Method CRM Reviews

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115 Reviews

- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Very user friendly and great for every-day use!
Reviewed on 24/04/2018
tracking sales leads, generating reports for internal sales teams
tracking sales leads, generating reports for internal sales teams
Pros
I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal!
Cons
Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful.
Response from Method Integration
Hi Megan, thanks for your review of Method:CRM. I'll pass along your feedback to the team as we're always looking to further improve our offerings. Thanks again, Lynda
- Industry: Market Research
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
For the Technology saavy users, must be advanced IMO
Reviewed on 27/02/2021
Good experience overall. Thei customer support and tutorials to help are excellent.
Good experience overall. Thei customer support and tutorials to help are excellent.
Pros
This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.
Cons
The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.
Alternatives Considered
HubSpot CRMReasons for Choosing Method CRM
We needed more integrations and functions. But, Method is a bit too complicated. More than what we need.Reasons for Switching to Method CRM
The support and demo were great. Also the price.Response from Method Integration
Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Better options out there
Reviewed on 11/12/2023
Pros
I signed up for Method because of the two-way QBO sync and the option to customize everything about the software.
Cons
After four months, I'm still doing invoices and payroll manually. The app has no offline functionality and it quits sporadically, losing data every week. My employees hate it and instead of using it, they are keeping track of their time on their phones and taking admin time to track time retroactively. While my support contact is speedy with replies, almost every answer is "it can be customized to do that." Customization is $145 an hour, with a waiting list, or you should have a dedicated person on your team just for customizing. It's clunky, glitchy, and expensive. I wish I had experience with the two-way QBO sync, but after four months of waiting, I have to jump ship. I wish had never signed up for this software as it has been a huge headache for my business.
Response from Method Integration
Hi, Tessa. Thanks for leaving this review. I'm sorry to hear that your experience with Method did not meet expectations. Eliminating all bugs and making customization easier are primary goals for us in 2024 and beyond. I'll be sure to pass your review on to the team.
- Industry: Business Supplies & Equipment
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
National Sales Representative
Reviewed on 05/11/2024
It is one of the best CRM I have ever worked with, as it has all of the essential tools most small...
It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for.
Pros
Thus far, I am highly impressed with Method CRM. It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for. Hurray to Method CRM!!!
Cons
There isn't one or two nor three that I can think of.
Response from Method Integration
Hi Walter, thank you for taking the time to leave this review! We are thrilled to hear that you have been impressed with Method. We can't wait to pass this along to our team, thanks again!
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Makes it easy for clients to keep track of transactions and for us to keep track of leads
Reviewed on 08/06/2021
Pros
The search and linking of the account with QBO is an amazing feature!
Cons
No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.
Response from Method Integration
Thanks for being a Method customer Alicia!
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
This was made for dummies
Reviewed on 01/09/2021
Pros
I found the total integration with QuickBooks was the best compared to other products I have looked at .
Cons
At this point in time I cannot find a fault worth mentioning
Response from Method Integration
Thank you for finding the time to leave a review, David!
- Industry: Media Production
- Company size: 11–50 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
All-in-one Quickbooks CRM
Reviewed on 26/05/2021
Excellent. Method customer service has been top notch.
Excellent. Method customer service has been top notch.
Pros
Excellent user interface and easy integration with Quickbooks desktop.
Cons
It is pricey but you could opt for less features for a lower price.
Reasons for Switching to Method CRM
Much more features and easy synchronization with QuickBooks.Response from Method Integration
Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Method-Top Notch CRM
Reviewed on 08/10/2024
Excellent tool to use while on the road for Sales Trips. The team at Method helps answer any...
Excellent tool to use while on the road for Sales Trips. The team at Method helps answer any question we may have instantly.
Pros
It is very user friendly and fully customizable.
Cons
I wish bulk emailing was a little easier out of Method
Response from Method Integration
Hi Eric, thank you for taking the time to write this review. We're happy to hear that our team has been able to answer any questions you have right away. We will share this with our team. Thank you again!
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 0.0 /10
VERY Disappointing
Reviewed on 27/06/2016
I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online...
I found Method after an exhausting search for a CRM that works seamlessly with QuickBooks Online and I thought I'd found it in MethodCRM. But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Just now, in the middle of a chat session, I was abandoned by the person helping me after advising me she had a meeting to go to a meeting. A meeting... I am the owner of, and have worked in, service-based businesses my whole adult life. Abandoning a customer to go to a meeting is unacceptable. I wasn't handed off to someone else, just dropped.
Method appears to subscribe to the same LACK of service, the service industry has morphed into. Acting as if they (the "service" company) is doing the consumer a favor or requiring the consumer to jump through hoops and accommodate THEIR schedule.
VERY disappointing, Method... Having a great product is not enough. You just stand behind your product and provide support to the people that pay your salaries - the customers.
Pros
Great features. Appears to work well for multiple industries.
Cons
Can't use it... NO support

- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Knew exactly what was wrong.
Reviewed on 24/04/2018
Pros
Easy to use and track my activities and sales. I like the chat feature for customer service needs. They are quick and accurate in their answers
Cons
I was not able to correct the profile from vendor to customer. I had to create a new profile that caused duplicates
Response from Method Integration
Thanks for reviewing our app, Tessie. I'm glad our support team has been able to help you through the process of adopting Method:CRM.
Thanks,
Lynda
- Industry: Business Supplies & Equipment
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best integration with QBO and Gmail for Free Trial/Great Price
Reviewed on 11/11/2020
So far, Method has helped me develop my brand new business with processes that will not have to be...
So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.
Pros
I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.
Cons
I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.
Response from Method Integration
Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.
- Industry: Retail
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Beneficial and necessary tool to make money!
Reviewed on 09/09/2021
A great tool that I would recommend. I hope my boss/administrator never changes software. I learned...
A great tool that I would recommend. I hope my boss/administrator never changes software. I learned quickly.
Pros
This software was easy to utilize on both my Mac and iPhone. Also, it was easy to learn and navigate through. I mostly did my productive work and generated invoices on the Mac. I only used the iPhone app to look at info since it was less friendly on a smaller screen.
Cons
I preferred to utilize Method on my computer as the features and choices were harder to navigate on my iPhone (which is expected). I really don’t have many complaints.
Response from Method Integration
Thank you for the review, Christine! We appreciate the feedback.
- Industry: Education Management
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great Product with some Customization
Reviewed on 11/08/2021
Great client support, awesome response times and highly effective software and backup team.
Great client support, awesome response times and highly effective software and backup team.
Pros
Out of the box, Method needs some customization to perform. Once in place, this jewel keeps showing more ways to interject itself in the Admin process of your facility as well as excel in the marketing for new members.
We are moving our workflow for potential members into Method from another platform which has a higher learning curve for Board Members and users to learn.
Cons
The customization can get expensive. While the integration, for us, with QB was critical, it did require some work to fit our needs.
Response from Method Integration
Great to hear that Method has been working well for your team. Thank you for the review!
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Saved me from outgrowing QuickBooks
Reviewed on 01/04/2018
Pros
Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.
Cons
I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Abbeys Review
Reviewed on 17/03/2021
Its okay but I still see there being a lot of room for improvement
Its okay but I still see there being a lot of room for improvement
Pros
The ease of use. Very user friendly interface.
Cons
Sometimes its clunky. Things don't always work
Response from Method Integration
Hi Abbey - thanks for leaving a review! We're always open to hearing feedback on what we could improve, so please feel free to reach out to us anytime at [email protected].
- Industry: Publishing
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best CRM
Reviewed on 24/08/2020
Pros
I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.
Cons
Honestly, I haven't found anything I don't like about this software.
Response from Method Integration
Hi Wanda,
Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at [email protected].
Best,
The Method Team
- Used Daily for 1+ year
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- Value for Money
- Ease of Use
- Customer Support
At first glance, powerful CRM. Over year of use has lead to second thoughts.
Reviewed on 03/02/2018
Pros
The best thing about MethodCRM is that changing one line of a client profile makes the change universal, which helps when looking at past purchases, billing statements, etc. It also syncs to Quickbooks, which is important for the billing aspect of our business.
Cons
The user-facing design is from the Dawn of the Internet. Customer support is severely lacking; every time we reach out, we are met with exasperation and are told our problems are "user error"-- even when the issue is a customization issue, and nothing we could have done would have fixed it. I know the point of UX is to make an app look and act less like a bunch of code, but MethodCRM doesn't quite get there. Overall, it's a powerful CRM, but don't use it unless your team is already tech-savvy.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.
Reviewed on 31/05/2017
I learned that the system I currently use is more than good enough for my needs. The Quickbooks...
I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me
Pros
It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.
Cons
This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Method is a fantastic web-based QuickBooks CRM
Reviewed on 24/04/2018
Time saving and job tracking
Time saving and job tracking
Pros
Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.
Cons
Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Invoice Game Changer
Reviewed on 29/10/2020
Wonderful! Highly recommend.
Wonderful! Highly recommend.
Pros
Customer Service! Similar platforms can do about the same thing, but what if you need help? Phone Support is immediate!
Cons
Life is a learning curve. Took time to learn how to use features.
Response from Method Integration
Glad to hear that Method:CRM has simplified invoices for you! Thanks for your review, James.
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great , Easy to use CRM
Reviewed on 24/04/2018
Seamless and easy quick books integrations
Seamless and easy quick books integrations
Pros
I love that Method CRM communicates seamlessly with quickbooks. My business has to process tons of invoices a month and Method makes it very easy.
Cons
Customizing Method can be very challenging to do on your own. Out of the Box it did not completely meet our needs but after working with their team, we are satisfied with where it is today.
Response from Method Integration
Thanks for your review. No business is the same, which is why many of our Method:CRM customers take advantage of the customization options. Thanks again for your review.
Lynda
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
It has boosted my awareness in many areas of my company
Reviewed on 28/03/2018
One place to see all information I need run my business and make timely decisions to grow and give...
One place to see all information I need run my business and make timely decisions to grow and give my team the proper guidance they need to succeed.
Pros
The key to this software is the ease in which it has integrated all my client information, from sales pipeline, emails, documents all the way to invoices giving me one place to review all the pertinent information I need to run my business.
Cons
I would like to see more graphs for pipelines, sales collections, similar to what QuickBooks has on its dashboard.
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great CRM to work on.
Reviewed on 08/04/2020
Great experience !
Great experience !
Pros
User Friendly and customizable, I would recommend this CRM.
Cons
Would be nice to timestamp and save notes automatically

- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
We use method to keep track of all of our clients/customers.
Reviewed on 22/04/2018
Pros
I like that it is quite robust in terms of what all it can tag and keep track of with clients. There are also integrations with other software and that is really nice.
Cons
It's a little glitchy and I especially don't like that there's no easy way to deal with duplicate clients. We have so many people entering information on a daily basis it's hard to keep track and I wish that part were more intuitive.
Response from Method Integration
Hi Jill. Thank you for your feedback, we really appreciate it. For the client merge frustration, if you merge the clients in QuickBooks (by renaming one of them to have the same name as the other) then Method will pick up on the merge automatically. Sorry we don't make that more apparent and we're working on making this more intuitive within Method. Hope that helps and thanks again for your feedback!
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Method to QB Desktop Pro issues
Reviewed on 28/04/2020
We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and...
We were trying to get more users for QB Desktop Pro and get cloud access. We cancelled Method and bought multi user QB.
Pros
This product does integrate with QB, and allows you cloud access to an otherwise noncloud QB file. It has many powerful customizable features, including a powerful new template designer.
Cons
Customization of the software requires significant technical knowledge and is not for the average user whose business is something other than software customization. If you internet connection is slow, Method is almost nonfunctional. Integration with QB Desktop Pro plus a slow internet connection put some of our transactions such as recieving payments into the most impossible gridlocks.