--- description: Learn more about Method CRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Method CRM Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Method CRM](/software/130389/method-crm) # Method CRM Canonical: https://www.capterra.ca/software/130389/method-crm Page: 1 / 6\ Next: [Next page](https://www.capterra.ca/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 Software | 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 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.ca/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) - [Online CRM Software](https://www.capterra.ca/directory/30072/online-crm/software) - [Customer Success Software](https://www.capterra.ca/directory/30961/customer-success/software) - [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software) - [Small Business CRM Software](https://www.capterra.ca/directory/31583/small-business-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Reviews ### "If you want great customer service, Method is your CRM" — 4.0/5 > **Wendy** | *November 7, 2024* | Construction | Recommendation rating: 8.0/10 > > **Pros**: The layout of this CRM makes finding what you are looking for simple and fast. Customer service is top notch. > > **Cons**: My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. It's easy to overlook the year when only booking something that lasts a few days or weeks. > > Method support staff is great. Every issue we've ever had has been addressed quickly and thoroughly. Following up with a phone call after the issue is resolved to make sure all aspects of our concerns are addressed is an added touch not commonly found in CRM customer support. ----- ### "At least it syncs with Quickbooks Desktop..." — 3.0/5 > **Eric** | *January 23, 2025* | Nanotechnology | Recommendation rating: 1.0/10 > > **Pros**: It's built on QBD, a feature that's rare for CRMs. It has a number of helpful modules and you pay for the modules you need. > > **Cons**: Poor customer service. Emails unanswered, meetings not attended or often rescheduled, attempts to receive help often rebuffed with "pay us more money to develop it for you"... Lack of features, buggy challenging back end, not as functional as competing CRMs. > > We have struggled to implement it - if we didn't \*need\* it to sync with QuickBooks Desktop, we would be using HubSpot or just about anything besides Method. ----- ### "Only wish we found Method SOONER. WE LOVE IT" — 5.0/5 > **Brooke** | *April 17, 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** | *March 2, 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** | *February 11, 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 ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.ca/software/130389/method-crm?page=2) ## Links - [View on Capterra](https://www.capterra.ca/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