Method CRM Reviews in May 2025: User Ratings, Pros & Cons

"Customisable & affordable"

What do you like best about Method CRM? Being able to customize the application is the best part. Every business is slightly different so being able to not only customize the core apps but also build new ones means that it can be more fit for purpose for our business processes. The integration with QBO means that there is less double keying and estimates -> invoicing is easily tracked. The support team are always responsive and helpful. What do you dislike about Method CRM? As with any ...

"A great, simple CRM that is highly customizable"

What do you like best about Method CRM? The sync engine with QuickBooks is solid and just works, making it easy for me to use the platform for clients in several ways. The system is also highly customizable and flexible so that it can be easily tailored to a particular business' requirements. We sell Method subscriptions both as a regular CRM to clients as well as using our custom-developed application for particular niche industries. Method fits the bill very well in both cases. What do ...

"Best Quickbooks CRM on the Market"

What do you like best about Method CRM? Without Method our organization would not be able to function as nimbly as we do now. We have automation processes and workflows setup that saves us a lot of time. We use this platform to connect sales reps, office staff, and managers from all over the country. Method CRM has so many features, reports, and capabilities. I haven't tapped into the reporting side yet, but the options for customizing are endless. Their customer support is impressive and ...

"Great Customizable CRM"

What do you like best about Method CRM? Method has the ability to do whatever you want it to do. You can use the pre-built Apps and screens that are built to help you manage your business, as well as synchronize seamlessly with your QuickBooks desktop or online account. You can also expand your Method account with customized screens and actions that can do pretty much anything you can imagine. What do you dislike about Method CRM? Not much to dislike here. Maybe the ability to connect to ...

"An extremely versatile CRM!"

What do you like best about Method CRM? I've tried many CRMs over the years. I've always felt restrained by the inflexible work processes that are forced upon you. Method CRM allows you to customize your workflow the way you like. What do you dislike about Method CRM? There isn't much to not like about Method CRM. The color scheme would be one of the few things that irk me. I'd like to be able to customize colors more to match my brand. What problems is Method CRM solving and how is that ...

"Great CRM with Wonderful Staff!"

What do you like best about Method CRM? The integration with QuickBooks makes my life so much easier. It saves so much time on a daily basis for me and allows my time to be better spent on collections. What do you dislike about Method CRM? Sometimes Method gives me a hard time with the sales tax aspect of things. My sales tax was not always being calculated at the correct rate. I reached out to a team member and they are currently working on the issue. There have been some glitches when I ...

"WILCO review"

What do you like best about Method CRM? I like the ease with which the e-signature is used when converting an estimate to a sales order What do you dislike about Method CRM? That it doesn't update faster with QuickBooks Recommendations to others considering Method CRM: Make sure you use your first free hour of customization. It is a HUGE help to understand the platform. What problems is Method CRM solving and how is that benefiting you? tracking opportunities and technicians so that we can ...

"Method CRM Review"

What do you like best about Method CRM? The support is fantastic!!! Not just chat but also working with Zohaib to help us tweak some things has been incredible!! What do you dislike about Method CRM? Hard to say there are any dislikes, it has been a learning process, but the team at Method makes it a lot easier to get a grasp. What problems is Method CRM solving and how is that benefiting you? It had taken some liberties that our sales reps had before and made it structured. But it has also ...

"Great CRM"

What do you like best about Method CRM? Integration with quickbooks and the field services What do you dislike about Method CRM? Cannot move documents from classic to new. What problems is Method CRM solving and how is that benefiting you? Customer organization and sales team management

"Really enjoy all the features and customization Method offers."

What do you like best about Method CRM? Its integration with Quickbooks and all of the customization. What do you dislike about Method CRM? More training on customization or easier answers to questions. What problems is Method CRM solving and how is that benefiting you? Having a lead process and also giving our customers a way to access their information online.