--- description: Review of Method CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Method CRM | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Online CRM Software](/directory/387/online-crm/software) > [Method CRM](/software/141742/method-crm) # Method CRM Canonical: https://www.softwareadvice.co.uk/software/141742/method-crm Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/141742/method-crm?page=2) > Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate. Most CRMs make you change how you work 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 business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software. For growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve. With a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information. Trusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business. Method CRM is the \#1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner. > > Verdict: Rated **4.2/5** by 129 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 129 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Method Integration - **Location**: Toronto, Canada - **Founded**: 2010 ## Commercial Context - **Starting Price**: US$27.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: 25% off first 3 months with 3+ users\! Mix and match pricing options to create a plan that’s perfect for every member of your team. Enjoy the flexibility of plans that scale with you, with no limit on the number of paid users you can add to your account. - **Target Audience**: 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Client Management - Contact Database - Contact Management - Customer Database - Customer History - Customer Portal - Customisable Branding - Customisable Reports - Customisable Templates ## Integrations (10 total) - Gmail - Google Calendar - Google Workspace - Mailchimp - Microsoft Outlook - PayPal - QuickBooks Enterprise - QuickBooks Online - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Online CRM Software](https://www.softwareadvice.co.uk/directory/387/online-crm/software) ## Related Categories - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) - [Online CRM Software](https://www.softwareadvice.co.uk/directory/387/online-crm/software) - [CRM Software for Mac](https://www.softwareadvice.co.uk/directory/431/mac/software) - [iPad CRM Software](https://www.softwareadvice.co.uk/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.uk/directory/434/contact-management/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4457 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18773 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6970 reviews) 4. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (729 reviews) 5. [Kylas Sales CRM](https://www.softwareadvice.co.uk/software/216694/kylas) — 4.8/5 (573 reviews) ## Reviews ### "Under promised and OVER delivered\!\!\!" — 5.0/5 > **Rich** | *19 April 2018* | Recommendation rating: 10.0/10 > > **Pros**: We chose Method:CRM because of it's awesome integration with Quickbooks\! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise\!\!\!\! > > **Cons**: No current integration with Voice over IP phone systems\!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time\! Thank you\! > > We chose Method:CRM because of it's awesome integration with Quickbooks\! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise\!\!\! ----- ### "If you want great customer service, Method is your CRM" — 4.0/5 > **Wendy** | *7 November 2024* | Construction | Recommendation rating: 8.0/10 > > **Pros**: The layout of this CRM makes finding what you are looking for simple and fast. Customer service is top notch. > > **Cons**: My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. It's easy to overlook the year when only booking something that lasts a few days or weeks. > > Method support staff is great. Every issue we've ever had has been addressed quickly and thoroughly. Following up with a phone call after the issue is resolved to make sure all aspects of our concerns are addressed is an added touch not commonly found in CRM customer support. ----- ### "Basic User Friendly CRM" — 3.0/5 > **Brian** | *31 October 2024* | Oil & Energy | Recommendation rating: 2.0/10 > > **Pros**: The CRM has a user friendly interface. I like that the dashboard is customizable. > > **Cons**: There is no information available in regards to the overall performance of individual sales reps. We have had some issues with information populating correctly from Quickbooks. However, the Method team was able to resolve. > > Method works as a good management tool, but needs some improving to compete with the other CRM softwares available. ----- ### "Perspective of an Account Manager using Method" — 5.0/5 > **Chad** | *15 April 2025* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: The overall speed of daily tasks and account management tools provided. > > **Cons**: The overall UI seems a bit dated. That might be for speed and ease of use, but some graphic updating would be nice. > > My overall experience is positive. I use it as one of the primary tools of my workday and have yet to run into any major issues in which I'd describe as a flaw of the software. ----- ### "Game changer" — 5.0/5 > **Ryan** | *8 April 2025* | Medical Devices | Recommendation rating: 10.0/10 > > **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. > > They are great. Eric was our personal designer. He was able to come up with creative solutions to meet our exact needs. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/141742/method-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/141742/method-crm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data