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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Firas g.

Sales Account Manager

Small-Business (50 or fewer emp.)

1/29/2025

"METHOD is helpful"

5/5

What do you like best about Method CRM?

easy to use fast in loading and aslo the reports are great Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

maybe if they add alittle of coloring options Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Thank you for the review, Firas. We are glad to hear that you're enjoying Method's ease of use and reporting capabilities. Your feedback is appreciated as we strive to continuously improve our product and services. Thank you again!

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

1/29/2025

"Very quick response and very professional"

4.5/5

What do you like best about Method CRM?

The system is very user friendly and easy to use. Downloading data through filters that you can create in METHOD, is very flexible and easy to use.

System is very reliable and there is hardly any downtime. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Find it hard to customise screens. Need to go through support, which very often means additional cost. Review collected by and hosted on G2.com.

Response from Michelle Wong of Method CRM

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Hello, thank you for taking the time to leave this review. We are glad to hear that you've found Method to be reliable and flexible for your business needs. Customization can sometimes require extra support, but we're always working to make this experience more seamless. Thanks again for choosing Method!

Brandon H.

Salesman

Small-Business (50 or fewer emp.)

10/31/2024

"Everything you need with flexibility and convenience"

4.5/5

What do you like best about Method CRM?

It's easily integrates with my entire team and it makes a very easy to communicate tasks and activities. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The search function could work better when I'm trying to look up companies or parts in the items list. Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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Hi Brandon, thank you taking the time to share this feedback with us! It's experiences like yours that help shape the evolution of our tools (like the search function)! We're so happy to hear that Method has made it easy for you to communicate with your team. We will pass along your review to our team, thank you again!

AMANDA H.

Small-Business (50 or fewer emp.)

4/23/2024

"Quick and Professional"

4.5/5

What do you like best about Method CRM?

Method has allowed our company to better manage incoming leads by helping us input customer interactions and create follow up activities. This allows us to personalize our interactions with our leads and even our current customers.

Implementing this into our office has allowed for us to nurture and turn quite a few more leads into customers. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

There are a lot of redundancies in estimates to invoices. When one could just create a sales order and send to customer rather than go through all of the prompts to move from estimate to invoicing. Estimates are just estimates and sometimes change when an actual sales order is made. It would make sense to remove the estimates and just have sales orders and invoices.

Anytime we try to do a sync (lead to customer), the server boggs down our system and crashes our computer. We have opted out all together to run syncs for this purpose. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Amanda. Thank you so much for taking the time to leave this super helpful review. I'm happy to hear that you've been able to keep organized with Method's activity tracking and follow-ups. Your concerns around estimates and issues with syncing have also been noted and passed on to the team. Thank you again for your review!

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/30/2025

"It was a new learning experience but easily grasped."

4/5

What do you like best about Method CRM?

How structured everything was and accesible. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Having to go back too many times to access similar things. 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 thrilled to hear that you've found Method to be well structured and accessible. We are always looking for ways to improve the platform so we appreciate your feedback. Thank you again for choosing Method!

Allison G.

Sales Assistant/Purchaser

Small-Business (50 or fewer emp.)

1/31/2024

"Small business review"

4.5/5

What do you like best about Method CRM?

As a small business, we love that Method CRM has a 2-way sync into Quickbooks. The support is very responsive, and will esacalate issues that can't be resolved right away. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Method CRM is lacking when it comes to project management. We would love a way to organize with photos and show which items have been received in the warehouse. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Allison! Thanks for your review - it was a pleasure to read. I'm so glad you are enjoying Method's two-way sync with QuickBooks. Thank you especially for your feedback about project management features. I'll pass your review on to the team right away. Thanks again!

Mirna R.

administrator

Small-Business (50 or fewer emp.)

7/24/2024

"Most user-friendly CRM"

5/5

What do you like best about Method CRM?

it is very user friendly, it pretty much mirrors Quickbooks. The customization possibilities are nearly endless. There is a lot that can be done with it. It's really a great system. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

that some of the options for editing the program are blocked for users and we have to pay customization for it. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Mirna! Thank you for your review. It's great to hear that you're happy with what Method has to offer, and I especially appreciate your feedback about the customization model. I'll pass this on to the team right away - thanks again!

Kelly S.

Office Admin

Small-Business (50 or fewer emp.)

10/30/2024

"User friendly, seamless integration with Quickbooks, comprehensive customer supper"

5/5

What do you like best about Method CRM?

1. seamless integration with Quickbooks

2. customer chat for support

3. user friendly and buildable for specifics

4. QB sync engine Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

very rare but when errors occur or unavailable Review collected by and hosted on G2.com.

Response from Serena Rubino of Method CRM

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Hi Kelly! Thank you for your review. We're thrilled to hear that Method has been a positive addition to your business operations, and that our Support team has been helpful. We will pass this along to our team, thank you again!

FJ W.

Programs Manager

Small-Business (50 or fewer emp.)

9/16/2024

"Great app to grow your business"

5/5

What do you like best about Method CRM?

For our sales campaign, I tried a few different CRMs in the past, but none seemed to function quite as well as Method CRM does. It enables you to obtain more qualified leads and expand your company more quickly. Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

Although I like the touch method CRM adds to my leads, I do struggle a bit trying to import data from another platform. That said, I think they have great features and also have room for improvement. Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi FJ, thanks so much for your response and for your positive feedback! We're thrilled to hear that our platform has helped you obtain more qualified leads and grow your business faster. We especially appreciate your input on Method's data import process, and I will pass your review on to the team right away. Thanks again.

Phil H.

Owner

Small-Business (50 or fewer emp.)

7/24/2024

"Review of my experience with MethodCRM"

4.5/5

What do you like best about Method CRM?

The integration with QBO - Apparebtly I must enter more text than just a few words Review collected by and hosted on G2.com.

What do you dislike about Method CRM?

The insability to interact with email. you can send an email from Method but when the contact response, the only way to capture the resposne is with teh side bar - but there is no way to respojknd with the string. What a pain!

The formatting on outbaound emails is much too limited.

BTWE - the next Question is prinmary role - I have severakl..... Review collected by and hosted on G2.com.

Response from Ryan Flanigan of Method CRM

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Hi, Phil. Thanks for taking the time to write this review and for sharing your feedback about Method. Your comments on our email functionality are especially valuable in helping us deliver the best product possible. I'll share this review with the team right away. Thanks again!

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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

Pricing provided by Method CRM.

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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

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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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