Method CRM
Reviews
Star rating
Rank in Invoice Management
Pros and cons
Pros
- Ease of Use
- Easy Customization
- Integration
- Customer Support
- User-Friendly
- Seamless Integration
Cons
- Learning Curve
- Limited Customization
- Bugs
- Slow Performance
- Missing Features
- Expensive
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 88.9% |
| Mid-Market | 10.2% |
| Enterprise | 0.9% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 4 | 4.4 |
| 2025 Q1 | 6 | 4.5 |
| 2025 Q2 | 8 | 4.3 |
| 2025 Q3 | 9 | 3.6 |
| 2025 Q4 | 4 | 4.4 |
| 2026 Q1 | 10 | 4.3 |
| 2026 Q2 | 9 | 4.7 |
| 2026 Q3 | 8 | 4.8 |
Satisfaction ratings
What reviewers say
Easy-to-Use Client Portal with Helpful Support
“I use Method CRM as our client portal, and it gives our clients access to invoices and W-9 forms. I like that it integrates with QuickBooks Online so clients can view invoices, which we didn’t have before. It’s easy to use, the support is very helpful, and it makes day-to-day tas”
External Cost Input Makes Invoicing a Huge Time-Saver
“The most helpful thing about method is the external cost input directly calculated into the invoice. Saves a lot of time.”
Efficient Client Management with QuickBooks Sync, Needs Mobile Upgrades
“I like Method CRM's native two-way sync with QuickBooks, which eliminates duplicate data entry for our building materials orders and contractor accounts. It automatically pushes estimates to QuickBooks and updates payment status back in our CRM, giving our team a full view of cli”