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What is Method:CRM?

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

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Recent Reviews

TrustRadius Insights

Method CRM is a versatile software solution that caters to various business needs. Users rely on it for lead tracking, scheduling …
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Popular Features

View all 29 features
  • Customer data management / contact management (20)
  • Integration with email client (e.g., Outlook or Gmail) (18)
  • Opportunity management (18)
  • Workflow management (18)
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Contact Management


On Premise
per month per user



On Premise
per month per user

CRM Enterprise


On Premise
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.6


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 7.2


Avg 7.5
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Product Details

What is Method:CRM?

Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.

Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.

Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.

Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Method:CRM helps users streamline sales process by managing estimates, invoices, and opportunities in one place.

Method:CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

Method:CRM Screenshots

Screenshot of Simplifies sales process and provides organization with a shared customer list.Screenshot of Strengthens customer relationships to provide better service.Screenshot of Stops sales from slipping through the cracks.Screenshot of Streamlines business processes to make teams happier and more productive.Screenshot of Automates sales processes.Screenshot of Method can be customized to fit a business.

Method:CRM Videos

Method:CRM is designed for QuickBooks users to sync all customer information, estimates, and invoices to a CRM that helps business to provide customer service and streamline sales from leads to payment collections.
Method:CRM - the Estimates app Sales reps can create estimates without QuickBooks access, to maximize productivity and close sales faster.
Method:CRM - the Customer Portals 24/7 online self-service CRM portals provided
The Method:Sidebar for Gmail Gmail integration with Method:CRM allows teams to work directly in Gmail with lead and customer information right from the inbox.

Method:CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesUSA, Canada, United Kingdom, Australia, South Africa
Supported LanguagesEnglish

Frequently Asked Questions

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Method:CRM starts at $25.

Insightly, Zoho CRM, and Nutshell CRM are common alternatives for Method:CRM.

Reviewers rate Custom fields and Custom objects highest, with a score of 10.

The most common users of Method:CRM are from Small Businesses (1-50 employees).
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Reviews and Ratings


Attribute Ratings


(1-22 of 22)
Companies can't remove reviews or game the system. Here's why
🔷 Sean Turconi, CPRW, CPCC 🔷 | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I currently use Method:CRM as a CRM for my freelancing business. It helps me keep track of prospect and client interactions, it connects to QuickBooks Online, and it helps with documentation management with my clients. It helps with visualizing the sales pipeline and there's even a portal for my clients to view their estimates, invoices, receipts, and more!
  • Customer Service
  • CRM
  • Consulting
  • The visual appeal of the system isn't amazing.
  • Ease of use in terms of customizing the system.
From my own experience, Method:CRM is definitely good for freelancers who do not have huge budgets to work with.
Score 9 out of 10
Vetted Review
Verified User
Method:CRM is a amazing customizable software with seamless QuickBooks Sync and tons of integrations. Its customizability is the number one reason that I chose this software to be used by my company for our specific workflows, tracking capabilities, and field services regulation that we were desperately needing. Before choosing Method:CRM we were very much behind in the digital age of CRM and had way to many folders and non user friendly systems that we just tolerated versus Method:CRM that works for us how we need it, when we need it. To put it frankly we as a whole were outdated. Method:CRM changed that for us. We are now more efficient, fast and effective and keeping up with the digital age. From being able to manage our customers, contacts, and vendors in one place. The ease of use of the client portal to not only make a case with us, but update their own information whenever something changes, and to pay there bill, without wasting paper or using gas to collect a payment has been a game changer. As well as the Email Campaigns app has been of so much value. The other thing that I will say that I love about Method:CRM is the help center and customer service is phenomenal. If I have a question or need help Method Customer service is right there responding to my question in 5 minutes or less.
  • QuickBooks seamless sync.
  • Customization.
  • Customer service.
  • Payroll and employee time tracking.
  • Office equipment industry specifics.
  • The Learning Curve - it's worth it though.
Its customizability makes it suited for everyone.
Score 9 out of 10
Vetted Review
Verified User
Method CRM is being selected and implemented for a boutique IS company in my network to address needs for native QBO integration, workflow automation, general CRM capabilities, and business insight ad well as quoting standardization and activity tracking.
  • Customer experience
  • Support
  • Documentation
  • Pricing Flexibility
  • Interface/Navigation
  • Consolidated visual dashboard
  • Click through charts
The method is a great balance of functionality and value, especially for organizations desiring two-way syncing with QBO.
Score 10 out of 10
Vetted Review
Verified User
Method:CRM provides both CRM and ERP functions for our school. It manages a database of our customers, which consists of families--the parents and their children who take music lessons at our school. It tracks lessons: their time, location, the teacher, and student. It interfaces with Quickbooks and is used to deliver invoices and other information to our customers.
  • Method allows the customization of business workflows.
  • Allows the construction of specialized tables and grids that display the data in useful ways.
  • Allows for application development in a lightweight scripting environment in which the scripts are effectively self-documenting.
  • Excellent integration with many other software platforms.
  • A large set of tables and applications that can be extended and customized to fit a company's specialized needs.
  • The documentation is truly excellent. Perhaps a white paper could be added that provides an overview for programmers prior to onboarding.
Method includes a unique development environment that fills the gap between running a business on spreadsheets and full blown specialized object oriented programming. Small companies (under 500 employees) can use this environment to effectively create specialized applications. It can greatly increase the efficiency of clerical staff, salespeople, customer service representatives, and executives.
Score 10 out of 10
Vetted Review
Verified User
We needed a solution for allowing customers to add themselves to our Quickbooks Online using and Online Form. The implementation works well, we can now email customers a link to a web form so they can add themselves. Saves us a great deal of time, also this prevents input errors we have from time to time trying to hear the customer over the phone.
  • Online forms
  • Lead management
  • Customer Portal
  • They need to have a faster timeframe for customization time slots; we had to wait about 2 weeks.
I think Method is well suited to any business that needs to create a connection between their customers and their online accounting software. This system has many different customization options, we especially like the customer portal. In the customer portal the customer can see the different invoices and estimates we have one for them.
Score 8 out of 10
Vetted Review
Verified User
At our company, we use methods to keep track of all the potential customers that we get. We get website inquiries, leads from multiple other businesses, incoming emails, walk-ins, and phone calls. We use it for our front office staff only, as our technicians in the back have their own work order system that has been implemented with our company for years now. Where we would usually just take notes on notepads, with Method we now have a completely separate work order system for potential sales. This has been a great addition to keep all our offices in the loop. We've been able to follow up on potential sales together instead of having to take time out to figure out who talked to who and what it was about.
  • Keeps track of all interactions between any staff member and a lead
  • is customizable to many different needs
  • Customer Service is extremely responsive and easy to contact internally through Method
  • I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
  • The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)
The cost of this product for what you get is an incredible deal. Once you focus on what you really want your Method to be, it is a great tool to have for any company that is looking to keep track of potential sales. Our front office has been amazed at how easy it was to integrate into our daily routine - sometimes change is hard, but with a couple of meetings and putting our heads together for what it was that we specifically wanted, We are loving it.
OH! And since our company uses Google Calendar for our scheduling system this has been a literal LIFE CHANGER.
Katie Martine | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Method is used by our organization for building client's orders from estimate status to completion. We also house our contacts in the Method database and keep current activities in relation to customers in each account. I enjoy the ease of accessing client information along with totality of client history that is easily accessible.
  • Access to a database where you can add leads, customers and vendors
  • Ability to take an estimate all the way to an invoice
  • Works alongside QuickBooks
  • Allowing attachments to move with an estimate throughout the system when it becomes a sales order, etc
  • Allowing attachments on individual customers/contacts without it being associated to a specific customer
  • Allowing notes on individual customers that populate when creating a new estimate or sales order
Method is a solid database for all types of business uses. With the option to work alongside QuickBooks - Method is a must have tool. You can easily export information into workbooks for external use. We would like to see an option to add customizable promotional ad's for our customers but we currently use a third party service for that. It would make it easier if we were able to do that in the same spot where all of our contacts are currently housed.
Score 10 out of 10
Vetted Review
Verified User
I am currently using Method to manage onboarding tasks for new clients. We have approximately 60 steps in various software integrations and in order to ensure everything is completed in a timely fashion for each client, we keep track of the completed activities as well as those still to be done. Once I've completed building out this process, I will use Method to keep track of the recurring client activities across the company. We will be expanding rapidly, and having solid systems in place is the only way to ensure we have world-class customer satisfaction.
  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
  • I think the software is usable right out of the box, however, to really get everything out of the customization horsepower, you need to have some programming skills.
I have already recommended Method to several of my colleagues and clients. The app can be used in many different industries and scenarios.
Score 9 out of 10
Vetted Review
Verified User
Method:CRM has been absolutely fantastic to use! I can see all the activities and opportunities active and it is an easier way to keep everyone updated with what is happening every day. Also, a very great tool is that you can import a database from excel and use it for your contacts in Method:CRM.
  • Activities and Opportunities view
  • Percentage in opportunities and tags
  • Contacts from your business
  • Importing all contacts
  • Making simple to send an email through Method:CRM
I would say that for any type of companies (small, medium or large) it is a great tool to keep your employees updated with everything that is happening on a daily basis. What I love the most is that you can use your dashboard and you can be quickly updated with the activities from the date. Honestly, I do not think of any other scenarios where it is less appropriate, probably just for personal use.
Score 10 out of 10
Vetted Review
Verified User
We use Method:CRM for contact/lead management, work order management, opportunity management, and assigning task[s] to other individuals within the company. Method:CRM syncs perfectly with QuickBooks to make accounting much easier. The time tracking feature is great to see the time all in one spot. Method:CRM has greatly improved the workflow in the company!
  • Customizable
  • Activity Tracking
  • Contact Management
  • Opportunities App
  • Field Crew App
  • Wish it was easier to customize.
Roofing is the perfect fit for this CRM

General contractors would benefit from this CRM
Score 8 out of 10
Vetted Review
Verified User
We use Method:CRM for payments, leads, and CRM management. It addresses our business problems of crossover between sales reps as well as not having our calendar handy. The way it syncs to Google Calendar is very convenient. I also enjoy being able to access the payments portion and how well it syncs with our QuickBooks.
  • Syncing with QuickBooks.
  • Syncing with Google Calendar.
  • Managing a calendar and being able to drag and drop appointments.
  • Easier way to enter leads and customers.
  • Not so many screens to jump from in order to complete a lead entry and create an activity.
  • Simplify the customization so that it is more user friendly.
Method:CRM syncs to QuickBooks and does a great job at that. The only thing I'd recommend is making the calendar and creation of leads/customers a bit easier so that it's not so time consuming. The calendar could use an "all day" feature where you wouldn't have to enter a time as well.
Score 8 out of 10
Vetted Review
Verified User
We use Method as the CRM for our sales team. It ties to our accountings QuickBooks. It helps us keep track of our customers, communication, and email campaigns.
  • Shows all information, actives, opportunities and invoices all in one easy location.
  • They make it very easy to create follow-up activity.
  • Quick and easy customer care chat feature.
  • Email campaign feature is simple and easy to use.
  • Would like the ability to build more reports.
  • IT would be helpful to be able to categorize items. We use it for our inventory and would help if we could group things together.
This is such a great tool for our small growing company. It's user friendly and easy to learn. It's great for keeping track and pushing you forward with customer communications.
Score 10 out of 10
Vetted Review
Verified User
Method:CRM is used to store prospects, currents, and vendors all in one. Also, we use the software to create proposals, estimates, and invoices. The software helps our team to track information and more. Everyone uses the software for different things. The receptionist uses it to add leads or update information. The accountants uses the software to provide notes and proposals.
  • Integration with QuickBooks
  • The ability to provide activities about a contact
  • The invoicing feature where it automatically creates an invoice
  • Provides a rich client profile area
  • The appearance is not that great; need improvements
  • Not that easy to use as first user
  • Lack of customization for user; need a consultant to provide customizations.
Industries like accounting, business consultants, construction, realtors, and more. This platform serves a great purpose because of the QuickBooks integration, which is hard to get with a CRM. Also, QuickBooks payment integration, which is hard to find. In my industry this software is very functional and needed for our profession due to being integrated with QuickBooks.
December 29, 2020

Method:CRM is stellar

John Lucas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
When I first started with Wilco, the management tasked me with finding and selecting a CRM tool for our company to grow with. I did a search for about the first three weeks, and after a lot of conversations, had it narrowed down to three platforms: Zoho, Hubspot, and Method. I selected Method:CRM after a great demo and conversation with their team. I loved the customization and the seamless integration with QuickBooks. The big giant, Salesforce was looming out there and was nowhere near competitive with pricing and features and benefits. The trial was also a great time period to use and explore the platform. A 30-day trial was the perfect timeframe. The others were all either seven or 14 days--not enough time to really get to know how a program will work with your organization. We have been using Method:CRM for about three months now, and it has helped make our estimates, and proposals more professional. We are going to migtate to the digital signature tool in FY21. All of their sales support staff are immensely qualified and very helpful.
  • Brand customization
  • Seamless integration with QuickBooks
  • Contact/lead/opportunity tracking
  • Customization takes a bit more effort on the user end than it needs to.
  • The sync time of 10 minutes seems a bit long. Maybe add a manual sync button?
  • Editable fonts within fields.
Method:CRM is great as a finishing tool for estimates and proposals. The contracting add-ons are fantastic.
Score 10 out of 10
Vetted Review
Verified User
We are using Method:CRM across our organization. It provides us with the flexibility to create our own tools and systems that are user-friendly and able to constantly evolve with our business.
  • Flexibility
  • Customization
  • Speed
  • Ability for non-programmers to make small tweaks
  • Buffer speed
  • Would be nice to experience fewer outages (things have improved in the past couple of years)
Method:CRM is especially suited to small businesses with unique workflows. It may not be the best option for larger organizations, or companies with more standard procedures.
December 04, 2020

Method:CRM works for us!

Score 10 out of 10
Vetted Review
Verified User
Method[:CRM] is used within our company to keep track of customers and their history. It helps us all easily access customer information. We have also created a large data base by implementing a web to lead form on our website to collect customer information. I am able to assign tasks to others and I can check back to see if they have completed them. We are a fairly small company with a rather large customer base. We only have five employees using it currently. However, given that we have so many customers, Method[:CRM] is a great way to keep track of them so that we can all remain up to date on what is going on.
  • Web to Lead forms
  • Customer Support
  • Customization
  • We would use the email campaigns more but they just aren't as nice as Mail Chimp
  • Using the advance search can be frustrating
  • I would really like to see some more customization and updating to sending emails
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
December 02, 2020

Look no further

Score 9 out of 10
Vetted Review
Verified User
Method:CRM is built to serve our needs intuitively and gives us great options to customize the platform to fit our very specific needs. Smart design, always improving and works right, very user friendly. We shopped around before Method and are very happy with our choice. Highly recommend.
  • User friendly
  • Great layout
  • Smart design
  • Customer service could be better
  • It crashes at least once a week
The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.
April 27, 2018

Method : CRM Review

Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
With Method: CRM my colleagues and I are better equipped to manage customer relationships. It bridged the gap between the marketing and sales department. So when there is an update of a new offer the sales team receives a notification on their cell to promptly get the message out to existing customers and new prospective customers. Our efficiency has improved over 90% we've wasted hundreds of dollars trying out different tools. Method: CRM has a great business model so we were able to try them out for free be for we signed up.
  • Method: CRM is the perfect solution you need if you want to effectively share thoughts through out your company.
  • Stop wasting time doing receptive task this software has reduced redundancy with it's message automations.
  • The powerful technology of Method: CRM exposed the truth to us about other expensive one-off bloated softwares with lots of unneeded features that we never ended up using.
  • We have no complaints Method: CRM has improved the workflow in the company.
  • All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started.
  • The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.
This software is best suited for in house business communications. So if your company has different departments that are closely related use this software, it really gets the job done. It takes your business and profits to the next level.
Score 5 out of 10
Vetted Review
It is a platform where you can build very simple or complex specific solutions for any issue or anywhere you are losing out because of lack of efficiency anywhere in your process. It can be used by any department or as a whole. You can decide by choosing what you want to create.
  • Develop complex workarounds - if you can do it, the program can help.
  • Will work for industries that software is not developed for, meat packing, etc.
  • Tough questions can be answered with the help of Method's customizable platform.
  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
Suited very well for someone who needs a unique customer relationship management system. Or for someone in an industry that today's software developers are slow to accommodate. You have to have the time to be set aside to get the program up and running without any issues though. There is so much you can do, just get in there and find out if you can!
August 11, 2016

Failed to work

Score 1 out of 10
Vetted Review
Verified User
We attempted to use Method so that we could integrate our quoting, invoicing and payments into our accounting system. To work properly we needed some customization. After a couple of months trying to get sufficient Method consultants' time, spending twice their original estimate, paying license fees for a product where we did not receive a single customer payment, we were still left without a workable system. We moved to Zoho and were receiving payments from customers in two days.

We are still open to using Method as it purportedly solved a number of problems but they were simply unresponsive, slow, inaccurate and we never reached a workable product.
  • If it works, integrating merchant account gateway, invoicing and quoting with accounting software and CRM would have been great. We never got there.
  • Quoting is too simple and requires customization for even simple price structures.
  • Consulting time to customize is intermittent and difficult to obtain.
  • Estimates of the costs of customization were much less than 1/2 of the true cost (which we never finished because of these reasons).
Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Method:CRM is used across the company. The sales team uses it for lead tracking, the scheduling department uses it to schedule out technicians and equipment. The accounts receivable department uses it to generate work orders and invoices. Everything is managed through Method. It is used everyday and is what keeps the business moving smoothly.
  • Methods integration team was very helpful in getting us set up.
  • Their account management team is great at keeping in touch
  • If you need something created, they have a highly skilled team to help it become a reality.
  • The back end is a little confusing, especially if you are not in it every day.
  • Better self help documents would be a plus.
  • Having to switch/download different programs to generate or create reports or documents is not appealing.
This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
Score 8 out of 10
Vetted Review
Method CRM is ideal for companies that need to integrate their customer-facing employees with their back office and who have a challenge not met by other QuickBooks add-ons. Method is the most customizable CRM software and has the best interface with QuickBooks. With Method you can automate business processes and track unlimited amounts of information.
  • Method allows you to enter data in QuickBooks from a web-based or mobile platform, with highly specific user permissions, which means your field employees have access to only the data they need without being in your QuickBooks file
  • Method allows unlimited additional data fields, screen customizations, and extremely sophisticated automation of business processes, all of which allows you to design your own features
  • With its API and SQL scripting, Method can pull data from outside sources and combine it with your QuickBooks information to provide processes unique to your business
  • Even though Method has a suite of CRM and accounting features built in, because it is so completely customizable, businesses can get sucked in to extensive and expensive implementation projects. Method is best used when there is a unique challenge to solve, or when automation will produce cost-savings sufficient to outweigh the investment in customization.
  • Method is browser-based on mobile devices, it doesn't run without an internet connection.
  • Method's look and feel is database-centric unless screens are customized, however there is a new version of Method coming out in 2014 to address this.
Method's subscription charges are quite low compared to some of the other CRM software, so if you are capable of doing customization yourself, this can be quite a bargain. There are some custom application packages already developed (for instance for field services or bookkeeping services) so if there is an app that fits your needs, that may be a great fit. Alternatively, you can tap one of the Method Solution Providers to discuss a unique customization for your business. Method CRM is also capable of linking to multiple QuickBooks files, making it ideal for franchises or other multi-entity businesses like property management or other related companies.
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