Method:CRM

The #1 rated CRM for QuickBooks Desktop and Online users

4,1 /5 (71 reviews) Write a Review!

Method:CRM Overview

What is 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.

Method:CRM Overview

Pricing

Starting from
US$25,00/month

Pricing options

Free Trial
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

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

Method:CRM Reviews

Method:CRM Reviews

Overall rating
4,1
/
5
Excellent
40

Very good
16

Average
6

Poor
1

Terrible
8

Value for Money
3,7
Features
4
Ease of Use
3,7
Customer Support
4
79% recommended this app
Chitta ranjan D.

Excellent CRM to customize with Great Customer Support

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.


Rosie A.

Best integration with QBO and Gmail for Free Trial/Great Price

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.


Richard M.

Not a good fit for our organization

It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.


Omar M.

Excellent Tool

I am satisfied because it is a really efficient tool to grow my business.


Wanda M.

Best CRM


Chitta ranjan D.
Industry: Information Technology & Services
Company size: 201-500 Employees

Excellent CRM to customize with Great Customer Support

Used Daily for 2+ years
Reviewed on 2019/01/07
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Rosie A.
Industry: Business Supplies & Equipment
Company size: Self Employed

Best integration with QBO and Gmail for Free Trial/Great Price

Used Daily for Free Trial
Reviewed on 2020/11/11
Review Source: Capterra

So far, Method has helped me develop my brand new business with processes that will not have to be duplicated or repeated or that will just be current placemarkers until I can begin the true process I want. I am filling in a database and learning the accounting necessary to make all quoting, selling, ordering, and invoicing steps seamless.
When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur. She referred me to tech support; They helped me fix and work around. I really like that a Lead in Method can remain a lead forever, and it does not enter my Quickbooks until I make it a customer in Method. Undoing in Method is easy...not so easy in QBO.
My online encounters have been excellent with the Method staff.

Pros

I like the fact that I can integrate email, accounting, marketing and sales tracking, which is unparalleled for this price. Am still in free trial. 1-hour free customization is available - I will use it; have not yet. Method is somewhat intuitive. Support sessions answer questions where it is not clear. When an invoice is emailed it is copied to my own email address. Everything that is sent from the system is halted by a review screen asking "do you really want to send this?" I have caught myself in more than one error or case where I needed to re-word something. The 30 minute support sessions assign each customer a dedicated person saving time on subsequent sessions as there is no re-hashing of former details. Tech sessions are set on a self-serve calendar. When reserving time, customer also enters a list of items to be addressed. At the correct time all parties log in to Go to Meeting, and it is very efficient. My dedicated contact is excellent. And, a bonus - invoice emails state they are from my business in subject line so they are not lost.

Cons

I do not like that many of the areas I hope to use will cost more money. However, the seamless integration with QBO and the ability to track clients and maintain only one synched database outweighs any of the current pricing I am seeing. I have not been able to figure out where an email generated in Method is stored for future reference. I am sure one of the customer sessions will help me. I also do not like that the word estimate is what I have to use instead of quote.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Richard M.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

Not a good fit for our organization

Used Weekly for 1+ year
Reviewed on 2020/09/11
Review Source: Capterra

It looked like it had potential when we were switching from the free CiviCRM through our Wordpress website. But because of the bad experience of trying to customize it and have the same tracking ability as CiviCRM, I basically wasted 6-months fooling around with it. I compromised for a year and used a supplemental spreadsheet or two to track what I needed and that didn't work out too well. So we switched to a different CRM now that is a better fit for us.

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time!

Cons

I had the hardest time importing our data from another database and the one hour support, was barely enough time to get anywhere. When I attempted to create custom fields for our donors, I found it very overwhelming and didn't have the time to invest in the training videos.

Response from Method Integration

Hi Richard, thanks for sharing your experience with us. This is the kind of feedback we need to keep improving our product. While our DIY customization isn't for everyone, we do offer a team of Business Solutions Specialists to our customers who are customization experts as well as unlimited, free customer support. Regardless, we are glad your team has found a tool that's right for you!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Omar M.
Industry: Events Services
Company size: 11-50 Employees

Excellent Tool

Used Daily for 2+ years
Reviewed on 2020/10/27
Review Source: Capterra

I am satisfied because it is a really efficient tool to grow my business.

Pros

It is the operating system of our sales department. Simple to use for the sales team, track activity and set reminders on follow ups. It gives me the ability to forecast monthly revenue.

Cons

I am currently very satisfied with the software at all aspects.

Response from Method Integration

Thanks for the positive review Omar!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Wanda M.
Industry: Publishing
Company size: 2-10 Employees

Best CRM

Used Daily for 1+ year
Reviewed on 2020/08/24
Review Source: Capterra

Pros

I like the fact that this software is so user friendly. It's the best CRM I've used in my entire career.

Cons

Honestly, I haven't found anything I don't like about this software.

Response from Method Integration

Hi Wanda,

Thank you for your review! We're so glad that you enjoy using Method:CRM. We would love to hear more about your experience, so if you're willing to share, please drop us a line at [email protected]

Best,
The Method Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8/10
Based on 71 user ratings
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Method:CRM Pricing

Method:CRM Pricing

Starting from
US$25,00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
3,7/5
Based on 71 user ratings
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Method:CRM Features

Method:CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4/5
Based on 71 user ratings
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Categories

Additional information for Method:CRM

Additional information for Method:CRM

Key features of Method:CRM

  • #1 rated CRM QuickBooks integration
  • Activity Tracking
  • Contact Management
  • Custom fields, screens, and apps
  • Customer portal pages
  • Customized workflows
  • Estimate/ Quote Management
  • Gmail & Outlook Gadget
  • Invoice & Payment Management
  • MailChimp Integration
  • Native iOS & Android Mobile Apps
  • Payment gateways
  • Performance Reports
  • Sales Pipeline and Lead Management
  • Web to Lead website forms

Benefits

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.

Method:CRM FAQs

Method:CRM FAQs

Below are some frequently asked questions for Method:CRM.

Q. What type of pricing plans does Method:CRM offer?

Method:CRM offers the following pricing plans:

Starting from: US$25,00/month

Pricing model: Subscription

Free Trial: Available

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.

Q. What are the main features of Method:CRM?

Method:CRM offers the following features:

  • #1 rated CRM QuickBooks integration
  • Activity Tracking
  • Contact Management
  • Custom fields, screens, and apps
  • Customer portal pages
  • Customized workflows
  • Estimate/ Quote Management
  • Gmail & Outlook Gadget
  • Invoice & Payment Management
  • MailChimp Integration
  • Native iOS & Android Mobile Apps
  • Payment gateways
  • Performance Reports
  • Sales Pipeline and Lead Management
  • Web to Lead website forms

Q. Who are the typical users of Method:CRM?

Method:CRM has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Method:CRM support?

Method:CRM supports the following languages:

English

Q. What type of pricing plans does Method:CRM offer?

Method:CRM has the following pricing plans:

Subscription

Q. Does Method:CRM support mobile devices?

Method:CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Method:CRM integrate with?

Method:CRM integrates with the following applications:

Google Workspace, Mailchimp, Microsoft Outlook, PayPal, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, SmartVault, Vonage Business, doForms

Q. What level of support does Method:CRM offer?

Method:CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials