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.

Discussions

Method CRM Community

Languages Supported

English

Overview by

Julia Poon (The best QuickBooks CRM)

Pricing

Pricing provided by Method CRM.

Free trial

Free Trial

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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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Verified User in Medical Practice

Small-Business (50 or fewer emp.)

2/20/2026

"Easy Contact Management, but Mobile Search Glitches"

3.5/5

What do you like best about Method CRM?

It stores all contact info and easy to navigate Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It does have a few glitches, mostly in the mobile app. When I try to search for a contact that I’ve copied and pasted, the search field sometimes greys out, and then I can’t use it. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi there, thank you for taking the time to write this review. We're glad to hear that Method is helping your team stay organized with leads and customers. We appreciate the feedback on the mobile experience and apologize that it did not meet expectations. We are always looking for ways to improve the platform and will pass this on to the relevant product teams. Thank you again.

Christopher D.

Website Developer

Small-Business (50 or fewer emp.)

12/9/2025

"Effortless Integration with a range of tools"

3.5/5

What do you like best about Method CRM?

I like Method CRM for its simple integration with other tools like Formstack and Zapier. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing that springs to mind Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Christopher, thank you for your review. We're so glad to hear that Method has provided you with a seamless integration experience. We appreciate your feedback and recommendation. Thank you for choosing Method.

Michael F.

Appointment maker

Small-Business (50 or fewer emp.)

10/2/2025

"When I have a problem with method they respond back to me immediately."

5/5

What do you like best about Method CRM?

Ease of Use Customer support Number of features Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Does not have any dislike with method It is good Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Michael, thank you for your review. We're so happy to hear that you've had a great experience with Method — especially when it comes to ease of use, the number of features, and the support from our team. We're excited to continue supporting your growth. Thank you again for choosing Method!

Hilary G.

Market Developer

Small-Business (50 or fewer emp.)

9/4/2025

"Quick and Efficient"

5/5

What do you like best about Method CRM?

I love methods to manage my business it's very organized, has never failed me and I get to have support at all times, I receive a response for any questions I may have very quickly and get all my questions answered. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

It is a little old school, would love to have an easier time to manage it Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Hilary, thank you for your review! We're thrilled to hear that Method has been able to help your business stay organized and that our support team has been helpful. We're excited to continue supporting your business as you grow with Method, thank you again!

Nicholas T.

Owner

Small-Business (50 or fewer emp.)

7/10/2025

"Small business CRM powerhouse"

5/5

What do you like best about Method CRM?

Customizability, Many Features and more! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Learning Curve to understand how to use. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Nicholas, thank you for your review. We're glad to hear that Method's customizability and features have been valuable to your team! We understand there can be a learning curve and we are here to support you every step of the way. Thank you for sharing your experience, we appreciate your recommendation.

Sabrina F.

Office Administrator

Small-Business (50 or fewer emp.)

5/21/2025

"Method for making your work easier"

5/5

What do you like best about Method CRM?

Methods system helps you track jobs, invoices, payments, Sales, and everyone on your team has the ability to track their work. You can get the basics and as you grow add more apps to your dashboard Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

That it doesn’t have everything a business needs. Like the financial side, and payroll, and employee hr and clock in benefits. Companies need an ALL in one system Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Sabrina, thank you for your review! It's great to hear that Method is helping your team stay on top of jobs, sales, and customer communications. We appreciate the desire for a more all-in-one solution that includes financial/HR tools and thank you for the insight. Your feedback is valuable to us and we thank you for choosing Method.

Brooke M.

office manager

Small-Business (50 or fewer emp.)

1/29/2025

"We tried and failed for months until we found Method CRM. It continues to amaze us!"

5/5

What do you like best about Method CRM?

Our business is very unique. Custom production per order that requires communication in several departments and multiple stages to complete each item on an order. We're not quite manufacturing, not driven on purchase orders, not based on customer communications and Method CRM is so adaptable to our needs. It is extremely easy to implement the service and integrate with Quickbooks Desktop (where MANY softwares won't). The customizations are ENDLESS so we can certainly see how it can grow with our business as we fine-tune and get comfortable with eliminating our paper trails of everything, everywhere! When a customer calls we can quickly see the status of tracked activities, where we are at with a project, and the communications log between multiple employees and the customer. Method'd customer support has been outstanding. Their help center, video tutorials, live chat, expert consultants... everyone has been so very professional, helpful and intuitive. They really want you to succeed. We use it EVERY DAY now! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing. The customization platform is different than i am used to, but it is very much like Excel so once you understand how it works you can really get an idea of the endless possibilities of how it can be adapted to serve you. I haven't scratched the surface yet and it has been well worth the efforts and initial stress of making a change in our old routines.

One suggestion would be to find a type of way to implement Quickbooks Desktop Intuit Payments. If there was a way to allow our customers to make payments on the Portal using our desktop payments link or similar it would put the cherry on the cake! For now we have created a credit card authorization form at the time of signing and accepting the estimate and this allows us to process manually. Review collected by and hosted on G2.com.

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

We used to have project folders for every order. If a customer wanted to make a change or the folder was misplaced or an employee needed to make a project note and used a scrap piece of paper, it was very troublesome to track all copies of the same order prior to invoicing the project. We wanted all information in one place. Method CRM allows our production staff, field technicians, clerical employees, and Managers/Admins to run all of their tasks on ONE place. Calls and emails are attached to the customer file within Method CRM. Stages in production for each item on an order is tracked and linked to the work order. I can send estimates and invoices, display helpful documents on the Customer Portal. Allow my customers to see past transactions and estimates and accept new work within their Portal. Its professional and its branded to us. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Brooke, thank you for such a detailed review! We're thrilled to hear how well Method is supporting your business' unique workflows and that it has been easy to implement. We are especially delighted to hear that our support team and resources have been helpful as you've gotten up and running. We appreciate your suggestions and will pass that along to the relevant product teams as we continuously strive to improve our product and services. Thank you again for choosing Method!

Ashley P.

Account Manager

Small-Business (50 or fewer emp.)

8/13/2025

"Very Poor Experience, Waste of Time"

0/5

What do you like best about Method CRM?

I didn't like anything about Method CRM. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Every aspect was awful. Long, drawn out process that got us no where. Complete waste of time and no accountability was taken. Beware of working with this company if you are looking to implement a CRM. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Ashley, thank you for taking the time to share your feedback. We're very sorry to hear that your experience with Method was disappointing. We know how valuable your time is and it's unfortunate that we couldn't deliver the kind of support or results you were expecting.

Our goal with every implementation is to create a clear and collaborative partnership, but we understand in your case that things didn't come together as they should have. Your feedback is important to us and we take it seriously as we continue to improve our processes.

We'd appreciate the opportunity to learn more about what went wrong and how we can do better. To speak with a member of our team, you can reach out to us at hello@method.me

Mathias B.

Owner

Small-Business (50 or fewer emp.)

6/3/2025

"Works"

2.5/5

What do you like best about Method CRM?

Works well to allow my field sales personnel to enter their orders into our Quickbooks OF system Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like that everything is 2-way sync. Some lists should be one-way only. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hey Mathias, thank you for taking the time to leave this review. We're happy to hear that Method is helping your field sales team efficiently enter orders into QuickBooks. Your note on sync preferences is appreciated and we'll be sure to pass that on to the relevant product teams. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again.

Marcus B.

Director of Sales & Service

Mid-Market (51-1000 emp.)

8/20/2025

"Happy New Customer With Method"

5/5

What do you like best about Method CRM?

I enjoy how it organizes all sales data for real time data sharing. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

i do not like how short the character spaces for sales entry. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Marcus, Thanks for your review! We're glad to hear that Method has helped make your sales data more organized and efficient to report on. We also appreciate your feedback as our team is always looking for ways to improve the user experience and insight like yours helps us do that. We're excited to continue supporting your business as you grow with Method, Thank you!

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What version of QuickBooks do I need to use Method:CRM?

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Pricing Options

Pricing provided by Method CRM.

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Better Together: 25% off 3 months with 2+ licenses on CRM Quick Start

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1 User Per Month

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$73.00

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Start your free trial of Method CRM via G2 Storefront to qualify for a 25% discount. When you are ready to signup for a paid subscription, your discount will be applied. Special Offer is for G2 storefront audiences and only applicable to new Method CRM.

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