About Method CRM

Fully Customizable CRM for Small Businesses that Use QuickBooks.

How it works:
Method:CRM makes it easy for to you manage leads, automate your workflows, manage your sales pipeline, and track sales activities.

Our patented two-way QuickBooks sync instantly updates customer data, invoices, payments, and more in both Method and your QuickBooks Desktop or Online account. With Method, you can finally say goodbye to double data entry for good.

Use Method:CRM if you want to increase your productivity, improve the experience of your customers, and most importantly grow your business.

Why choose Method:CRM?

1) Best QuickBooks sync
Nobody likes entering data twice. Method:CRM has the best QuickBooks sync in the industry, and the patent to prove it. Our real-time sync, automatically updates customer information, invoices, payments, and more between Method:CRM and QuickBooks.

2) 100% customizable, 100% code-free
One size does not fit all when it comes to small businesses. That’s why Method:CRM is 100% customizable and 100% code-free. Use our drag-and-drop tools to create a custom CRM that's made just for your business. This way, you can build a solution with the functionality you need, be it commission trackers or online customer portals. With Method:CRM, you’ll simplify your workflows with a system that’s just right for you and your team.

3) Works on any device
From iOS to Android to your laptop or desktop, you’ll have every customer detail right at your fingertips. Method:CRM is optimized for all devices – from mobile to desktop.

But don’t take it from us...
Over 1,300 small businesses have given Method:CRM a 5-star review on Intuit's Apps.com, Google Apps Marketplace, and here on GetApp.

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Method CRM

Save time and get organized with a shared customer list.
No more double data entry. Remotely manage your estimates, invoices, and opportunities with Method:CRM. Then instantly sync them to QuickBooks with just one click. With Method:CRM, you always have up-to-date customer, lead, and vendor information.

Increase your productivity and sales with Method:CRM.
Method:CRM automates your sales workflows and keeps leads flowing to your sales reps so that you can close more business. Empower your sales reps to create and send out estimates from their phone with Method:CRM. Track sales opportunities from initial interest to first purchase for both new and existing customers.

Provide excellent service and drive repeat business efficiently.
Gain a 360-degree view of each customer including contact info, interactions, transactions, service performed & more. Empower your team to stay connected with customers to drive repeat business. Your customers receive informed and timely service, no matter who picks up the phone.

Automate processes for happier, more productive staff.
Eliminate time-consuming, inefficient processes by replacing them with Method:CRM's automated, end-to-end workflows. Put time back into your day with our seamless estimate to invoice process and save yourself from the hassle of re-entering information. Use web-to-lead forms to turn interested website visitors into leads and create automatic follow-ups. You can even accept customer payments, without going into QuickBooks with Method:CRM.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Method CRM Software - Simplify your sales process and get organized with a shared customer list
Method CRM Software - Strengthen your customer relationships to provide the best service possible.
Method CRM Software - Stop sales from slipping through the cracks.
Method CRM Software - Streamline your business process to make your team happier and more productive.
Method CRM Software - Automate your sales process and close more deals, faster.
Method CRM Software - Don't bend your business around software - customize Method to fit your business.
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Method CRM video
Method CRM Software - Simplify your sales process and get organized with a shared customer list Method CRM Software - Strengthen your customer relationships to provide the best service possible. Method CRM Software - Stop sales from slipping through the cracks. Method CRM Software - Streamline your business process to make your team happier and more productive. Method CRM Software - Automate your sales process and close more deals, faster. Method CRM Software - Don't bend your business around software - customize Method to fit your business.

Features

Total features of Method CRM: 75

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Support
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • For Mac Devices
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Reports
  • Predictive Analytics
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Workflow Management

Alternatives

HubSpot CRM

4.5
#1 Alternative to Method CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Transaction Pro

4.4
#2 Alternative to Method CRM
Transaction Pro is a data mobility platform designed to help businesses import, export, or delete data in and out of...

SugarCRM

3.8
#3 Alternative to Method CRM
SugarCRM is a Social CRM tool that includes full sales, marketing and support automation, email integration, reporting,...

Salesforce Sales Cloud

4.4
#4 Alternative to Method CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Reviews

Overall rating

4.2 /5
(91)
Value for Money
3.9/5
Features
4.1/5
Ease of Use
3.8/5
Customer Support
4.1/5

Already have Method CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 91
Chitta ranjan D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent CRM to customize with Great Customer Support

Reviewed on 07/01/2019

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it...

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.

Pros

This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.

Cons

Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.

Ryan T.
Overall rating
  • Industry: Civil Engineering
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Mostly great, but somewhat overwhelming

Reviewed on 20/07/2021

Overall, I have found it to be very useful and I will continue using it. I just want to get some...

Overall, I have found it to be very useful and I will continue using it. I just want to get some things customized better and when that is done, I expect I'll be very happy with it.

Pros

It seems like it can handle everything I need it to do and it integrates perfectly with quickbooks which makes it very practical.

Cons

Customization is kind of difficult if you don't have a coding / computer science background. I know a little bit about SQL and excel programming, but not a ton. This product kind of requires that you know more than the average small business owner will know in order to customize your reports and emails, unless you want very basic looking emails.

Alternatives Considered

Housecall Pro

Reasons for Switching to Method CRM

Less expensive, better integration with quickbooks, more aligned with my particular business model.

Response from Method Integration

Thank you for your feedback! Happy to hear that you're enjoying Method's QuickBooks integration. Our help center has some great articles on customization: https://www.method.me/crm-help-resources/. And our support team members are customization experts: https://www.method.me/contact-us/. Again, thank you for sharing your experience with us and contributing to the development of Method:CRM!

Brenda H.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Lacking in Customer Support

Reviewed on 06/01/2022

My experience with Method CRM has become less helpful as the days, months and years pass. On...

My experience with Method CRM has become less helpful as the days, months and years pass. On Giving Tuesday, the biggest day for Global giving, my donation page doesn't work and Method takes 3 hours to tell me that they can't fix it until I upgrade to a professional PayPal account. A donor told me that the donation page was down.

December 31, last best day to reach out to donors. I get a notice that there was an error in my campaign email and no one at Method can tell me what the problem is. A case file is created and 6 days later I haven't heard from them. When I follow-up, they tell me that there was a mistake, they thought that the problem was resolved. No communication with me to confirm. They promise to get back to me.
When I ask to speak to a supervisor, it's suggested that I speak to my sales support person where I need to make an appointment. Wow, what more can I say.

Pros

I like the ability to create email campaigns and include videos and pictures.

Cons

Support for addressing problems with the process of irregularities is dizzing. I have spent so much time in run-around with speaking with different people and getting different answers. Most inexperienced support staff have a set answer to each problem which is ... what you want to do will take a special template creation which will cost you $125 per hour with our development staff.

Response from Method Integration

Thank you for taking the time to share this feedback with us. We're sorry that your experience with Method wasn't as expected, Brenda. We know how important it is for our support team to be diligent so users can run their organizations successfully. We also understand Giving Tuesday's importance for your organization and donors. Please know your feedback has been passed along to better support you and others fundraising for good causes. If you'd like to share more specifics about your experience to help us improve in the future, please get in touch with us at [email protected]

Alicia M.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Makes it easy for clients to keep track of transactions and for us to keep track of leads

Reviewed on 08/06/2021

Pros

The search and linking of the account with QBO is an amazing feature!

Cons

No cons at the moment. If anything, all the added features for use with other employees can add up but that is also very customizable.

Response from Method Integration

Thanks for being a Method customer Alicia!

Amier Y.
Overall rating
  • Industry: Media Production
  • Company size: 11-50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

All-in-one Quickbooks CRM

Reviewed on 26/05/2021

Excellent. Method customer service has been top notch.

Excellent. Method customer service has been top notch.

Pros

Excellent user interface and easy integration with Quickbooks desktop.

Cons

It is pricey but you could opt for less features for a lower price.

Alternatives Considered

Zed Axis, Transaction Pro and Zapier

Reasons for Switching to Method CRM

Much more features and easy synchronization with QuickBooks.

Response from Method Integration

Thanks for your kind review Amier! If you aren't already on an annual plan, making the switch gets you a 10% discount. I just wanted to share that in case it's helpful information.

Showing 5 reviews of 91 Read all reviews

Method CRM FAQs

Below are some frequently asked questions for Method CRM.

Method CRM offers the following pricing plans:

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.

Method CRM has the following typical customers:

2-10, 11-50, 51-200

Method CRM supports the following languages:

English

Method CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Method CRM integrates with the following applications:

Gmail, Google Calendar, Google Workspace, Mailchimp, Microsoft Outlook, PayPal, Quickbooks Online, Zapier

Method CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Method CRM.