Method CRM vs Copper

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Founder

Method refused to refund a deposit for customization work never executed.

Sales Support

I feel like the Method employees are extremely knowledgeable, helpful and courteous responding to any of the questions I have encountered.

Operations Manager

I do wish there was more overall ability to customer without extra charges.

Extend QuickBooks with Method CRM—the #1 QuickBooks CRM. Its real-time sync keeps data accurate, eliminates errors and double entry. An Online CRM features include managing leads, tracking sales, creating estimates and invoices, collecting payments, and beyond. Find our more!

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Appointment Scheduling

Calendar Management

Calendar/Reminder System

Calendar Sync

Client Management

Contact Database

Contact Management

Customer Database

Customer History

Customer Portal

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Visualization

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

Event Triggered Actions

Expense Tracking

Forecasting

For Financial Institutions

For iPad Devices

For Mac Devices

For Small Businesses

For Startups

Interaction Tracking

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Mobile Access

Multi-Channel Communication

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Predictive Analytics

Prospecting Tools

Quotes/Estimates

Real-Time Data

Relationship Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Role-Based Permissions

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Shared Contacts

Single Sign On

Source Tracking

Support Ticket Management

Tagging

Task Management

Task Scheduling

Team Assignments

Template Management

Third-Party Integrations

Web-based Deployment

Web Forms

Workflow Management

Method CRM

Web-based

iPad

iPhone

Android

Windows

NetSuite

monday CRM

Odoo 

Thryv

SugarCRM

Dynamics 365

Grow with Method CRM: 25% off 3 months on CRM Quick Start

Grow with Method CRM: 25% off 3 months with 3+ users on CRM Pro

Grow with Method CRM: 25% off 3 months with 3+ users on CRM Enterprise

Administrative Assistant

Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes.

That level of customization has made a huge difference for us because our workflows are not standard, and we needed a system that could adapt instead of forcing us into rigid processes.

That it helps our small company keeps tasked organized and saves time by capturing information off forms to eliminate duplicate data entry points.

We use Method as our CRM because it integrates properly with QuickBooks Desktop, which was a major requirement for our business.

Owner

I am able to save important events for each customer, and get reminders emailed right to me.

Difficult interface to understand and customize, you have to be a programmer and understand the interfaces thoroughly to make the smallest of change.

Executive Assistant

The ability to be able to make custom project entries and how easy it was to get it done with their customer support.

They took the time to understand our needs and tailored the CRM around them, making the whole system feel purpose-built for our company.

Account Executive

It's a basic CRM that provides basic functionality for small businesses but having come from enterprise-level CRM called Salesforce, I am unaware of the full configuration potential of Method which is why  scheduled the free 1 hour personalization discussion with a Method rep in a couple of weeks.

Sales Account manager

Unlike many CRMs that offer generic workflows, Method CRM allows users to tailor the system to fit their unique business processes without needing extensive technical expertise.

I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system.

President

Then, once we get stuck or need help, having a customizer helps with the more complex logic.

Complex report customization - definatly needed help and I have a programming background.  

Method is an excellent program for organizing all of your information.

Automation Specialist

Production Administrator

The automation capabilities have significantly reduced our manual workload, allowing us to focus on shipping out orders.

Method has proven to be very useful with our complex workflow.  

With a simple reply, I was able to see what I needed to change for the logic to work.  

sensitive content hidden] and the free hour of tech-support came in handy.

I also struggle with personalization on my own sales reporting/default views, etc. but wonder if it is because we have so few users and basic functionality?

Training and technical help customizing the reports was great.

One downside we’ve experienced is the search functionality.

It saves me at least a months work each year.

Its customizable features allow it to function and look the way that best suits your needs.

The lack of my ability to upload contact data in mass to the CRM system.

Sold on “easy customization,” got the opposite.

Admin

One of my favorite things about Method is the support we have received from our rep, Thomas.

What makes the platform especially valuable is its flexibility.

Director of sales

The support from account manager and the 1-on-1 support for custom dashboards has been easy and effective.

Operations manager

We have been using it now for about four years and finally have everybody on board and using it regularly.

Sales Director

Technical and customer support is prompt and well trained.  

Tech Support

Method CRM is fully customizable and also an All time active support team which are reachable so quickly.

It is so simple to use, you can make so many custom modifications.

Sales and Project Manager

Previously we used multiple platforms which caused a lot of redundant data entry.

Additionally, the integration options with other tools we use have made our workflow smoother than ever.

National Sales Representative

It is one of the best CRM I have ever worked with, as it has all of the essential tools most small to large size companies could ask for.  

The low cost and their programmers on staff to help you build out the CRM to fit your exact needs.

Director of Sales

it to sync with QuickBooks Desktop, we would be using HubSpot or just about anything besides Method.

It has a number of helpful modules and you pay for the modules you need.

One of the standout features is its user-friendly interface, making it easy for our team to adopt with minimal training.

Owner and repair technician

Our system had a few issues sinking up to Method. But Method was there to help troubleshoot and solve that issue.

I have never had any major issues using Method, and feel that it is well worth the cost!

I highly recommend Method to every business owner!

Pet Relocation Specialist

Regional Sales Manager

Every step of the sales process plus sales history pulls up quickly and easily

Customization is $145 an hour, with a waiting list, or you should have a dedicated person on your team just for customizing.  

Customization

Customer Support

Small Business

CRM Workflow

Data Sync

Data Saving

Integrations

Reporting

Customer Information Management

Team

Method Integration

They do follow-up regularly, but it is not annoying, they have real questions and real answers, and the support is top notch.

VP Of Sales and Marketing

Even with a few things I wish they had, the customer service team is helpful to explain whether or not certain things can be utilized.

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Method CRM vs Copper Comparison (2026)

Method CRM

Copper

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives