--- 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 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. - My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. - It was a little overwhelming to edit screens and logic. ## 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 --- ### 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 --- ### 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 --- ### 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. --- ### If you want great customer service, Method is your CRM - Overall rating: 4/5 - Reviewer: Wendy H. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for less 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. Method support staff is great. Every issue we've ever had has been addressed quickly and thoroughly. Following up with a phone call after the issue is resolved to make sure all aspects of our concerns are addressed is an added touch not commonly found in CRM customer support. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The layout of this CRM makes finding what you are looking for simple and fast. Customer service is top notch. #### Cons My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. It's easy to overlook the year when only booking something that lasts a few days or weeks. #### Reasons for choosing Method CRM We didn't need all the features of other CRMs #### Vendor response Thank you for your review, Wendy! We appreciate you sharing your experience with us and contributing to the development of Method CRM. We're happy to hear that our Customer Service is top notch, and we can't wait to share this with the team. Thank you again! Replied November 2024 --- ### Not a good fit for our organization - Overall rating: 3/5 - Reviewer: Richard M. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time! #### Cons I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos. #### Reasons for switching to Method CRM CiviCRM, although free, was extremely difficult to manage and keep up with the latest releases. I did love the flexibility though with customizations. #### Vendor response Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you! Replied September 2020 --- ### Method Review - Overall rating: 5/5 - Reviewer: Jenna F. - Verified reviewer: Yes - Industry: Import and Export - 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. I have had a great experience with Method and their support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### easy to set it up and track everything - Overall rating: 5/5 - Reviewer: Nate M. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - 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. Great! I started to use method about 6 months and love it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how easy to set it up and track everything #### Cons I would say try and make the Icons to have names. #### Vendor response Hey Nate, thank you for your review. We're thrilled to hear that your set up process went smoothly and the platform has helped you track everything more efficiently. We are always looking for ways to improve the platform so we appreciate your feedback. 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 --- ### 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 --- ### This Could be Perfect.... - Overall rating: 5/5 - Reviewer: Lisa S. - Verified reviewer: Yes - Industry: Building Materials - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - 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. I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company. #### Cons This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity? #### Reasons for choosing Method CRM Ease of use, integration with QBO, and cost. #### Reasons for switching to Method CRM Salesforce was not what we needed. --- ### 100% Satisfied! Could not be happier. - Overall rating: 5/5 - Reviewer: Michael R. - Verified reviewer: Yes - Industry: Business Supplies and Equipment - 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use; Online access; Mobile access; Email storage #### Cons Expensive for customization; Online access sometimes unavailable #### Vendor response Hi Michael! Thank you kindly for your review of Method:CRM. Replied October 2020 --- ### Very customizable. This is a software that can be as creative and as detailed as you want it to be - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Facilities Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered Syncing with Quickbooks Enterprise. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customization. Syncs with Quickbooks Enterprise. Cloud Hosted. Variety of User Permissions. Open API. We were able to call a Method staff member to help set-up customization. #### Cons Contact-Based vs Account-Based. If you're not a developer, this software customization can be overwhelming. The product support is great but, they charge by the hour for customization. #### Vendor response Hi there ¿ thanks for your review of Method:CRM. It's great to hear you're leveraging Method's customizable platform to streamline your business and that the Method team has been a great support. Thank you for the feedback around the Contacts vs Accounts. We're always improving on our product, so your feedback is something I'll be sure to pass along. Many thanks again Lynda Replied May 2018 --- ### 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