--- description: Review of Method CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Method CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [Method CRM](/software/141742/method-crm) # Method CRM Canonical: https://www.softwareadvice.co.nz/software/141742/method-crm Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/141742/method-crm?page=2) > Method CRM is the \#1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibility than off-the-shelf software. Method is the CRM that adapts to your business, not the other way around. Companies can customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising their QuickBooks connection. Method provides a broader, more customizable workflow layer around QuickBooks. It replaces disconnected spreadsheets and generic tools with one system for managing customer-facing and operational work. Teams can capture leads through web forms, track opportunities and follow-ups, maintain complete customer histories, create estimates and proposals, collect approvals and e-signatures, convert approved transactions into invoices, and keep every step connected. Sales, operations, service, and finance can work from the same up-to-date information instead of maintaining separate records. QuickBooks helps businesses manage customer and financial activity within their accounting environment. Method is designed for companies that also need configurable sales pipelines, reusable transaction workflows, work orders, scheduling and dispatch, time tracking, multi-step approvals, customer portals, role-specific screens, automated follow-ups, and processes that extend across departments. Rather than replacing QuickBooks, Method extends its capabilities for growing businesses and lets teams complete their work without needing direct access to the company's QuickBooks account. With real-time, two-way sync, customer records, estimates, invoices, and payments stay aligned between Method and QuickBooks Online or QuickBooks Desktop. Teams can update information without repeatedly entering it into the accounting system, helping reduce errors, administrative work, and uncertainty over which records are current — saving teams hours every week. Method's customization preserves that connection even as business processes evolve. Method Pay completes the lead-to-payment workflow inside the CRM. Teams can create a quote, convert approved work into an invoice, and accept card or ACH payments through a branded, 24/7 customer portal. When a customer pays, Method Pay automatically matches the payment to its invoice and posts it to QuickBooks, reducing double entry and manual invoice matching. Businesses can also support deposits, payment links, recurring billing, and customer self-service, with clear visibility into paid, pending, refunded, and overdue transactions. Method supports the practical workflows used by operational businesses. Manufacturers and distributors can manage orders, approvals, purchasing processes, and billing without adopting a large, expensive ERP. Field service businesses can schedule jobs, dispatch teams, track work, and invoice faster. Construction companies can connect estimates, change orders, job activity, and billing. Professional services teams can manage relationships, proposals, recurring work, and payments around their own processes. Every Method account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including guided setup and a free hour of customization to configure the CRM around your processes. The result is one customizable system connecting leads, customers, quotes, jobs, invoices, and payments while QuickBooks continues to handle accounting. Instead of working around rigid software, businesses can build the workflows they need, automate repetitive work, and scale without replacing the financial system they already trust. > > Verdict: Rated **4.2/5** by 142 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 142 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.co.nz/directory/4628/customer-success/software) ## Related Categories - [Customer Success Software](https://www.softwareadvice.co.nz/directory/4628/customer-success/software) - [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software) - [CRM Software for Mac](https://www.softwareadvice.co.nz/directory/431/mac/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4481 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6993 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (620 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 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\!\!\! ----- ### "Great Tech support" — 5.0/5 > **Cathy** | *11 February 2025* | Wholesale | Recommendation rating: 10.0/10 > > **Pros**: Seamless QuickBooks integration and excellent tech support make this a reliable choice for businesses looking for efficiency and responsive assistance. > > **Cons**: some function still require customization ----- ### "Bad Experience" — 1.0/5 > **Cory** | *1 June 2025* | Apparel & Fashion | Recommendation rating: 0.0/10 > > **Pros**: The low cost and their programmers on staff to help you build out the CRM to fit your exact needs. We were excited about their ability to customize the CRM to our needs. > > **Cons**: I’ve been working with their “programmers” for over one year and their CRM is still not useable. This has been a complete nightmare. > > Couldn’t be a worse experience. Time consuming with no end in sight. You’re better off building your own CRM from scratch. ----- ### "Better than expected" — 5.0/5 > **Joshua** | *30 April 2026* | Construction | 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, ----- ### "Method - cdl" — 5.0/5 > **Douglas** | *30 April 2026* | Education Management | Recommendation rating: 9.0/10 > > **Pros**: 1. Reporting abilities are a big step above what I could get out of QuickBooks. It is the real reason I signed up. It saves me at least a months work each year. 2. Training and technical help customizing the reports was great. 3. Ability to give access to the invoice process to other employees without having to give access to QuickBooks. > > **Cons**: Complex report customization - definatly needed help and I have a programming background. Very complxe underlying language. > > Great - The onboarding process and continuing support was great. They got me up and running quickly. Ongoing help and support has been great. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/141742/method-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/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