Method

What Method is

Method is a customizable CRM for companies that keep their books in QuickBooks. Its home page puts the pitch in one line: "Method replaces disconnected tools with one customizable CRM built for QuickBooks." The company's FAQ says it is built for growing companies that rely on QuickBooks or Xero for accounting, and that it serves small and mid-sized businesses. It sits between a ready-made CRM and a custom build: you get a working CRM core, then adapt screens, fields and workflows to your process, either yourself or with the Method team.

What you build and how

Method's own blog describes the approach as "build-with" rather than build-from-scratch: a proven CRM core, deep QuickBooks integration and prebuilt apps, which you then tailor. That is why it belongs in a directory of builders even though it is sold as a CRM.

The ready-made core. The company lists contact management, pipelines and estimates, work orders and customer portals as available out of the box, so a team can start working before any customization. A blog post on building a custom CRM breaks a CRM into contact and account management, lead and opportunity tracking, activities and follow-ups, quoting and proposals, automation and reporting, and says many of these pieces come built into Method.

Customization. The home page spells out what changes without breaking the system: "Add invoice fields, adjust job stages, update workflows, and onboard new team members." The comparison post says you and your team can adapt it to your needs without hiring a developer, and that the possibilities run from simple fields to automating processes and building entire custom apps. You can also tailor layouts by role, simplifying the view for some users and showing more detail to others. Where you want help, customization services are available: the company says its team can adapt screens and workflows without coding and design and extend the system alongside you.

Quote to cash. The home page walks through the flow it is built for: "Create a quote. Convert to a job. Send an invoice. Collect payment." The line that follows says it connects lead to estimate to invoice to payment without re-entering information. The problems it names are re-entering data into accounting, work orders that are not tied to billing, and teams working in silos.

QuickBooks sync. The FAQ says Method has a real-time, two-way QuickBooks integration, which the comparison post calls "patented." Customer records, invoices, estimates and payments move between the CRM and QuickBooks. When your team updates customer activity or creates a transaction in Method, it appears in QuickBooks without manual updates, and changes in QuickBooks sync back. The blog says the sync covers customer data, items, estimates, invoices and payments across QuickBooks Online, Desktop and Enterprise. The company also mentions integration with Xero.

Customers, payments and communication. The FAQ describes customer portals and online payment collection, and says teams can email customers from the CRM using Gmail or Outlook. Automated notifications keep tasks and follow-ups on schedule. Other tools connect through APIs or integration platforms, with Zapier named as an example. Staff can use the CRM on the web or through a mobile app. The comparison post adds e-signature functionality, email and invoice templates and day-to-day workflow automation, and the site's menus list time tracking, scheduling and dispatching, email campaigns, payment gateways, Method Pay and Google Calendar among the product's features and integrations.

How it compares with other ways to build a CRM. The company's custom CRM article sets three routes side by side. A low-code platform is a visual builder with code options, which it calls faster than raw code but says still requires technical skills and integration work. A no-code CRM builder offers templates and drag-and-drop and is accessible to non-developers, though the article says it has limited depth for complex workflows. Building with Method is described as a prebuilt CRM plus deep customization plus two-way QuickBooks sync. The article is written by the vendor, so read it as its positioning rather than a neutral test. It also walks through a rollout: design screens around real daily workflows, such as what a sales rep needs while calling a lead and what a dispatcher needs when scheduling a job, then use a phased rollout with training sessions and quick reference guides, and warns about scope creep in custom CRM projects.

Plans, claims and track record

Plans. The company's comparison post lists three plans, each available annually or monthly, with no contract on the monthly basis. Contact Management is $27 per user per month billed annually, or $28 billed monthly, and includes QuickBooks sync, contact management, customer self-service portals and "unlimited customization potential." CRM Pro is $45 per user per month billed annually, or $49 per user per month billed monthly. It adds QuickBooks sales transactions, online payment portals, sales pipeline management and web-to-lead forms. CRM Enterprise is $73 per user per month billed annually, or $85 per user per month billed monthly, and adds automation tools. The post says you can mix and match elements of the Enterprise plan with the cheaper options to make a custom plan by talking to customer support.

Trial. The home page offers a free 10-day trial, with no commitment or credit card required. The comparison post says the trial is of the CRM Pro plan, lets you fully explore the system, and includes a free hour of customization services with an in-house expert.

Support and services. The comparison post says Method offers free 24/7 access to its online help center, webinars and customization resources. Live support is available to all paid and trial customers by phone, live chat and email, Monday through Friday from 9 am to 6 pm EST. The custom CRM post adds that the team can help with guided onboarding and configuration adjustments.

Outcomes. The home page claims "Most customers eliminate double entry and save hours every week." That is the company's claim, with no study cited. The blog says Method is used in field services, manufacturing, wholesale, construction and professional services.

Who it suits and who it does not

Method suits a QuickBooks-based business that runs jobs, estimates and invoices and is tired of keying the same data twice. A field service company, a wholesaler or a contractor gets a CRM that already speaks the language of quotes, jobs and invoices, and the free trial lets you test the sync on real data. An operations lead who wants to adjust job stages and fields without a developer can do so, and the company's team is available for the rest.

The caveats are on the company's own pages. Its blog says building with Method is "best suited to businesses ready to invest in process design," so expect to spend time deciding how your process should work. Pricing is per user, with the plan you need depending on whether you want pipelines, payments or automation, and the full automation tools sit at the Enterprise price. If you do not use QuickBooks or Xero, much of the appeal is lost. Customization help beyond the trial hour is a service you work out with the Method team.