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Method CRM

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Method CRM

Method CRM 2026: Benefits, Features & Pricing

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  • Overview
  • User Interface
  • Popular Alternatives
  • Popular Comparisons
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Method CRM
Method CRM
4.2
(129)

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.

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Method CRM User Interface

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3
4

Method CRM Pricing and Plans

Starting price: $27.00 per month
Free Trial
Free Version

Better Together: 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

Better Together: 25% off 3 months with 2+ 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

Better Together: 25% off 3 months with 2+ 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
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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
QuickBooks Online
Zapier
Zapier
Google Workspace
Google Workspace
PayPal
PayPal
Gmail
Gmail
Mailchimp
Mailchimp

See all 10 integrations

Method CRM User Reviews

Overall Rating

4.2

Ratings Breakdown

5

61%

4

18%

3

8%

2

2%

1

11%

Secondary Ratings

Ease of Use

3.9

Value for money

3.9

Customer support

4.1

Functionality

4.0

Rich's profile
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
icon
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

AN
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.

4

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

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
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

Read More

BL
Brian L.

Verified reviewer

Oil & Energy

2-10 employees

Used daily for less than 12 months

Reviewed October 2024

Basic User Friendly CRM

3

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

Ratings Breakdown

4
Ease of use
3
Value for money
5
Customer support
2
Functionality
icon
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

Read More

AB
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

5

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

CR
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

5

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

FG
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

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

JF
Jenna F.

Verified reviewer

Import and Export

2-10 employees

Used daily for more than 2 years

Reviewed February 2025

Method Review

5

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

RB
Ryan B.

Verified reviewer

Medical Devices

Self-Employed

Used daily for less than 6 months

Reviewed April 2025

Game changer

5

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

JM
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

5

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

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

Donny's profile
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
icon
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 129 Reviews
See All Reviews

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