Method CRM 2026: Benefits, Features & Pricing

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.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

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
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

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
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

Chitta Ranjan D.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

Excellent CRM to customize with Great Customer Support

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons:

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

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

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

Ease of use

Value for money

Customer support

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

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.

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

Ease of use

Value for money

Customer support

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

Cathy C.

Verified reviewer

Wholesale

2-10 employees

Used daily for more than 2 years

Reviewed February 2025

Great Tech support

Ratings Breakdown

Ease of use

Value for money

Customer support

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

Wendy H.

Verified reviewer

Construction

2-10 employees

Used daily for less than 2 years

Reviewed November 2024

If you want great customer service, Method is your CRM

Method support staff is great. Every issue we've ever had has been addressed quickly and thoroughly. Following up with a phone call after the issue is resolved to make sure all aspects of our concerns are addressed is an added touch not commonly found in CRM customer support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The layout of this CRM makes finding what you are looking for simple and fast. Customer service is top notch.

Cons:

My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. It's easy to overlook the year when only booking something that lasts a few days or weeks.

Reasons for choosing Method CRM

We didn't need all the features of other CRMs

Vendor Response

Thank you for your review, Wendy! We appreciate you sharing your experience with us and contributing to the development of Method CRM. We're happy to hear that our Customer Service is top notch, and we can't wait to share this with the team. Thank you again!

Replied November 2024

Cory E.

Verified reviewer

Apparel & Fashion

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Bad Experience

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

Ease of use

Value for money

Customer support

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

Mandy H.

Verified reviewer

Retail

2-10 employees

Used daily for less than 12 months

Reviewed October 2024

Less data entry

I tell my boss on the daily how much I like using Method. Navigating the apps is very simple. Previously we used multiple platforms which caused a lot of redundant data entry. Method takes that away.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding.

Cons:

After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor.

Reasons for choosing Method CRM

Easier to navigate, provided easier transition and linking with Quickbooks.

Reasons for switching to Method CRM

Method is much more organized and easier to navigate.

Vendor Response

Hello Mandy, we appreciate you taking the time to write this review! We are very happy to hear that Method has made your work processes easy and that it has made the data entry process smoother. We will pass your review along to our team, thank you!

Replied November 2024

Irene T.

Verified reviewer

Plastics

11-50 employees

Used daily for more than 2 years

Reviewed March 2025

Great Customer Service

One of the standout features is its user-friendly interface, making it easy for our team to adopt with minimal training. The automation capabilities have significantly reduced our manual workload, allowing us to focus on shipping out orders. Additionally, the integration options with other tools we use have made our workflow smoother than ever.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I recently reached out for assistance with , and I am pleased with the support I received. From the moment I contacted their team, they were responsive, professional, and knowledgeable. The support representative took the time to understand my issue and provided clear, step-by-step guidance. They were patient and ensured that I fully understood the solution.

Cons:

Can not find a phone number to contact a live person.

Vendor Response

Hi Irene, thank you for your kind words! We're so glad to hear that Method's automation and integrations have helped streamline your workflow. It's also wonderful to hear that our support team was a helpful and knowledgeable resource for you - we'll be sure to share your feedback with them! Thank you again for your review and for choosing Method.

Replied June 2025

Chad R.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed April 2025

Perspective of an Account Manager using Method

My overall experience is positive. I use it as one of the primary tools of my workday and have yet to run into any major issues in which I'd describe as a flaw of the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The overall speed of daily tasks and account management tools provided.

Cons:

The overall UI seems a bit dated. That might be for speed and ease of use, but some graphic updating would be nice.

Vendor Response

Hi Chad, thank you for sharing your experience! It's great to hear that Method has had a positive impact on your daily workflow. We appreciate your suggestion about the UI, your feedback is important to us as we strive to continuously improve our product and services. Thank you again!

Replied June 2025

Ryan B.

Verified reviewer

Medical Devices

Self-Employed

Used daily for less than 6 months

Reviewed April 2025

Game changer

They are great. Eric was our personal designer. He was able to come up with creative solutions to meet our exact needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It pull all the info needed from Quickbooks, and gives our customers an easy way to submit repairs, approve repairs and pay for repairs.

Cons:

It was more on our end. Our system had a few issues sinking up to Method. But Method was there to help troubleshoot and solve that issue.

Vendor Response

Hi Ryan, Thanks for the great review! We're so glad to hear that Method's integration with QuickBooks and tools for repair management are working well for you. We're especially happy to hear of your experience with Eric and how he was able to help customize Method to your business' exact needs! We appreciate you choosing Method, thanks again!

Replied June 2025

Showing 1 - 10 of 128 Reviews

See All Reviews