Free

Details

  • Released
  • Updated
  • October 14, 2016
  • June 16, 2026

Features

Method CRM screenshot #1 for iPhone
Method CRM screenshot #2 for iPhone
Method CRM screenshot #3 for iPhone
Method CRM screenshot #4 for iPhone
Method CRM screenshot #5 for iPhone
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About

Manage leads, streamline sales processes, and enhance customer service for growing businesses. This CRM integrates with QuickBooks to help you close deals faster and drive repeat business.

Lead assignment and nurturing
Opportunity management
Sales and purchase transaction creation
Online payment options
Real-time QuickBooks sync
360-degree customer view
Automated follow-up reminders
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What's New in Method CRM

2.1.60

June 16, 2026

Improved overall app performance for a faster and smoother experience. Enhanced app responsiveness and stability. General optimizations and bug fixes.

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User reviews

Box of rocks in sheep’s clothes

This app (the web app and this one) needs an extreme overhaul. It is a perfect example of an integration nightmare, I have been using this app for the past year and I have regretted every time I had to open it. I have fully recommended just foregoing the app and bringing along a hotspot with a laptop because you’re gonna need it to make work orders and anything that requires more than two dialogue boxes to interact with. I would love for this app to be streamlined, but right now it is a huge pain point of inefficiency for the individuals who use it.

To give one overarching example, one of the major issues with the app that there is no caching. Every single interaction is processed on the website so if you have a poor connection, the app scales exponentially in how long it takes to do simple tasks. Good luck in the field.
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Buyer Beware

**BUYER BEWARE - Sold on “easy customization,” got the opposite. The process is unnecessarily complex, costly, and nothing like what was promised. I asked for a refund before any work began and my rep, Mikaela, stopped responding. After multiple attempts I had to email a general inbox just to get reassigned to Urja. Then their team lead, Nelson De Miranda, got involved and offered no solution beyond quoting policy. Method refused to refund a deposit for customization work never executed. Be careful—what they sell and what you get are very different.
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Syncs to QB beautifully.

I have used this app along with the desktop version for a few years now. I feel it works great. The Quickbooks sync is flawless.

The biggest feature that I wanted was customization. They allow me to add my own tables and fields. I can add fields for extra data into their tables as well. All in all very happy with it.

Some honest downsides:
You cannot download and backup your customizations to your own storage. Has not been an issue yet, but always a nagging though in the back of my mind.

They do not have a direct code option for customizations. It’s all drag and drop/ click options. This means that you can’t reuse templates you build very easily. Especially if building separate apps that you want to blend the look seamlessly. So customizing multiple screens takes longer than needed. But it works great when it’s done.

Last feature it’s missing is a scanner object. It’s a crm that lets you save attachments. But there is no easy way to get the attachments scanned in. It would be totally possible for them to add a web scan feature. And I would applaud them if this single feature was added. Even if it was an add on purchase feature it would be worth it.
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Not a sales CRM

Automation is horrible.
Heavy data entry.
Customer service and support will charge you for assistance.
Method CRM expects user to fix own issues and challenges.

Response from developer

Hi, thank you for leaving us your feedback! We would love to dive a bit deeper into the problems you've encountered. If you're willing to share more, please drop us a line at hello@method.me.

No auto login

Horrible UX

FAQ

What is Method CRM?

Method CRM is a customer relationship management tool designed for growing businesses that use QuickBooks. It helps manage leads, streamline sales, and improve customer service.

Does Method CRM integrate with QuickBooks?

Yes, Method CRM offers real-time data synchronization with QuickBooks, allowing for seamless accounting and transaction management.

Can I manage sales transactions in Method CRM?

Yes, sales representatives can create sales and purchase transactions directly within Method CRM, even without direct QuickBooks access.

Does Method CRM offer customer payment options?

Yes, Method CRM provides easy online payment options for your customers, helping you get paid sooner.

How does Method CRM help with customer service?

It provides a 360-degree view of each customer, allows for scheduling of follow-up reminders, and enables sending emails directly from the platform.

Is Method CRM available on multiple devices?

Method CRM is available on iPhone and iPad, supporting seamless use across your Apple devices.

How often is Method CRM updated?

The latest version, 2.1.56, was last updated on November 5, 2025, indicating regular updates to improve functionality and reliability.

What is the user rating for Method CRM?

Method CRM has a rating of 2.4 stars from 21 ratings, suggesting that while it offers valuable features, user satisfaction may vary.