--- 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 extends QuickBooks with customizable lead-to-payment workflows. Manage customers, sales, operations, invoices, and payments in one system with real-time QuickBooks sync. Built for manufacturing, distribution, construction, field service, and more. > > Verdict: Rated **4.2/5** by 142 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Method CRM 1\. A CRM That Adapts to Your Business, Not the Other Way Around Customize fields, screens, workflows, approvals, automations, and customer portals to match how your team manages leads, jobs, customers, and payments — no developer resources or enterprise pricing required. 2. Real-Time, Two-Way QuickBooks Sync Method keeps customer and transaction data aligned with QuickBooks Online or Desktop. Updates made in Method sync to QuickBooks — and vice versa — eliminating double entry, errors, and outdated information. 3. One Connected Lead-to-Payment Workflow Manage the full customer journey in one system. Capture leads, track opportunities, create estimates, convert approved work into invoices, collect payments, and keep everything connected to QuickBooks. 4. Faster Estimates, Invoices, and Payments Create estimates and invoices using current QuickBooks data, convert estimates to invoices in one click, and collect card or ACH payments through Method Pay. Payments automatically match invoices and post to QuickBooks. 5. Automation That Saves You Hours Every Week Automate follow-ups, notifications, lead assignments, data updates, approvals, and transaction workflows. Fewer steps, less retyping, and fewer errors give your team time back every week. 6. Stronger Lead and Sales Management Keep leads and opportunities organized from first contact through close. View the pipeline in one place, assign leads automatically, schedule follow-ups, and convert approved deals into QuickBooks transactions. 7. Shared Visibility Across Teams — Without QuickBooks Access Give sales, service, operations, and finance role-based access to the customer and workflow data they need, without giving everyone access to the accounting file. QuickBooks remains the system of record. 8. Improved Customer Relationships Bring customer details, emails, notes, transactions, activities, and account history into one shared record so teams respond faster, personalize communication, and provide consistent service. 9. Branded Customer Self-Service Create custom portals where customers can review transactions, approve estimates, sign documents, and make payments 24/7, reducing routine administrative work for your team. 10. Built for Real-World, Operational Business Beyond traditional sales CRM, Method supports work orders, scheduling, dispatch, time tracking, and multi-step approvals — well suited to manufacturing, wholesale distribution, construction, field services, warehousing, and professional services. 11. Scales as Your Processes Evolve As your team, customer base, or workflow complexity grows, add or adjust fields, screens, automations, and user experiences without replacing your CRM. 12. Real Experts Who Treat You Like a Partner, Not a Ticket Method CRM is the \#1-rated CRM for businesses using QuickBooks, trusted by nearly 4,000 companies. Every account includes fast access to real subject-matter experts, guided setup, and a free hour of customization. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 142 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, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **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 - Mailchimp - Microsoft Outlook - PayPal - QuickBooks Enterprise - QuickBooks Online - 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. [Zoho CRM](https://www.getapp.co.nz/software/9908/zoho-crm) — 4.3/5 (6987 reviews) 2. [Bigin by Zoho CRM](https://www.getapp.co.nz/software/142099/bigin-by-zoho-crm) — 4.7/5 (738 reviews) 3. [HubSpot CRM](https://www.getapp.co.nz/software/102533/hubspot-crm) — 4.5/5 (4476 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.co.nz/software/90378/salesforce) — 4.4/5 (18800 reviews) 5. [Dynamics 365](https://www.getapp.co.nz/software/90844/dynamics-365) — 4.4/5 (5839 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 ----- ### "If you want great customer service, Method is your CRM" — 4.0/5 > **Wendy** | *7 November 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** | *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. ----- ### "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. ----- ### "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. ----- 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