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.

Pricing starting from:

US$25,00/month

  • Free Trial
  • Subscription

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.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$25,00/month

  • Free Trial
  • Subscription

Images

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.
View 7 more
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.

Features

Total features of Method CRM: 121

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Tracking
  • Categorisation/Grouping
  • Client Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Forecasting
  • Historical Reporting
  • Interaction Tracking
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Knowledge Management
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Records Management
  • Recurring Tasks
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management

Alternatives

Zoho CRM

4,2
#1 Alternative to Method CRM
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Insightly

3,9
#2 Alternative to Method CRM
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Salesforce Sales Cloud

4,4
#3 Alternative to Method CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

HarmonyPSA

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#4 Alternative to Method CRM
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Reviews

Overall rating

4,1 /5
(80)
Value for Money
3,8/5
Features
4/5
Ease of Use
3,7/5
Customer Support
4,1/5

Already have Method CRM?

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

Write a Review!
Showing 5 reviews of 80
Chitta ranjan D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Excellent CRM to customize with Great Customer Support

Reviewed on 2019/01/07

I have been using this CRM from last 3 years for one of our lead generation project. Initially, it...

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.

Cherie H.
Overall rating
  • Industry: Market Research
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

For the Technology saavy users, must be advanced IMO

Reviewed on 2021/02/27

Good experience overall. Thei customer support and tutorials to help are excellent.

Good experience overall. Thei customer support and tutorials to help are excellent.

Pros

This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons

The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy and computer saavy and we still burned many hours over 2 weeks and 3 people setting up our company before launching to the sales team.

Response from Method Integration

Hi Cherie, thanks for your review. It's great to hear you're getting value out of Method:CRM. Please make sure to take advantage of our help center for all the resources you need to be successful with Method:CRM!

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Prone to Critical Errors, Only useful for small, simple businesses

Reviewed on 2021/03/09

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes...

Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use Quickbooks - but if you're looking to build complex automation, be wary and confirm its ability to support your use case on a very granular level - Otherwise, you may find out too late. For custom apps, the development itself is not difficult, but if you do require a developer to complete the project, Method provides custom app development @ >$100/hour, which in my experience was over-priced.

Pros

Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing.

Cons

First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved from this - but the fact that it's possible is frightening, not just in that you could lose your data, but also that Method CRM does not proactively warn you against it, or make obvious efforts to fix the problem or otherwise prevent it...
There are a few limitations within the features themselves that should be evaluated before purchase - The most notable, in my experience, was time-based automation. At the time of my implementation, there was no easy way to trigger process automation based on a certain time point.
These grievances may have been fixed by Method CRM by now, but I suggest bringing these questions up before making your decision.

Response from Method Integration

Thank you for taking the time to share this feedback with us. Your feedback is very important to us and has been passed to our development team for further action.

Brittney M.
Overall rating
  • Industry: Design
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Organized and simple

Reviewed on 2021/03/23

I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to...

I think its been great for our company and its so easy to use for anyone to catch on easy. Easy to send out sales order and emails.

Pros

I liked the activities because it helps remind me and holds me accountable to finish tasks.

Cons

Search bar seems to struggle sometimes finding companies/clients. Searching can be troublesome.

Response from Method Integration

Hi Brittney thanks for sharing your feedback! It's great to hear that Method:CRM is working well for your company.

Rosie A.
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

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

Reviewed on 2020/11/11

So far, Method has helped me develop my brand new business with processes that will not have to be...

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.

Response from Method Integration

Thank you for taking the time to share this feedback with us. We are glad that our integration with QuickBooks is meeting your needs and helping your business. Feel free to book your free customization session with our team to do even more with Method:CRM.

Showing 5 reviews of 80 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.

We do not have any information about Method CRM features

Method CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500

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 Online, Zapier

Method CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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