Method CRM

The #1 rated CRM for QuickBooks Desktop and Online users

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.


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.


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.
View 10 more
Method CRM video
Method CRM video
Method CRM video
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.

Not sure about Method CRM? Compare with a popular alternative

Method CRM

4,1 (98)
VS.

Starting Price

US$25,00
month
US$0,00

Pricing Options

Free version
Free trial
Free version
Free trial

Features

79
31

Integrations

12
No integrations found

Ease of Use

3,7 (98)
3,7 (37)

Value for Money

3,8 (98)
4,3 (37)

Customer Service

4,0 (98)
3,6 (37)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

CiviCRM

4,1
#1 Alternative to Method CRM
CiviCrm is a open software for organizing and handling donations, contacts, and other things regarding non-profit...

Dynamics 365

4,4
#2 Alternative to Method CRM
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

SuiteDash

4,8
#3 Alternative to Method CRM
SuiteDash is an all-in-one business software that enables collaboration with teams and optimizes interaction with...

Zed Axis

4,1
#4 Alternative to Method CRM
Zed Axis helps businesses quickly and easily import, export and update transactions and lists from text, or Excel files...

Reviews

Overall rating

4,1 /5
(98)
Value for Money
3,8/5
Features
4,0/5
Ease of Use
3,7/5
Customer Support
4,0/5

Already have Method CRM?

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

Showing 5 reviews of 98
Lisa
Overall rating
  • Industry: Building Materials
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

This Could be Perfect....

Reviewed on 2020/03/26

I can set reminders that actually work with Method. We have been able to set up cases for issues...

I can set reminders that actually work with Method. We have been able to set up cases for issues with deliveries, shortages, and materials. Then we can follow the process of a customer return or an issue that needs to be resolved more easily.

Pros

I love the integration with Outlook. I love the ability to keep a record of each activity and opportunities. Being able to customize things has been great for our company.

Cons

This is a great product, except it does not have a place on a customer to make notes specific to a person or to save files. Each company has a price sheet. I can only attach things to activities. I cannot go through every activity to find customer specific files. Please add a feature to pin files or attach files to a contact. A place for contact specific notes would be awesome too! There is also not an easy way to go back to an opportunity from an activity. You can click to go to the Estimate when an activity is on the Estimate, so why would it not work that way for an Opportunity?

John
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Saved me from outgrowing QuickBooks

Reviewed on 2018/04/01

Pros

Two years ago, our IT expert thought it was time to move from QuickBooks to NetSuite during a stage of rapid growth. We indeed needed efficiencies between our accounting and rest of the company. But the cost of leaving QuickBooks and adopting a new system would be massive. So glad we found Method, as we can grow with Method + QuickBooks. QuickBooks for accounting, and Method for everything else. The sync is seamless, and the level of customization we have done has allowed us to automate everything NetSuite would have given us as a fraction of the cost and fraction of the time. We are 2 years in now, and we keep growing what we do with Method, and our company has doubled in size over that time. I can't speak highly enough about the level of service Method provides. Every person I talk to is knowledgeable, friendly, and interested in how they can help our company grow and be more efficient.. I can't speak highly enough about Method and their team.

Cons

I would like to see integration with our inventory software so that product lists can be automatically integrated without doing API integration.

Jet
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Powerful CRM platform

Reviewed on 2019/11/21

We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the...

We are trying to implement a CRM tool to use with our existing Quickbooks system. Overall, the integration somehow works, however not as advertised as "magical" it would be.
Lots of customization effort has to be done to get it to where we want it to be.

Pros

Powerful and can be highly customized.
Covering almost all aspect of CRM and most from accounting.
Easy to use interface.
Basic plan price is reasonable.

Cons

Outlook integration app still requires a lot of touch up to be practical.
Customization works can be quite repetitive effort if you have multiple company entities that you would like to have similar customization.
Integration engine with Quickbook does not run well on RightNetworks platform. There is no true 24/7 real-time sync.
Prices per user could get very steep when you start subscribed to more modules.

Alternatives Considered

Dynamics 365 and NetSuite

Switched From

Dynamics 365 and NetSuite

Reasons for Switching to Method CRM

Its advertisement on easy integration with Quickbooks.
Jonathan
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Usefull tool

Reviewed on 2020/03/26

before that everything was done manually very hard to follow and keep track of the work

before that everything was done manually very hard to follow and keep track of the work

Pros

Great way to follow up on clients and activities , the fact the will provide a good picture of the work done during the day , invoices are sync with QuickBooks . allows you create leads and categorized clients according to they importance . very easy to use . our manager will count the number of calls and notes to share it with others .

Cons

sometime it gets a bit slow when creating the activities . not able to import export pictures , folders , graphics into the activities

Noah
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Method is a fantastic web-based QuickBooks CRM

Reviewed on 2018/04/24

Time saving and job tracking

Time saving and job tracking

Pros

Method is completely customizable. You can learn to customize it yourself or hire someone at Method to do it for you. You can shape it to work for your specific business. We're using it for booking clients to our mastering studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.

Cons

Sometimes, something that I would consider a bug in the customization they consider something that needs to be paid to be fixed. I think this is due to how they have the customization set up with freelancers. Also, Method strangely doesn't support the printing of the HST Number on invoices (which quickbooks does natively) and that is required by Canadian Law. These are little things but none-the-less annoying. It doesn't take away from how much time the software has saved our business and in our next round of customization we will get these things fixed. (Hopefully)

Showing 5 reviews of 98 Read all reviews

Method CRM FAQs

Below are some frequently asked questions for Method CRM.

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.

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 Desktop Enterprise, QuickBooks Desktop for Mac, Quickbooks Online, Quickbooks Pro, Xero, 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.