--- description: Learn how Method CRM can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Method CRM Reviews, Pricing & Ratings | GetApp NZ 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Method CRM](/software/90941/method-crm) # Method CRM Canonical: https://www.getapp.co.nz/software/90941/method-crm Page: 1 / 7\ Next: [Next page](https://www.getapp.co.nz/software/90941/method-crm?page=2) > Method CRM is the customizable CRM for QuickBooks businesses that works the way you do, from first quote to getting paid. Change it by asking Method AI, or build on the drag-and-drop canvas, with patented two-way QuickBooks sync. Make it yours. > > Verdict: Rated **4.2/5** by 143 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Method CRM 1\. Automate Your Real-World Workflows Method is the Customizable CRM that adapts to your business, not the other way around. Automate your real-world workflows, so everything fits the way your business actually works, saving you hours every week. 2. Adapt on the Fly to Real-World Changes Add invoice fields, create dropdowns and checkboxes, rename labels to match your terms, and hide what your team doesn't use as your business changes. Customize fields, screens, approvals, automations, and customer portals without compromising your QuickBooks connection. 3. Customize Your CRM Just by Asking With Method AI, customization is a conversation. Describe what you need, like a new field on your estimates or a new column on your invoice list, and Method AI makes the change on the screen you are using. 4. Connect the Dots from Lead to Payment Streamline every step from quote to cash. Capture leads, track opportunities, create estimates, convert approved work into invoices in one click, and collect payments, all in one connected system. 5. Instant, Two-Way QuickBooks Sync Method instantly syncs with QuickBooks Online or Desktop across your business, eliminating double entry and reducing busy work and errors. QuickBooks remains your accounting system of record. 6. Built-In Payments with Method Pay Accept card and ACH payments, take contactless cards in person with Tap to Pay on your phone, send payment links, collect deposits, and support recurring billing through a branded 24/7 portal. Payments automatically match invoices and post to QuickBooks, and you can track paid, pending, refunded, and overdue transactions. 7. Fast Access to Real Experts Customers praise Method for fast access to real subject-matter experts who treat you like a partner, not a ticket. Method's team helps with implementation, customization, and ongoing support as your needs evolve. 8. Stronger Lead and Sales Management Keep leads and opportunities organized from first contact through close. View the pipeline in one place, assign leads and tasks automatically, schedule follow-ups and reminders, and convert approved deals into QuickBooks transactions. 9. One Shared Customer Record Bring customer details, emails, notes, transactions, activities, and account history into one record. Teams respond faster, personalize communication, and provide consistent service. 10. Branded Customer Self-Service Give customers a portal to review transactions, approve estimates, access documents, and pay 24/7, reducing routine admin work for your team. 11. Automation That Reduces Busywork Automate follow-ups, notifications, lead assignments, data updates, approvals, and transaction workflows, with fewer steps, less retyping, and fewer errors. 12. Operational Workflow Tools Beyond traditional sales CRM, Method supports work orders, scheduling, dispatch, time tracking, jobs, and order workflows alongside QuickBooks. 13. Role-Based Access Without Direct QuickBooks Access Extend QuickBooks data across your organization without giving every employee access to the accounting file. Each team sees and updates what is relevant to its role. 14. Built for QuickBooks-Based Industries Method suits growing businesses in manufacturing, wholesale distribution, construction, field services, and professional services that rely on QuickBooks but need stronger customer and operational workflows. 15. Trusted by QuickBooks Users Method is the \#1-rated CRM for QuickBooks users, trusted by nearly 4,000 businesses. Yes, there's a Method for that. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 143 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.1/5 | 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 - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Client Management - Contact Database - Contact Management - Customer Database - Customer History - Customer Portal - Customisable Branding - Customisable Reports - Customisable Templates ## Integrations (10 total) - Gmail - Google Calendar - Google Workspace - Microsoft Outlook - PayPal Payments - QuickBooks Enterprise - QuickBooks Online - QuickBooks Online Advanced - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [CRM Software](https://www.getapp.co.nz/directory/230/crm/software) ## Related Categories - [CRM Software](https://www.getapp.co.nz/directory/230/crm/software) - [Contact Management Software](https://www.getapp.co.nz/directory/337/contact-management/software) - [Lead Management Software](https://www.getapp.co.nz/directory/339/lead-management/software) - [Online CRM Software](https://www.getapp.co.nz/directory/232/online-crm/software) - [Small Business CRM Software](https://www.getapp.co.nz/directory/4959/small-business-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.getapp.co.nz/software/102533/hubspot-crm) — 4.5/5 (4492 reviews) 2. [Zoho CRM](https://www.getapp.co.nz/software/9908/zoho-crm) — 4.3/5 (7008 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.co.nz/software/142099/bigin-by-zoho-crm) — 4.7/5 (745 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.co.nz/software/90378/salesforce) — 4.4/5 (18833 reviews) 5. [Kylas Sales CRM](https://www.getapp.co.nz/software/2052749/kylas) — 4.8/5 (629 reviews) ## Reviews ### "Very user friendly and great for every-day use\!" — 4.0/5 > **Megan** | *24 April 2018* | Recommendation rating: 9.0/10 > > **Pros**: I love how there is a live chat option built directly into the main page (you don't always have to go digging for help). It's user friendly and simple to figure out. The customization options are also ideal\! > > **Cons**: Would like a little more options for the basic package (seeing invoice history, setting opportunities, for example). Also assigning a currency to new customers would be helpful. > > tracking sales leads, generating reports for internal sales teams ----- ### "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 ----- ### "At least it syncs with Quickbooks Desktop..." — 3.0/5 > **Eric** | *23 January 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. ----- ### "Try Method CRM if you are looking for an All-Type Workflow." — 4.0/5 > **Alisena** | *2 December 2024* | Security & Investigations | Recommendation rating: 9.0/10 > > **Pros**: Method CRM is fully customizable and also an All time active support team which are reachable so quickly. > > **Cons**: Having various types off Apps that can perform all types of activities. > > We found Method CRM much useful for our Management, Accounting and On-Field Stuff and Stuff. ----- ### "Method is a good CRM pick." — 5.0/5 > **Jody** | *29 April 2026* | Health, Wellness & Fitness | Recommendation rating: 7.0/10 > > **Pros**: Easy to connect Quickbooks Mailing campaigns are quick and easy to establish Free hour of technical support came in handy > > **Cons**: Would be nice if the interface was easier to make changes to tables, data, etc. rather than having to book a consultant. > > Quick and easy to establish. Customer support was great\! Our rep is on top of it\! \[sensitive content hidden\] and the free hour of tech-support came in handy. He was able to assist with all of the customizations we needed. ----- Page: 1 / 7\ Next: [Next page](https://www.getapp.co.nz/software/90941/method-crm?page=2) ## Links - [View on GetApp](https://www.getapp.co.nz/software/90941/method-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data