# Method CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Method CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/130389/Method-CRM

---

# 

 Method CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 1, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Method CRM

## What is Method CRM?

Method CRM is the #1 rated CRM for businesses running QuickBooks, built for companies that need more flexibility than off-the-shelf software. Method adapts to the way your business operates while syncing with QuickBooks. Most CRMs force you to change your processes 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 team actually uses without developer resources or enterprise pricing. For growing businesses, Method CRM fills the gaps QuickBooks alone cannot solve. With Method's real-time two-way sync, your team can manage leads, customers, estimates, invoices, and payments in one place while keeping accounting data current across both systems. This helps sales, operations, and finance stay aligned. Trusted by nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day.

## What is Method CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Customer Service](https://www.capterra.com/customer-service-software/)

Overall rating

Based on 136 user reviews

Reviews sentiment

Positive

80%

Neutral

7%

Negative

13%

Starting price

$27

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Method CRM alternatives

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (18,778)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/130389/Method-CRM/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.3 (37)

78.38% of 37 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Interaction Tracking

4.2 (33)

75.76% of 33 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Management

4.5 (32)

78.13% of 32 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Data Import/Export

3.6 (22)

72.73% of 22 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Quotes/Estimates

4.3 (20)

90.00% of 20 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Email Management

4.2 (18)

66.67% of 18 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Method CRM 77 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage contact details and communication with clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

A website or login for customers to access information

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Predefined actions automatically performed on the occurance of specific events

Monitor and record expenses such as purchases or charges incurred

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Operate/access software on iPad Devices

Operate/access software on Mac Devices

Designed for small businesses

Primarily serving startup companies

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Access software remotely via mobile devices

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Predict future data based on historical data sets

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Receive data and information in real time

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

Allow users to access multiple services after entering their login credentials once

Allow customers/users to submit support queries and service requests

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Web form that allows users to enter data that is sent and processed for different reasons

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.1 (127)

4.1

Based on 127 reviews

## Pricing

Value for money

4.0 (122)

Free Trial

[View pricing plan details](https://www.capterra.com/p/130389/Method-CRM/pricing/)

Grow with Method CRM: 25% off 3 months on CRM Quick Start

$27.00

Per User,Per Month

It includes:

-   Administration and Extras
-   Customization
-   Integrations
-   Lead Management
-   Quickbooks Integration
-   Reports
-   Supports

Grow with Method CRM: 25% off 3 months with 3+ users on CRM Pro

$45.00

Per User,Per Month

It includes:

-   Contact Management
-   Online Portals
-   Administration and Extras
-   Customization
-   Integrations
-   Quickbooks Integration
-   Lead Management
-   Reports
-   Supports

Grow with Method CRM: 25% off 3 months with 3+ users on CRM Enterprise

$73.00

Per User,Per Month

It includes:

-   Financial Management
-   Sales Pipeline
-   Some Features of Communication and Productivity
-   Administration and Extras
-   Integrations
-   Quickbooks Integration
-   Reports
-   Online Portals
-   Supports
-   Customization
-   Contact Management
-   Lead Management

Value for money

4.0 (122)

4.0

Based on 122 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Xero](https://www.capterra.com/p/120109/Xero/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.1 (127)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.1 (127)

4.1

Based on 127 reviews

## User reviews

Overall rating

4.2

Based on 136 reviews

Filter by rating

5(84)

4(25)

3(10)

2(3)

1(14)

Mentioned topic

Sorted by most recent

NH

Nicholas H.

Owner

Consumer Services

### "Excellent program for business owners!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2026

Method is an excellent program for organizing all of your information. I have all of my customers information saved, which I can quickly and easily import from my invoice program. I am able to save important events for each customer, and get reminders emailed right to me. The customer support is great! They are always here to help when I have a question. I have never had any major issues using Method, and feel that it is well worth the cost! I highly recommend Method to every business owner!

Cons

I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MP

Matt P.

Pet Relocation Specialist

Logistics and Supply Chain

### "SOLID - Would Recommend"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 6, 2026

8/10 so far - fairly new still but I am sure there is still a lot for me to learn and get acquainted to, to make it most beneficial to my business.

Pros

Fairly Easy to navigate Fair Value for the most part Customer Support Performance and Speed is good (App is slow though)

Cons

\-Finding it to be a pain sometimes for Customization -Often balances are not being updated once a payment is entered for a client -Wish there would be multiple Follow-ups to activities at once. (ie. sort of like a flow chart of items)

Switched from

[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Didn't work for my business. Especially Calendar functions

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TF

Tami F.

Operations manager

Retail

### "City floral landscaping"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

May 4, 2026

It has been a game changer for our company. We have been using it now for about four years and finally have everybody on board and using it regularly. We added field crew two years ago and that has been very easy to get our cruise changed over from paper to electronic work orders.

Pros

The most difficult thing was getting everyone to use it.It is so simple to use, you can make so many custom modifications.

Cons

Convincing the team that it was worthwhile to integrate into our business.There really isn't anything that I don't like about the method crm product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DL

Douglas L.

CFO

Education Management

### "Method - cdl"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 30, 2026

Great - The onboarding process and continuing support was great. They got me up and running quickly. Ongoing help and support has been great.

Pros

1\. Reporting abilities are a big step above what I could get out of QuickBooks. It is the real reason I signed up. It saves me at least a months work each year. 2. Training and technical help customizing the reports was great. 3. Ability to give access to the invoice process to other employees without having to give access to QuickBooks.

Cons

Complex report customization - definatly needed help and I have a programming background. Very complxe underlying language.

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Needed additional reporting capabilities.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KA

Kelsey A.

Admin

Construction

### "Great CRM System"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 30, 2026

Pros

One of my favorite things about Method is the support we have received from our rep, Thomas. He has worked in detail with us to customize the platform to fit our needs.

Cons

One of my least favorite things about Method is some of the issues we have had with QBO syncing. We have gotten things dialed in recently and are seeing less problems.

Switched from

[mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/)

We were not happy with the mHelp Desk for a variety of reasons.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Joshua S.

President

Construction

### "Better than expected"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 30, 2026

At the start, we did the trial. It was a little overwhelming to edit screens and logic. Our company then tried another 4 CRMs. Finding those had limitations, we decided to try Method again. Once we understood the possibilities, we were hooked. Additionally, having a personal customizer is helpful once help is needed. Also, the chat desk system has proven to be surprisingly responsive. Just yesterday I had a programming question and sent an email to our customizer. With a simple reply, I was able to see what I needed to change for the logic to work. Impressive customer service,

Pros

Method has proven to be very useful with our complex workflow. Developing apps and screens that relate to our business specifically has given use more direct resolutions than other CRM software that we subscribed to preciously. The ability to customize yourself is an incredible feature. Then, once we get stuck or need help, having a customizer helps with the more complex logic.

Cons

More samples of how screens and apps can look after customizing would be more helpful. The help center is great, however additional screen shots and videos of the software being pushed to the limits.

Switched from

[Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)

[Fiix](https://www.capterra.com/p/74916/Fiix/)

Customizing and the direct sync with QBO.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JW

Jody W.

COO

Health, Wellness and Fitness

### "Method is a good CRM pick."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

April 29, 2026

Quick and easy to establish. Customer support was great! Our rep is on top of it! \[sensitive content hidden\] and the free hour of tech-support came in handy. He was able to assist with all of the customizations we needed.

Pros

Easy to connect Quickbooks Mailing campaigns are quick and easy to establish Free hour of technical support came in handy

Cons

Would be nice if the interface was easier to make changes to tables, data, etc. rather than having to book a consultant.

Alternatives considered

[monday.com](https://www.capterra.com/p/147657/monday-com/)

Reasons for choosing Method CRM

The ability to send HTML email campaigns

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Wade M.

Founder

Wholesale

### "Buyer Beware"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 2, 2026

I asked for a refund before any work began and my rep, \[sensitive content hidden\], stopped responding. After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\]. Then their team lead, \[sensitive content hidden\], got involved and offered no solution beyond quoting policy. Method refused to refund a deposit for customization work never executed. Be careful—what they sell and what you get are very different.

Pros

The promise of customization, but it required unnecessarily lengthy hand-holding, bids for work, and as soon as I asked for a refund, a complete lack of communication.

Cons

Sold on “easy customization,” got the opposite. The process is unnecessarily complex, costly, and nothing like what was promised.

Alternatives considered

[noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)

Reasons for choosing Method CRM

I was promised easy integration with a developer. I liked that it would have saved me money compared to the competitor. I hoped to integrate Stripe and Quickbooks.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 10, 2026

Hi Wade, thank you for taking the time to share your feedback. We're sorry to hear that the implementation and customization process did not meet your expectations. Our team strives to be transparent about our customization process, agreements, deposits, and refund policies before any work begins. In this case, a customization agreement was signed and the request for a refund was submitted outside of the applicable grace period. Our team responded throughout the process and tried to provide options for next steps in accordance with the agreed-upon terms. We understand that circumstances can change, and that can be frustrating. If you wish to further this conversation, you can connect with a member of our team at hello@method.me

AM

Andrew M.

President

Machinery

### "Non existent competent customer service, you can get a body, but not any knowledge."

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

September 3, 2025

I occasionally send emails through the Method CRM Email campaign function. These emails are only to my customers. I sent a campaign out to about 1300 and got 20 invalid email responses. Method froze my email account based on the twenty invalid emails. It took over a week for them to get the account unfrozen. Ridiculous!

Pros

It integrates well with Quickbooks Desktop, although it works a bit slowly and occupies a lot of computer resources when synchronizing.

Cons

Their customer service is near non-existent. You can get a hold of people via chat, but they are incompetent and have to refer every issue to the "back office" and that can take days to get a reply.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing Method CRM

Method had a desktop integration with Quickbooks at the time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

September 8, 2025

Hi Andrew, thank you for sharing your feedback. We're very sorry to hear that your experience with Method was not satisfactory. That is not the level of service we aim to deliver and your feedback is very valuable to us. We welcome the opportunity to connect and learn more about what went wrong to understand how we can 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.

CE

Cory E.

Owner

Apparel & Fashion

### "Bad Experience"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

June 1, 2025

Couldn’t be a worse experience. Time consuming with no end in sight. You’re better off building your own CRM from scratch.

Pros

The low cost and their programmers on staff to help you build out the CRM to fit your exact needs. We were excited about their ability to customize the CRM to our needs.

Cons

I’ve been working with their “programmers” for over one year and their CRM is still not useable. This has been a complete nightmare.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing Method CRM

Because they specifically in integrating with QBO. However, that did not work out well.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 4, 2025

Hi Cory, thank you for taking the time to leave this review. We are truly sorry to hear that you have had a less-than-positive experience with Method. It’s disappointing to learn that our solution didn’t meet your expectations, especially given your initial enthusiasm about its customization potential. We’d appreciate the opportunity to connect and understand more about what went wrong. Your insights are valuable to us as we continuously strive to improve the product and our services. Feel free to reach out to us at hello@method.me.

[View all Reviews](https://www.capterra.com/p/130389/Method-CRM/reviews/)

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[Odoo vs Method CRM](https://www.capterra.com/compare/130389-135618/Method-CRM-vs-Odoo)[ActiveCampaign vs Method CRM](https://www.capterra.com/compare/79367-130389/ActiveCampaign-vs-Method-CRM)[Ploomes CRM vs Method CRM](https://www.capterra.com/compare/130389-207290/Method-CRM-vs-Ploomes)[Act! vs Method CRM](https://www.capterra.com/compare/130389-175860/Method-CRM-vs-Act)[Bitrix24 vs Method CRM](https://www.capterra.com/compare/113540-130389/Bitrix24-vs-Method-CRM)[Brevo vs Method CRM](https://www.capterra.com/compare/130389-132996/Method-CRM-vs-brevo)[Claritysoft CRM vs Method CRM](https://www.capterra.com/compare/123868-130389/Claritysoft-CRM-vs-Method-CRM)[monday CRM vs Method CRM](https://www.capterra.com/compare/130389-245800/Method-CRM-vs-Monday-CRM)[Mailchimp vs Method CRM](https://www.capterra.com/compare/110228-130389/MailChimp-vs-Method-CRM)[OpenCRM vs Method CRM](https://www.capterra.com/compare/129881-130389/OpenCRM-vs-Method-CRM) 

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