--- title: "Method CRM Software Reviews, Demo & Pricing - 2026" description: "Review of Method CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/ca/crm/method-crm-profile/" page_type: "product" language: "en" --- [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 Review From $27-$73/month Free trial 3 plans 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 user per month ### About Method CRM Method CRM is the #1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibility than off-the-shelf software. Method is the CRM that adapts to your business, not the other way around. Companies can customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising their QuickBooks connection. Method provides a broader, more customizable workflow layer around QuickBooks. It replaces disconnected spreadsheets and generic tools with one system for managing customer-facing and operational work. Teams can capture leads through web forms, track opportunities and follow-ups, maintain complete customer histories, create estimates and proposals, collect approvals and e-signatures, convert approved transactions into invoices, and keep every step connected. Sales, operations, service, and finance can work from the same up-to-date information instead of maintaining separate records. QuickBooks helps businesses manage customer and financial activity within their accounting environment. Method is designed for companies that also need configurable sales pipelines, reusable transaction workflows,... work orders, scheduling and dispatch, time tracking, multi-step approvals, customer portals, role-specific screens, automated follow-ups, and processes that extend across departments. Rather than replacing QuickBooks, Method extends its capabilities for growing businesses and lets teams complete their work without needing direct access to the company's QuickBooks account. With real-time, two-way sync, customer records, estimates, invoices, and payments stay aligned between Method and QuickBooks Online or QuickBooks Desktop. Teams can update information without repeatedly entering it into the accounting system, helping reduce errors, administrative work, and uncertainty over which records are current — saving teams hours every week. Method's customization preserves that connection even as business processes evolve. Method Pay completes the lead-to-payment workflow inside the CRM. Teams can create a quote, convert approved work into an invoice, and accept card or ACH payments through a branded, 24/7 customer portal. When a customer pays, Method Pay automatically matches the payment to its invoice and posts it to QuickBooks, reducing double entry and manual invoice matching. Businesses can also support deposits, payment links, recurring billing, and customer self-service, with clear visibility into paid, pending, refunded, and overdue transactions. Method supports the practical workflows used by operational businesses. Manufacturers and distributors can manage orders, approvals, purchasing processes, and billing without adopting a large, expensive ERP. Field service businesses can schedule jobs, dispatch teams, track work, and invoice faster. Construction companies can connect estimates, change orders, job activity, and billing. Professional services teams can manage relationships, proposals, recurring work, and payments around their own processes. Every Method account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including guided setup and a free hour of customization to configure the CRM around your processes. The result is one customizable system connecting leads, customers, quotes, jobs, invoices, and payments while QuickBooks continues to handle accounting. Instead of working around rigid software, businesses can build the workflows they need, automate repetitive work, and scale without replacing the financial system they already trust. 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 [(4479)](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 [(18803)](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 [(6989)](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 [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(620)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(742)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year 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 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 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 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 TF Tami F. Verified reviewer Retail 51-200 employees Used daily for less than 2 years Reviewed May 2026 City floral landscaping 5 It has been a game changer for our company. We have been using it now for about four years and finally have everybody on board and using it regularly. We added field crew two years ago and that has been very easy to get our cruise changed over from paper to electronic work orders. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The most difficult thing was getting everyone to use it.It is so simple to use, you can make so many custom modifications. Cons: Convincing the team that it was worthwhile to integrate into our business.There really isn't anything that I don't like about the method crm product. Vendor Response Hi Tami, thank you for sharing your experience with Method! It's wonderful to hear that Method has become such a game changer for your business over the past four years. We love that your entire team was able to adopt the platform over time (and successfully transition your field crews from paper work orders to electronic ones). We also appreciate you mentioning that getting everyone on board was one of the biggest challenges. Introducing new processes can take time, but it's great to hear that once your team saw the value, adoption became much easier. Thank you again for your thoughtful review and for trusting Method to support your business as it continues to grow. Replied July 2026 Read More LR Laura R. Verified reviewer Construction 2-10 employees Used daily for more than 2 years Reviewed May 2026 Method Review 4 Customer support is timely and great at helping solve issues. I do wish there was more overall ability to customer without extra charges. Things like inserting rows in estimates as well as inserting blank rows are issues that shouldn't be. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: That it helps our small company keeps tasked organized and saves time by capturing information off forms to eliminate duplicate data entry points. Cons: Difficult interface to understand and customize, you have to be a programmer and understand the interfaces thoroughly to make the smallest of change. Vendor Response Laura, appreciate the honest feedback. Glad the form capture and time savings are paying off, and that support has been there when you needed them. Your point about smaller edits feeling like they should be standard is noted and I have passed it along. If there is something specific tripping you up, our team at hello@method.me is always happy to take a look. Thanks again. 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 PT Peter T. Verified reviewer Retail 11-50 employees Used daily for more than 2 years Reviewed May 2026 Solid CRM for QuickBooks users 5 Does what we need it to do. The QuickBooks connection saves a lot of manual work and the ability to customize things is a real plus. Not the flashiest tool out there but it's reliable and fits our workflow. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The QuickBooks sync is the main reason we went with it and it works well. It's also pretty customizable which means you can shape it around how your business actually runs, and it's not that hard to use once you're set up. Cons: The interface looks a bit dated. It doesn't get in the way of anything but a fresher UI would be a nice upgrade. Vendor Response Thanks Peter, honest take and we will happily take it. Reliable and fits our workflow is exactly what we aim for. No argument on the interface either, a refresh is something the team hears often and your note adds to that. Glad Method is pulling its weight for you. 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/)[Kylas Sales CRM vs Method CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/method-crm/)[Bigin by Zoho CRM vs Method CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/method-crm/)[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/)[Ploomes CRM vs Method CRM](https://www.softwareadvice.com/compare/141742-method-crm/vs/449937-Ploomes/)[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** (18803) Recently recommended **81** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **63** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **45** times [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1742) Recently recommended **44** times Stuck Between Options? 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