--- description: Review of Method CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Method CRM | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [Method CRM](/software/141742/method-crm) # Method CRM Canonical: https://www.softwareadvice.ie/software/141742/method-crm Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/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 139 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 139 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.1/5 | 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 - [Customer Success Software](https://www.softwareadvice.ie/directory/4628/customer-success/software) ## Related Categories - [Customer Success Software](https://www.softwareadvice.ie/directory/4628/customer-success/software) - [Online CRM Software](https://www.softwareadvice.ie/directory/387/online-crm/software) - [CRM Software for Mac](https://www.softwareadvice.ie/directory/431/mac/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.ie/directory/434/contact-management/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4458 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews) 3. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (6973 reviews) 4. [Bigin by Zoho CRM](https://www.softwareadvice.ie/software/392397/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 5. [Kylas Sales CRM](https://www.softwareadvice.ie/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\!\!\! ----- ### "Only wish we found Method SOONER. WE LOVE IT" — 5.0/5 > **Brooke** | *17 April 2025* | Textiles | Recommendation rating: 10.0/10 > > **Pros**: Its customizable features allow it to function and look the way that best suits your needs. > > **Cons**: If using Quickbooks Desktop payments, Method's payment gateway does not allow it in their platform. We are currently sending invoices from Quickbooks Desktop so that the customer has the option to pay with the link if they choose. Once the invoice is paid, we send the Paid Invoice via method so that the customer can have access to their portal. We can choose to use one of their accepted payment methods such as Stripe, but these do not sync with Quickbooks Desktop for merchant fees etc so to prevent adding to our data entry we have been reluctant to make a switch. > > WE LOVE IT\! It serves as advertised and WAY MORE. We use it for production task scheduling and tracking, customer communications and information, allowing our employees to see order history, time tracking and more. ----- ### "Excellent program for business owners\!" — 5.0/5 > **Nicholas** | *6 May 2026* | Consumer Services | Recommendation rating: 10.0/10 > > **Cons**: I sometimes have issues importing new customers, but can usually figure it out or manually enter them into the system. > > Method is an excellent program for organizing all of your information. I have all of my customers information saved, which I can quickly and easily import from my invoice program. I am able to save important events for each customer, and get reminders emailed right to me. The customer support is great\! They are always here to help when I have a question. 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\! ----- ### "Non existent competent customer service, you can get a body, but not any knowledge." — 2.0/5 > **Andrew** | *3 September 2025* | Machinery | Recommendation rating: 0.0/10 > > **Pros**: It integrates well with Quickbooks Desktop, although it works a bit slowly and occupies a lot of computer resources when synchronizing. > > **Cons**: Their customer service is near non-existent. You can get a hold of people via chat, but they are incompetent and have to refer every issue to the "back office" and that can take days to get a reply. > > I occasionally send emails through the Method CRM Email campaign function. These emails are only to my customers. I sent a campaign out to about 1300 and got 20 invalid email responses. Method froze my email account based on the twenty invalid emails. It took over a week for them to get the account unfrozen. Ridiculous\! ----- ### "Method is a good CRM pick." — 5.0/5 > **Jody** | *29 April 2026* | Health, Wellness & Fitness | Recommendation rating: 7.0/10 > > **Pros**: Easy to connect Quickbooks Mailing campaigns are quick and easy to establish Free hour of technical support came in handy > > **Cons**: Would be nice if the interface was easier to make changes to tables, data, etc. rather than having to book a consultant. > > Quick and easy to establish. Customer support was great\! Our rep is on top of it\! \[sensitive content hidden\] and the free hour of tech-support came in handy. He was able to assist with all of the customizations we needed. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/141742/method-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/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