--- description: Get information about Method CRM price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Method CRM Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.in/software/130389/method-crm Page: 1 / 7\ Next: [Next page](https://www.capterra.in/software/130389/method-crm?page=2) > Method CRM is the customizable CRM for QuickBooks businesses. Change it by asking Method AI and make it yours. > > Verdict: Rated **4.2/5** by 143 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Method CRM? QuickBooks businesses in manufacturing, distribution, construction, field services, and professional services that need a customizable CRM to automate real-world workflows from lead to payment. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 143 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support Software | 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**: $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 - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Appointment Scheduling Software - CRM Software - Calendar Management - Calendar/Reminder System - Client Management - Contact Database - Contact Management Software - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Storage - Email Management Software - Email Marketing Software - For Financial Institutions - Interaction Tracking - Lead Capture Software - Lead Distribution - Lead Generation Software - Lead Management Software - Lead Nurturing Software - Lead Qualification - Lead Segmentation - Mobile Access - Pipeline Management - Predictive Analytics Software - Quotes/Estimates - Reminders - Reporting & Statistics - Reporting/Analytics - Sales Forecasting Software - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Shared Contacts - Task Management Software - Template Management - Third-Party Integrations - Workflow Management Software ## Integrations (9 total) - Google Calendar - Google Workspace - Microsoft Outlook - PayPal Payments - QuickBooks Enterprise - QuickBooks Online - QuickBooks Online Advanced - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [CRM Software](https://www.capterra.in/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.in/directory/2/customer-relationship-management/software) - [Online CRM Software](https://www.capterra.in/directory/30072/online-crm/software) - [Customer Success Software](https://www.capterra.in/directory/30961/customer-success/software) - [Contact Management Software](https://www.capterra.in/directory/30016/contact-management/software) - [Small Business CRM Software](https://www.capterra.in/directory/31583/small-business-crm/software) ## Alternatives 1. [Zoho CRM](https://www.capterra.in/software/155928/zoho-crm) — 4.3/5 (7010 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.in/software/204998/bigin-by-zoho-crm) — 4.7/5 (745 reviews) 3. [HubSpot CRM](https://www.capterra.in/software/152373/hubspot-crm) — 4.5/5 (4493 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.in/software/61368/salesforce) — 4.4/5 (19024 reviews) 5. [Kylas Sales CRM](https://www.capterra.in/software/210630/kylas) — 4.8/5 (630 reviews) ## Reviews ### "If you’re looking for a CRM that can be shaped around exactly what you need, this is an outstanding choice." — 5.0/5 > **Anita** | *12 May 2026* | Consumer Goods | Recommendation rating: 9.0/10 > > **Pros**: We use Method as our CRM because it integrates properly with QuickBooks Desktop, which was a major requirement for our business. Unlike many CRM systems that offer only limited syncing, Method gives us a reliable connection between our customer management and accounting processes. What makes the platform especially valuable is its flexibility. Anything that doesn’t sync out of the box can be fully customized and mapped by the Method technicians to fit exactly how your business operates. 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. The Method team has been excellent to work with throughout setup and customization. They took the time to understand our needs and tailored the CRM around them, making the whole system feel purpose-built for our company. > > **Cons**: One downside we’ve experienced is the search functionality. The search bar is very sensitive to small misspellings, spacing issues, or missed punctuation, which can make finding records frustrating at times. A more forgiving or predictive search feature would greatly improve usability and efficiency. > > Overall, Method has helped us streamline operations, improve visibility across departments, and maintain accurate synchronization with QuickBooks Desktop while still allowing complete flexibility where needed. ----- ### "MethodCRMden" — 4.0/5 > **Denis** | *17 September 2026* | Transportation/Trucking/Railroad | Recommendation rating: 9.0/10 > > **Pros**: Excellent integration with QuickBooks, reducing duplicate data entry and synchronization errors. Highly customizable workflows, forms, screens, and business processes. > > **Cons**: Learning curve can be steep when creating advanced customizations and automations. Custom setup may require technical assistance for complex business needs. > > I value the customization options, accounting integration, and ability to automate everyday processes. ----- ### "Buyer Beware" — 1.0/5 > **Wade** | *2 March 2026* | Wholesale | Recommendation rating: 0.0/10 > > **Pros**: The promise of customization, but it required unnecessarily lengthy hand-holding, bids for work, and as soon as I asked for a refund, a complete lack of communication. > > **Cons**: Sold on “easy customization,” got the opposite. The process is unnecessarily complex, costly, and nothing like what was promised. > > I asked for a refund before any work began and my rep, \[sensitive content hidden\], stopped responding. After multiple attempts I had to email a general inbox just to get reassigned to \[sensitive content hidden\]. Then their team lead, \[sensitive content hidden\], got involved and offered no solution beyond quoting policy. Method refused to refund a deposit for customization work never executed. Be careful—what they sell and what you get are very different. ----- ### "CRM Customization" — 4.0/5 > **Gabriela** | *22 May 2026* | Machinery | Recommendation rating: 10.0/10 > > **Pros**: The ability to be able to make custom project entries and how easy it was to get it done with their customer support. > > **Cons**: Its missing a kanban feature, for us to track project status and do kick off meeting. The estimates can only be viewed entering the portal, some of our customers do not want to use another portal and prefer an attachment. > > Our overall experience has been positive, it's customized to our processes and easy to use. We are able to find previous projects easier and all data is organized. ----- ### "Thumbs up on Method CRM" — 5.0/5 > **Dan** | *11 May 2026* | Marketing & Advertising | Recommendation rating: 7.0/10 > > **Pros**: The ease in inputting client data - either manual or uploading in batches and also the link with QuickBooks. > > **Cons**: The email marketing application could be improved for better design creation and analytics. Once that part is improved then it is a full service platform > > Technical and customer support is prompt and well trained. Pricing is competitive and interface user friendly. ----- Page: 1 / 7\ Next: [Next page](https://www.capterra.in/software/130389/method-crm?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/130389/method-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data