Method CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Method CRM

4.2

(128)

Pricing

Starting at $27.00 per month

About Method CRM

The #1 QuickBooks CRM—Make QuickBooks Even Better with Method CRM

Method CRM makes QuickBooks even stronger by keeping your data up to date and accurate in real time. With our special two-way sync, changes you make in Method CRM automatically show up in QuickBooks, and the other way around. This means no more worrying about mismatched data or having to manually enter the same information twice. Whether you’re updating a customer’s contact info, adding an invoice, or logging a payment, you can trust that both systems will always stay in sync.

You’re in control of how your data syncs—you can update it right away or wait until a sale is final. This keeps your QuickBooks clean and only shows sales that are officially closed. Plus, your team will always have the latest info. This is especially important for teams working on the go or even remotely, because everyone has access to the same up-to-date information no matter where they are.

Method CRM is built to fit your needs. You can manage leads, create estimates and invoices automatically, track your customer activity, organize sales, and get paid faster—all in one place. Imagine being able to close a sale, send an invoice, and mark...

it as paid without having to jump between different systems. With Method CRM, it’s possible. With features like customer portals, activity tracking, and e-signatures, your team can close deals faster and get paid from anywhere. Your customers can log in, view their estimates or invoices, and make payments directly, saving time for both them and your team. Method CRM is trusted by businesses like manufacturers, field service teams, and consultants because it saves time, increases sales, and helps businesses grow. Why Choose Method CRM? 1. Two-Way Sync with QuickBooks Method CRM was one of the first tools to connect with QuickBooks, and it’s still the best. Our real-time, two-way sync keeps customer details, invoices, payments, and more up to date in both systems. There’s no need to update things twice, and it’s free to connect Method to QuickBooks. 2. Get Rid of Manual Work Stop wasting time using multiple tools and doing tasks by hand. Method CRM automates your sales process, lowers mistakes, and makes your team more efficient. From tracking leads to sending invoices, Method gives you back time to focus on growing your business. When you automate repetitive tasks, your team can focus on what they do best—serving customers and closing deals. Whether you’re following up with leads, generating estimates, or collecting payments, Method CRM makes the process faster and smoother for everyone. 3. Customizable for Your Business Every business is different, and Method CRM understands that. You can start with the basics and then work with our team to customize it just for you. Whether you want to create commission trackers, design customer portals, or build special tools, you can personalize Method to match exactly how you work. 4. Use It Anywhere You can use Method CRM on any device—your phone, tablet, or computer. Whether you’re at the office, on the road, or working from home, you can always stay connected. Method keeps you and your team connected, no matter where work takes you. It’s perfect for field service teams, remote workers, or anyone who needs access to their business data on the go. What Makes Method CRM Different? More than 1,600 businesses trust Method CRM, and our 5-star reviews on Intuit’s Apps.com show why. Businesses love how easy it is to use, its powerful features, great customer support, and the way it connects with QuickBooks. Method CRM is more than just a tool—it’s a partner that makes your work easier, improve productivity, and helps your business grow. With Method, you can automate tasks, keep your team organized, and provide a better experience for your customers. Ready to work smarter? Start your free 14-day trial today and see how Method CRM can transform the way you run your business!

Method CRM Screenshots

Method CRM Pricing and Plans

Starting price: $27.00 per month

Free Trial

Free Version

New Year Sale: 25% off 3 months on CRM Quick Start

$27.00

per user, per month

Plan includes:

Administration and Extras
Customization
Integrations
Lead Management
Quickbooks Integration
Reports
Supports

New Year Sale: 25% off 3 months on CRM Pro

$45.00

per user, per month

Plan includes:

Contact Management
Online Portals
Administration and Extras
Customization
Integrations
Quickbooks Integration
Lead Management
Reports
Supports

New Year Sale: 25% off 3 months on CRM Enterprise

$73.00

per user, per month

Plan includes:

Financial Management
Sales Pipeline
Some Features of Communication and Productivity
Administration and Extras
Integrations
Quickbooks Integration
Reports
Online Portals
Supports
Customization

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Method CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Method CRM
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Escalation
Alerts/Notifications
API
Appointment Scheduling
Calendar/Reminder System
Calendar Sync
Client Management
Contact Database
Contact Management
CRM
Customer Database
Customer History
Customer Portal
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Visualization
Document Storage
Drag & Drop
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
Expense Tracking
Forecasting
For Financial Institutions
For iPad Devices
For Mac Devices
For Small Businesses
For Startups
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
Mobile Access
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prospecting Tools
Real-Time Data
Relationship Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Single Sign On
Source Tracking
Support Ticket Management
Tagging
Task Scheduling
Team Assignments
Template Management
Third-Party Integrations
Web-based Deployment
Web Forms

Method CRM Integrations

QuickBooks Online

Zapier

Google Workspace

PayPal

Gmail

Mailchimp

See all 10 integrations

Method CRM User Reviews

Overall Rating

4.2

Ratings Breakdown

62%

18%

10%

Secondary Ratings

Ease of Use

3.9

Value for money

3.9

Customer support

4.1

Functionality

4.1

Rich S.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed April 2018

Under promised and OVER delivered!!!

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!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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!

Alisena N.

Verified reviewer

Security and Investigations

2-10 employees

Used daily for less than 6 months

Reviewed December 2024

Try Method CRM if you are looking for an All-Type Workflow.

We found Method CRM much useful for our Management, Accounting and On-Field Stuff and Stuff.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Method CRM is fully customizable and also an All time active support team which are reachable so quickly.

Cons:

Having various types off Apps that can perform all types of activities.

Reasons for switching to Method CRM

More Easy to work with Method CRM than Rev.io and more accurate in syncs with QuickBooks.

Vendor Response

Hi Alisena, thanks so much for the wonderful review! We’re thrilled to hear that Method CRM is helping with your management, accounting, and on-field tasks. It’s great to know that our customizability and support team have made a difference for you. We’re also happy to hear that switching to Method CRM has been easier and more accurate with QuickBooks sync! Thanks again for sharing your experience with us!

Replied December 2024

Brian L.

Verified reviewer

Oil & Energy

2-10 employees

Used daily for less than 12 months

Reviewed October 2024

Basic User Friendly CRM

Method works as a good management tool, but needs some improving to compete with the other CRM softwares available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The CRM has a user friendly interface. I like that the dashboard is customizable.

Cons:

There is no information available in regards to the overall performance of individual sales reps. We have had some issues with information populating correctly from Quickbooks. However, the Method team was able to resolve.

Vendor Response

Hi Brian, thank you for taking the time to share this review. We are happy to hear that you find the interface and dashboard useful. We’d love to hear more about your experience. If you’re willing to share more, please drop us a line at hello@method.me.

Replied November 2024

Mario O.

Verified reviewer

Security and Investigations

11-50 employees

Used daily for less than 6 months

Reviewed November 2024

Have no doubts and make the switch

Quick and easy to transition into. Quick and easy to learn how to use as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Method is quick and there is no lag when clicking around.

Cons:

Lack of inventory. Not their fault. It's just something we as a company were looking for.

Reasons for switching to Method CRM

Rev.Io was outdated slow, glitchy, and not online accessible for us. Expensive as well.

Vendor Response

Hi Mario, thank you for your review! We're happy to hear that you have found Method easy to use and learn. We appreciate your feedback about inventory, and we will share it with the team. Thank you again!

Replied November 2024

Lisa C.

Verified reviewer

Design

11-50 employees

Used daily for less than 12 months

Reviewed December 2024

Providing a method that eliminates paper madness

It's a basic CRM that provides basic functionality for small businesses but having come from enterprise-level CRM called Salesforce, I am unaware of the full configuration potential of Method which is why scheduled the free 1 hour personalization discussion with a Method rep in a couple of weeks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to generate an estimate from an opportunity

Cons:

The lack of my ability to upload contact data in mass to the CRM system. I also struggle with personalization on my own sales reporting/default views, etc. but wonder if it is because we have so few users and basic functionality?

Vendor Response

Hi Lisa, thank you for your thoughtful review! We’re happy to hear you’re finding value in generating estimates from opportunities. Regarding your feedback on bulk contact uploads, Method CRM does have an import feature for both leads and customers, complete with templates to make the process straightforward. Our team can walk you through this feature during your customization hour. As for sales reporting and default views, these can indeed be customized! We’ll make sure to explore how we can tailor Method to better fit your needs in your upcoming session. Thanks again for sharing your experience!

Replied December 2024

Alison B.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed March 2025

Method CRM is a great product for our small business

It has been easy to use and easy to fix issues. The team behind the product seems to be dedicated to success.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The technical process was quick and efficient. [sensitive content hidden] was great to work with. He was patient and informative. We had our fixes quickly. Method CRM is easy to use and easy to work with.

Cons:

Need more training on the uses of Method CRM

Vendor Response

Thanks for the review, Alison! We're so happy to hear that your team has found Method easy to use and has been satisfied with the support from our team. If you ever need additional guidance on using Method, we have plenty of articles on our help center which you can find at help.method.me. Our support team is also available to answer any questions your team may have. Thank you again for choosing Method!

Replied June 2025

Firas G.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for less than 12 months

Reviewed January 2025

Method CRM’s ability to customize forms

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about Method CRM is its seamless integration with QuickBooks and its high level of customization. Unlike many CRMs that offer generic workflows, Method CRM allows users to tailor the system to fit their unique business processes without needing extensive technical expertise.

Cons:

The platform is especially useful for project managers because it centralizes customer interactions, task assignments, and project timelines. I found the automated workflows and real-time data syncing particularly beneficial in reducing administrative overhead, improving collaboration across teams, and ensuring that data remains accurate and up to date.

Vendor Response

Thank you for sharing your thoughts on Method CRM! We're thrilled to hear that the QuickBooks integration and customization options stood out to you – it's great to know they've made a difference for your business processes. We also appreciate your insights into how the platform supports project managers with centralized customer interactions and real-time data syncing. It's feedback like this that helps us continue to refine and improve the experience for all our users. We can't wait to share this with our team! Thank you again.

Replied January 2025

Jenna F.

Verified reviewer

Import and Export

2-10 employees

Used daily for more than 2 years

Reviewed February 2025

Method Review

I have had a great experience with Method and their support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

how easy and organized it is, how when we need something changed we are able to get it done right away

Cons:

sometimes I get logged out for no reason

Vendor Response

Thanks for your review, Jenna! We're so glad that Method has helped you stay organized and that changes have been handled quickly and effectively. Sorry to hear that you've experienced some random logouts, if that has continued please reach out to hello@method.me and our support team would be happy to take a closer look. thank you again for choosing Method!

Replied June 2025

Jesse M.

Verified reviewer

Automotive

11-50 employees

Used daily for less than 2 years

Reviewed December 2024

Method has great ease of use and organization

Overall experience is very good with Method and I use it Mon-Fri at work, never had any problems besides the program slowly lagging over time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Method organizes everything very well and allows for an easy user experience

Cons:

Method can bog itself down after being used all day and the program will run very slowly until you refresh

Vendor Response

Hi Jesse, thanks for the great review! We’re glad to hear that Method is helping you stay organized and provides an easy user experience. We also appreciate your feedback about the program slowing down after extended use. We’ll definitely pass this along to our team for further review. Thank you again!

Replied December 2024

Donny C.

Verified reviewer

Construction

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

Stay Away from Method

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 10 of 128 Reviews

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