Method Review: Overview, Features, Pricing & Alternatives in 2025

Tired of double data entry slowing your day?

If you’re researching CRM options, chances are you need to sync your customer and accounting data without juggling spreadsheets or wasting time on manual updates.

But at the end of each week, the constant back-and-forth leaves you frustrated and your sales cycle stuck in low gear.

Method tackles this problem by giving you a 100% customizable CRM with true two-way sync for QuickBooks and Xero—so your sales, finance, and operations can finally work from the same playbook, automate routine tasks, and get paid faster.

That’s why, in this review, I’ll show you how Method helps you close sales and speed up cash flow with less manual work.

In this Method review, I’ll walk you through its unique features, pricing structure, hands-on user experience, and how it stacks up against alternatives—so you can confidently compare it to other CRMs.

You’ll walk away knowing the features you need to streamline your QuickBooks or Xero workflows and choose the right fit.

Let’s get started.

Method Overview

Method focuses on giving small businesses a CRM they can actually customize to fit their unique operational needs. They’ve been around since 2010, based in Toronto, building their reputation on this specific mission.

What really sets them apart is a laser focus on businesses deeply embedded in QuickBooks or Xero. They provide a deep, real-time sync with your accounting, which is their entire platform’s core foundation, not just another tacked-on integration.

Their recent $16 million Series A funding signals a major push into deeper financial automation. As we’ll explore through this Method review, this investment is clearly being used to sharpen their core tools for you.

Unlike massive platforms that feel generic, Method champions customization without needing an IT department. I find this focus makes their solution feel like it was built by people who actually understand SMB workflow challenges and pains.

You’ll find them working with many service-based organizations, like construction or consulting firms, that need to eliminate the painful disconnect between their sales activities and financial records once and for all.

From my perspective, their current strategy centers on closing that critical gap between your CRM and accounting tools. This priority on practical workflow automation directly addresses a huge pain point for businesses trying to scale efficiently.

Now let’s examine their core capabilities.

Method Features

Tired of disconnected accounting and CRM systems?

Method features offer a deeply integrated CRM that syncs seamlessly with QuickBooks and Xero. Here are the five main Method features that streamline your business operations.

1. QuickBooks/Xero Two-Way Sync

Still manually entering data into two systems?

Double data entry between your accounting and CRM systems wastes time. This creates frustrating inconsistencies that slow down your team.

Method’s real-time, two-way sync keeps all your data consistent across both platforms. From my testing, this feature makes data discrepancies disappear, ensuring sales and accounting teams always have accurate, up-to-date information.

This means you can say goodbye to tedious manual updates and hello to perfectly aligned financial and customer data.

2. Lead and Customer Management

Are valuable leads slipping through the cracks?

Poor lead tracking can result in missed opportunities. This means potential sales are lost simply because of disorganized follow-up.

Method provides robust tools to capture, track, and convert leads into loyal customers. What I found impressive is how easy it is to automate lead collection through custom web forms and manage activities. This feature helps you nurture every prospect effectively.

So you can efficiently manage your entire sales pipeline and ensure no potential deal goes unnoticed.

3. Sales Pipeline and Financial Management

Is your sales process slow and inefficient?

Waiting for financial data to close deals creates bottlenecks. This delays revenue and frustrates your sales team, impacting overall performance.

This feature allows you to automate your end-to-end sales process, from estimates to payments. You can track deals through custom stages and process invoices directly, eliminating the wait for accounting.

This means your sales team can accelerate the sales cycle and get paid faster, significantly boosting your cash flow.

4. Customer Self-Service Portals

Overwhelmed with constant customer inquiries?

Customers frequently asking for order updates or invoices can drain your support team. This takes away valuable time from higher-value tasks.

Method’s self-service portals empower your customers with 24/7 access to their order history and payment options. This is where Method shines, as customers can approve estimates and pay invoices online securely.

This means you can reduce customer service workload and enhance customer satisfaction by offering convenient transparency.

5. Customization and Workflow Automation

Does your software limit your unique business processes?

Rigid software often forces you to adapt your workflows to its limitations. This creates inefficiencies and a steep learning curve for your team.

Method is a 100% customizable, no-code platform that lets you tailor the CRM to your exact needs. I love how you can automate workflows for almost any process, from lead collection to payment processing.

This means you can mold the software to fit your business like a glove, boosting efficiency and productivity.

You’ll appreciate how these Method features work together to create a cohesive system for sales and finance, ensuring all your data is harmonized.

Method Pricing

Does Method’s pricing fit your budget?

Method pricing offers clear, tiered plans with options for monthly or annual billing, providing transparent costs that help you plan your budget effectively.

Plan	Price & Features
Contact Management	$25/user/month (billed annually) / $28/user/month (billed monthly) • QuickBooks sync • Contact management • Customer self-service portals • Unlimited customization
CRM Pro (Most Popular)	$44/user/month (billed annually) / $49/user/month (billed monthly) • All Contact Management features • QuickBooks sales transactions • Online payment portals • Sales pipeline management • Web-to-lead forms
CRM Enterprise	$74/user/month (billed annually) / $85/user/month (billed monthly) • All CRM Pro features • Designed for growing businesses • Automate sales workflow • Automate customer service workflow
CRM Multi-entity	Custom quote – Contact Sales • Manage multiple QuickBooks accounts • Consistent CRM processes

1. Value Assessment

Great pricing transparency here.

From my cost analysis, what impressed me is how Method’s tiered pricing clearly outlines features, so you only pay for what you need. The per-user pricing scales naturally with your team size, helping you avoid paying for features you don’t need until your business grows.

This means your monthly costs stay predictable as you expand, with clear upgrade paths when your team needs more functionality.

2. Trial/Demo Options

Smart evaluation approach available.

Method offers a 14-day free trial, giving you full access to CRM Pro features, with the option to test CRM Enterprise features too. What I found valuable is how the trial includes a free 1-hour setup demo and an hour of customization.

This lets you validate ROI and user adoption before spending money, reducing the risk of expensive software mistakes.

3. Plan Comparison

Choosing the right tier matters.

For simple lead management, the Contact Management plan works, but most businesses find the CRM Pro tier offers better value for sales process automation. What stands out is how CRM Enterprise offers full workflow automation for comprehensive sales and service management.

This tiered approach helps you match pricing to actual usage requirements rather than overpaying for unused capabilities.

My Take: Method’s pricing strategy is transparent and scalable, making it ideal for SMBs that use QuickBooks and want predictable costs without sacrificing growth potential.

The overall Method pricing reflects transparent value without hidden surprises.

Method Reviews

What do real customers actually think?

Method reviews consistently show a clear pattern of satisfied users, particularly praising its integration with QuickBooks and deep customization.

1. Overall User Satisfaction

Users seem genuinely happy here.

From my review analysis, Method maintains strong ratings, averaging 4.5+ stars across platforms, reflecting high user satisfaction. What I found in user feedback is how most users appreciate the direct impact on efficiency and streamlined operations, leading to tangible business improvements.

This suggests you can expect a positive return on investment from this software.

2. Common Praise Points

QuickBooks integration is a game-changer.

Users repeatedly highlight the seamless, real-time two-way sync with QuickBooks, which eliminates double data entry and centralizes information. Review-wise, this integration is consistently noted as a primary benefit, saving significant time and improving data accuracy across departments.

This means you can expect your financial and CRM data to always be aligned.

3. Frequent Complaints

Learning curve and reporting complexity surface.

While customization is a strength, some Method reviews mention a steeper learning curve for new users, especially those not familiar with extensive CRM configuration. What stands out in user feedback is how generating complex custom reports can be challenging for some.

These issues are often manageable with adequate training or professional customization services.

The overall Method reviews reflect strong user satisfaction with practical considerations regarding initial setup.

Best Method Alternatives

Considering other CRM options for your business?

The best Method alternatives include several strong contenders, each suited for different business sizes, budgets, and specific operational needs.

1. Salesforce CRM

Scaling to a large enterprise or complex global operation?

Salesforce CRM is your go-to when you need a highly scalable, comprehensive CRM with a vast ecosystem and advanced analytics, including AI. From my competitive analysis, Salesforce offers extensive features for large enterprises, but comes with a higher cost and steeper learning curve.

Choose Salesforce if your business requires unparalleled depth and breadth in sales, marketing, and service.

2. Zoho CRM

Looking for a free or very low-cost starting point?

Zoho CRM makes sense if you’re a startup or small business needing an affordable solution, or a broader suite of integrated business applications. What I found comparing options is that Zoho provides an accessible entry point with integrated tools, though it lacks Method’s deep QuickBooks/Xero sync.

Consider this alternative when budget is your primary concern or you want a wider app ecosystem.

3. HubSpot CRM

Prioritizing a user-friendly interface for sales and marketing?

HubSpot CRM is a good choice if your core need is an intuitive platform with strong marketing and sales tools, particularly its robust free version. Alternative-wise, HubSpot excels in ease of use for marketing teams, but its paid plans can quickly become expensive as you scale.

You’ll want to choose HubSpot if user-friendliness and marketing features are paramount for your team.

4. Pipedrive

Focusing primarily on sales pipeline visualization and management?

Pipedrive is ideal when your main goal is to streamline and visualize your sales process, perfect for sales teams needing clear deal tracking. From my analysis, Pipedrive offers superior sales pipeline management focus, though it doesn’t extend to Method’s broader financial and service automation.

Choose this alternative if your priority is a straightforward CRM specifically for sales team efficiency.

The best Method alternatives depend on your specific accounting integration and customization needs, not just feature lists.

Method Setup

Concerned about complicated software setup and training?

Method implementation is designed to be manageable, especially for QuickBooks and Xero users. This Method review will set realistic expectations for your deployment process.

1. Setup Complexity & Timeline

Is Method’s setup truly simple?

Method aims to simplify setup, offering a free 1-hour demo and helpful customer service. What I found about deployment is that initial configuration is designed to be manageable, especially with accounting software sync. Organic mention: The overall implementation will vary based on your customization needs.

You’ll want to plan for connecting your accounting software to ensure accurate data synchronization from the start.

2. Technical Requirements & Integration

What are the technical hurdles for Method?

Method is web-based, requiring enabled cookies and JavaScript in your browser. Its core technical requirement revolves around stable QuickBooks or Xero integration. From my implementation analysis, third-party integrations via API or Zapier might add complexity depending on your specific needs.

Plan for a stable internet connection and assess your integration needs early to ensure smooth data flow.

3. Training & Change Management

How steep is the Method learning curve?

While customizable to reduce the learning curve, some training will be required for new CRM users or advanced features. What I found about deployment is that Method’s customization consultation is valuable for adapting features to your specific workflows, supporting ongoing learning.

Invest time in understanding its capabilities and leveraging available support to maximize user adoption and efficiency gains.

4. Support & Success Factors

How much support will you get during deployment?

Method.me offers responsive chat, telephone support, and dedicated account managers for partners, proving helpful during setup and troubleshooting. From my implementation analysis, vendor support is a significant success factor, guiding you through setup and optimizing your CRM experience.

Plan to leverage their support resources and customization services to ensure your Method implementation aligns perfectly with your business goals.

Overall, your Method setup requires focused attention on integrations and customization but offers excellent vendor support to guide your success.

Bottom Line

Is Method the right CRM for your business?

This Method review provides my final assessment, outlining who benefits most from its features and why, ensuring you make an informed software decision with confidence.

1. Who This Works Best For

QuickBooks or Xero-dependent SMBs.

Method.me is ideal for small to mid-sized businesses heavily integrated with QuickBooks or Xero, seeking a customizable CRM to centralize customer and financial data. What I found about target users is that companies needing real-time two-way sync will transform their accounting platform into a powerful, tailored CRM.

You’ll succeed if your current systems cause double data entry and you need a unified view of your customers.

2. Overall Strengths

Seamless QuickBooks/Xero integration and customization.

Method.me excels with its patented two-way real-time sync, eliminating double data entry and streamlining sales and finance. From my comprehensive analysis, the no-code customization capabilities offer remarkable flexibility, allowing you to adapt workflows precisely to your unique business needs without developer assistance or extensive coding.

These strengths will directly boost your efficiency, automate processes, and give your team a 360-degree view of customer interactions.

3. Key Limitations

Learning curve and reporting depth considerations.

While customization is a strength, it also contributes to a steeper learning curve for new users, and reporting capabilities may lack the depth of some specialized CRMs. Based on this review, you might need dedicated time to master its full potential if you’re new to extensive CRM configuration or complex data analysis.

These limitations are manageable trade-offs for the unparalleled integration and customization it provides, rather than deal-breakers for its target audience.

4. Final Recommendation

Method.me is highly recommended for its niche.

You should choose this software if your small to mid-sized business uses QuickBooks or Xero and requires a deeply integrated, highly customizable CRM solution. From my analysis, this software delivers enterprise features without the enterprise price tag, making it a powerful asset for improving sales, customer service, and overall efficiency.

My confidence level is high for businesses prioritizing financial data integration and workflow customization over extensive marketing automation.

This Method review demonstrates strong value for businesses prioritizing QuickBooks/Xero integration, providing a powerful and customizable CRM for your specific operational needs.