App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Method CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The most customizable QuickBooks CRM
Table of Contents
Is this product right for your business?
Find out with a
Method CRM - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Method CRM overview
What is Method CRM?
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.
Key benefits of using Method CRM
Method CRM connects with QuickBooks instantly. When you update something in QuickBooks, it shows up in Method right away, and the other way around. This saves you time, reduces errors, and gets rid of double data entry entirely.
2. Customizable for Your Business
Every business is different, and you can customize Method CRM to fit your exact needs. Work with experts to set it up your way. Whether you’re managing leads, collecting payments, or tracking tasks, Method works for you.
3. Stay Organized and Grow Sales
Method CRM helps you keep track of leads and close more deals. You can:
- See your sales pipeline in one place.
- Set automatic follow-ups and reminders.
- Track where every deal stands so you can focus on closing.
4. Faster Paperwork and Payments
Creating estimates, invoices, and getting paid is simple with Method CRM:
- Build estimates and invoices that connect to QuickBooks.
- Collect payments online safely and quickly.
- Spend less time on data entry and fixing errors.
5. Better Customer Relationships
Keep customers happy and coming back. With Method CRM, you can:
- View all customer details, like emails, invoices, and notes, in one spot.
- Send automated emails to stay in touch.
- Solve problems faster with organized support tools.
6. Automate Tasks to Save Time
Stop wasting time on small, repetitive tasks. Method CRM lets you:
- Automate follow-ups, data entry, and lead assignments.
- Reduce errors caused by manual work.
- Simplify processes for your whole team.
7. Easy Team Collaboration
Your team can work together better with Method CRM. Everyone can see up-to-date customer information, share updates, and track tasks. This makes teamwork smooth and ensures nothing gets missed.
8. Grows with Your Business
Method CRM grows as your business grows. You can adjust it as your team gets bigger or your needs change. Whether you need new workflows or to manage more customers, Method is ready to grow with you.
9. Trusted by QuickBooks Users
QuickBooks users rate Method CRM #1 because it works perfectly with QuickBooks. It helps you manage leads, sales, and customers while keeping your accounting clean and accurate.
10. Great Support and Easy Setup
You’re not alone with Method CRM. Our experts help you set it up to match your needs. If you need help later, our support team is always there to answer questions and guide you.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Small Business
Team
CRM Workflow
Customer Support
Customization
Pricing
Method CRM’s user interface
Method CRM pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.9
Features
4.0
Ease of use
3.9
Customer support
4.1
Reviews sentiment
What do users say about Method CRM?
Method refused to refund a deposit for customization work never executed.
Select to learn more
Who uses Method CRM?
Based on 129 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Method CRM's key features
Most critical features, based on insights from Method CRM users:
All Method CRM features
Features rating:
Method CRM awards
Method CRM alternatives
Method CRM
Starting from
27
/user
Per month
HubSpot CRM
Starting from
No pricing info
Salesforce Sales Cloud
Starting from
No pricing info
Zoho CRM
Starting from
No pricing info
Method CRM pricing
Pricing plans
Pricing details:
User opinions about Method CRM price and value
Value for money rating:
To see what individual users think of Method CRM's price and value, check out the review snippets below.
Richard M.
President
Chitta R.
Digital Marketing Manager
Method CRM integrations (16)
Integrations rated by users
We looked at 129 user reviews to identify which products are mentioned as Method CRM integrations and how users feel about them.
Integration rating: 2.7 (3)
“You need to integrate with more tools if you are going to become a better SMB or mid-market CRM”
Lisa C.
Account Executive
Integration rating: 3.0 (2)
Integration rating: 5.0 (1)
Method CRM customer support
What do users say about Method CRM customer support?
Customer support rating:
We analyzed 35 verified user reviews to identify positive and negative aspects of Method CRM customer support.
Widespread user sentiment highlights fast, knowledgeable, and courteous support via chat and phone channels.
A significant portion of users appreciate the easy-to-access live chat and responsive assistance for resolving issues.
A minority of users report slow responses, lack of accountability, and unhelpful or dismissive support interactions.
Support options
Training options
To see what individual users say about Method CRM's customer support, check out the review snippets below.
“Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance.”
Cathy C.
CEO
“Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them. ”
Margaret W.
Director, Marketing & Business Operation
“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.”
Valerie J.
Client Care Coordinator
Method CRM FAQs
Method CRM has the following typical customers:
Non Profit, Small Business
These products have better value for money
Q. What languages does Method CRM support?
Method CRM supports the following languages:
English
Q. Does Method CRM support mobile devices?
Method CRM supports the following devices:
Android, iPad, iPhone
Q. Does Method CRM offer an API?
Yes, Method CRM has an API available for use.
Q. What level of support does Method CRM offer?
Method CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base, Chat
Popular comparisons with Method CRM
