--- description: Discover the benefits and disadvantages of Method CRM. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Method CRM Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Contact Management Software](/directory/30016/contact-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.co.uk/software/130389/method-crm Page: 1 / 6\ Next: [Next page](https://www.capterra.co.uk/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 129 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** | 129 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.0/5 | 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 - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Calendar/Reminder System - Client Management - Contact Database - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Document Storage - Email Management - Email Marketing - For Financial Institutions - Interaction Tracking - Lead Capture - Lead Distribution - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - Lead Segmentation - Mobile Access - Pipeline Management - Predictive Analytics - Quotes/Estimates - Reporting & Statistics - Reporting/Analytics - Sales Forecasting - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Shared Contacts - Task Management - Third-Party Integrations - Workflow Management ## 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 - [Contact Management Software](https://www.capterra.co.uk/directory/30016/contact-management/software) ## Related Categories - [CRM Software](https://www.capterra.co.uk/directory/2/customer-relationship-management/software) - [Online CRM Software](https://www.capterra.co.uk/directory/30072/online-crm/software) - [Customer Success Software](https://www.capterra.co.uk/directory/30961/customer-success/software) - [Contact Management Software](https://www.capterra.co.uk/directory/30016/contact-management/software) - [CRM for Small Businesses](https://www.capterra.co.uk/directory/31583/small-business-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [EngageBay CRM](https://www.capterra.co.uk/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) 5. [Salesforce Sales Cloud](https://www.capterra.co.uk/software/61368/salesforce) — 4.4/5 (18768 reviews) ## Reviews ### "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. ----- ### "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. ----- ### "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 ----- ### "Less data entry" — 5.0/5 > **Mandy** | *31 October 2024* | Retail | Recommendation rating: 10.0/10 > > **Pros**: Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding. > > **Cons**: After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor. > > I tell my boss on the daily how much I like using Method. Navigating the apps is very simple. Previously we used multiple platforms which caused a lot of redundant data entry. Method takes that away. ----- ### "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 / 6\ Next: [Next page](https://www.capterra.co.uk/software/130389/method-crm?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/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