VERDICT
Method is the customizable CRM for QuickBooks and Xero users. Automate sales, operations, and customer management with workflows built for your business. - method.me
Depends. Buy it if your business runs on QuickBooks or Xero and you want sales, portals, and field-service workflows tied to your books. Skip it if you need a simple contact list, don't use QuickBooks/Xero, or require documented security.
Medium. Based on 12 usable public sources. Many search results matched unrelated companies named 'Method' (cleaning products, Method Financial, Method Security, study methods) and were excluded.
From $27/user/mo
Entry plan (1 of 4 tiers)
high
One reviewer reports 'critical errors' — test your exact QuickBooks sync flows during the trial before paying.
medium
Four per-user tiers; confirm which plan unlocks portals, workflows, and Field Services before committing.
medium
No public security page surfaced; request SOC 2 or data-handling documentation directly from the vendor.
low
Method:Field Services is a separate product line — pricing and features differ from core CRM.
Feature depth: 3/5
Rating
From $27/user/mo
Starting price
12
Sources
Analyzed
From $27/user/mo
No known vulnerabilities found in the sources reviewed.
Reviews lean positive (4.2/5 across 142 Capterra reviews), though a 2021 video review criticized errors and small-business-only fit.
“Prone to Critical Errors, Only useful for small ...”
Compare Method with each alternative.
Free tier; solid general CRM without QuickBooks-native depth
Cheaper per-user plans, broad integrations
Simpler, sales-pipeline-first alternative
Method vs PipedriveEnough if you only need a customer list
Method vs QuickBooks contacts + spreadsheetBased on 12 usable public sources. Many search results matched unrelated companies named 'Method' (cleaning products, Method Financial, Method Security, study methods) and were excluded.
Great fit only if you live in QuickBooks/Xero; SMB-scoped, per-user pricing, thin public security info. Trial-test sync before paying.
Based on 12 usable public sources. Many search results matched unrelated companies named 'Method' (cleaning products, Method Financial, Method Security, study methods) and were excluded.
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