--- 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 / 7\ 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 139 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** | 139 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.1/5 | 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) - [CRM for Small Businesses ](https://www.getapp.za.com/directory/4959/small-business-crm/software) ## Alternatives 1. [Zoho CRM](https://www.getapp.za.com/software/9908/zoho-crm) — 4.3/5 (6973 reviews) 2. [Bigin by Zoho CRM](https://www.getapp.za.com/software/142099/bigin-by-zoho-crm) — 4.7/5 (730 reviews) 3. [HubSpot CRM](https://www.getapp.za.com/software/102533/hubspot-crm) — 4.5/5 (4458 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.za.com/software/90378/salesforce) — 4.4/5 (18782 reviews) 5. [Dynamics 365](https://www.getapp.za.com/software/90844/dynamics-365) — 4.4/5 (5822 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 ----- ### "If you want great customer service, Method is your CRM" — 4.0/5 > **Wendy** | *07 November 2024* | Construction | Recommendation rating: 8.0/10 > > **Pros**: The layout of this CRM makes finding what you are looking for simple and fast. Customer service is top notch. > > **Cons**: My main issue is that when you want to add a recurring booking in a schedule the default end date is the next calendar year. It's easy to overlook the year when only booking something that lasts a few days or weeks. > > Method support staff is great. Every issue we've ever had has been addressed quickly and thoroughly. Following up with a phone call after the issue is resolved to make sure all aspects of our concerns are addressed is an added touch not commonly found in CRM customer support. ----- ### "Basic User Friendly CRM" — 3.0/5 > **Brian** | *31 October 2024* | Oil & Energy | Recommendation rating: 2.0/10 > > **Pros**: The CRM has a user friendly interface. I like that the dashboard is customizable. > > **Cons**: There is no information available in regards to the overall performance of individual sales reps. We have had some issues with information populating correctly from Quickbooks. However, the Method team was able to resolve. > > Method works as a good management tool, but needs some improving to compete with the other CRM softwares available. ----- ### "Less data entry" — 5.0/5 > **Mandy** | *31 October 2024* | Retail | Recommendation rating: 10.0/10 > > **Pros**: Method makes creating estimates, work orders, sales orders all from the Opportunities app super easy. I also like being able to customize documents to match our company branding. > > **Cons**: After an opportunity is closed it does remain on the opportunity screen, which causes a little bit of clutter, but this is minor. > > I tell my boss on the daily how much I like using Method. Navigating the apps is very simple. Previously we used multiple platforms which caused a lot of redundant data entry. Method takes that away. ----- ### "Try Method CRM if you are looking for an All-Type Workflow." — 4.0/5 > **Alisena** | *02 December 2024* | Security & Investigations | Recommendation rating: 9.0/10 > > **Pros**: Method CRM is fully customizable and also an All time active support team which are reachable so quickly. > > **Cons**: Having various types off Apps that can perform all types of activities. > > We found Method CRM much useful for our Management, Accounting and On-Field Stuff and Stuff. ----- Page: 1 / 7\ 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