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 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

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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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Jennie Y.

Executive Director

Small-Business (50 or fewer emp.)

6/28/2019

"Dificult to use- Poor Customer Service-Extremely disappointing"

0/5

What do you like best about Method CRM?

Integration with QuickBooks, but it did not work out as well as hoped. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

This is not an easy system for users. I have been working with data, spreadsheets and databases for over 20 years, and this one was not intuitive or simple to manipulate for filtering data or generating reports. We would have had to pay much more for their help in designing what we needed, but as a nonprofit we did not have that kind of budget. Right off the bat Method could not distinguish between giftshop sales and donations and they had to create a filter. Much more work needed to be done with the data to make it yield the data we needed. Not worth the $$ or time and learning curve. Then, when an additional user was added accidentally, they refused to refund the two months fees, claiming that they only allowed 7 days to dispute an invoice. Would not budge even when I pointed out that refunding $60 to keep a $400/yr customer engaged was a smart choice. So I cancelled. Not customer oriented. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad

Small-Business (50 or fewer emp.)

6/23/2019

"Average user friendliness of Method System"

3.5/5

What do you like best about Method CRM?

I am able set up invoices from my phone and input new contacts within a few minutes. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I dislike how the system seems to have bugs in it all the time. Some days you go to login and the site comes up 411. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

I would recommend for small business, but large companies over 100 employees may need to look other options. Review collected by and hosted on G2.com.

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

I have been able to access method through my gmail which is nice to email customers without having to go into method app separately. Review collected by and hosted on G2.com.

Ozdemir Y.

Manager

Mid-Market (51-1000 emp.)

10/1/2019

"Slowly"

4/5

What do you like best about Method CRM?

Easy to use. But it works slowly. I would still recommend it. Satisfied. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like slow work. Also the on-screen menus are inadequate. Review collected by and hosted on G2.com.

Alex B.

Window Cleaner

Small-Business (50 or fewer emp.)

4/8/2019

"Great!"

4.5/5

What do you like best about Method CRM?

It's been such a smooth and easy experience Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The app is severely lacking. It is very buggy to deal with Review collected by and hosted on G2.com.

Casey L.

Administrative Assistant

Small-Business (50 or fewer emp.)

3/13/2019

"Very slow after every save"

2.5/5

What do you like best about Method CRM?

It is easy to track notes and calls. Easy to add numerous companies. Really a self explanatory database for a startup. Support team is fantastic. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The database would often have a severe wait time inbetween every save or click. It made database cleanup or input difficult. Review collected by and hosted on G2.com.

Michael G.

Medical Data Analyst

Enterprise (> 1000 emp.)

5/17/2018

"Method, Not Madness"

4/5

What do you like best about Method CRM?

Software with the most seamless integration with QuickBooks that I could find. Works wonderfully well with QuickBooks Online, and makes contact management, well, much more manageable. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Customization of certain processes can be time-consuming. Free trial period will allow you to explore its potential without committing to a weighty, clumsy contract. Price is right, so it's worth a shot. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

Exploit the generous free trial period to see if it can simplify your practice's daily needs. Customer support is more than adequate. If you're a QuickBooks user, see if CRM can reduce redundancies and streamline day-to-day processes, like it did for our medical practice. Review collected by and hosted on G2.com.

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

Currently use the software for small surgical and medical practices; saves us a whole lot of time at both ends, both in terms of front-end interactions with patients and back-end with our accounting team. Review collected by and hosted on G2.com.

Verified User in Business Supplies and Equipment

Small-Business (50 or fewer emp.)

7/18/2018

"For QB integration it's exactly what I needed, plus great customer service"

4/5

What do you like best about Method CRM?

Full customization allows me to make quickbooks integration work exactly as I need and I can tweak it to work and look as I like. The trial comes with a free hour of customization and I was very impressed with what they were able to do for me and they explained what they were doing right in front of me the whole time. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I think the default interface is a little clunky. Compared to Salesforce there's less information available in one place without having to change pages. Of course this can be customized, but there's a time or monetary cost to do so. I'd like to see more OOTB dashboards. Loading times can be a little slow sometimes. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

9/4/2018

"HORRIBLE CRM with a completely uniformed staff does not make for a terrible experience"

0/5

What do you like best about Method CRM?

Compatible with QB Desktop Pro 2017............... Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

There is never any staff support and when you do get to someone they have no clue what is wrong or how to fix anything. Our CRM has been down for two weeks and they have no idea how to fix it. We have been a Method customer trying to work with them for almost 9 months. Their support staff never answers any questions and sends you to video tutorials. Their system crashed and they have no idea how to fix our issue. They blame it on Quickbooks. I finally got QB and Method on the phone together instead of fixing the issue they argued on the phone and blamed one another. Nothing is resolved. I have 9 licensed users and by over $500 per month for a system that doesnt work and Method doesn't care enough to fix the problem... Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

DO NOT USE THIS CRM. You will waste time and money trying to get it to work. We have given them over six months and nothing works, they charge us for everything including support when they have no idea how to fix anything. Review collected by and hosted on G2.com.

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

If it would have worked my staff could see balances of customer and invoices. Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing

Small-Business (50 or fewer emp.)

6/19/2018

"CRM viewed from a non-computer generation user"

3.5/5

What do you like best about Method CRM?

The help desk is VERY good but some of the apps are still in bata testing/under work and not 100%. The video tutorials are good but geared toward the system at 100% as advertised. The portion of the system that is 100% is smooth operating and "user friendly". Again, the help desk is very responsive, and patient. I have been "coached " three times and each has been a very helpful and positive experience. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

As previously mentioned, a portion of the system is still under work There was no "notice" given that an app was still under work when we originally purchased it (that has been corrected). i spent too much time getting very frustrated before the "coach" acknowledged that the system was still being worked on and it wasn necessarily all my ineptitude.. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

Ask and insure that all apps that you are considering or those that will influence your decision are 100% functional Review collected by and hosted on G2.com.

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

Systems seems to be interfacing with Quickbook in a very positive manner allows for authorized users to check accounts, follow activities and update sales information very easily. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

9/25/2018

"Excellent Communication and Customization"

5/5

What do you like best about Method CRM?

Their communication is top notch and the level of customization that they offer is extremely useful for almost any business' needs. I reached out for one of my clients and they were very quick with their response. They have been working alongside my client to get their CRM customized for their business' needs. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I haven't had a negative experience with this company or its product. Review collected by and hosted on G2.com.

Recommendations to others considering Method CRM:

They have an array of customization options that they can add to fit your business' needs and goals. Talk with their customer service representatives to see what works best for you and how they can integrate it into their system. Review collected by and hosted on G2.com.

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

Automation and organization are two issues that we were dealing with. With the Method CRM being as customizable as it is, it offered the perfect solution for my client's business model and needs. Review collected by and hosted on G2.com.

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Method Marketing Team

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Last activity about 4 years ago

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

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What are the three benefits of CRM?

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Pricing Options

Pricing provided by Method CRM.

Free trial

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

$27.00

1 User Per Month

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

$45.00

1 User Per Month

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

$73.00

1 User Per Month

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Exclusive savings on Method CRM through G2 Deals

Signup via G2 Storefront to qualify for a 25% discount on first three months with Method CRM.

How to claim this offer

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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