--- description: Learn how Method CRM can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Method CRM Reviews, Prices & Ratings | GetApp South Africa 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Method CRM](/software/90941/method-crm) # Method CRM Canonical: https://www.getapp.za.com/software/90941/method-crm Page: 1 / 6\ Next: [Next page](https://www.getapp.za.com/software/90941/method-crm?page=2) > Method CRM is the \#1 rated QuickBooks CRM for SMBs that need more flexibility. Customize workflows to fit how you work, connect sales and operations with finance, and keep leads, customers, estimates, invoices, and jobs synced with QuickBooks in real time. > > Verdict: Rated **4.2/5** by 129 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Method CRM 1\. Real-Time Sync with QuickBooks Method CRM connects with QuickBooks instantly. When you update something in QuickBooks, it shows up in Method right away, and the other way around. This saves you time, reduces errors, and gets rid of double data entry entirely. 2. Customizable for Your Business Every business is different, and you can customize Method CRM to fit your exact needs. Work with experts to set it up your way. Whether you’re managing leads, collecting payments, or tracking tasks, Method works for you. 3. Stay Organized and Grow Sales Method CRM helps you keep track of leads and close more deals. You can: - See your sales pipeline in one place. - Set automatic follow-ups and reminders. - Track where every deal stands so you can focus on closing. 4. Faster Paperwork and Payments Creating estimates, invoices, and getting paid is simple with Method CRM: - Build estimates and invoices that connect to QuickBooks. - Collect payments online safely and quickly. - Spend less time on data entry and fixing errors. 5. Better Customer Relationships Keep customers happy and coming back. With Method CRM, you can: - View all customer details, like emails, invoices, and notes, in one spot. - Send automated emails to stay in touch. - Solve problems faster with organized support tools. 6. Automate Tasks to Save Time Stop wasting time on small, repetitive tasks. Method CRM lets you: - Automate follow-ups, data entry, and lead assignments. - Reduce errors caused by manual work. - Simplify processes for your whole team. 7. Easy Team Collaboration Your team can work together better with Method CRM. Everyone can see up-to-date customer information, share updates, and track tasks. This makes teamwork smooth and ensures nothing gets missed. 8. Grows with Your Business Method CRM grows as your business grows. You can adjust it as your team gets bigger or your needs change. Whether you need new workflows or to manage more customers, Method is ready to grow with you. 9. Trusted by QuickBooks Users QuickBooks users rate Method CRM \#1 because it works perfectly with QuickBooks. It helps you manage leads, sales, and customers while keeping your accounting clean and accurate. 10. Great Support and Easy Setup You’re not alone with Method CRM. Our experts help you set it up to match your needs. If you need help later, our support team is always there to answer questions and guide you. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 129 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.0/5 | 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 - Customizable Branding - Customizable Fields - Customizable Reports ## 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.za.com/directory/230/crm/software) ## Related Categories - [CRM Software](https://www.getapp.za.com/directory/230/crm/software) - [Contact Management Software](https://www.getapp.za.com/directory/337/contact-management/software) - [Lead Management Software](https://www.getapp.za.com/directory/339/lead-management/software) - [Online CRM Software](https://www.getapp.za.com/directory/232/online-crm/software) - [Customer Success Software](https://www.getapp.za.com/directory/959/customer-success/software) ## Alternatives 1. [Zoho CRM](https://www.getapp.za.com/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.getapp.za.com/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 3. [HubSpot CRM](https://www.getapp.za.com/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.za.com/software/90378/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.getapp.za.com/software/90844/dynamics-365) — 4.4/5 (5811 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 ----- ### "Have no doubts and make the switch" — 4.0/5 > **Mario** | *19 November 2024* | Security & Investigations | Recommendation rating: 9.0/10 > > **Pros**: Method is quick and there is no lag when clicking around. > > **Cons**: Lack of inventory. Not their fault. It's just something we as a company were looking for. > > Quick and easy to transition into. Quick and easy to learn how to use as well. ----- ### "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. ----- ### "First time user" — 5.0/5 > **Chris** | *04 December 2024* | Automotive | Recommendation rating: 10.0/10 > > **Pros**: Very well organized platform. Really like the help features that is offered. > > **Cons**: Not really found anything i dislike about the platform > > So far the experience is great and loving it so far ----- ### "Mostly great, but somewhat overwhelming" — 5.0/5 > **Ryan** | *20 July 2021* | Civil Engineering | Recommendation rating: 8.0/10 > > **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. > > 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. ----- Page: 1 / 6\ Next: [Next page](https://www.getapp.za.com/software/90941/method-crm?page=2) ## Links - [View on GetApp](https://www.getapp.za.com/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