# Method CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Method CRM the right Lead Management solution for you? Explore 142 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130389/Method-CRM/reviews --- Method CRM 4.2 (142) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated May 14th, 2026 # Reviews of Method CRM Ease of use 3.9 Customer Service 4.2 ## Pros and Cons in Reviews AP Anita P Administrative AssistantConsumer Goods, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall, Method has helped us streamline operations, improve visibility across departments, and maintain accurate synchronization with QuickBooks Desktop while still allowing complete flexibility where needed.“ May 12, 2026 LR Laura R Operations ManagerConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “Things like inserting rows in estimates as well as inserting blank rows are issues that shouldn't be.“ May 18, 2026 JS Joshua S PresidentConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “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.“ April 30, 2026 BM Brooke M Operations ManagerTextiles, 11 - 50 employeesUsed the software for: Less than 6 months. “We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch.“ April 17, 2025 PT Peter T Automation SpecialistRetail, 11 - 50 employeesUsed the software for: More than 2 years. “It's also pretty customizable which means you can shape it around how your business actually runs, and it's not that hard to use once you're set up.“ May 26, 2026 KA Kelsey A AdminConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “One of my least favorite things about Method is some of the issues we have had with QBO syncing.“ April 30, 2026 TF Tami F Operations managerRetail, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ May 4, 2026 Wade M FounderWholesale, 11 - 50 employeesUsed the software for: Less than 6 months. “After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\].“ March 2, 2026 ## Showing most helpful reviews Showing 1-25 of 142 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chitta Ranjan D. Digital Marketing Manager Information Technology and Services Used the software for: 2+ years ### "Excellent CRM to customize with Great Customer Support " January 7, 2019 5.0 I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues. Pros This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all. Cons Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive. Review Source AP Anita P. Administrative Assistant Consumer Goods Used the software for: Less than 6 months ### "If you’re looking for a CRM that can be shaped around exactly what you need, this is an outstanding choice." May 12, 2026 5.0 Overall, Method has helped us streamline operations, improve visibility across departments, and maintain accurate synchronization with QuickBooks Desktop while still allowing complete flexibility where needed. Pros We use Method as our CRM because it integrates properly with QuickBooks Desktop, which was a major requirement for our business. Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes. What makes the platform especially valuable is its flexibility. Anything that doesn’t sync out of the box can be fully customized and mapped by the Method technicians to fit exactly how your business operates. That level of customization has made a huge difference for us because our workflows are not standard, and we needed a system that could adapt instead of forcing us into rigid processes. The Method team has been excellent to work with throughout setup and customization. They took the time to understand our needs and tailored the CRM around them, making the whole system feel purpose-built for our company. Cons One downside we’ve experienced is the search functionality. The search bar is very sensitive to small misspellings, spacing issues, or missed punctuation, which can make finding records frustrating at times. A more forgiving or predictive search feature would greatly improve usability and efficiency. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Method CRM Method has more flexibility and better integration with QuickBooks Desktop. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce doesn't integrate with QuickBooks Desktop. Review Source Wade M. Founder Wholesale Used the software for: Less than 6 months ### "Buyer Beware" March 2, 2026 1.0 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/) Reason 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 Response from Method Integration 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 GG Gabriela G. Executive Assistant Machinery Used the software for: 2+ years ### "CRM Customization " May 22, 2026 4.0 Our overall experience has been positive, it's customized to our processes and easy to use. We are able to find previous projects easier and all data is organized. Pros The ability to be able to make custom project entries and how easy it was to get it done with their customer support. Cons Its missing a kanban feature, for us to track project status and do kick off meeting. The estimates can only be viewed entering the portal, some of our customers do not want to use another portal and prefer an attachment. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Method CRM the ability to customize it is greater on method Review Source KA Kelsey A. Admin Construction Used the software for: 2+ years ### "Great CRM System" April 30, 2026 4.0 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 DW Dan W. Sales Director Marketing and Advertising Used the software for: 1-2 years ### "Thumbs up on Method CRM" May 11, 2026 5.0 Technical and customer support is prompt and well trained. Pricing is competitive and interface user friendly. Pros The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. Cons The email marketing application could be improved for better design creation and analytics. Once that part is improved then it is a full service platform Switched from [Chaos Intellect](https://www.capterra.com/p/201255/Chaos-Intellect/) Needed something more professional and which could integrate with our accounting, Review Source MP Matt P. Pet Relocation Specialist Logistics and Supply Chain Used the software for: 6-12 months ### "SOLID - Would Recommend" May 6, 2026 4.0 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 RG Renny G. manager Building Materials Used the software for: 6-12 months ### "Getting organized thanks to method" June 1, 2026 5.0 High enjoyable. As mentioned no more loosing jobs from forgetting customers, receiving payment has made my life and day to day so much easier Pros I really enjoy how this helps me organize estimates, invoices, and customer payment option. Running a business is a lot to remember so logging me every day showing me estimates I've sent out makes it easy to touch base with customers and make sure no one goes forgotten. Cons Not much, the setting up was real easy with customer service and the fact you can customize everything to your day to day makes it easy. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing Method CRM made is easy, and being able to customize it to my daily needs was huge Review Source JS Joshua S. President Construction Used the software for: 6-12 months ### "Better than expected" April 30, 2026 5.0 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 DL Douglas L. CFO Education Management Used the software for: 2+ years ### "Method - cdl" April 30, 2026 5.0 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 MO Mario O. Technician Security and Investigations Used the software for: Less than 6 months ### "Have no doubts and make the switch" November 19, 2024 4.0 Quick and easy to transition into. Quick and easy to learn how to use as well. Pros Method is quick and there is no lag when clicking around. Cons Lack of inventory. Not their fault. It's just something we as a company were looking for. Switched from [Rev.io PSA](https://www.capterra.com/p/10024830/Rev-io-PSA/) Rev.Io was outdated slow, glitchy, and not online accessible for us. Expensive as well. Review Source Response from Method Integration November 29, 2024 Hi Mario, thank you for your review! We're happy to hear that you have found Method easy to use and learn. We appreciate your feedback about inventory, and we will share it with the team. Thank you again! RM Richard M. President Non-Profit Organization Management Used the software for: 1-2 years ### "Not a good fit for our organization" September 11, 2020 3.0 It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us. Pros I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time! Cons I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos. Switched from [CiviCRM](https://www.capterra.com/p/79192/CiviCRM/) CiviCRM, although free, was extremely difficult to manage and keep up with the latest releases. I did love the flexibility though with customizations. Review Source Response from Method Integration September 22, 2020 Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you! RB Ryan B. Owner and repair technician Medical Devices Used the software for: Less than 6 months ### "Game changer" April 8, 2025 5.0 They are great. Eric was our personal designer. He was able to come up with creative solutions to meet our exact needs. Pros It pull all the info needed from Quickbooks, and gives our customers an easy way to submit repairs, approve repairs and pay for repairs. Cons It was more on our end. Our system had a few issues sinking up to Method. But Method was there to help troubleshoot and solve that issue. Review Source Response from Method Integration June 4, 2025 Hi Ryan, Thanks for the great review! We're so glad to hear that Method's integration with QuickBooks and tools for repair management are working well for you. We're especially happy to hear of your experience with Eric and how he was able to help customize Method to your business' exact needs! We appreciate you choosing Method, thanks again! JM Jesse M. Salesman Automotive Used the software for: 1-2 years ### "Method has great ease of use and organization " December 6, 2024 5.0 Overall experience is very good with Method and I use it Mon-Fri at work, never had any problems besides the program slowly lagging over time. Pros Method organizes everything very well and allows for an easy user experience Cons Method can bog itself down after being used all day and the program will run very slowly until you refresh Review Source Response from Method Integration December 11, 2024 Hi Jesse, thanks for the great review! We’re glad to hear that Method is helping you stay organized and provides an easy user experience. We also appreciate your feedback about the program slowing down after extended use. We’ll definitely pass this along to our team for further review. Thank you again! VH Vincent H. Owner Construction Used the software for: I used a free trial ### "New user experience" March 3, 2025 5.0 It takes time to understand how to use the product but as you go along it gets easier Pros The site is very user friendly and my customer support rep is knowledgeable and easy to understand Cons I would like my customer list to look exactly as my quickbooks list. Working on getting there Review Source Response from Method Integration June 4, 2025 Hello Vincent, thank you for taking the time to share your experience as a new user. It's great to hear that you've found Method user friendly and our support team knowledgeable. I understand that you're in the process of customizing your customer list, if there is anyway our team can do to help a long the way don't hesitate to reach out to us at hello@method.me. Thank you! EW Eric W. Director of Sales Nanotechnology Used the software for: Less than 6 months ### "At least it syncs with Quickbooks Desktop..." January 23, 2025 3.0 We have struggled to implement it - if we didn't \*need\* it to sync with QuickBooks Desktop, we would be using HubSpot or just about anything besides Method. Pros It's built on QBD, a feature that's rare for CRMs. It has a number of helpful modules and you pay for the modules you need. Cons Poor customer service. Emails unanswered, meetings not attended or often rescheduled, attempts to receive help often rebuffed with "pay us more money to develop it for you"... Lack of features, buggy challenging back end, not as functional as competing CRMs. Review Source Response from Method Integration June 4, 2025 Hi Eric, thank you for taking the time to write this review. We’re really sorry to hear about your less-than-positive experience with Method. 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. SF Sean F. Outside Sales Wholesale Used the software for: 6-12 months ### "Easy Learning Curve" December 23, 2024 5.0 Positive. It is an exceptional product! Pros So many features which mesh well with all aspects of the job of an area sales manager, including sales, estimates, and other inquiries. Cons I can say I have had issues with lagging, but I attribute this to weak LTE signal rather than anything to do with Method. Review Source Response from Method Integration December 30, 2024 Hi Sean, thank you for your review. We’re thrilled to hear that Method CRM’s features are making your work easier. It’s great to know you find the product exceptional! We can't wait to share this with our team, thank you again! ES Eric S. Sales Health, Wellness and Fitness Used the software for: 6-12 months ### "Method-Top Notch CRM" October 8, 2024 5.0 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 Review Source Response from Method Integration October 31, 2024 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! BH Brenda H. President Non-Profit Organization Management Used the software for: 2+ years ### "Lacking in Customer Support" January 6, 2022 3.0 My experience with has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down. December 31, last best day to reach out to donors. I get a notice that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me. When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say. Pros I like the ability to create email campaigns and include videos and pictures. Cons Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff. Review Source Response from Method Integration January 11, 2022 Thank you for taking the time to share this feedback with us. We're sorry that your experience with Method wasn't as expected, Brenda. We know how important it is for our support team to be diligent so users can run their organizations successfully. We also understand Giving Tuesday's importance for your organization and donors. Please know your feedback has been passed along to better support you and others fundraising for good causes. If you'd like to share more specifics about your experience to help us improve in the future, please get in touch with us at marketing@method.me. TW Tessa W. CEO Real Estate Used the software for: Less than 6 months ### "Better options out there" December 11, 2023 1.0 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. Review Source Response from Method Integration December 18, 2023 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. LS Lisa S. Customer Service Representative Building Materials Used the software for: 6-12 months ### "This Could be Perfect...." March 26, 2020 5.0 I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily. Pros I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company. Cons This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity? Reason for choosing Method CRM Ease of use, integration with QBO, and cost. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce was not what we needed. Review Source MR Michael R. Sales Manager Business Supplies and Equipment Used the software for: 2+ years ### "100% Satisfied! Could not be happier." October 5, 2020 5.0 Pros Ease of use; Online access; Mobile access; Email storage Cons Expensive for customization; Online access sometimes unavailable Review Source Response from Method Integration October 13, 2020 Hi Michael! Thank you kindly for your review of Method:CRM. VR Verified Reviewer Sales Operations Facilities Services Used the software for: 6-12 months ### "Very customizable. This is a software that can be as creative and as detailed as you want it to be " April 27, 2018 4.0 Syncing with Quickbooks Enterprise. Pros Customization. Syncs with Quickbooks Enterprise. Cloud Hosted. Variety of User Permissions. Open API. We were able to call a Method staff member to help set-up customization. Cons Contact-Based vs Account-Based. If you're not a developer, this software customization can be overwhelming. The product support is great but, they charge by the hour for customization. Review Source Response from Method Integration May 6, 2018 Hi there ¿ thanks for your review of Method:CRM. It's great to hear you're leveraging Method's customizable platform to streamline your business and that the Method team has been a great support. Thank you for the feedback around the Contacts vs Accounts. We're always improving on our product, so your feedback is something I'll be sure to pass along. Many thanks again Lynda OM Omar M. Sales Manager Events Services Used the software for: 2+ years ### "Excellent Tool" October 27, 2020 5.0 I am satisfied because it is a really efficient tool to grow my business. Pros It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue. Cons I am currently very satisfied with the software at all aspects. Review Source Response from Method Integration November 4, 2020 Thanks for the positive review Omar! VJ Valerie J. Client Care Coordinator Used the software for: 1-2 years ### "At first glance, powerful CRM. Over year of use has lead to second thoughts." February 3, 2018 3.0 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. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.