# Method CRM Software Reviews, Demo & Pricing - 2026 > Review of Method CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/ca/crm/method-crm-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Method CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/method-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/method-crm-profile/alternatives/) # Method CRM 2026: Benefits, Features & Pricing Wondering if Method CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Method CRM 4.2 [(142)](https://www.softwareadvice.com/crm/method-crm-profile/reviews/) Pricing Starting at $27.00 per month ### About Method CRM Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 sm... all businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner. Wondering if Method CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Method CRM User Interface ## Popular Method CRM Alternatives Main Product Method CRM 4.2 [(142)](https://www.softwareadvice.com/crm/method-crm-profile/reviews/) Ratings Breakdown - 3.94Ease of use - 3.98Value for money - 4.17Customer support - 4.10Functionality Pricing Starting at $27.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4471)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18791)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6983)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(738)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(607)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.79Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price ## Method CRM Pricing and Plans Starting price: $27.00 per month Free Trial Free Version Grow with Method CRM: 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 Grow with Method CRM: 25% off 3 months with 3+ users 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 Grow with Method CRM: 25% off 3 months with 3+ users 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Financial Management 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 Integration rated 3.8 from 10 reviews Zapier Integration rated undefined from -1 review Google Workspace Integration rated undefined from -1 review PayPal Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review See all 10 integrations ## Method CRM User Reviews Overall Rating 4.2 Ratings Breakdown 5 62% 4 19% 3 7% 2 2% 1 10% Secondary Ratings Ease of Use 3.9 Value for money 4.0 Customer support 4.2 Functionality 4.1 Rich S. Verified reviewer Used daily for less than 6 months Review source Reviewed April 2018 Under promised and OVER delivered!!! 5 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 4 Ease of use 5 Value for money 5 Customer support 4 Functionality 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! Read More BM Brooke M. Verified reviewer Textiles 11-50 employees Used daily for less than 6 months Reviewed April 2025 Only wish we found Method SOONER. WE LOVE IT 5 WE LOVE IT! It serves as advertised and WAY MORE. We use it for production task scheduling and tracking, customer communications and information, allowing our employees to see order history, time tracking and more. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Its customizable features allow it to function and look the way that best suits your needs. Cons: If using Quickbooks Desktop payments, Method's payment gateway does not allow it in their platform. We are currently sending invoices from Quickbooks Desktop so that the customer has the option to pay with the link if they choose. Once the invoice is paid, we send the Paid Invoice via method so that the customer can have access to their portal. We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch. Reasons for choosing Method CRM We didn't want to move from Quickbooks Desktop Manufacturing. To build out Salesforce to accomplish our goals it was proposed at over $20k plus licensing subscriptions. Nothing else met all of our needs except Method. Reasons for switching to Method CRM Method is able to consolidate the functions of these subscriptions and now we can access everything in one place. Vendor Response Hi Brooke, thank you for the detailed review. We're thrilled to hear how Method has supported so many areas of your business and has exceeded expectations! We are continuously striving to improve the product and our services so your feedback is very valuable to us. Thank you. Replied June 2025 Read More AM Andrew M. Verified reviewer Machinery 11-50 employees Used weekly for more than 2 years Review source Reviewed September 2025 Non existent competent customer service, you can get a body, but not any knowledge. 2 I occasionally send emails through the Method CRM Email campaign function. These emails are only to my customers. I sent a campaign out to about 1300 and got 20 invalid email responses. Method froze my email account based on the twenty invalid emails. It took over a week for them to get the account unfrozen. Ridiculous! Ratings Breakdown 1 Ease of use 2 Value for money 1 Customer support 2 Functionality Pros: It integrates well with Quickbooks Desktop, although it works a bit slowly and occupies a lot of computer resources when synchronizing. Cons: Their customer service is near non-existent. You can get a hold of people via chat, but they are incompetent and have to refer every issue to the "back office" and that can take days to get a reply. Reasons for choosing Method CRM Method had a desktop integration with Quickbooks at the time. Vendor Response Hi Andrew, thank you for sharing your feedback. We're very sorry to hear that your experience with Method was not satisfactory. That is not the level of service we aim to deliver and your feedback is very valuable to us. We welcome the opportunity to connect and learn more about what went wrong to understand how we can do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team. Replied September 2025 Read More JS Joshua S. Verified reviewer Construction 11-50 employees Used daily for less than 12 months Reviewed April 2026 Better than expected 5 At the start, we did the trial. It was a little overwhelming to edit screens and logic. Our company then tried another 4 CRMs. Finding those had limitations, we decided to try Method again. Once we understood the possibilities, we were hooked. Additionally, having a personal customizer is helpful once help is needed. Also, the chat desk system has proven to be surprisingly responsive. Just yesterday I had a programming question and sent an email to our customizer. With a simple reply, I was able to see what I needed to change for the logic to work. Impressive customer service, Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Method has proven to be very useful with our complex workflow. Developing apps and screens that relate to our business specifically has given use more direct resolutions than other CRM software that we subscribed to preciously. The ability to customize yourself is an incredible feature. Then, once we get stuck or need help, having a customizer helps with the more complex logic. Cons: More samples of how screens and apps can look after customizing would be more helpful. The help center is great, however additional screen shots and videos of the software being pushed to the limits. Reasons for switching to Method CRM Customizing and the direct sync with QBO. Vendor Response Hi Joshua, thank you for your review. We're glad Method has been able to support your complex workflows and that our customization team has been helpful. After trying a few other CRMs, we're glad that Method was able to provide you with real value and fit the needs of your business. We totally hear you on the learning curve and how it can be overwhelming when you're just getting started. We're so happy that you gave Method a second look! Our team is always ready to help, don't hesitate to reach out to us at hello@method.me. Thanks again! Replied July 2026 Read More CC Cathy C. Verified reviewer Wholesale 2-10 employees Used daily for more than 2 years Reviewed February 2025 Great Tech support 5 Ratings Breakdown 5 Ease of use 2 Value for money 5 Customer support 5 Functionality Pros: Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance. Cons: some function still require customization Reasons for choosing Method CRM The pricing is more competitive, offering great value compared to similar options in the market. Vendor Response Hi Cathy, thank you for taking the time to leave this review. We're thrilled to hear that our QuickBooks integration and support team have made a positive impact on your business. Your feedback is appreciated and our team is always here to help customize Method to best fit your needs. If you need additional support, don't hesitate to connect with us at hello@method.me. Thank you again for choosing Method. Replied June 2025 Read More CE Cory E. Verified reviewer Apparel & Fashion 2-10 employees Used daily for less than 2 years Review source Reviewed June 2025 Bad Experience 1 Couldn’t be a worse experience. Time consuming with no end in sight. You’re better off building your own CRM from scratch. Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: The low cost and their programmers on staff to help you build out the CRM to fit your exact needs. We were excited about their ability to customize the CRM to our needs. Cons: I’ve been working with their “programmers” for over one year and their CRM is still not useable. This has been a complete nightmare. Reasons for choosing Method CRM Because they specifically in integrating with QBO. However, that did not work out well. Vendor Response Hi Cory, thank you for taking the time to leave this review. We are truly sorry to hear that you have had a less-than-positive experience with Method. It’s disappointing to learn that our solution didn’t meet your expectations, especially given your initial enthusiasm about its customization potential. We’d appreciate the opportunity to connect and understand more about what went wrong. Your insights are valuable to us as we continuously strive to improve the product and our services. Feel free to reach out to us at hello@method.me. Replied June 2025 Read More DL Douglas L. Verified reviewer Education Management 11-50 employees Used daily for more than 2 years Reviewed April 2026 Method - cdl 5 Great - The onboarding process and continuing support was great. They got me up and running quickly. Ongoing help and support has been great. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: 1\. Reporting abilities are a big step above what I could get out of QuickBooks. It is the real reason I signed up. It saves me at least a months work each year. 2. Training and technical help customizing the reports was great. 3. Ability to give access to the invoice process to other employees without having to give access to QuickBooks. Cons: Complex report customization - definatly needed help and I have a programming background. Very complxe underlying language. Reasons for switching to Method CRM Needed additional reporting capabilities. Vendor Response Hi Douglas, thank you for taking the time to share your experience! Happy to hear that Method's reporting capabilities have made such a meaningful difference for your business. It's also great to know that our onboarding, training, and support teams were able to help you get up and running quickly and customize your reports to fit your needs. We appreciate you calling out the complexity of report customization as well. Advanced reporting can definitely involve a learning curve, especially when you're building highly tailored reports. Our goal is to provide the flexibility businesses need while making the process as approachable as possible, and feedback like yours helps us continue improving that experience. Thanks again for sharing your review! Replied July 2026 Read More NH Nicholas H. Verified reviewer Consumer Services 2-10 employees Used weekly for more than 2 years Reviewed May 2026 Excellent program for business owners! 5 Method is an excellent program for organizing all of your information. I have all of my customers information saved, which I can quickly and easily import from my invoice program. I am able to save important events for each customer, and get reminders emailed right to me. The customer support is great! They are always here to help when I have a question. I have never had any major issues using Method, and feel that it is well worth the cost! I highly recommend Method to every business owner! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Cons: I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system. Vendor Response Thank you so much for the kind review, Nicholas! We're thrilled to hear that Method has helped you stay organized and made it easy to manage your customer information, reminders, and day-to-day operations. It's especially great to know that our customer support team has consistently been there when you've needed assistance. We also appreciate you mentioning the occasional challenges when importing new customers. While we're glad you've been able to work through them, we know the import process should be as smooth as possible, and feedback like yours helps us identify opportunities to make it even better. Replied July 2026 Read More JW Jody W. Verified reviewer Health, Wellness and Fitness 11-50 employees Used daily for free trial Reviewed April 2026 Method is a good CRM pick. 5 Quick and easy to establish. Customer support was great! Our rep is on top of it! \[sensitive content hidden\] and the free hour of tech-support came in handy. He was able to assist with all of the customizations we needed. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to connect Quickbooks Mailing campaigns are quick and easy to establish Free hour of technical support came in handy Cons: Would be nice if the interface was easier to make changes to tables, data, etc. rather than having to book a consultant. Reasons for choosing Method CRM The ability to send HTML email campaigns Vendor Response Hi Jody, thank you for your review. We're so glad to hear that you've found Method quick and seamless to set up. Also great to hear that your free hour came in handy, our team loves being able to jump in and help. We're always here so don't hesitate to reach out at hello@method.me. We're excited to continue supporting your business as you grow with Method. Thanks again. Replied July 2026 Read More Donny C. Verified reviewer Construction 11-50 employees Used daily for less than 12 months Review source Reviewed October 2018 Stay Away from Method 1 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 1 Ease of use 1 Value for money 2 Customer support 2 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. Read More Showing 1 - 10 of 142 Reviews [See All Reviews](https://www.softwareadvice.com/crm/method-crm-profile/reviews/) ## Method CRM Popular Comparisons [HubSpot CRM vs Method CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/141742-method-crm/)[Salesforce Sales Cloud vs Method CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/141742-method-crm/)[Zoho CRM vs Method CRM](https://www.softwareadvice.com/crm/method-crm-profile/vs/zoho-crm/)[Bigin by Zoho CRM vs Method CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/method-crm/)[Kylas Sales CRM vs Method CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/method-crm/)[Ploomes CRM vs Method CRM](https://www.softwareadvice.com/compare/141742-method-crm/vs/449937-Ploomes/)[Dynamics 365 vs Method CRM](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/141742-method-crm/)[eWay-CRM vs Method CRM](https://www.softwareadvice.com/crm/eway-profile/vs/method-crm/)[Pipedrive vs Method CRM](https://www.softwareadvice.com/crm/method-crm-profile/vs/pipedrive/)[Odoo vs Method CRM](https://www.softwareadvice.com/crm/method-crm-profile/vs/odoo/)[Mailchimp vs Method CRM](https://www.softwareadvice.com/crm/mailchimp-profile/vs/method-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/method-crm-profile/alternatives/) ## Other Top Recommended CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18791) Recently recommended **78** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **60** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (502) Recently recommended **48** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **42** times Stuck Between Options? 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