Procore vs Method CRM: Which Is Right for You?

When you’re managing construction projects, you need software that can keep up. This means finding a smart, streamlined solution that keeps your team connected, your workflows efficient, and your bottom line healthy. Two popular choices for managing construction businesses are Procore and Method CRM. But they’re built with very different goals in mind.

In this comparison, we’ll break down the functionality, pricing, integrations, and best use cases of Procore vs Method CRM. Whether you’re a general contractor juggling subcontractors or a small construction business looking for better client follow-up and QuickBooks integration, we’ll help you figure out which platform fits your business needs best.

Let’s dive in.

Method CRM vs Procore: Comparison table

Here’s how Method CRM and Procore stack up side by side across key features for construction businesses.

Overview of Procore

Procore is a cloud-based construction management platform designed for medium to large construction companies. It handles nearly every aspect of a construction project, from preconstruction planning to closeout. If you’re managing large-scale construction projects with many subcontractors and stakeholders, Procore gives you detailed control over project management, job costing, takeoffs, and change orders.

It’s built for the construction industry and acts as an all-in-one solution for managing complex business processes, especially when multiple team members and vendors are involved.

However, Procore is not a traditional CRM platform. While it allows for some client and stakeholder tracking, it lacks advanced customer relationship management tools like lead management, marketing automation, or customer journey tracking.

Overview of Method CRM

Method CRM, on the other hand, is designed for small and mid-sized businesses, especially those using QuickBooks. It’s customizable CRM software that simplifies sales, service, and accounting tasks. Think of it as a bridge between your customer-facing team and your accounting software.

Where Method CRM shines is in workflow automation, customer support tracking, and invoicing. You can build custom templates, automate follow-ups, manage your sales process, and even give customers self-service portals. It also integrates with Gmail and Outlook, and offers a real-time two-way sync with QuickBooks Online and Desktop. With Method CRM, all your customer data stays synced across platforms.

While not built specifically for the construction industry, Method offers significant value through its job-based workflows, estimates, and field service coordination. It offers enough flexibility and customization to support construction businesses that don’t require advanced project management capabilities.

In-depth feature breakdown: Procore vs Method CRM

Now let’s dive deeper into what each platform offers — feature by feature — to help you decide which one fits your construction business best.

Project management

Procore is built for construction project management. It includes tools for job costing, scheduling, daily logs, change orders, takeoffs, and collaboration with subcontractors. For larger construction companies or developers, Procore acts as a robust ERP-like system focused on managing the job site and team logistics.

Method CRM offers basic project and task management, but its strengths are in automating the sales pipeline and service delivery. It can be used to manage estimates, follow-ups, and project milestones, but it doesn’t replace a full project management suite like Procore.

Which Is Best? For large construction projects: Procore. Small business sales and service workflows: Method CRM.

CRM functionality

Method CRM is a fully customizable customer relationship management platform. You get tools for lead management, segmentation, contact tracking, and marketing campaigns. Its automation features make it easy to create workflows that nurture leads and support client retention.

Procore isn’t a CRM in the traditional sense. It helps manage customer information tied to a project, but doesn’t support broader lifecycle management, email marketing, or forecasting.

Which Is Best? For customer relationships and marketing automation: Method CRM.

Invoicing and accounting integration

If you rely on QuickBooks, Method CRM is the clear winner. It offers deep, two-way syncing with QuickBooks Online and Desktop, meaning your estimates, invoices, payments, and customer data all stay updated in real time. This eliminates double entry and helps your sales and accounting teams stay aligned.

Procore supports accounting workflows and integrates with QuickBooks and Xero, but setup is more complex and usually requires technical support or third-party integrations.

Which Is Best? Seamless invoicing and QuickBooks integration: Method CRM.

Customization and scalability

Procore is powerful, but complex. It can be customized, but most changes require technical expertise or support from the Procore team. It scales well for large enterprises but can overwhelm small teams.

Method CRM offers a user-friendly drag-and-drop customization interface. You can adjust dashboards, permissions, modules, and templates without a developer, making it ideal for small businesses looking to grow without investing in custom code.

Which Is Best? For intuitive customization: Method CRM.

Team collaboration and mobile app

Both platforms offer cloud-based access and mobile apps for Android and iOS. Procore’s mobile features are geared toward job site communication and documentation. You can upload photos, log progress, and coordinate tasks with team members in real time.

Method CRM’s mobile app is more focused on managing client data, sending estimates, and keeping sales reps informed on the go. It’s perfect for service-based construction companies that want their sales and support teams to stay connected.

Which Is Best? On-site construction management: Procore. Mobile sales and service: Method CRM.

Dashboards and analytics

Procore has dashboards for project tracking, job costing, and forecasting. Its reports are geared towards construction KPIs and team performance.

Method CRM offers dashboards for sales pipelines, customer interactions, and service delivery. It tracks metrics like deal stages, conversion rates, and task completion, which are essential for sales and customer success teams.

Which Is Best? Construction metrics: Procore. Sales and customer data: Method CRM.

Automation and workflows

Procore supports automation in the context of construction workflows, such as automating change order approvals or scheduling tasks, but it’s not built for customer lifecycle automation.

Method CRM is strong in automation. You can trigger follow-up emails, create custom workflows, and even automate lead scoring or sales handoffs. For growing businesses trying to reduce repetitive tasks, this is a big win.

Which Is Best? Workflow automation and sales follow-up: Method CRM.

Pricing comparison

While it doesn’t list exact pricing online, reviews suggest Procore is expensive and best suited for large construction companies with complex needs. Costs can scale with the number of users, projects, and required features.

Method CRM is more affordable and transparent. It offers pricing packages that start small and scale based on your needs. It’s especially cost-effective for small businesses looking for a QuickBooks CRM with deep functionality and real-time syncing.

Which Is Best? Enterprise-scale construction companies: Procore. Cost-effective small business growth: Method CRM.

Who should choose Method CRM?

Method CRM is ideal for construction companies that rely on QuickBooks and want a flexible, user-friendly CRM to streamline daily operations. If you’re looking to improve customer relationship management, automate repetitive tasks, and give your team real-time visibility, all without a steep learning curve, Method is a smart choice.

Choose Method CRM if:

• You use QuickBooks and want your CRM to sync flawlessly with your invoices, estimates, and contacts.
• You run a small to mid-size construction business focused on client relationships and sales processes.
• You want a CRM software that’s easy to customize, user-friendly, and doesn’t require developers or coding.
• You need marketing automation and follow-up tools to grow your customer base.
• You prefer a CRM that integrates with Gmail, Outlook, Xero, and Zapier.

Who should choose Procore?

Procore is a powerful project management software built for large-scale construction projects. If you manage complex builds and multiple subcontractors and need robust tools for budgeting, scheduling, and on-site coordination, Procore’s all-in-one platform delivers enterprise-level functionality that helps keep every stakeholder aligned from the ground up.

Choose Procore if:

• You’re a general contractor managing multiple subcontractors across complex construction projects.
• You need advanced project management software with construction-specific tools like takeoff, job costing, RFIs, and change orders.
• You have the time and budget for onboarding and don’t mind a learning curve.
• You’re looking for an all-in-one ERP-style system for the construction industry.
• You want job site collaboration features and strong mobile capabilities for on-site updates.

FAQs

Here are some quick answers to the most common FAQs about Method CRM and Procore.

Is Procore a CRM?

Not exactly. Procore includes tools for managing contacts, subcontractors, and communications, but it isn’t a full customer relationship management (CRM) solution. It’s primarily designed as a construction management and project management platform. If your main goal is to nurture leads, manage your sales pipeline, or automate client follow-ups, you’ll need a dedicated CRM like Method alongside Procore.

Does Method CRM work with QuickBooks?

Absolutely. Method CRM offers the most advanced Quickbooks integration on the market. It syncs everything, including invoices, estimates, payments, and customer data, in real time. This means no more double data entry, fewer accounting errors, and a clear view of your business performance across teams.

Can small businesses use Procore?

Technically, yes, but it may not be the best fit. Procore is tailored for mid-sized to large construction firms that are managing complex projects with multiple stakeholders. Smaller construction teams may find the platform too robust, pricey, and time-consuming to implement compared to more lightweight tools designed for small business needs.

Is Method CRM suitable for construction businesses?

Definitely. While Method CRM isn’t built exclusively for construction, it’s a powerful asset for service-based construction companies. It helps manage customer relationships, streamline quoting and estimating, and automate follow-ups, all without requiring a dedicated IT team. It’s especially helpful for small to medium-sized businesses using QuickBooks that want to grow efficiently.

Final thoughts

At the end of the day, choosing between Method CRM and Procore depends on your business model. If you’re building complex projects and juggling dozens of subcontractors, Procore’s specialized construction management tools will give you an edge. But if you’re a growing service-based construction company looking for better sales processes, QuickBooks integration, and customer engagement, Method CRM is the right tool for you.

Method CRM helps streamline your customer relationship management, automate your workflows, and give your team full visibility without the learning curve or enterprise pricing.

Want to empower your team with a CRM that integrates perfectly with QuickBooks? Try Method CRM today and close deals faster, with less admin work.