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

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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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Gavin G.

Customer Support Specialist

Small-Business (50 or fewer emp.)

6/17/2025

"I use method everyday and it is great and easy to use."

4/5

What do you like best about Method CRM?

The auto calculating margins are the most helpful. It handles a lot of the work for you. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I dislike that there is not a rounding feature after the margins. I would like each item to be rounded up to the nearest dollar. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Gavin, thank you for leaving a review! We're so glad to hear that you've found Method's auto calculating margins helpful. We're always working to improve our product and services so your feedback is valuable to us. Thank you again!

Daniel G.

National Sales rep

Mid-Market (51-1000 emp.)

6/11/2025

"Best Crm I have used in 30 years"

5/5

What do you like best about Method CRM?

Simple Ease of use and layout and design Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Nothing about method do i dislike Its a dream crm Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Daniel, thank you for your review. We're so glad to hear that you've found Method easy to use. We appreciate your recommendation and look forward to continue supporting your growth. Thanks again!

Cory E.

Owner

Small-Business (50 or fewer emp.)

8/6/2025

"Terrible Implementation - After Several Months, We Never Went Live and Had to Abort!"

0/5

What do you like best about Method CRM?

Nothing, it was the worst business decision of my life. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Everything, especially the implementation team. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Cory, thank you for taking the time to share your experience. We are very sorry to hear your implementation with Method did not meet expectations. That is not the experience we aim to deliver and your feedback is very valuable to us.

For every customer, our implementation process is designed to ensure alignment from the start with opportunities to adjust as needs evolve. While this process has helped many of our customers go live successfully, we understand that sometimes a solution may not turn out to be the right fit.

We welcome the opportunity to connect and learn more about what went wrong in this project to understand how we can refine our approach and do better moving forward. Don't hesitate to reach out to us directly at hello@method.me to speak with a member of our team.

Verified User in Construction

Small-Business (50 or fewer emp.)

11/28/2024

"Great CRM that syncs with Quickbooks in real time, customizable, with great support!"

4.5/5

What do you like best about Method CRM?

The best thing about Method is how easy it is to manage leads and customer information, and being able to have everything related to that customer (invoices, estimates, proposals) in one place, where everyone can have access to.

The fact that it syncs to quick books in real time is a real added value for our company!

And whatever questions we have, their support team are just an email away, and are always ready to have quick calls with us to show us around when needed, or discuss features and how they can be used.

They also offer customization services to enable companies to tweak things the way they would work best for them! Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

If they had project management features, like enabling the user to make a process of tasks with automation, it would make it the perfect one-stop-shop! Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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Thank you for sharing your positive experience with Method CRM! We're glad to hear that you find it easy to manage leads and customer information, and that the real-time sync with Quickbooks is adding value to your company. We appreciate your feedback about the project management features, and we'll keep that in mind as we continue to enhance our platform. We can't wait to share this with our team. Thank you again!

Annie F.

Sales & Delivery Lead

Small-Business (50 or fewer emp.)

8/23/2024

"Solid functional program as long as you have time to learn and customize it"

4.5/5

What do you like best about Method CRM?

This program is well thought out and has many features to help grow your business. It seems well suited for a company with multiple sales people and will help maintain communication between the staff.

It can easily work with Quickbooks though the sync is not quite as quick as they lead you to expect. Information imported from Quickbooks often needs editing in Method to make it most useful in this program.

Customer support, though slow, will work with you to get your issues solved even if it takes hours or days to get solved. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The program is not intuitive and requires instruction to use it to its maximum functionality. The process of customizing can be overwhelming because of the level of detail in the process.

I wish things were simplified so that tasks did not require as many clicks as they currently do. Often you have to open 3-4 levels of screen to edit one thing.

FAQ/ help doesn't always turn up results that relate to the question so you have to contact customer support which is a lengthy process. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Annie. Thank you very much for this thoughtful review. I'm happy to hear about your positive experience getting ramped up with Method. I also really appreciate your feedback on the customization process and our QuickBooks integration. I'll pass your review on to the team right away - thanks again!

Verified User in Accounting

Small-Business (50 or fewer emp.)

6/28/2022

"Very customizable CRM, great customer service and help desk ..."

5/5

What do you like best about Method CRM?

Once you familiarize yourself with the CRM's structure, you can use the help videos/knowledgebase and YouTube to start creating your own apps within the CRM and designing them to your specific needs. The support team provides an hour of free customization, and they are great to work with!

Integration with QB Desktop was a must for us - works great and updates immediately.

Depending on the apps one needs, this CRM was easy and fast to start and implement. We use it daily, it is the first we open each day ... We do not use the calendar feature. We use the contacts, activities, and a couple of customized apps. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

One has to educate oneself on the customization ... unless you want to pay the support team for it, which is always an option. So that could be a drawback for some users. Review collected by and hosted on G2.com.

Response from Shana Cesaire of Method CRM

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Thanks for taking the time to leave a review, Anke!

Lisa H.

Office Manager

Small-Business (50 or fewer emp.)

7/12/2024

"Quality Product and Service"

4/5

What do you like best about Method CRM?

I like the ease of adding and looking up customers, invoices and estimates. It's very simple to organize. I love the interactive customer support who take their time to explain each process. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I don't like the fact that Method is not in perfect sync with QB Online. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Lisa! Thank you so much for this review. I'm glad that your experience with Method's interface and functionality has been positive, and that you've found it more comfortable and flexible than Intuit's native offerings. We also greatly value your feedback about deposit fields, and I will be passing your review to the rest of the team right away. Thanks again - it’s hearing experiences like yours that help us shape and improve the evolution of our product.

Verified User in Textiles

Small-Business (50 or fewer emp.)

5/6/2025

"Easy to use CRM software"

5/5

What do you like best about Method CRM?

The UI, how well it integrates with other programs. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Cant really think of a downside. The chatbot didnt help much but they never do, the agent was superb however. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hello, thank you for your review. We're so glad that you're enjoying Method's UI and integrations. It's also great to hear that our team was able to deliver great support. Your note about our chatbot is appreciated as we're always looking for ways to improve our users' experience. Thank you again for choosing Method!

Phillip M.

General Manager

Mid-Market (51-1000 emp.)

2/6/2025

"Good integration with all the customizations you could want"

4.5/5

What do you like best about Method CRM?

The fact we can customize it to our specific needs and workflows is a game changer Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

I wish I could personally reset my user passwords Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hi Phillip, thank you for your review! It's great to hear that Method's customization options have made a difference for your team. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method!

Nathan M.

Operations Coordinator

Small-Business (50 or fewer emp.)

9/9/2024

"An enjoyable and well-rounded experience."

5/5

What do you like best about Method CRM?

So far I love the diversity of applications that method provides and will be able to provide for my company. They have been able to take 25 years of this company's experience and simplify it to stream line the processes and put them all in 1 place. The customer service has been fantastic and I have enjoyed getting to work on my processes with my representative. Eric Tran has been an absolute joy to work with. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

So far, I have not had anything negative go on with method. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Nathan! Thank you for your wonderful review. We're delighted to hear that Method has helped you centralize your processes and smoothen out your operations. Your feedback inspires us to keep improving, and we look forward to supporting your continued success!

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What are the three benefits of CRM?

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

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Pricing Options

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

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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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