--- title: "Method CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Method CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Method CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/method-crm-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Method CRM](https://www.softwareadvice.com/crm/method-crm-profile/) / Method CRM Reviews 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](https://www.softwareadvice.com/crm/method-crm-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/method-crm-profile/alternatives/) # Method CRM User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 143 ### Secondary ratings - Ease of use: 3.9/5 - Customer support: 4.2/5 - Value for money: 4.0/5 - Functionality: 4.1/5 ### Rating distribution - 5 stars: 88 reviews (62%) - 4 stars: 28 reviews (20%) - 3 stars: 10 reviews (7%) - 2 stars: 3 reviews (2%) - 1 star: 14 reviews (10%) ### Most mentioned pros - I value the customization options, accounting integration, and ability to automate everyday processes. - I really enjoy how this helps me organize estimates, invoices, and customer payment option. - The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. ### Most mentioned cons - The search bar is very sensitive to small misspellings, spacing issues, or missed punctuation, which can make finding records frustrating at times. - 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. - Finding it to be a pain sometimes for Customization ## Method CRM customer reviews Showing reviews 1-25 of 143 (page 1). ### Under promised and OVER delivered!!! - Overall rating: 5/5 - Reviewer: Rich S. - Verified reviewer: Yes - Product usage: Used daily for less than 6 months - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! --- ### Only wish we found Method SOONER. WE LOVE IT - Overall rating: 5/5 - Reviewer: Brooke M. - Verified reviewer: Yes - Industry: Textiles - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Bad Experience - Overall rating: 1/5 - Reviewer: Cory E. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 --- ### Better than expected - Overall rating: 5/5 - Reviewer: Joshua S. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Method - cdl - Overall rating: 5/5 - Reviewer: Douglas L. - Verified reviewer: Yes - Industry: Education Management - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### City floral landscaping - Overall rating: 5/5 - Reviewer: Tami F. - Verified reviewer: Yes - Industry: Retail - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Method Review - Overall rating: 4/5 - Reviewer: Laura R. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Excellent program for business owners! - Overall rating: 5/5 - Reviewer: Nicholas H. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Solid CRM for QuickBooks users - Overall rating: 5/5 - Reviewer: Peter T. - Verified reviewer: Yes - Industry: Retail - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Stay Away from Method - Overall rating: 1/5 - Reviewer: Donny C. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 2/5 #### 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. --- ### First time user - Overall rating: 5/5 - Reviewer: Chris L. - Verified reviewer: Yes - Industry: Automotive - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. So far the experience is great and loving it so far #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very well organized platform. Really like the help features that is offered. #### Cons Not really found anything i dislike about the platform #### Reasons for switching to Method CRM Something diffrent so we can commicate with customers #### Vendor response Hi Chris, thanks for the great review! We’re so happy to hear you're loving your experience with Method CRM and that our help features are working well for you. It's fantastic to know that Method is making things easier for you and your team. We will pass this along to our team, thanks again! Replied December 2024 --- ### New user experience - Overall rating: 5/5 - Reviewer: Vincent H. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: March 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It takes time to understand how to use the product but as you go along it gets easier #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The site is very user friendly and my customer support rep is knowledgeable and easy to understand #### Cons I would like my customer list to look exactly as my quickbooks list. Working on getting there #### Vendor response Hello Vincent, thank you for taking the time to share your experience as a new user. It's great to hear that you've found Method user friendly and our support team knowledgeable. I understand that you're in the process of customizing your customer list, if there is anyway our team can do to help a long the way don't hesitate to reach out to us at hello@method.me. Thank you! Replied June 2025 --- ### if it's a user-friendly simple CRM you're looking for, use Method - Overall rating: 5/5 - Reviewer: Matt G. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. it's been great, it helps me stay organized and on task #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros the simplicity of it. a lot of CRMs, imo, are overbuilt with unnecessary features, method has just the capabilities I need. #### Cons there is really nothing I don't like about Method #### Vendor response Hey Matt, thanks for the review. We're so happy to hear that Method has helped your stay organized and on task. We appreciate your recommendation and thank you again for choosing Method! Replied June 2025 --- ### Easy & Effective - Overall rating: 5/5 - Reviewer: Stephen T. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great. The support from account manager and the 1-on-1 support for custom dashboards has been easy and effective. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer Service is easy to work with, especially for a small business like us. #### Cons Graphics is very general and could be more detailed. #### Vendor response Hi Stephen, thank you for your thoughtful review. We're happy to hear that Method has been both easy and effective for your business and that your experience with our team has been positive. Your feedback is important to us as we strive to continuously improve our product and services. Thank you again! Replied June 2025 --- ### Easy Learning Curve - Overall rating: 5/5 - Reviewer: Sean F. - Verified reviewer: Yes - Industry: Wholesale - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Positive. It is an exceptional product! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros So many features which mesh well with all aspects of the job of an area sales manager, including sales, estimates, and other inquiries. #### Cons I can say I have had issues with lagging, but I attribute this to weak LTE signal rather than anything to do with Method. #### Vendor response Hi Sean, thank you for your review. We’re thrilled to hear that Method CRM’s features are making your work easier. It’s great to know you find the product exceptional! We can't wait to share this with our team, thank you again! Replied December 2024 --- ### Best integration with QBO and Gmail for Free Trial/Great Price - Overall rating: 5/5 - Reviewer: Rosie A. - Verified reviewer: Yes - Industry: Business Supplies and Equipment - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: November 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless. When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO. My online encounters have been excellent with the Method staff. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost. #### Cons I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote. #### Reasons for choosing Method CRM I chose Method because it is reviewed to be the best integrator with QBO and will still do a great CRM, integrate with my email, and help me stay on task. For the price, it seemed to be the best choice in my price range. #### Vendor response Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM. Replied December 2020 --- ### Beneficial and necessary tool to make money! - Overall rating: 5/5 - Reviewer: Christine C. - Verified reviewer: Yes - Industry: Retail - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. A great tool that I would recommend. I hope my boss/administrator never changes software. I learned quickly. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen. #### Cons I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints. #### Vendor response Thank you for the review, Christine! We appreciate the feedback. Replied September 2021 --- ### Buyer Beware - Overall rating: 1/5 - Reviewer: Schecky M. - Verified reviewer: Yes - Industry: Food Production - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: October 2022 - Review source details: This review was submitted organically. No incentive was offered Bottom line: Product does not work as advertised. Would NEVER recommend We chose Method as it claimed to sync well with Quickbooks which is our primary business software. We got some help with our set up and then things worked well enough once we figured out the sync issues. We decided to pay for the full year upfront. Do NOT do that. We started finding some errors where Method added numbers to blank lines. This was annoying, but not a deal breaker. We then started finding errors where invoices that had been paid were now reverted to an older version by Method, so now the balances were off. We immediately brought this to the attention of Method support. They created 2 invoices from their end, couldn’t replicate the problem and then told us we were good. We then found more errors. The problem proceeded to get worse. We asked repeatedly for logs of the changes so that we could at least track where things are screwed up. We were ignored. We have now spent a lot of our time reviewing our own invoices manually for errors. We are finding more errors, but not always before the customers find out and then we have to spend more time explaining the issues to the customers. We have asked for a refund. We were ignored. We asked repeatedly for the refund for the full year (which we definitely cannot use). We are now being told that they have to investigate the causes before they will do anything. We have fully documented the effects, the cause may be important to them #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 2/5 #### Pros Set up was guided well. App and website sync well. #### Cons Anemic tech support. Poor customer service once refund requested. #### Reasons for choosing Method CRM Quickbooks integration #### Reasons for switching to Method CRM Quickbooks integration #### Vendor response Hello Schecky, Thank you for sharing your feedback, and we're sorry to hear that you've had a less than positive experience. We have launched an investigation into the reported issues and are working with our developers' team to find a resolution. Our support team will reach out to you with recommendations once we have concluded the investigation. Please reach out to marketing@method.me if there's anything we can help you with in the meantime. Again, thank you for sharing your experience with us and for your patience. Replied October 2022 --- ### National Sales Representative - Overall rating: 5/5 - Reviewer: Walter M. - Verified reviewer: Yes - Industry: Business Supplies and Equipment - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Thus far, I am highly impressed with Method CRM. It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for. Hurray to Method CRM!!! #### Cons There isn't one or two nor three that I can think of. #### Vendor response Hi Walter, thank you for taking the time to leave this review! We are thrilled to hear that you have been impressed with Method. We can't wait to pass this along to our team, thanks again! Replied November 2024 --- ### Horrible experience with a lot of delays - Overall rating: 1/5 - Reviewer: Julie B. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered Horrible. We started out excited, signed up for a year pre-paid, and then were told it would be a couple weeks before they could even begin working with us. OK, we waited, and finally had our first 2 hours session with a programer. He was to get back with us by the end of the day with a timeline and cost. Never heard back. Contacted Method a few days later, only to find out he had quit the same day we met with him. It was another week before anyone started working with us and they said they would credit us for the time spent with the first programmer. That did not happen. Still have bugs, can't use as we need, so we asked to cancel. Only to find out we were outside our 30 day grace period to cancel, so no refund would be given. We signed up 12/14/22. Our first meeting with a programmer was 1/6/23. We requested to cancel 2/1/23. Our grace period should not have started until we started working with their programmer, at the very least. Their "who cares" attitude is what we've had to deal with the past 30 days. I do not recommend anyone to use this software because it will cost you way more than just the cheap user fees. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros If you need an out of the box solution, it's OK. #### Cons It needed too many modifications to get it to where we could even use it, and everything came with delays and high cost. #### Reasons for choosing Method CRM Great sales lady, good demonstration. Made us feel like it was the right choice. #### Vendor response Hello Julie, and thank you for taking the time to share this with us. We're sorry that you didn't have a positive experience with Method. The holidays is a busy time for our programmers, with many taking time to recharge during this period. Your feedback is very much appreciated, and I will be passing it along to our Professional Services team. Again, thank you for sharing your experience and contributing to the betterment of Method. Replied February 2023 --- ### Saved me from outgrowing QuickBooks - Overall rating: 5/5 - Reviewer: John S. - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team. #### Cons I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration. --- ### Your data is not safe with Method. They deleted our data twice forcing us to rebuild from scratch. - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Product usage: Used daily for more than 2 years - Reviewed: February 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Ability to customize application. However, features are a moot point for a foreign, cloud-based company that accidentally and irretrievably deletes your data multiple times. #### Vendor response Hi there, I'm sorry to hear this. When a subscription gets canceled due to non-payment, or any other reason, you may be able to request a restore. Here's a full article on our help center: https://www.method.me/help/34636-method-faq/304564#how-does-an-account-get-cancelled. Please contact us directly to see how we can help out, and get your account back up and running. Replied March 2018 --- ### Usefull tool - Overall rating: 5/5 - Reviewer: Jonathan R. - Verified reviewer: Yes - Industry: Wholesale - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. before that everything was done manually very hard to follow and keep track of the work #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others . #### Cons sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities #### Reasons for switching to Method CRM not easy to use --- ### Excellent Tool - Overall rating: 5/5 - Reviewer: Omar M. - Verified reviewer: Yes - Industry: Events Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I am satisfied because it is a really efficient tool to grow my business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue. #### Cons I am currently very satisfied with the software at all aspects. #### Vendor response Thanks for the positive review Omar! Replied November 2020 --- ### At first glance, powerful CRM. Over year of use has lead to second thoughts. - Overall rating: 3/5 - Reviewer: Valerie J. - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business. #### Cons The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/method-crm-profile/reviews/?page=2) --- Method CRM Reviews, Pros and Cons - 2026 Software Advice