--- 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: 142 ### 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: 27 reviews (19%) - 3 stars: 10 reviews (7%) - 2 stars: 3 reviews (2%) - 1 star: 14 reviews (10%) ### Most mentioned pros - 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. - I have all of my customers information saved, which I can quickly and easily import from my invoice program. ### 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. - 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. - 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. ## Method CRM customer reviews Showing reviews 1-25 of 142 (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! --- ### Great Tech support - Overall rating: 5/5 - Reviewer: Cathy C. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 2/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### 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. --- ### Have no doubts and make the switch - Overall rating: 4/5 - Reviewer: Mario O. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 11-50 employees - 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. Quick and easy to transition into. Quick and easy to learn how to use as well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Method is quick and there is no lag when clicking around. #### Cons Lack of inventory. Not their fault. It's just something we as a company were looking for. #### Reasons for switching to Method CRM Rev.Io was outdated slow, glitchy, and not online accessible for us. Expensive as well. #### Vendor response Hi Mario, thank you for your review! We're happy to hear that you have found Method easy to use and learn. We appreciate your feedback about inventory, and we will share it with the team. Thank you again! Replied November 2024 --- ### Providing a method that eliminates paper madness - Overall rating: 4/5 - Reviewer: Lisa C. - Verified reviewer: Yes - Industry: Design - Company size: 11-50 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. It's a basic CRM that provides basic functionality for small businesses but having come from enterprise-level CRM called Salesforce, I am unaware of the full configuration potential of Method which is why scheduled the free 1 hour personalization discussion with a Method rep in a couple of weeks. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros Ability to generate an estimate from an opportunity #### Cons The lack of my ability to upload contact data in mass to the CRM system. I also struggle with personalization on my own sales reporting/default views, etc. but wonder if it is because we have so few users and basic functionality? #### Vendor response Hi Lisa, thank you for your thoughtful review! We’re happy to hear you’re finding value in generating estimates from opportunities. Regarding your feedback on bulk contact uploads, Method CRM does have an import feature for both leads and customers, complete with templates to make the process straightforward. Our team can walk you through this feature during your customization hour. As for sales reporting and default views, these can indeed be customized! We’ll make sure to explore how we can tailor Method to better fit your needs in your upcoming session. Thanks again for sharing your experience! Replied December 2024 --- ### Method CRM’s ability to customize forms - Overall rating: 5/5 - Reviewer: Firas G. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### 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 --- ### Method-A Great, Easy to Use CRM - Overall rating: 5/5 - Reviewer: Gerard D. - Verified reviewer: Yes - Industry: Wine and Spirits - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - 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. I have used several CRM systems and Method is by far the best #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use, easy to update. Every step of the sales process plus sales history pulls up quickly and easily #### Cons Having to use the drop down menu when accessing customers #### Vendor response Gerard, thanks for the great review! We're so glad Method is making your sales process easier. We also appreciate your feedback on the dropdown menu, and we'll pass it along to our team. Thanks for choosing Method! Replied December 2024 --- ### Basic User Friendly CRM - Overall rating: 3/5 - Reviewer: Brian L. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 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. Method works as a good management tool, but needs some improving to compete with the other CRM softwares available. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 2/5 #### 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 --- ### 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 --- ### The Method Support Team and Programmers are Super! - Overall rating: 4/5 - Reviewer: Margaret W. - Industry: Electrical/ Electronic Manufacturing - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization. #### Cons The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this. Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice. #### Vendor response Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again Lynda Replied May 2018 --- ### 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 --- ### Pleased with the Product - Overall rating: 5/5 - Reviewer: KENNETH N. - Verified reviewer: Yes - Industry: Furniture - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered We have been very pleased with how we have been able to use it to solve our sales needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros We have been able to customize it to meet our needs. #### Cons Some of our customizing has caused it to slow down and have a few bugs that we have had to work out. #### Vendor response Hi Kenneth - thanks for your review! It's great to hear that you've found ways to customize Method:CRM for your business. Feel free to reach out to us anytime if you have questions! Replied February 2021 --- ### Excellent, so far! - Overall rating: 4/5 - Reviewer: Verified Reviewer - 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 Excellent integration with quickbooks as well as overall contact management. Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The best part about Method CRM is the dual integration with Quickbooks. There's no need to worry whether or not you enter a recent sale/donation. Once entered in Quickbooks, you'll see it in Method, and vice versa! #### Cons The one thing I would like to see Method CRM improve would be the options when sending donation receipts. It would be exceptional to have the option of emailing not only a donation receipt for the most recent donation, but a year-to-date giving report as well from the same page on which you enter the donation details. Also, it would be great to see a visual chart or graph for non-profits (or even businesses) who'd like to see their yearly donations/sales to date. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/method-crm-profile/reviews/?page=2) --- Method CRM Reviews, Pros and Cons - 2026 Software Advice