Method:CRM

Method:CRM

#1 CRM for QuickBooks Users

4.1/5 (57 reviews)

Method:CRM Overview

Fully Customizable CRM for Small Businesses Who Use QuickBooks.

How It Works.
You have all kinds of customer, vendor, and financial info and to-dos.

The Old Way: you store these in spreadsheet, sticky notes, and in your memory. This leads to messy workflows, missed tasks, lousy service, and disappointed customers.

The Method Way: you store these all in one place and all in sync with QuickBooks. This leads to delighted customers and a happy team.

Why is Method Different?

1) Best QuickBooks Sync.
Nobody likes entering data twice. Method has the best QuickBooks sync in the industry, and the patent to prove it. Virtually everything syncs back and forth. Your accountant will love it.

2) 100% Customizable, 100% Code-Free.
One-size-does-not-fit-all in small business. We know the way you get your word done is different from every other company. That’s why Method 100% customizable, 100% code-free. 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 is optimized for all devices – from mobile to desktop.

But Don’t Take It From Us...
Over 1,300 small businesses give Method:CRM 5-stars on Intuit Apps.com, Google Apps Marketplace, and here on GetApp.

Pricing

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

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Method:CRM Reviews

Overall rating
4.1/5
79% positive reviews
32
Excellent
13
Very good
4
Average
1
Poor
7
Terrible
Margaret W.

The Method Support Team and Programmers are Super!

Used Daily for 1+ year
Reviewed on 2018/04/24
Review Source: Capterra

The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.

Pros

I believe the support behind the software is critical. Our Method Programmer helped us customize our applications to better fit our needs - she's super and so easy to work with. Method Support Team is quick to respond to inquiries, and I love that I can easily chat with them.

The software is pretty intuitive. Our sales, support and tech teams use it daily to access customer information and to provide support. All touch points are documented, allowing anyone in the organization to have access to customer communications. This allows us to better serve our customers and to be more efficient as an organization.

Cons

The hardest thing for us is understanding the cases application. We are currently working on the customization of this application. It's frustrating that communications with customers via our email platform (gmail) can't transfer over to the customer account as an activity in Cases- our hope is that the upcoming gmail 'gadget' will do this.

Also, we often email instructions that include images inserted within the email. This can't be done with Method email...at least not easily. You have to come up with a URL for the image, and even still, I have not been able to get the image to appear in the email. A simple add image button that goes to an image file where you click image to insert in email would be really nice.

Response from Method Integration

Thanks for such a detailed review of Method:CRM, Margaret! It's great that your business is leveraging the customization options and that you've enjoyed working with our team so much. I'll be sure to pass along your feedback for how we can improve our app to make the experience even better. Thanks again
Lynda

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
John S.

Saved me from outgrowing QuickBooks

Used Daily for 2+ years
Reviewed on 2018/04/01
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Chitta ranjan D.

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
Damien F.

After struggling withe this app for 10 days of a 30 day trial I gave up, exasperated.

Used Daily for 1-5 months
Reviewed on 2017/05/31
Review Source: Capterra

I learned that the system I currently use is more than good enough for my needs. The Quickbooks integration is really not that important to me

Pros

It has a very clean modern look , and syncs really well with Quickbooks. The support team are e very helpful and responsive.

Cons

This is absolutely not a CRM ready to go 'out of the box' It is difficult to set up and use and some of the core features of a really good contact management system are either missing or handled really badly. No doubt some of the shortfalls could be ironed out with customisation but the promise in the Method marketing and constant reference to five star reviews on their website is not delivered in the experience. It looks beautiful but is infuriating to use. It does integrate and sync with Quickbooks extremely well but its value as a potential single platform for contact management and invoicing is undermined by the lack of features and the way in which some others are handled. There are many better CRM apps for a lot less money, even if the integration is not as good. Ultimately, what is the point of a great sync if the CRM is hopeless anyway? Horrible, just horrible. The Method support team were very helpful but I but I think there is a lack of understanding on their part of the average sales professionals workflow. I liked the look so much I tried to make the app fit my workflow which was absolute folly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

0.0/10
Noah M.

Method is a fantastic web-based QuickBooks CRM

Used Daily for 6-12 months
Reviewed on 2018/04/24
Review Source: Capterra

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)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Method:CRM Pricing

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

Mix and match packs so each staff has the features they need.

Method:CRM Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Email Integration
  • Mobile Integration

  • Activity Tracking
  • Customer Database
  • Data Import/Export
  • Electronic Payments
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

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.
Contacts entered in Method sync to QuickBooks instantly, and vise-versa. Staff always have up-to-date customer, lead, and vendor information. No more wasted time on double data entry or looking for customer information.

Increase sales with faster, more efficient sales processes.
Unlimited leads are kept from QuickBooks until they're customers. Sales reps can create and send out estimates, even from the road. Track sales opportunities from initial interest to final sale for both new an existing customers.

Provide excellent service and drive repeat business efficiently.
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.

Streamline processes for happier, more productive staff.
End-to-end workflows eliminate inefficient processes that slow down your team and your business. Convert estimates into invoices without re-entering information. Accept customer payments without going into QuickBooks. Web-to-lead forms turn interested website visitors into leads and create automatic follow-ups.

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 packs so each staff has the features they need.

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:

Mid Size Business, Small 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:

G Suite, Google Calendar, Mailchimp, Microsoft Outlook, PayPal, QuickBooks, QuickBooks Online, QuickBooks Online, 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