Method CRM Reviews & Product Details

Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is rated #1 QuickBooks CRM on G2. 4.4/5 stars from 300+ verified reviews.

Product Website

Seller

Method Integration Inc.

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Method CRM Community

Languages Supported

English

Overview by

Julia Poon (The best QuickBooks CRM)

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Method CRM Integrations

(9)

Verified by Method CRM

Method CRM Media

See contact information, past interactions, purchase history, and more, all in one place.

Create estimates, invoices, sales orders, and more right in Method — then watch as the transactions sync instantly to QuickBooks.

Method CRM Demo - Sales Pipeline Reports

Get a convenient overview of all your potential business and identify the most promising opportunities.

Use Method's no-code, drag-and-drop tools to create a CRM that matches your workflows.

Method CRM Demo - Method:Sidebar for Gmail

Connect Method to your favorite apps (like Gmail) and access your CRM data wherever you're working.

Container One's success with Method: A story of growth and innovation Discover how Method has been vital in transforming Container One from a small startup to a major player in the shipping container market.

Method CRM — Achieve more with the #1 QuickBooks CRM Method CRM, the #1 rated QuickBooks CRM, improves your workflow from lead generation and customer management to estimate creation.

Method CRM - the Estimates app Empower your sales reps to create estimates without QuickBooks access for maximizing productivity and closing sales faster.

The Method:Sidebar for Gmail Gmail integration with Method CRM allows your team to work directly in your Gmail with your lead and customer information right from your inbox.

Method CRM - the Customer Portals

Official Downloads

(2)

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How to push the limits of QuickBooks Online with Method CRM

How software integrations help small businesses succeed

Interactive Demo

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Alexa B.

Financial Analyst

Small-Business (50 or fewer emp.)

3/1/2022

"Customizeable and nice features"

3/5

What do you like best about Method CRM?

Very easy to sync with Quickbooks Desktop - the best in class in this regard. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Downside is there is no out of the box subtotaling, unless I missed something. I will have to read a lot of documentation to feel comfortable using the system, but I feel that the resources are appropriate in answering my questions.

Have difficulty entering customers as both customers and vendors, generally have issues with the contacts screen. CRM is not as customizable as we would like, compared to Zoho CRM. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

Probably the best out-of the box solution compared to other customizeable CRM tools such as Google Product or Salesforce Review collected by and hosted on G2.com.

What problems is Method CRM solving and how is that benefiting you?

Good tool for invoicing, excellent quickbooks integration! Will expand its services to our other AR accounts in the next year or so. New user so still learning. Review collected by and hosted on G2.com.

Response from Sarah Iranca of Method CRM

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Hey Alexa, thanks for the review! We are so glad that you're getting great value out of our features! Our support team is always available to answer any questions you have about Method tools!

Erica R.

Mid-Market (51-1000 emp.)

2/5/2024

"Easy to use"

5/5

What do you like best about Method CRM?

It's very easy to use and it's makes my work and follow ups much smoother process. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Sometimes the features are not available Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Erica! Thank you so much for this review. I'm glad to hear that you find Method's user interface friendly and that you've automated your follow-up process. And I'm sure the team would love to discuss unavailable features with you. Thanks again for your review - I'll send it around right away.

Verified User in Retail

Small-Business (50 or fewer emp.)

8/17/2022

"Method review"

3.5/5

What do you like best about Method CRM?

It links all of my transactions so things are easy to find. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It can be slow and updates can change things Review collected by and hosted on G2.com.

Response from Julia Poon of Method CRM

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Hello,

Thank you for taking the time to share your Method experience. It's an issue we're actively working on to improve, and your feedback helps us get there! Thanks for letting us know that Method is easing your navigation experience.

Trudy L.

Small-Business (50 or fewer emp.)

4/10/2023

"Satisfied Customer"

5/5

What do you like best about Method CRM?

How identically it matches QB. Made the learning curve easier. I like that we can add additional customers under our account so they stay separate but same login credentials. I am always able to reach Phuong or someone on chat. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Some things don't integrate so we still need to use QB for a lot of tasks. Were hoping to only use QB for banking. In addition there have been reports that we want to be able to run but it costs additional to get them created. I was disappointed that the last report I had Method create required a lot of edits on our part unless we wanted to pay more money. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello Trudy, and thank you for taking the time to share your feedback! It's great to hear that you found value in Method's two-way QuickBooks sync and Word Orders app. I'll be passing along your comments around customization to our Product Services team.

I'd love to hear more about the issues you've been having with the QuickBooks integration. If you're willing, please email us at hello@method.me so we can help. Thanks again for contributing to the betterment of Method!

Eric H.

Small-Business (50 or fewer emp.)

6/26/2023

"Quickbooks & Method Sync Issue"

5/5

What do you like best about Method CRM?

Method is a great tool for our sales team to track potential customer activity as well as active customers and sync with Quickbooks to see billing and other account information. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

So far the only real issue we have is sometimes the Sync feature does not operate as it should. This is normally due to a file name changing during the backup process. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hey Eric! Thank you for taking the time to share your experience. Happy to see that our Support team was able to help you fix the QuickBooks sync issue quickly and that you're enjoying Method's sales and customer relationship management features.

MIKE C.

Small-Business (50 or fewer emp.)

3/24/2023

"New User - Evaluating CRM Packages"

2.5/5

What do you like best about Method CRM?

The best part for our organization is that customized dashboards can be created. This is how we operate our business workflow. This has not been verified as we are still developing areas of the software. The secondary piece is that it connects to QuickBooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The demonstration and welcoming is lacking. Method seems to be more of an off-the-shelf piece of software that you must learn to use independently. Some customization areas are not explained with the basic training technique, which are videos on their platform. This means you will have to get lucky, be an expert, or pay for the customization. The other area of issue is what is considered to be support or customization. Each purchaser should be prepared for almost all issues to be considered customization and billable. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hi Mike! Great to see you've found value in Method's two-way sync with QuickBooks and its customization capabilities. Making customization easier is a huge focus for us this year. Thank you for taking the time to leave your feedback and contributing to the betterment of Method:CRM!

Verified User in Construction

Small-Business (50 or fewer emp.)

1/22/2024

"Happy with Method's connection to Quickbooks & their support team"

5/5

What do you like best about Method CRM?

Method's customer service has been responsive & helpful. The CRM itself works very well with Quickbooks. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is a little "tech-y". Reports are difficult to edit yourself, etc. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hello there! Thank you so much for leaving this review. I love hearing that our team provided helpful customer service to get you up and running. I also appreciate your feedback about the product's "techiness" and will pass it on to the team. Note that enhancing accessibility and ease of use are top priorities for all of us at Method. Thanks again!

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

11/1/2023

"Customization representative is very east to work with"

5/5

What do you like best about Method CRM?

Our interest was in finding a CRM that would confidently link to QuickBooks. Method has met our needs completely. The response time is minutes from our representative and the customization team is very easy to work with and explains things in real time in our account, We are very pleased and looking forward to the ease of use in improving our CRM. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

So far I cannot say anything negative about Method CRM. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi there! Thank you so much for taking the time to write this review, and for your kind words about our product. I'm so happy to hear that your Method rep has been timely and helpful regarding your customization journey. Together, I'm confident that you can find even more ways to make life easier with Method. Thanks again!

Jason C.

Small-Business (50 or fewer emp.)

5/8/2023

"Chat Support is Quick and Helpful"

5/5

What do you like best about Method CRM?

I mainly am the support user and while I don't use the product like Sales staff, I do have to support it. I'm here to note that support is responsive and the chat support feature actually works, unlike many products. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The biggest issues we've had are more due to our internal setup and that the sync cannot be automated 24/7/365. Our cloud provider kicks connections to QB after a period of time for security compliance and that makes the sync process a manual one. That isn't a Method issue though, and is one for our cloud provider, but is my biggest dislike. Review collected by and hosted on G2.com.

Response from Filipa Alves of Method CRM

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Hello Jason, and thanks for taking the time to share your experience! Happy to see you show some love to the Support team and will make sure to pass it along.

mike g.

Small-Business (50 or fewer emp.)

2/9/2024

"Fast and friendly always able to solve my issues"

5/5

What do you like best about Method CRM?

Love the calandar and its utilization flows seemlessly Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

slow to download from the cloud at times Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Mike! Thanks so much for leaving this review. I'm glad that you've found success with Method's workflows and calendar functionality. I also appreciate your feedback about download times. I'll pass your review on to the team right away - thanks again!

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