Method CRM Reviews in July 2026: User Ratings, Pros & Cons

"AVAIL Forensics' Method CRM review"

What do you like best about Method CRM? The ease of use and the total integration with QuickBooks Online software What do you dislike about Method CRM? Not being able to automatically with 1 or 2 clicks copy/add contacts back and forth between Method contacts and Outlook contacts. This should be an easy feature that EVERYONE would be able to use. Recommendations to others considering Method CRM: If you are looking for the most integration between your CRM and QuickBooks, this is the ...

"Great Value and Easy to Use!"

What do you like best about Method CRM? I like being able to keep all of our information in one location. It's a great convenience to see everything pertaining to an account. Recent conversations and quotes are visible to everyone on your team. What do you dislike about Method CRM? I dislike that it is not easy to see other information without opening a new window. For example, if I am viewing a customer’s opportunity, I cannot look at the activities or estimates without loosing my view of ...

"Great Value and Easy to Use!"

What do you like best about Method CRM? I like being able to keep all of our information in one location. It's a great convenience to see everything pertaining to an account. Recent conversations and quotes are visible to everyone on your team. What do you dislike about Method CRM? I dislike that it is not easy to see other information without opening a new window. For example, if I am viewing a customer’s opportunity, I cannot look at the activities or estimates without loosing my view of ...

"AVAIL Forensics' Method CRM review"

What do you like best about Method CRM? The ease of use and the total integration with QuickBooks Online software What do you dislike about Method CRM? Not being able to automatically with 1 or 2 clicks copy/add contacts back and forth between Method contacts and Outlook contacts. This should be an easy feature that EVERYONE would be able to use. Recommendations to others considering Method CRM: If you are looking for the most integration between your CRM and QuickBooks, this is the ...

"Very accommodating on every level."

What do you like best about Method CRM? The simplicity of the platform. It's very user-friendly! What do you dislike about Method CRM? Wish I would have known about it sooner as we have wasted ample time and money on zoho. Recommendations to others considering Method CRM: We are enjoying the method and all of its integrations What problems is Method CRM solving and how is that benefiting you? We are making all the point-of-sale information able to turn into useful data.

"Easy to use/self train."

What do you like best about Method CRM? I was able to self-train and get familiar with the system without fear of making an error. It's easy to navigate and everything is set up in a simple format. Other CRM's have left me feeling lost and needing direction. This has been simple but effective. What do you dislike about Method CRM? My biggest concern is the that when you convert estimates to sales orders and then to invoices you're not able to see what sales order has been converted. There's ...

"Solid performance, great customer service!"

What do you like best about Method CRM? We love Method for it's responsive customer support and flexibility for customizations! What do you dislike about Method CRM? Method is very flexible, but requires some time to get fully set up and customized. What problems is Method CRM solving and how is that benefiting you? The quickbooks integration and support for adjustable user permissions allows us to control data much more effectively, keeping everyone in the loop at all times. This was ...

"100% Satisfied!"

What do you like best about Method CRM? Ease of use and Online access from anywhere What do you dislike about Method CRM? Some updates are not necessarily beneficial; wish there was a way to go back to a previous version's feature Recommendations to others considering Method CRM: Look no further... Very stable platform, very accessible via the web, very user-friendly What problems is Method CRM solving and how is that benefiting you? Being able to enter orders from anywhere and access them ...

"Very Intuitive with great customer support"

What do you like best about Method CRM? Easy to use all the features and anytime you run into issues it's very easy to speak to an actual person who helps! What do you dislike about Method CRM? Haven't come across any issues worth noting Recommendations to others considering Method CRM: Will have everything you need to stay on top of things and the best part is how easy it is to use. Won't have too much down time training new employees. What problems is Method CRM solving and how is that ...

"Logistics Managere"

What do you like best about Method CRM? It is easy to use and teach others how to use What do you dislike about Method CRM? There are times that it runs a bit slow. What problems is Method CRM solving and how is that benefiting you? We are better able to track customer orders and follow up with this. The main benefit we have been able to realize is better visablity into the customer follow up through out the company, anyone answering the phone can quickly see what is going on when a ...