--- 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 a customizable CRM for QuickBooks users to manage customers, workflows, and payments with real-time sync. > > Verdict: Rated **4.2/5** by 138 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Method CRM? QuickBooks users, meet Method: a customizable CRM built to fit your workflow, reduce double entry, and help your team connected in managing customers, sales, and finances in one place. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 138 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support Software | 4.1/5 | 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, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - 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 - Reporting & Statistics - Reporting/Analytics - Sales Forecasting Software - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Shared Contacts - Task Management Software - Third-Party Integrations - Workflow Management Software ## 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 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 (6972 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.in/software/204998/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 3. [HubSpot CRM](https://www.capterra.in/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.in/software/61368/salesforce) — 4.4/5 (18781 reviews) 5. [Dynamics 365](https://www.capterra.in/software/157279/dynamics-365) — 4.4/5 (5819 reviews) ## Reviews ### "Great CRM System" — 4.0/5 > **Kelsey** | *30 April 2026* | Construction software | Recommendation rating: 8.0/10 > > **Pros**: One of my favorite things about Method is the support we have received from our rep, Thomas. He has worked in detail with us to customize the platform to fit our needs. > > **Cons**: One of my least favorite things about Method is some of the issues we have had with QBO syncing. We have gotten things dialed in recently and are seeing less problems. ----- ### "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. ----- ### "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. ----- ### "Better than expected" — 5.0/5 > **Joshua** | *30 April 2026* | Construction software | Recommendation rating: 10.0/10 > > **Pros**: Method has proven to be very useful with our complex workflow. Developing apps and screens that relate to our business specifically has given use more direct resolutions than other CRM software that we subscribed to preciously. The ability to customize yourself is an incredible feature. Then, once we get stuck or need help, having a customizer helps with the more complex logic. > > **Cons**: More samples of how screens and apps can look after customizing would be more helpful. The help center is great, however additional screen shots and videos of the software being pushed to the limits. > > At the start, we did the trial. It was a little overwhelming to edit screens and logic. Our company then tried another 4 CRMs. Finding those had limitations, we decided to try Method again. Once we understood the possibilities, we were hooked. Additionally, having a personal customizer is helpful once help is needed. Also, the chat desk system has proven to be surprisingly responsive. Just yesterday I had a programming question and sent an email to our customizer. With a simple reply, I was able to see what I needed to change for the logic to work. Impressive customer service, ----- ### "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\! ----- 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