Method CRM vs Nutshell

Salesforce Sales Cloud

Zoho CRM

monday.com

HubSpot CRM

Pipedrive

NetSuite

Compare Method CRM and Nutshell based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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.

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.

Extend QuickBooks with Method CRM—the #1 QuickBooks CRM. Its real-time sync keeps data accurate, eliminates errors and double entry. Choose your CRM features to manage leads, track sales, create estimates and invoices, and collect payments. Work with our specialists to customize it to your workflow.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Appointment Scheduling

Calendar Management

Calendar Sync

Calendar/Reminder System

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

For Financial Institutions

For iPad Devices

For Mac Devices

For Small Businesses

For Startups

Forecasting

Interaction Tracking

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

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 & Statistics

Reporting/Analytics

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 Forms

Web-based Deployment

Workflow Management

Method CRM

Android

Web-based

Windows

iPad

iPhone

Owner

When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.

President

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.

Digital Marketing Manager

They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation.

But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).

sales representative 

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks.

Children's Ministry Director

Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.

Service Manager Assistant

It has been easy to use and easy to fix issues. The team behind the product seems to be dedicated to success.

Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

Accounting Director

I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Manager

0 on 10 and ignored my request for a refund for the work they did not do.

My online encounters have been excellent with the Method staff.

owner

Extremely difficult to customize, and expensive. They charge your huge fees for hours and end up charging more to correct mistakes.

Sales Manager

I am satisfied because it is a really efficient tool to grow my business.

All interactions were outstanding, even if I didn't like the answer quite professional.

accountant

Very friendly CRM software with integration to QBO.

Sales Operations

Method CRM is a powerful platform for simple businesses.

Half of everything we painstakingly made in the DB basically fell apart after it was tested and tweaked. It was very hard to navigate, requiring extensive videos and documentation.

Overpaid Storyteller / Brand Manager

No current integration with Voice over IP phone systems.

Method CRM screenshot: #1 QuickBooks CRM Workflow
Automate your entire workflow with Method. Manage leads, generate quotes, process orders, create invoices, and collect payments—all in one system that keeps data accurate and in sync.

Method CRM screenshot: Gmail/Outlook Integration
Never miss a sales opportunity. Capture and manage leads directly from Gmail or Outlook with Method’s sidebar integration, turning emails into new opportunities instantly without leaving your inbox and juggling between systems.

Method CRM screenshot: Keep your estimates and accounting data accurate with Method’s real-time QuickBooks sync. Every update flows automatically, helping you reduce errors, save time, and keep your team working from the same data.

Method CRM screenshot: Turn estimates into invoices with a single click. Sync directly to QuickBooks to avoid manual entry, cut down on errors, and speed up billing, so you can get paid faster without extra effort.

Method CRM screenshot: Give customers 24/7 access with a self-serve portal customized for your business. From payments to claims, Method CRM's portal lets clients view invoices, make payments, and manage their accounts anytime.

Method CRM screenshot: E-Signature Approvals
Close deals faster with built-in e-signatures in Method CRM. Customers can approve terms and pay online instantly, cutting back-and-forth and helping your team collect payments quickly and securely.

Non Profit

Small Business

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

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.

Nutshell is a comprehensive sales, marketing and engagement platform that helps B2B organizations win deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and live support, all at a very affordable price.

A/B Testing

Batch Processing

Campaign Analytics

Campaign Management

Campaign Scheduling

CAN-SPAM Compliance

Click Tracking

Collaboration Tools

Customer Segmentation

Dashboard

Drip Campaigns

Email Campaign Management

Email Sequences

Engagement Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Assignment

List Management

Marketing Automation

Mobile App

Mobile Optimization

Monitoring

Personalization

Process/Workflow Automation

Real-Time Analytics

Real-Time Reporting

Referral Tracking

Sales Activity Management

Social Media Integration

Territory Management

WYSIWYG Editor

Nutshell

Director, Sales Operations

I hate the way the tagging system works. I hate the data import/export process is over complicated.

Our pipeline and revenue boards are great motivators. As we set KPIs with our team, we are seeing some great competition and increased sales.

Office Manager

Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction.

IT/Graphic Design

No offline desktop apps. There was a feature I was missing on the iPhone app but can't remember what it is.

Managing Director

Customer support very responsive. Being able to design multiple pipelines is brilliant.

It's inexpensive and for a start-up company that is important. Integrations with MailChimp have been helpful and syncing data with Gmail has also been very easy and fast.

With a quick search, the team can find contact information and see where the conversation left off. I love that there is a PandaDoc extension to help send documents in an organized & prompt manner.

IT/Projects Manager

I love the filtering ability with our companies and people lists.

Nutshell has a good UX and design, was easy to customise with their API and integrate into our software, and was easy to onboard new staff onto and train them how to use.

Sales 

What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page.

Business Development

It helps me understand at a glance what I need to accomplish in a day. Entering data is quick, and this part of the program is quite intuitive.

It is incredibly helpful to have so many features within one program. Nutshell is helpful to almost everyone on our team.

Managing Partner

But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

Client Development Manager

Product is easy to use and intuitive. Sales and Customer Service are very responsive.

The process of a lead and a person a little confusing at 1st.

Customer support is really good. You're speaking with a human instead of a robot.

As a result, we had critically confidential business information leaked.

It is recommended to work with implementation consultancies, with call recording, and even to integrate with email automation services, such as mailchimp.

Method CRM vs Nutshell Comparison (2026)

Method CRM

Nutshell

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives