts. Review Source JV Javier V. CEO Used the software for: Less than 6 months ### "Super satisfied customer-Diesel Training BJJ" April 27, 2018 5.0 Pros This product is easy to use. It syncs well with Quickbooks. I like the mobile app. Customer Service has been great from sales to support. By far the best CRM that I have found for the value. Cons I haven't found anything just yet that would count as a con. I have only had the typical issues a novice user would encounter. This being on the user end. Review Source Response from Method Integration May 6, 2018 Hi Javier, thanks for reviewing Method:CRM. It's great to hear that you've had such a positive experience so far with our app and our team. Let us know how we can continue to serve your small business, and if your team is still learning, I recommend our great video tutorials. https://www.method.me/help/253322-list-of-video-tutorials Thanks again, Lynda AR Am R. Sales Used the software for: Less than 6 months ### "Method is a resource that is going to make my life as a sales/support person much easier." April 24, 2018 5.0 Pros \-Great customer service with quick responses -Easy to create follow-up reminders -Easy to navigate Cons \-Some confusion in what applications involve extra monthly cost -Some difficulty personalizing different views Review Source MT MEGA T. Gerente general Computer Software Used the software for: Less than 6 months ### "null" January 30, 2019 1.0 Review Source VR Verified Reviewer Owner | PR and Marketing Manager Construction Used the software for: Less than 6 months ### "Thanks to the Method team!" July 17, 2019 5.0 Pros The Method team has been so helpful in our transition to this CRM software. They have helped to streamline our business! Cons There are a lot of customization limitations that you can't do yourself but the Method team is responsive when you need something outside your expertise. Review Source M MCrews Used the software for: ### "Its become our ERP" May 7, 2013 5.0 We've been using MethodCRM for the past 3 years. Prior to that we had experimented with Salesforce and developing our own internal solutions, but nothing we did solved QuickBooks integration. From day one MethodCRM gave us the synchronization we were missing. With its built-in design platform we have created our own custom billing and email marketing solutions. MethodCRM continues to scale as we grow. Pros Excellent value Cons Learning curve Review Source Talk to a Capterra advisor for free and get results within 15 minutes.